Integrated Wealth Concepts LLC Incresed Positions in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
38.6K
+ 20.26%
$31.31 - $35.01 $1.21M - $1.35M
229K $7.17M
VO
Vanguard Mid Cap ETF

ETFs
2.09K
+ 2.05%
$261.5 - $284.63 $546K - $594K
104K $27.5M
XLC
Select Sector Spdr Tr Communic

ETFs
982
+ 1.29%
$89.66 - $102.16 $88K - $100K
76.8K $7.44M
CAT
Caterpillar Inc

Industrials
2.78K
+ 18.03%
$360.37 - $416.88 $1M - $1.16M
18.2K $6.61M
FTQI
First Trust ETF Vi First Trust

ETFs
16.8K
+ 2.6%
$20.23 - $21.46 $340K - $361K
664K $13.8M
AXP
American Express CO

Financial Services
371
+ 2.07%
$267.35 - $305.57 $99.2K - $113K
18.3K $5.42M
ROIV
Roivant Sciences Ltd.

Healthcare
41.6K
+ 16.86%
$11.16 - $12.71 $464K - $528K
288K $3.41M
EMR
Emerson Electric CO

Industrials
2.11K
+ 10.5%
$108.13 - $134.33 $228K - $284K
22.2K $2.76M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
15.1K
+ 12.18%
$42.33 - $43.3 $637K - $652K
139K $5.91M
CF
Cf Industries Holdings, Inc.

Basic Materials
6.34K
+ 192.53%
$81.39 - $94.14 $516K - $597K
9.64K $822K
DE
Deere & CO

Industrials
1.14K
+ 14.78%
$389.45 - $466.0 $443K - $530K
8.83K $3.74M
DJD
Invesco Exchange Traded Fd Tr

ETFs
12.6K
+ 21.2%
$50.65 - $54.19 $637K - $681K
71.9K $3.65M
AXS
Axis Capital Holdings LTD

Financial Services
2.21K
+ 6.02%
$78.26 - $94.05 $173K - $207K
38.8K $3.44M
ROKU
Roku, Inc

Communication Services
7.1K
+ 33.97%
$64.08 - $84.12 $455K - $597K
28K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
709
+ 14.71%
$471.27 - $550.62 $334K - $390K
5.53K $2.89M
NET
Cloudflare, Inc.

Technology
3.39K
+ 59.65%
$78.11 - $117.56 $265K - $398K
9.07K $976K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
28.4K
+ 9.0%
$19.38 - $19.58 $551K - $556K
344K $6.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.78K
+ 2.65%
$126.68 - $134.74 $605K - $644K
185K $23.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.24K
+ 15.45%
$238.25 - $261.28 $534K - $586K
16.7K $4.05M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
10.2K
+ 63.4%
$51.76 - $56.72 $527K - $578K
26.3K $1.36M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
13.9K
+ 5.42%
$48.48 - $49.47 $672K - $686K
270K $13.1M
FDL
First Tr Morningstar Dividend

ETFs
13.6K
+ 33.42%
$39.59 - $43.95 $539K - $598K
54.3K $2.19M
PANW
Palo Alto Networks Inc

Technology
16.4K
+ 104.47%
$181.96 - $405.9 $2.99M - $6.67M
32.2K $5.85M
UITB
Usaa ETF Tr Core Intermediate

ETFs
10.9K
+ 58.13%
$45.83 - $48.07 $497K - $522K
29.5K $1.36M
CTSH
Cognizant Technology Solutions Corp

Technology
6.15K
+ 14.18%
$74.37 - $82.32 $457K - $506K
49.5K $3.8M
ADI
Analog Devices Inc

Technology
2.48K
+ 61.56%
$206.35 - $236.48 $512K - $587K
6.51K $1.38M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.69K
+ 33.17%
$55.86 - $60.21 $429K - $463K
30.9K $1.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.47K
+ 0.72%
$61.68 - $67.87 $461K - $507K
1.04M $64.9M
ORI
Old Republic International Corp

Financial Services
10.6K
+ 12.69%
$34.4 - $38.98 $365K - $414K
94.3K $3.41M
VFH
Vanguard Financial ETF

ETFs
1.02K
+ 2.58%
$108.87 - $126.2 $111K - $129K
40.6K $4.8M
CHE
Chemed Corp

Healthcare
1.76K
+ 25.46%
$517.44 - $613.19 $910K - $1.08M
8.67K $4.59M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
166K
+ 142.63%
$18.41 - $40.87 $3.05M - $6.77M
282K $5.22M
TWLO
Twilio Inc

Communication Services
887
+ 11.14%
$63.73 - $114.96 $56.5K - $102K
8.85K $956K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
19.3K
+ 37.43%
$23.03 - $23.33 $444K - $450K
70.8K $1.64M
KMI
Kinder Morgan, Inc.

Energy
2.8K
+ 4.19%
$22.59 - $28.54 $63.3K - $80K
69.7K $1.91M
INDB
Independent Bank Corp

Financial Services
2.64K
+ 5.24%
$56.88 - $74.97 $150K - $198K
53K $3.4M
MLI
Mueller Industries Inc

Industrials
2.4K
+ 5.46%
$71.2 - $95.34 $171K - $229K
46.4K $3.68M
T
At&T Inc.

Communication Services
9.5K
+ 3.59%
$21.22 - $23.88 $202K - $227K
274K $6.24M
RDVY
First Trust Rising Dividend Ac

ETFs
8.07K
+ 0.89%
$58.65 - $64.37 $473K - $519K
915K $54.1M
PULS
Pgim ETF Tr

ETFs
8.94K
+ 6.92%
$49.51 - $49.79 $443K - $445K
138K $6.85M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
23.5K
+ 15.69%
$20.08 - $20.61 $473K - $485K
174K $3.49M
DOCS
Doximity, Inc.

Healthcare
6.32K
+ 89.46%
$41.25 - $61.25 $261K - $387K
13.4K $714K
MRVL
Marvell Technology, Inc.

Technology
234
+ 2.36%
$70.31 - $124.78 $16.5K - $29.2K
10.2K $1.12M
HUBS
Hubspot Inc

Technology
279
+ 21.92%
$514.07 - $757.4 $143K - $211K
1.55K $1.08M
SAP
Sap Se

Technology
1.45K
+ 64.94%
$218.13 - $255.54 $317K - $372K
3.69K $909K
DOCU
Docusign, Inc.

Technology
2.84K
+ 57.23%
$61.42 - $106.99 $174K - $304K
7.81K $701K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.9K
+ 27.46%
$119.61 - $136.3 $347K - $395K
13.5K $1.66M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
18.8K
+ 5.38%
$20.6 - $20.71 $388K - $390K
369K $7.63M
VT
Vanguard Total World Stk Index

ETFs
3.95K
+ 11.25%
$117.09 - $123.07 $462K - $486K
39.1K $4.59M
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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