Integrated Wealth Concepts LLC Incresed Positions in Q3 2024

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
43.2K
+ 19.89%
$60.1 - $66.57 $2.59M - $2.87M
260K $17.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
903
+ 1.42%
$405.19 - $478.57 $366K - $432K
64.4K $29.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
21.2K
+ 15.66%
$113.45 - $126.18 $2.4M - $2.67M
156K $19.7M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
53.6K
+ 360.39%
$60.25 - $66.85 $3.23M - $3.58M
68.4K $4.52M
IXUS
Ishares Tr

ETFs
37.9K
+ 29.58%
$64.9 - $73.35 $2.46M - $2.78M
166K $12.1M
IOT
Samsara Inc.

Technology
196
+ 0.08%
$34.85 - $49.75 $6.83K - $9.75K
234K $11.3M
FSLR
First Solar, Inc.

Technology
13K
+ 236.61%
$205.36 - $255.78 $2.67M - $3.32M
18.5K $4.61M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.3K
+ 3.05%
$33.74 - $37.96 $920K - $1.04M
922K $34.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
43.8K
+ 15.9%
$56.04 - $62.99 $2.45M - $2.76M
319K $19.5M
VTV
Vanguard Value ETF

ETFs
8.36K
+ 6.8%
$159.75 - $174.57 $1.34M - $1.46M
131K $22.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.1K
+ 32.93%
$96.25 - $101.98 $2.61M - $2.76M
109K $11.1M
MUB
Ishares National Muni Bond ETF

ETFs
23.8K
+ 10.11%
$106.13 - $108.7 $2.52M - $2.58M
259K $28.1M
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 0.16%
$333.64 - $405.2 $26.7K - $32.4K
49.7K $20.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
55.9K
+ 24.12%
$44.65 - $47.21 $2.5M - $2.64M
288K $13.5M
ZM
Zoom Video Communications, Inc.

Technology
42.4K
+ 880.34%
$55.32 - $71.9 $2.35M - $3.05M
47.2K $3.29M
ADM
Archer Daniels Midland CO

Consumer Defensive
50.5K
+ 248.97%
$57.96 - $65.72 $2.93M - $3.32M
70.8K $4.23M
VLUE
Ishares Msci Usa Value Factor

ETFs
13.9K
+ 5.43%
$99.14 - $109.18 $1.38M - $1.52M
271K $29.5M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
21.2K
+ 1.84%
$41.04 - $43.51 $871K - $923K
1.17M $50.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
41.6K
+ 5.47%
$49.93 - $51.15 $2.08M - $2.13M
802K $41M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
10.8K
+ 1.12%
$38.51 - $41.69 $417K - $451K
980K $40.9M
GLD
Spdr Gold Trust

ETFs
642
+ 0.7%
$215.56 - $246.98 $138K - $159K
92.9K $22.6M
VTI
Vanguard Total Stock Market Et

ETFs
961
+ 0.63%
$255.18 - $283.2 $245K - $272K
154K $43.7M
XLK
Technology Sector Spdr

ETFs
12.1K
+ 6.07%
$197.34 - $237.68 $2.38M - $2.87M
211K $47.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
163
+ 0.09%
$162.83 - $179.16 $26.5K - $29.2K
174K $31.1M
GTO
Invesco Actively Managed ETF T

ETFs
48.6K
+ 58.87%
$46.22 - $48.77 $2.25M - $2.37M
131K $6.33M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
79K
+ 44.45%
$27.8 - $29.26 $2.2M - $2.31M
257K $7.46M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
27.4K
+ 11.83%
$50.02 - $54.5 $1.37M - $1.49M
259K $14.1M
AVGO
Broadcom Inc.

Technology
106K
+ 950.08%
$136.27 - $1745.86 $14.5M - $186M
118K $20.3M
XLV
Select Sector Spdr Fund Health

ETFs
11.2K
+ 16.19%
$143.3 - $157.24 $1.61M - $1.77M
80.6K $12.4M
FDVV
Fidelity High Dividend ETF

ETFs
20.8K
+ 6.83%
$46.26 - $50.65 $964K - $1.06M
326K $16.5M
IBM
International Business Machines Corp

Technology
75
+ 0.17%
$175.1 - $223.38 $13.1K - $16.8K
45.1K $9.96M
GS
Goldman Sachs Group Inc

Financial Services
3.41K
+ 29.76%
$459.02 - $510.25 $1.57M - $1.74M
14.9K $7.36M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
38.2K
+ 15.3%
$50.15 - $51.27 $1.92M - $1.96M
288K $14.8M
IWM
Ishares Russell 2000 ETF

ETFs
4.46K
+ 6.82%
$200.87 - $224.6 $896K - $1M
69.9K $15.4M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
105K
+ 49.99%
$19.2 - $19.63 $2.02M - $2.07M
316K $6.18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
18.4K
+ 67.37%
$97.81 - $108.79 $1.8M - $2M
45.7K $4.97M
NOW
Service Now, Inc.

Technology
166
+ 0.9%
$730.87 - $937.36 $121K - $156K
18.5K $16.6M
AFL
Aflac Inc

Financial Services
13.9K
+ 54.78%
$88.52 - $111.8 $1.23M - $1.55M
39.2K $4.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.7K
+ 4.74%
$54.98 - $59.51 $973K - $1.05M
391K $23.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
41.3K
+ 358.97%
$49.9 - $50.37 $2.06M - $2.08M
52.8K $2.65M
AXON
Axon Enterprise, Inc.

Industrials
485
+ 2.75%
$286.16 - $399.6 $139K - $194K
18.1K $7.24M
DGRO
Ishares Core Dividend Growth E

ETFs
17.1K
+ 8.84%
$57.47 - $62.76 $980K - $1.07M
210K $13.2M
PLTR
Palantir Technologies Inc.

Technology
14.5K
+ 11.9%
$24.09 - $37.95 $350K - $551K
137K $5.08M
USXF
Ishares Esg Advanced Msci Usa

Technology
37.5K
+ 70.93%
$43.59 - $49.35 $1.64M - $1.85M
90.4K $4.44M
PFE
Pfizer Inc

Healthcare
52.7K
+ 12.08%
$27.7 - $31.39 $1.46M - $1.65M
489K $14.1M
UNH
Unitedhealth Group Inc

Healthcare
207
+ 0.88%
$488.01 - $604.18 $101K - $125K
23.8K $13.9M
ORCL
Oracle Corp

Technology
971
+ 1.66%
$125.9 - $170.35 $122K - $165K
59.5K $10.1M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.39K
+ 0.97%
$32.65 - $36.69 $176K - $198K
559K $20.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.92K
+ 5.3%
$283.28 - $314.39 $827K - $917K
58K $18.2M
Activity Summary
Buys All Purchases 865 New Holdings 101 Increased Positions 764 Sells All Sells 735 Reductions 735 Sold out 0 Options Calls 0 Puts 0
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