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
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.73K
+ 1.95%
$47.24 - $58.55 $81.7K - $101K
90.4K $5.29M
ILMN
Illumina, Inc.

Healthcare
5.23K
+ 170.59%
$70.3 - $95.41 $368K - $499K
8.3K $791K
NVEE
Nv5 Global, Inc.

Industrials
6.61K
+ 6.39%
$15.12 - $23.09 $99.9K - $153K
110K $2.54M
SE
Sea LTD

Consumer Cyclical
2.52K
+ 53.08%
$105.57 - $170.4 $266K - $430K
7.28K $1.16M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
1.77K
+ 3.94%
$68.32 - $85.57 $121K - $152K
46.8K $4.01M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
23.2K
+ 31.39%
$22.66 - $23.35 $525K - $541K
97K $2.25M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.6K
+ 39.47%
$65.84 - $80.81 $368K - $452K
19.8K $1.58M
CME
Cme Group Inc.

Financial Services
1.85K
+ 69.22%
$252.37 - $290.71 $466K - $537K
4.51K $1.24M
COIN
Coinbase Global, Inc.

Technology
446
+ 21.05%
$151.47 - $375.07 $67.6K - $167K
2.57K $899K
AWK
American Water Works Company, Inc.

Utilities
4K
+ 149.64%
$133.82 - $151.96 $535K - $608K
6.67K $928K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
7.45K
+ 120.33%
$52.84 - $65.52 $393K - $488K
13.6K $892K
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
8.72K
+ 10.7%
$43.15 - $46.09 $376K - $402K
90.1K $4.15M
DKNG
Draft Kings Inc.

Consumer Cyclical
9.78K
+ 103.35%
$31.67 - $42.89 $310K - $419K
19.2K $825K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
26.2K
+ 42.0%
$11.9 - $15.57 $311K - $407K
88.4K $1.36M
ITW
Illinois Tool Works Inc

Industrials
2.09K
+ 24.91%
$218.41 - $252.43 $456K - $527K
10.5K $2.59M
NEM
Newmont Corp

Basic Materials
4.21K
+ 16.05%
$44.18 - $59.46 $186K - $251K
30.5K $1.78M
OZK
Bank Ozk

Financial Services
5.07K
+ 6.92%
$37.58 - $47.34 $190K - $240K
78.2K $3.68M
EMCB
Wisdomtree Emerging Mrkts Corp

ETFs
6.54K
+ 5.12%
$63.02 - $65.94 $412K - $431K
134K $8.86M
MOH
Molina Healthcare, Inc.

Healthcare
1.75K
+ 201.38%
$290.25 - $353.24 $507K - $617K
2.62K $779K
MGC
Vanguard Mega Cap ETF

ETFs
1.86K
+ 63.46%
$179.23 - $224.92 $333K - $418K
4.79K $1.08M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
11.7K
+ 127.33%
$40.39 - $41.46 $472K - $485K
20.9K $862K
AA
Alcoa Corp

Basic Materials
16.9K
+ 101.46%
$22.57 - $30.84 $382K - $522K
33.6K $991K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7.27K
+ 316.67%
$67.83 - $92.33 $493K - $672K
9.57K $695K
PSTG
Pure Storage, Inc.

Technology
5.53K
+ 45.26%
$37.18 - $57.58 $206K - $319K
17.8K $1.02M
MDB
Mongo Db, Inc.

Technology
2.05K
+ 150.55%
$145.85 - $225.38 $299K - $462K
3.42K $717K
UITB
Usaa ETF Tr Core Intermediate

ETFs
10K
+ 29.5%
$45.95 - $47.33 $460K - $474K
43.9K $2.07M
SCHC
Schwab Strategic Tr Intl Small

ETFs
129
+ 0.18%
$32.41 - $42.59 $4.18K - $5.49K
70.2K $2.99M
APP
App Lovin Corp

Technology
938
+ 55.44%
$219.37 - $417.89 $206K - $392K
2.63K $920K
BBY
Best Buy CO Inc

Consumer Cyclical
7.85K
+ 94.03%
$56.17 - $75.73 $441K - $594K
16.2K $1.09M
LGOV
First Tr ETF Iv Long Duration

ETFs
23.3K
+ 6.39%
$20.73 - $21.92 $483K - $511K
388K $8.31M
TROW
Price T Rowe Group Inc

Financial Services
4.63K
+ 90.1%
$80.27 - $98.06 $372K - $454K
9.77K $942K
EQIX
Equinix Inc

Real Estate
594
+ 113.79%
$740.07 - $914.43 $440K - $543K
1.12K $887K
GILD
Gilead Sciences, Inc.

Healthcare
4.45K
+ 16.45%
$96.91 - $113.0 $431K - $503K
31.5K $3.49M
WDAY
Workday, Inc.

Technology
1.85K
+ 89.98%
$210.47 - $274.71 $389K - $508K
3.9K $936K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.48K
+ 10.14%
$77.74 - $78.78 $426K - $432K
59.5K $4.69M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.01K
+ 1.86%
$56.88 - $70.77 $57.6K - $71.6K
55.3K $3.91M
USFR
Wisdomtree Floating Rate Treas

ETFs
9.04K
+ 4.59%
$50.28 - $50.47 $455K - $456K
206K $10.4M
CARR
Carrier Global Corp

Industrials
3.55K
+ 18.22%
$55.55 - $75.83 $197K - $269K
23K $1.68M
WEC
Wec Energy Group, Inc.

Utilities
5.02K
+ 32.1%
$102.24 - $109.76 $513K - $551K
20.7K $2.15M
MTH
Meritage Homes Corp

Consumer Cyclical
9.31K
+ 20.81%
$62.44 - $71.44 $581K - $665K
54K $3.62M
CTAS
Cintas Corp

Industrials
1.58K
+ 28.58%
$190.11 - $227.66 $299K - $359K
7.09K $1.58M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.15K
+ 2.03%
$53.65 - $67.02 $61.8K - $77.2K
57.8K $3.87M
EOG
Eog Resources Inc

Energy
4.15K
+ 64.43%
$104.61 - $129.97 $434K - $539K
10.6K $1.27M
WRB
Berkley W R Corp

Financial Services
5.44K
+ 31.05%
$64.28 - $75.17 $349K - $409K
22.9K $1.69M
FTA
First Tr Large Cap Value

ETFs
628
+ 0.31%
$67.12 - $78.63 $42.2K - $49.4K
202K $15.9M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
17.2K
+ 33.03%
$22.15 - $23.69 $380K - $407K
69.1K $1.64M
STBA
S&T Bancorp Inc

Financial Services
9.45K
+ 11.41%
$32.89 - $38.76 $311K - $366K
92.3K $3.49M
GLDM
World Gold Trust

ETFs
6.11K
+ 119.19%
$58.96 - $67.97 $360K - $415K
11.2K $736K
MKTX
Marketaxess Holdings Inc

Financial Services
1.75K
+ 59.6%
$203.19 - $231.09 $355K - $404K
4.68K $1.05M
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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