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
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.93K
+ 45.2%
$55.47 - $61.45 $107K - $118K
6.19K $364K
PTF
Invesco Exchange Traded Fd Tr

ETFs
3K
+ 74.07%
$56.97 - $77.14 $171K - $231K
7.05K $415K
SCHW
Schwab Charles Corp

Financial Services
887
+ 7.71%
$71.24 - $83.64 $63.2K - $74.2K
12.4K $970K
IWN
Ishares Russell2000 Val ETF

ETFs
1.51K
+ 18.32%
$149.27 - $169.4 $226K - $256K
9.78K $1.48M
JPEM
Jp Morgan Diversified Return

ETFs
1.81K
+ 6.48%
$50.81 - $54.04 $91.8K - $97.6K
29.7K $1.57M
CAH
Cardinal Health Inc

Healthcare
280
+ 6.86%
$118.02 - $137.77 $33K - $38.6K
4.36K $601K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
5.53K
+ 21.89%
$21.64 - $22.08 $120K - $122K
30.8K $666K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
2.64K
+ 8.83%
$18.75 - $20.97 $49.4K - $55.3K
32.5K $681K
RLGT
Radiant Logistics, Inc

Industrials
20.3K
+ 165.55%
$6.15 - $7.66 $125K - $155K
32.5K $199K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.71K
+ 22.4%
$58.32 - $65.09 $99.7K - $111K
9.35K $562K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.6K
+ 38.49%
$20.96 - $23.51 $96.4K - $108K
16.5K $370K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
502
+ 4.26%
$63.07 - $73.5 $31.7K - $36.9K
12.3K $862K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
5.46K
+ 12.43%
$23.58 - $24.02 $129K - $131K
49.4K $1.17M
CCI
Crown Castle International Corp

Real Estate
204
+ 2.94%
$84.33 - $106.39 $17.2K - $21.7K
7.14K $743K
HIG
Hartford Financial Services Group, Inc.

Financial Services
149
+ 2.23%
$106.31 - $123.73 $15.8K - $18.4K
6.82K $844K
CPRI
Capri Holdings LTD

Consumer Cyclical
6.6K
+ 48.76%
$19.02 - $25.84 $125K - $170K
20.1K $396K
BCAT
Black Rock Capital Allocation Trust

ETFs
8.95K
+ 35.73%
$14.35 - $15.88 $128K - $142K
34K $489K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
434
+ 1.88%
$43.6 - $49.84 $18.9K - $21.6K
23.5K $1.12M
DIHP
Dimensional ETF Tr Dimensional

ETFs
359
+ 0.63%
$25.1 - $27.85 $9.01K - $10K
57K $1.53M
GRAB
Grab Holdings LTD

Technology
23.6K
+ 201.23%
$4.12 - $5.34 $97.4K - $126K
35.4K $160K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
1.83K
+ 1.3%
$9.19 - $9.82 $16.8K - $18K
142K $1.4M
EXPD
Expeditors International Of Washington Inc

Industrials
598
+ 17.63%
$109.09 - $126.48 $65.2K - $75.6K
3.99K $479K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.07K
+ 168.56%
$62.41 - $133.91 $254K - $545K
6.48K $407K
TT
Trane Technologies PLC

Industrials
541
+ 22.14%
$332.0 - $400.86 $180K - $217K
2.99K $1.01M
APP
App Lovin Corp

Technology
621
+ 57.98%
$238.08 - $510.13 $148K - $317K
1.69K $448K
JXN
Jackson Financial Inc.

Financial Services
1.36K
+ 33.18%
$79.36 - $97.88 $108K - $133K
5.47K $458K
BSCV
Invesco ETF Self Indexed Fd Tr
5.89K
+ 34.39%
$15.87 - $16.38 $93.5K - $96.5K
23K $375K
BTI
British American Tobacco P.L.C.

Consumer Defensive
638
+ 4.34%
$35.35 - $42.74 $22.6K - $27.3K
15.3K $634K
ING
Ing Groep Nv

Financial Services
1.09K
+ 5.41%
$15.51 - $20.74 $17K - $22.7K
21.3K $417K
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
816
+ 3.12%
$28.65 - $33.18 $23.4K - $27.1K
27K $853K
BOTZ
Global X Fds

ETFs
4.44K
+ 57.46%
$28.46 - $34.53 $126K - $153K
12.2K $345K
NXPI
Nxp Semiconductors N.V.

Technology
1.27K
+ 15.8%
$189.99 - $245.86 $242K - $313K
9.34K $1.77M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
4.17K
+ 9.17%
$23.33 - $23.71 $97.4K - $99K
49.7K $1.16M
KMPR
Kemper Corp

Financial Services
1.41K
+ 39.86%
$62.81 - $69.5 $88.3K - $97.7K
4.93K $329K
TXN
Texas Instruments Inc

Technology
480
+ 3.81%
N/A
13.1K $2.54M
IDXX
Idexx Laboratories Inc

Healthcare
73
+ 0.75%
$406.29 - $469.04 $29.7K - $34.2K
9.78K $4.11M
BDX
Becton Dickinson & CO

Healthcare
350
+ 7.04%
$222.79 - $249.08 $78K - $87.2K
5.32K $1.22M
ATO
Atmos Energy Corp

Utilities
308
+ 10.77%
$136.51 - $154.58 $42K - $47.6K
3.17K $489K
RXI
Ishares Tr

ETFs
574
+ 31.75%
$176.15 - $195.4 $101K - $112K
2.38K $423K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
3.95K
+ 12.18%
$28.22 - $30.06 $111K - $119K
36.3K $1.04M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.73K
+ 43.66%
$38.41 - $44.06 $105K - $120K
8.97K $350K
FTHI
First Trust Exchange Traded Fd

ETFs
11.9K
+ 9.74%
$21.62 - $23.74 $256K - $281K
134K $2.92M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
615
+ 27.95%
$96.27 - $116.36 $59.2K - $71.6K
2.82K $327K
VRSN
Verisign Inc

Technology
135
+ 12.31%
$205.1 - $254.74 $27.7K - $34.4K
1.23K $312K
HES
Hess Corp

Energy
36
+ 1.21%
$135.42 - $160.52 $4.88K - $5.78K
3K $479K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.45K
+ 17.87%
$26.05 - $30.88 $37.9K - $44.9K
9.58K $295K
SYK
Stryker Corp

Healthcare
19
+ 0.3%
$355.18 - $399.9 $6.75K - $7.6K
6.26K $2.33M
JBL
Jabil Inc

Technology
720
+ 34.43%
$130.51 - $173.33 $94K - $125K
2.81K $382K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
742
+ 32.19%
$111.29 - $123.42 $82.6K - $91.6K
3.05K $347K
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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