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
L
Loews Corp

Financial Services
658
+ 22.56%
$81.13 - $91.91 $53.4K - $60.5K
3.58K $328K
FSIG
First Tr ETF Iv LTD Duration I
2.66K
+ 0.63%
$18.74 - $19.04 $49.8K - $50.6K
424K $8.04M
OTIS
Otis Worldwide Corp

Industrials
63
+ 0.91%
$90.77 - $104.01 $5.72K - $6.55K
7K $722K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
47
+ 1.25%
$111.19 - $129.47 $5.23K - $6.09K
3.8K $491K
NUE
Nucor Corp

Basic Materials
568
+ 21.05%
$114.48 - $142.52 $65K - $81K
3.27K $393K
JKHY
Henry Jack & Associates Inc

Technology
367
+ 21.15%
$166.47 - $191.28 $61.1K - $70.2K
2.1K $383K
FSTA
Fidelity Covington Tr Msci Con

ETFs
950
+ 5.3%
$48.3 - $52.85 $45.9K - $50.2K
18.9K $965K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.22K
+ 16.49%
$20.2 - $22.24 $65.1K - $71.7K
22.8K $489K
DASH
Door Dash, Inc.

Communication Services
303
+ 21.46%
$168.37 - $213.38 $51K - $64.7K
1.72K $313K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
216
+ 0.35%
$21.48 - $22.98 $4.64K - $4.96K
62.6K $1.41M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
450
+ 3.57%
$78.97 - $85.82 $35.5K - $38.6K
13.1K $1.08M
MKC
Mccormick & CO Inc

Consumer Defensive
295
+ 3.62%
$71.24 - $84.73 $21K - $25K
8.44K $694K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.18K
+ 34.32%
$87.72 - $111.91 $104K - $132K
4.62K $418K
TW
Tradeweb Markets Inc.

Financial Services
8
+ 0.2%
$123.42 - $148.46 $987 - $1.19K
4.01K $594K
DPZ
Dominos Pizza Inc

Consumer Cyclical
18
+ 1.14%
$402.33 - $489.71 $7.24K - $8.81K
1.59K $732K
PPG
Ppg Industries Inc

Basic Materials
920
+ 31.41%
$107.44 - $124.29 $98.8K - $114K
3.85K $420K
IXP
Ishares Global Comm Services E

ETFs
656
+ 4.52%
$95.48 - $106.93 $62.6K - $70.1K
15.2K $1.47M
ZS
Zscaler, Inc.

Technology
239
+ 19.92%
$181.66 - $216.87 $43.4K - $51.8K
1.44K $285K
KBE
Spdr S&P Bank ETF

ETFs
2.99K
+ 8.46%
$51.28 - $59.92 $153K - $179K
38.3K $2.03M
SSNC
Ss&C Technologies Holdings Inc

Technology
88
+ 1.12%
$74.75 - $89.13 $6.58K - $7.84K
7.95K $664K
CSGP
Costar Group, Inc.

Real Estate
426
+ 9.76%
$69.29 - $80.37 $29.5K - $34.2K
4.79K $379K
CHTR
Charter Communications, Inc.

Communication Services
128
+ 16.31%
$334.89 - $384.77 $42.9K - $49.3K
913 $336K
MRVL
Marvell Technology, Inc.

Technology
9.16K
+ 90.06%
$61.57 - $126.06 $564K - $1.15M
19.3K $1.19M
INGR
Ingredion Inc

Consumer Defensive
514
+ 32.78%
$125.6 - $137.36 $64.6K - $70.6K
2.08K $281K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.51K
+ 12.67%
$31.09 - $34.34 $46.9K - $51.8K
13.4K $445K
ALC
Alcon Inc

Healthcare
118
+ 2.34%
$82.73 - $96.8 $9.76K - $11.4K
5.16K $490K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.05K
+ 35.39%
$77.91 - $92.26 $82.1K - $97.2K
4.03K $320K
APH
Amphenol Corp

Technology
1.69K
+ 13.24%
$61.62 - $78.55 $104K - $133K
14.5K $949K
NSC
Norfolk Southern Corp

Industrials
224
+ 8.32%
$227.69 - $259.76 $51K - $58.2K
2.92K $690K
DHI
Horton D R Inc

Consumer Cyclical
803
+ 23.44%
$125.29 - $147.65 $101K - $119K
4.23K $537K
AER
Aer Cap Holdings N.V.

Industrials
423
+ 19.0%
$94.11 - $105.78 $39.8K - $44.7K
2.65K $270K
VDC
Vanguard Consumer Staples ETF

ETFs
197
+ 11.19%
$206.54 - $226.16 $40.7K - $44.6K
1.96K $428K
GLDM
World Gold Trust

ETFs
91
+ 1.81%
$52.19 - $61.89 $4.75K - $5.63K
5.13K $317K
CW
Curtiss Wright Corp

Industrials
386
+ 21.54%
$304.82 - $384.07 $118K - $148K
2.18K $691K
LBRDK
Liberty Broadband Corp

Communication Services
174
+ 4.44%
$73.49 - $88.64 $12.8K - $15.4K
4.09K $348K
WU
Western Union CO

Financial Services
5.35K
+ 15.51%
$10.24 - $11.62 $54.8K - $62.2K
39.9K $421K
CCJ
Cameco Corp

Energy
2.78K
+ 48.73%
$40.64 - $56.86 $113K - $158K
8.49K $349K
EQH
Equitable Holdings, Inc.

Financial Services
112
+ 1.12%
$47.64 - $55.68 $5.34K - $6.24K
10.1K $525K
OXLC
Oxford Lane Capital Corp.

Financial Services
12.9K
+ 70.49%
$4.3 - $5.17 $55.4K - $66.6K
31.1K $146K
VALE
Vale S.A.

Basic Materials
524
+ 1.2%
$8.5 - $10.19 $4.45K - $5.34K
44.3K $441K
IHDG
Wisdomtree Tr

ETFs
1.26K
+ 4.42%
$43.4 - $47.51 $54.8K - $60K
29.8K $1.29M
BGLD
First Exch Tr Fd Cboe Vest Gol

ETFs
491
+ 3.21%
$18.47 - $21.01 $9.07K - $10.3K
15.8K $332K
NI
Nisource Inc.

Utilities
109
+ 0.78%
$35.57 - $41.23 $3.88K - $4.49K
14.1K $565K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
27
+ 0.4%
$107.24 - $116.37 $2.9K - $3.14K
6.74K $783K
WTM
White Mountains Insurance Group LTD

Financial Services
27
+ 19.85%
$1818.58 - $1983.07 $49.1K - $53.5K
163 $313K
CQP
Cheniere Energy Partners, L.P.

Energy
3
+ 0.08%
$55.42 - $67.71 $166 - $203
3.79K $249K
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
2.8K
+ 6.62%
$75.92 - $84.67 $212K - $237K
45.1K $3.47M
GMED
Globus Medical Inc

Healthcare
1.09K
+ 32.98%
$69.68 - $93.32 $75.6K - $101K
4.38K $320K
VT
Vanguard Total World Stk Index

ETFs
929
+ 2.38%
$115.08 - $123.97 $107K - $115K
40K $4.64M
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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