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
INDB
Independent Bank Corp

Financial Services
5.15K
+ 9.57%
$53.62 - $65.63 $276K - $338K
58.9K $3.71M
DVA
Davita Inc.

Healthcare
2.65K
+ 64.78%
$133.5 - $155.51 $353K - $412K
6.73K $959K
TM
Toyota Motor Corp

Consumer Cyclical
2.02K
+ 55.15%
$158.63 - $195.39 $320K - $394K
5.67K $977K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.82K
+ 2.2%
$23.14 - $27.82 $65.2K - $78.3K
131K $3.58M
CM
Canadian Imperial Bank Of Commerce

Financial Services
1.61K
+ 10.84%
$54.6 - $70.83 $87.9K - $114K
16.4K $1.16M
MLI
Mueller Industries Inc

Industrials
2.33K
+ 5.45%
$68.45 - $79.6 $159K - $185K
45K $3.58M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
229
+ 6.09%
$299.15 - $396.54 $68.5K - $90.8K
3.99K $1.58M
OTIS
Otis Worldwide Corp

Industrials
3.56K
+ 50.94%
$90.88 - $104.3 $324K - $372K
10.6K $1.05M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.08K
+ 45.98%
$146.74 - $176.07 $306K - $367K
6.61K $1.07M
VOX
Vanguard Communication Service

ETFs
67
+ 0.49%
$133.12 - $171.03 $8.92K - $11.5K
13.7K $2.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.02K
+ 17.03%
$22.92 - $28.05 $184K - $225K
55.1K $1.55M
BBD
Bank Bradesco

Financial Services
94.9K
+ 449.52%
$2.02 - $3.09 $192K - $293K
116K $358K
IBMO
Ishares Tr Ibonds December 202

ETFs
11.3K
+ 3.47%
$25.32 - $25.63 $286K - $289K
337K $8.62M
MGA
Magna International Inc

Consumer Cyclical
7.19K
+ 105.57%
$30.82 - $38.61 $222K - $277K
14K $540K
MAS
Masco Corp

Industrials
5.16K
+ 115.26%
$58.73 - $71.06 $303K - $367K
9.64K $620K
FTHI
First Trust Exchange Traded Fd

ETFs
7.62K
+ 5.71%
$19.66 - $22.85 $150K - $174K
141K $3.23M
SNA
Snap On Inc

Industrials
1.08K
+ 94.42%
$292.36 - $342.2 $317K - $371K
2.23K $693K
RCAT
Red Cat Holdings, Inc.

Technology
4.62K
+ 2.36%
$4.66 - $9.19 $21.5K - $42.4K
200K $1.45M
SCHO
Schwab Short Term Us Treasury

ETFs
12.1K
+ 5.03%
$24.19 - $24.45 $292K - $296K
253K $6.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.5K
+ 44.03%
$55.13 - $75.25 $303K - $414K
18K $1.23M
MORN
Morningstar, Inc.

Financial Services
852
+ 39.39%
$255.31 - $313.93 $218K - $267K
3.02K $946K
SPIB
Spdr Portfolio Intermediate Te

ETFs
7.29K
+ 5.12%
$32.62 - $33.58 $238K - $245K
149K $5.02M
IBKR
Interactive Brokers Group, Inc.

Financial Services
8K
+ 586.66%
$50.53 - $212.53 $404K - $1.7M
9.37K $518K
ADP
Automatic Data Processing Inc

Industrials
855
+ 8.79%
$276.76 - $326.81 $237K - $279K
10.6K $3.26M
UPST
Upstart Holdings, Inc.

Financial Services
3.15K
+ 68.04%
$34.8 - $64.85 $110K - $204K
7.78K $503K
WDS
Woodside Energy Group LTD

Energy
18.2K
+ 162.22%
$11.5 - $16.77 $209K - $305K
29.4K $452K
IXP
Ishares Global Comm Services E

ETFs
495
+ 3.27%
$88.17 - $112.32 $43.6K - $55.6K
15.7K $1.76M
CHRD
Oasis Petroleum Inc.

Energy
8.23K
+ 25.67%
$82.03 - $113.54 $675K - $935K
40.3K $3.9M
FNF
Fidelity National Financial, Inc.

Financial Services
6.37K
+ 81.38%
$53.62 - $66.59 $342K - $424K
14.2K $796K
MRK
Merck & Co., Inc.

Healthcare
14.8K
+ 17.67%
$73.47 - $87.12 $1.09M - $1.29M
98.6K $7.8M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
166
+ 0.38%
$73.0 - $85.5 $12.1K - $14.2K
43.9K $3.69M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
787
+ 42.79%
$201.28 - $266.34 $158K - $210K
2.63K $699K
KEYS
Keysight Technologies, Inc.

Technology
1.44K
+ 55.71%
$127.02 - $165.4 $183K - $238K
4.02K $658K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.64K
+ 53.6%
$78.98 - $90.1 $209K - $238K
7.57K $682K
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.8K
+ 6.25%
$16.93 - $17.81 $216K - $227K
217K $3.86M
MSI
Motorola Solutions, Inc.

Technology
748
+ 28.43%
$394.72 - $440.39 $295K - $329K
3.38K $1.42M
FDX
Fedex Corp

Industrials
1.73K
+ 22.48%
$198.07 - $245.17 $342K - $424K
9.42K $2.14M
SRE
Sempra Energy

Utilities
560
+ 1.1%
$63.78 - $78.91 $35.7K - $44.2K
51.4K $3.89M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
150
+ 0.14%
$81.46 - $94.63 $12.2K - $14.2K
107K $10.2M
JHG
Janus Henderson Group PLC

Financial Services
6.02K
+ 58.45%
$29.47 - $38.84 $177K - $234K
16.3K $633K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.63K
+ 9.22%
$95.74 - $115.54 $156K - $188K
19.3K $2.21M
ERIC
Ericsson Lm Telephone CO

Technology
28.8K
+ 189.85%
$6.77 - $8.86 $195K - $255K
44K $373K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
963
+ 4.28%
$73.02 - $90.22 $70.3K - $86.9K
23.5K $2.09M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10.8K
+ 36.63%
$22.43 - $23.23 $241K - $250K
40.1K $932K
VMC
Vulcan Materials CO

Basic Materials
834
+ 61.1%
$226.49 - $276.01 $189K - $230K
2.2K $573K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
6.87K
+ 67.35%
$26.53 - $32.81 $182K - $225K
17.1K $551K
MGM
Mgm Resorts International

Consumer Cyclical
3.29K
+ 11.28%
$25.79 - $34.95 $84.9K - $115K
32.5K $1.12M
KMPR
Kemper Corp

Financial Services
4.03K
+ 81.67%
$55.12 - $67.26 $222K - $271K
8.96K $578K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.06K
+ 21.51%
$151.62 - $183.47 $160K - $194K
5.96K $1.09M
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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