Integrated Wealth Concepts LLC Incresed Positions in Q3 2024

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.47K
+ 3.15%
$14.94 - $15.76 $66.8K - $70.5K
146K $2.31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.89K
+ 3.44%
$100.3 - $100.74 $189K - $190K
56.8K $5.72M
CCI
Crown Castle International Corp

Real Estate
555
+ 9.4%
$95.29 - $120.24 $52.9K - $66.7K
6.46K $766K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
6.56K
+ 4.65%
$24.29 - $24.63 $159K - $162K
148K $3.61M
APD
Air Products & Chemicals, Inc.

Basic Materials
69
+ 1.63%
$247.34 - $300.11 $17.1K - $20.7K
4.32K $1.28M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.11K
+ 28.89%
$22.51 - $23.57 $160K - $168K
31.7K $745K
ADUS
Addus Home Care Corp

Healthcare
545
+ 7.94%
$116.16 - $133.58 $63.3K - $72.8K
7.41K $984K
USRT
Ishares Core U.S. Reit ETF

ETFs
484
+ 2.47%
$53.07 - $62.66 $25.7K - $30.3K
20.1K $1.24M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.62K
+ 2.91%
$24.62 - $25.59 $89.1K - $92.7K
128K $3.27M
FT
Franklin Universal Trust

Financial Services
13.5K
+ 11.92%
$6.79 - $7.58 $91.6K - $102K
127K $958K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
8.78K
+ 7.01%
$20.69 - $21.17 $182K - $186K
134K $2.82M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
6.6K
+ 5.57%
$21.43 - $22.18 $141K - $146K
125K $2.77M
XAR
Spdr S&P Aerospace & Defense E

ETFs
205
+ 2.45%
$139.03 - $157.34 $28.5K - $32.3K
8.56K $1.35M
ZTS
Zoetis Inc.

Healthcare
92
+ 1.28%
$172.58 - $196.48 $15.9K - $18.1K
7.27K $1.42M
PANW
Palo Alto Networks Inc

Technology
390
+ 2.54%
$294.18 - $368.01 $115K - $144K
15.7K $5.38M
EUSB
Ishares Tr Esg Advanced Total

Technology
3.56K
+ 43.08%
$42.09 - $44.64 $150K - $159K
11.8K $523K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
492
+ 0.4%
$41.95 - $43.42 $20.6K - $21.4K
124K $5.37M
GVI
Ishares Tr

ETFs
1.5K
+ 62.04%
$103.17 - $107.43 $154K - $161K
3.91K $418K
FTHI
First Trust Exchange Traded Fd

ETFs
4.58K
+ 4.16%
$21.47 - $23.16 $98.2K - $106K
115K $2.64M
TSCO
Tractor Supply CO

Consumer Cyclical
354
+ 12.08%
$251.95 - $290.93 $89.2K - $103K
3.28K $955K
CGUS
Capital Group Core Equity ETF
3.95K
+ 28.33%
$31.19 - $34.33 $123K - $136K
17.9K $613K
VST
Vistra Corp.

Utilities
204
+ 4.78%
$69.0 - $119.06 $14.1K - $24.3K
4.47K $529K
AEE
Ameren Corp

Utilities
153
+ 1.71%
$70.45 - $87.46 $10.8K - $13.4K
9.11K $796K
VBK
Vanguard Small Cap Growth ETF

ETFs
65
+ 0.79%
$240.48 - $267.94 $15.6K - $17.4K
8.33K $2.23M
VIG
Vanguard Dividend Appreciation

ETFs
957
+ 2.5%
$182.15 - $182.15 $174K - $174K
39.2K $7.13M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.06K
+ 39.31%
$37.61 - $41.72 $115K - $127K
10.8K $451K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.16K
+ 8.25%
$46.18 - $48.92 $99.9K - $106K
28.4K $1.38M
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.63K
+ 16.42%
$45.71 - $48.29 $120K - $127K
18.7K $894K
SE
Sea LTD

Consumer Cyclical
160
+ 2.58%
$59.94 - $94.83 $9.59K - $15.2K
6.36K $599K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
705
+ 3.54%
$65.15 - $72.97 $45.9K - $51.4K
20.6K $1.51M
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.42K
+ 13.7%
$37.33 - $40.63 $90.3K - $98.3K
20.1K $815K
SOFI
So Fi Technologies, Inc.

Financial Services
15.3K
+ 79.83%
$6.32 - $8.19 $96.7K - $125K
34.5K $270K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
401
+ 2.49%
$78.37 - $86.15 $31.4K - $34.5K
16.5K $1.42M
TDIV
First Trust Nasdaq Technology

ETFs
391
+ 1.66%
$70.51 - $81.07 $27.6K - $31.7K
24K $1.92M
HIG
Hartford Financial Services Group, Inc.

Financial Services
213
+ 3.17%
$98.71 - $117.61 $21K - $25.1K
6.93K $815K
SCHO
Schwab Short Term Us Treasury

ETFs
1.28K
+ 1.41%
$47.93 - $49.06 $61.5K - $63K
92.1K $4.51M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
297
+ 0.34%
$51.02 - $52.74 $15.2K - $15.7K
87.1K $4.59M
SYK
Stryker Corp

Healthcare
54
+ 0.97%
$315.94 - $371.96 $17.1K - $20.1K
5.63K $2.03M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.38K
+ 32.2%
$75.88 - $83.21 $104K - $114K
5.65K $469K
PWB
Invesco Exchange Traded Fd Tr

ETFs
546
+ 2.81%
$86.85 - $98.91 $47.4K - $54K
20K $1.97M
FIS
Fidelity National Information Services, Inc.

Technology
677
+ 7.33%
$72.8 - $85.04 $49.3K - $57.6K
9.91K $829K
TMUS
T Mobile Us, Inc.

Communication Services
8
+ 0.18%
$175.14 - $206.36 $1.4K - $1.65K
4.39K $906K
NIO
Nio Inc.

Consumer Cyclical
1.29K
+ 2.64%
$3.67 - $6.68 $4.73K - $8.62K
50.2K $335K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
4.38K
+ 13.64%
$22.97 - $23.99 $101K - $105K
36.5K $872K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.48K
+ 15.5%
$25.21 - $28.46 $87.6K - $98.9K
25.9K $729K
FEMS
First Trust Emerging Markets S

ETFs
1.62K
+ 1.28%
$37.85 - $42.19 $61.5K - $68.5K
129K $5.29M
BWA
Borgwarner Inc

Consumer Cyclical
1.75K
+ 10.98%
$31.19 - $36.75 $54.6K - $64.4K
17.7K $642K
CGGO
Capital Group Global Growth Eq

ETFs
3.25K
+ 7.72%
$27.25 - $30.52 $88.5K - $99.1K
45.3K $1.37M
MSI
Motorola Solutions, Inc.

Technology
19
+ 1.02%
$385.65 - $450.49 $7.33K - $8.56K
1.89K $847K
Activity Summary
Buys All Purchases 865 New Holdings 101 Increased Positions 764 Sells All Sells 735 Reductions 735 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email