Integrated Wealth Concepts LLC Incresed Positions in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24.6K
+ 18.24%
$23.4 - $29.68 $577K - $731K
160K $4.74M
DFIV
Dimensional ETF Tr

ETFs
5.26K
+ 1.94%
$34.67 - $43.21 $182K - $227K
276K $11.8M
LMT
Lockheed Martin Corp

Industrials
2.03K
+ 15.6%
$430.82 - $486.45 $874K - $987K
15K $6.97M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.59K
+ 1.4%
$114.78 - $133.31 $298K - $346K
188K $25M
PANW
Palo Alto Networks Inc

Technology
270
+ 0.84%
$152.44 - $204.64 $41.2K - $55.3K
32.4K $6.64M
PULS
Pgim ETF Tr

ETFs
22.9K
+ 16.1%
$49.39 - $49.76 $1.13M - $1.14M
165K $8.22M
XLP
Consumer Staples Sector Spdr

ETFs
14.9K
+ 11.81%
N/A
141K $10.8M
JCI
Johnson Controls International PLC

Industrials
8.61K
+ 101.53%
$71.14 - $105.62 $612K - $909K
17.1K $1.8M
DELL
Dell Technologies Inc.

Technology
6.79K
+ 75.77%
$71.63 - $125.98 $487K - $856K
15.8K $1.93M
VIG
Vanguard Dividend Appreciation

ETFs
6.04K
+ 14.23%
N/A
48.4K $8.82M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
10.8K
+ 3.28%
$2.85 - $6.24 $30.7K - $67.2K
339K $2.12M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.07K
+ 3.23%
$57.14 - $72.68 $175K - $223K
98K $7.13M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
118K
+ 118.9%
$7.19 - $8.75 $847K - $1.03M
217K $1.9M
MNST
Monster Beverage Corp

Consumer Defensive
16.1K
+ 79.65%
$55.01 - $64.24 $883K - $1.03M
36.2K $2.27M
TPR
Tapestry, Inc.

Consumer Cyclical
10.9K
+ 158.53%
$60.6 - $87.81 $663K - $961K
17.8K $1.57M
SPOT
Spotify Technology S.A.

Communication Services
642
+ 23.76%
$503.3 - $775.9 $323K - $498K
3.34K $2.57M
SHOP
Shopify Inc.

Technology
2.42K
+ 6.08%
$76.89 - $115.35 $186K - $279K
42.2K $4.86M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
14.9K
+ 121.39%
$53.75 - $67.21 $802K - $1M
27.2K $1.8M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
35.1K
+ 268.43%
$23.44 - $28.85 $822K - $1.01M
48.2K $1.39M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
40.1K
+ 22.67%
$24.94 - $25.42 $999K - $1.02M
217K $5.51M
CL
Colgate Palmolive CO

Consumer Defensive
11.9K
+ 91.75%
$87.57 - $96.0 $1.04M - $1.14M
24.8K $2.26M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.9K
+ 7.69%
$17.76 - $22.1 $353K - $440K
279K $6.16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
80.3K
+ 10.74%
$24.32 - $27.87 $1.95M - $2.24M
828K $21.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
20K
+ 337.3%
$50.09 - $51.09 $999K - $1.02M
25.9K $1.32M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
43.1K
+ 28.61%
N/A
194K $4.61M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.27K
+ 0.89%
$36.25 - $42.28 $227K - $265K
708K $29.9M
CFG
Citizens Financial Group Inc

Financial Services
21.9K
+ 288.37%
$34.27 - $44.75 $751K - $981K
29.5K $1.32M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
14.8K
+ 94.93%
$40.95 - $57.85 $604K - $853K
30.3K $1.74M
INTU
Intuit Inc

Technology
787
+ 36.08%
$544.07 - $787.63 $428K - $620K
2.97K $2.34M
VST
Vistra Corp.

Utilities
3.06K
+ 58.81%
$98.07 - $195.04 $300K - $598K
8.27K $1.6M
ECL
Ecolab Inc.

Basic Materials
3.41K
+ 83.07%
$225.65 - $270.95 $769K - $924K
7.51K $2.02M
DASH
Door Dash, Inc.

Communication Services
3.54K
+ 206.65%
$163.16 - $246.51 $578K - $874K
5.26K $1.3M
NET
Cloudflare, Inc.

Technology
1.18K
+ 13.15%
$97.08 - $195.83 $114K - $230K
10.1K $1.98M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
20.9K
+ 279.59%
$37.51 - $45.52 $784K - $951K
28.4K $1.28M
EWC
Ishares Msci Canada ETF

ETFs
20.2K
+ 291.09%
$37.17 - $46.2 $750K - $933K
27.1K $1.25M
CNC
Centene Corp

Healthcare
18.3K
+ 412.64%
$53.4 - $64.29 $980K - $1.18M
22.8K $1.24M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.7K
+ 4.35%
$82.32 - $112.47 $140K - $191K
40.6K $4.57M
SYK
Stryker Corp

Healthcare
2.07K
+ 33.01%
$337.37 - $395.63 $697K - $817K
8.33K $3.29M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
30.6K
+ 19.5%
N/A
187K $5.9M
TSEM
Tower Semiconductor LTD

Technology
8.09K
+ 10.19%
$29.65 - $43.8 $240K - $354K
87.5K $3.79M
PSA
Public Storage

Real Estate
3.33K
+ 81.4%
$266.31 - $309.77 $888K - $1.03M
7.43K $2.18M
PINS
Pinterest, Inc.

Communication Services
25.1K
+ 229.52%
$24.21 - $35.95 $608K - $903K
36.1K $1.29M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
40.9K
+ 44.41%
$23.03 - $23.64 $943K - $968K
133K $3.12M
MELI
Mercadolibre Inc

Consumer Cyclical
181
+ 25.28%
$1794.73 - $2613.63 $325K - $473K
897 $2.34M
DFAI
Dimensional ETF Tr

ETFs
1.48K
+ 0.55%
$28.02 - $34.71 $41.4K - $51.3K
270K $9.34M
TWLO
Twilio Inc

Communication Services
5.85K
+ 72.9%
$81.34 - $124.36 $476K - $727K
13.9K $1.73M
BCAT
Black Rock Capital Allocation Trust

ETFs
59.3K
+ 174.35%
$13.2 - $15.27 $782K - $905K
93.3K $1.41M
JHMM
John Hancock Multifactor Mid C

ETFs
3.29K
+ 1.76%
$50.32 - $61.13 $166K - $201K
190K $11.6M
ZS
Zscaler, Inc.

Technology
2.39K
+ 165.88%
$174.67 - $315.32 $417K - $753K
3.83K $1.2M
Activity Summary
Buys All Purchases 1246 New Holdings 294 Increased Positions 952 Sells All Sells 600 Reductions 600 Sold out 0 Options Calls 0 Puts 0
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