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
QDPL
Pacer Fds Tr Metaurus Us Large
7.01K
+ 15.66%
$32.46 - $39.77 $228K - $279K
51.8K $2.04M
TD
Toronto Dominion Bank

Financial Services
1.85K
+ 9.22%
$55.71 - $73.45 $103K - $136K
21.9K $1.61M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.49K
+ 6.11%
$108.87 - $133.04 $162K - $198K
25.9K $3.45M
GGG
Graco Inc

Industrials
4.58K
+ 94.96%
$74.02 - $87.26 $339K - $399K
9.4K $807K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.97K
+ 15.21%
$101.97 - $126.75 $200K - $249K
14.9K $1.89M
OKTA
Okta, Inc.

Technology
4.15K
+ 193.56%
$91.24 - $127.3 $378K - $528K
6.29K $628K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
6.14K
+ 4.41%
$21.9 - $25.54 $135K - $157K
146K $3.72M
VFH
Vanguard Financial ETF

ETFs
214
+ 0.45%
$104.87 - $127.3 $22.4K - $27.2K
48K $6.11M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
6.86K
+ 10.95%
$21.8 - $27.71 $149K - $190K
69.5K $1.91M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
895
+ 1.86%
$60.34 - $74.89 $54K - $67K
49K $3.67M
UAL
United Airlines Holdings, Inc.

Industrials
4.03K
+ 55.91%
$56.15 - $84.23 $226K - $339K
11.2K $894K
SU
Suncor Energy Inc

Energy
11.3K
+ 56.86%
$31.54 - $41.04 $356K - $463K
31.1K $1.17M
ORI
Old Republic International Corp

Financial Services
12.1K
+ 13.61%
$35.25 - $39.79 $425K - $480K
101K $3.87M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
20.5K
+ 29.91%
$18.28 - $18.7 $375K - $384K
89.1K $1.67M
EMB
Ishares Tr

ETFs
2.82K
+ 4.31%
$86.54 - $92.62 $244K - $261K
68.1K $6.31M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.21K
+ 36.09%
$46.41 - $47.7 $381K - $391K
30.9K $1.47M
LDOS
Leidos Holdings, Inc.

Technology
1.32K
+ 16.34%
$132.9 - $160.3 $175K - $211K
9.36K $1.48M
STT
State Street Corp

Financial Services
2.49K
+ 33.16%
$75.33 - $106.34 $187K - $264K
9.99K $1.06M
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.88K
+ 1.51%
$23.55 - $27.67 $91.3K - $107K
260K $7.19M
FNDX
Schwab Fundamental U S Large C

ETFs
12.7K
+ 16.0%
$20.84 - $24.54 $265K - $312K
92.3K $2.27M
ARES
Ares Management Corp

Financial Services
1.61K
+ 40.38%
$118.04 - $175.83 $190K - $283K
5.59K $968K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
706
+ 25.78%
$224.32 - $326.09 $158K - $230K
3.45K $1.12M
BCS
Barclays PLC

Financial Services
14.3K
+ 39.5%
$12.69 - $18.61 $181K - $265K
50.3K $935K
IGRO
Ishares Tr International Divid

ETFs
3.94K
+ 36.34%
$66.32 - $80.17 $261K - $316K
14.8K $1.17M
VPU
Vanguard Utilities ETF

ETFs
1.62K
+ 9.66%
$158.36 - $178.82 $256K - $289K
18.3K $3.24M
EA
Electronic Arts Inc.

Communication Services
2.24K
+ 155.83%
$132.53 - $159.7 $297K - $358K
3.68K $588K
CAH
Cardinal Health Inc

Healthcare
1.47K
+ 33.58%
$125.0 - $168.0 $183K - $246K
5.83K $979K
IGM
Ishares Expanded Tech Sector E

ETFs
773
+ 5.76%
$79.8 - $112.34 $61.7K - $86.8K
14.2K $1.59M
IQV
Iqvia Holdings Inc.

Healthcare
2.64K
+ 124.04%
$137.0 - $174.37 $361K - $460K
4.76K $750K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.88K
+ 26.77%
$53.36 - $61.57 $261K - $301K
23.1K $1.42M
HSBC
Hsbc Holdings PLC

Financial Services
5.46K
+ 45.75%
$46.68 - $61.09 $255K - $333K
17.4K $1.06M
CCK
Crown Holdings Inc

Consumer Cyclical
3.05K
+ 74.18%
$78.47 - $104.45 $239K - $318K
7.16K $737K
SMB
Vaneck Short Muni ETF

ETFs
20.4K
+ 17.55%
$16.86 - $17.26 $345K - $353K
137K $2.36M
ALGN
Align Technology Inc

Healthcare
1.36K
+ 39.11%
$144.32 - $190.42 $197K - $260K
4.85K $917K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14.3K
+ 7.93%
$23.96 - $24.27 $342K - $347K
194K $4.71M
VCR
Vanguard Consumer Discretionar

ETFs
33
+ 0.35%
$290.42 - $364.35 $9.58K - $12K
9.48K $3.43M
IGF
Ishares Global Infrastructure

ETFs
1.46K
+ 2.43%
$50.55 - $59.83 $73.7K - $87.2K
61.5K $3.64M
CVS
Cvs Health Corp

Healthcare
4.63K
+ 17.05%
$60.04 - $70.18 $278K - $325K
31.8K $2.19M
A
Agilent Technologies, Inc.

Healthcare
2.96K
+ 119.81%
$99.29 - $120.52 $294K - $357K
5.44K $641K
HBAN
Huntington Bancshares Inc

Financial Services
13.7K
+ 19.71%
$12.49 - $16.76 $171K - $229K
83K $1.39M
YLD
Principal Exchange Traded Fds

ETFs
13.8K
+ 5.27%
$18.16 - $19.37 $251K - $268K
276K $5.35M
HEZU
Ishares Currency Hedged Msci E

ETFs
6.52K
+ 16.03%
$34.68 - $41.63 $226K - $271K
47.2K $1.93M
PRI
Primerica, Inc.

Financial Services
1.36K
+ 63.59%
$244.39 - $290.62 $333K - $396K
3.5K $958K
MGV
Vanguard Mega Cap Value

ETFs
2.47K
+ 24.54%
$114.87 - $131.25 $284K - $325K
12.5K $1.65M
CLX
Clorox CO

Consumer Defensive
4.43K
+ 64.05%
$118.01 - $148.69 $523K - $659K
11.3K $1.36M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.68K
+ 2.59%
$79.56 - $82.92 $213K - $222K
106K $8.81M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4.2K
+ 23.46%
$39.69 - $51.24 $167K - $215K
22.1K $1.13M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
24.3K
+ 49.74%
$10.79 - $14.14 $262K - $343K
73.1K $1M
DHI
Horton D R Inc

Consumer Cyclical
2.56K
+ 60.49%
$115.1 - $129.63 $294K - $332K
6.79K $874K
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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