Integrated Wealth Concepts LLC Incresed Positions in Q1 2025

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIDU
Baidu, Inc.

Communication Services
1.71K
+ 28.03%
$77.43 - $102.51 $132K - $175K
7.79K $716K
FITB
Fifth Third Bancorp

Financial Services
6.8K
+ 32.44%
$37.48 - $44.96 $255K - $306K
27.8K $1.09M
PKG
Packaging Corp Of America

Consumer Cyclical
1.25K
+ 73.47%
$192.03 - $242.13 $240K - $303K
2.96K $585K
IBDV
Ishares Tr

Technology
8.57K
+ 30.13%
$21.11 - $21.73 $181K - $186K
37K $803K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.11K
+ 47.71%
$80.08 - $92.93 $249K - $289K
9.63K $776K
EXLS
Exl Service Holdings, Inc.

Technology
3.33K
+ 30.04%
$44.13 - $51.8 $147K - $173K
14.4K $681K
ADM
Archer Daniels Midland CO

Consumer Defensive
8.44K
+ 9.64%
$45.22 - $52.17 $382K - $440K
96K $4.61M
SPGI
S&P Global Inc.

Financial Services
275
+ 6.35%
$478.26 - $543.77 $132K - $150K
4.6K $2.34M
CLH
Clean Harbors Inc

Industrials
1.11K
+ 102.88%
$188.14 - $246.1 $209K - $273K
2.19K $431K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.76K
+ 9.09%
$24.66 - $26.1 $241K - $255K
117K $2.92M
VICI
Vici Properties Inc.

Real Estate
1.77K
+ 4.98%
$28.21 - $32.68 $50K - $58K
37.4K $1.22M
AEE
Ameren Corp

Utilities
810
+ 9.56%
$86.87 - $103.67 $70.4K - $84K
9.28K $931K
OVV
Ovintiv Inc.

Energy
3.79K
+ 70.95%
$37.84 - $45.91 $143K - $174K
9.13K $390K
RMD
Resmed Inc

Healthcare
871
+ 17.75%
$219.7 - $257.65 $191K - $224K
5.78K $1.29M
AVDE
American Centy ETF Tr Avantis

ETFs
2.21K
+ 49.18%
$60.63 - $68.55 $134K - $151K
6.69K $443K
SAN
Banco Santander, S.A.

Financial Services
2.57K
+ 3.7%
$4.46 - $7.14 $11.4K - $18.3K
72K $482K
CBSH
Commerce Bancshares Inc

Financial Services
2.65K
+ 19.6%
$58.85 - $68.59 $156K - $182K
16.2K $1.01M
DTE
Dte Energy CO

Utilities
641
+ 14.77%
$117.6 - $138.27 $75.4K - $88.6K
4.98K $688K
MPLX
Mplx LP

Energy
1.4K
+ 9.14%
$47.88 - $54.65 $67.1K - $76.6K
16.7K $896K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
9.95K
+ 4.37%
$7.63 - $8.31 $75.9K - $82.7K
238K $1.92M
IYF
Ishares Tr

ETFs
1.34K
+ 45.7%
$107.69 - $119.37 $145K - $160K
4.28K $483K
JPIE
J P Morgan Exchange Traded Fd
3.04K
+ 7.57%
$45.46 - $46.18 $138K - $140K
43.2K $1.99M
ZTS
Zoetis Inc.

Healthcare
888
+ 13.32%
$156.48 - $175.67 $139K - $156K
7.55K $1.24M
GLW
Corning Inc

Technology
5.36K
+ 10.41%
$44.91 - $54.25 $241K - $291K
56.9K $2.6M
DSL
Double Line Income Solutions Fund

Financial Services
12K
+ 34.95%
$12.53 - $12.88 $150K - $155K
46.4K $584K
CTAS
Cintas Corp

Industrials
149
+ 2.78%
$182.09 - $208.14 $27.1K - $31K
5.51K $1.13M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.37K
+ 8.4%
$106.46 - $114.75 $146K - $157K
17.7K $1.95M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
227
+ 9.04%
$233.07 - $290.7 $52.9K - $66K
2.74K $739K
EUSB
Ishares Tr Esg Advanced Total

Technology
3.23K
+ 53.2%
$42.05 - $43.43 $136K - $140K
9.29K $402K
BP
Bp PLC

Energy
164
+ 0.5%
$29.93 - $35.31 $4.91K - $5.79K
33K $1.12M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.69K
+ 18.88%
$67.24 - $84.27 $450K - $564K
42.1K $2.87M
CME
Cme Group Inc.

Financial Services
238
+ 9.8%
$225.82 - $266.54 $53.7K - $63.4K
2.67K $707K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.44K
+ 12.05%
$39.4 - $42.61 $135K - $146K
31.9K $1.29M
EOG
Eog Resources Inc

Energy
853
+ 15.27%
$120.54 - $138.05 $103K - $118K
6.44K $825K
AJG
Arthur J. Gallagher & Co.

Financial Services
83
+ 4.58%
$275.89 - $345.24 $22.9K - $28.7K
1.9K $654K
MCO
Moodys Corp

Financial Services
314
+ 25.3%
$437.8 - $527.48 $137K - $166K
1.56K $724K
GVI
Ishares Tr

ETFs
1.21K
+ 28.55%
$103.49 - $106.02 $125K - $128K
5.44K $576K
C
Citigroup Inc

Financial Services
943
+ 0.82%
$67.23 - $84.63 $63.4K - $79.8K
116K $8.26M
PH
Parker Hannifin Corp

Industrials
286
+ 20.69%
$591.65 - $707.05 $169K - $202K
1.67K $1.01M
TRGP
Targa Resources Corp.

Energy
300
+ 8.76%
$178.44 - $217.22 $53.5K - $65.2K
3.73K $746K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.55K
+ 23.75%
$49.6 - $50.28 $127K - $128K
13.3K $668K
BKNG
Booking Holdings Inc.

Consumer Cyclical
60
+ 15.19%
$4295.4 - $5141.88 $258K - $309K
455 $2.1M
CGCP
Capital Group Core Plus Income

ETFs
5.79K
+ 63.42%
$21.94 - $22.64 $127K - $131K
14.9K $334K
FTA
First Tr Large Cap Value

ETFs
1.03K
+ 0.51%
$74.42 - $80.34 $76.7K - $82.8K
201K $15.4M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
5K
+ 62.11%
$25.93 - $29.28 $130K - $147K
13.1K $354K
PRI
Primerica, Inc.

Financial Services
366
+ 20.61%
$271.41 - $296.43 $99.3K - $108K
2.14K $609K
PSX
Phillips 66

Energy
266
+ 2.74%
$113.93 - $131.55 $30.3K - $35K
9.96K $1.23M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
4.93K
+ 49.75%
$24.6 - $24.99 $121K - $123K
14.8K $370K
CCK
Crown Holdings Inc

Consumer Cyclical
1.16K
+ 39.38%
$78.77 - $91.74 $91.5K - $107K
4.11K $366K
Activity Summary
Buys All Purchases 953 New Holdings 139 Increased Positions 814 Sells All Sells 724 Reductions 724 Sold out 0 Options Calls 0 Puts 0
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