Integrated Wealth Concepts LLC New Holdings in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AI
C3.Ai, Inc.

Technology
7.65K
New
$22.6 - $42.94 $173K - $328K
7.65K $263K
FTI
Technip Fmc PLC

Energy
8.9K
New
$25.16 - $31.95 $224K - $284K
8.9K $257K
MUST
Columbia ETF Tr I Multi Sector

ETFs
12.6K
New
$20.25 - $20.87 $256K - $264K
12.6K $256K
HXL
Hexcel Corp

Industrials
4.07K
New
$58.56 - $65.31 $238K - $266K
4.07K $255K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.9K
New
$19.79 - $21.6 $236K - $258K
11.9K $254K
AVDV
American Centy ETF Tr Avantis

ETFs
3.92K
New
$63.85 - $70.4 $250K - $276K
3.92K $254K
RFG
Invesco Exchange Traded Fd Tr

ETFs
5.21K
New
$47.9 - $53.39 $249K - $278K
5.21K $252K
UPST
Upstart Holdings, Inc.

Financial Services
4.07K
New
$37.78 - $84.46 $154K - $343K
4.07K $250K
CHKP
Check Point Software Technologies LTD

Technology
1.34K
New
$170.18 - $209.01 $228K - $280K
1.34K $249K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.41K
New
$138.3 - $192.95 $195K - $271K
1.41K $248K
DXCM
Dexcom Inc

Healthcare
3.13K
New
$65.68 - $81.01 $206K - $254K
3.13K $243K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.4K
New
$23.29 - $23.93 $242K - $248K
10.4K $243K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4.26K
New
$56.61 - $61.63 $241K - $263K
4.26K $241K
KD
Kyndryl Holdings, Inc.

Technology
6.93K
New
$22.43 - $35.79 $155K - $248K
6.93K $239K
FHB
First Hawaiian, Inc.

Financial Services
9.2K
New
$22.33 - $28.3 $206K - $260K
9.2K $238K
HTRB
Hartford Fds Total Return Bd E

ETFs
7.14K
New
$33.33 - $35.01 $238K - $250K
7.14K $237K
DASH
Door Dash, Inc.

Communication Services
1.41K
New
$141.93 - $180.48 $200K - $255K
1.41K $236K
KMPR
Kemper Corp

Financial Services
3.53K
New
$59.0 - $72.1 $208K - $254K
3.53K $234K
WEN
Wendy'S CO

Consumer Cyclical
14.3K
New
$16.26 - $20.42 $232K - $291K
14.3K $232K
NTRA
Natera, Inc.

Healthcare
1.46K
New
$117.67 - $174.0 $172K - $255K
1.46K $231K
NTRS
Northern Trust Corp

Financial Services
2.24K
New
$88.4 - $111.16 $198K - $249K
2.24K $229K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.39K
New
$60.65 - $72.33 $206K - $245K
3.39K $228K
MARA
Marathon Digital Holdings, Inc.

Financial Services
10.1K
New
N/A
10.1K $227K
SBAC
Sba Communications Corp

Real Estate
1.12K
New
$198.24 - $249.31 $221K - $278K
1.12K $227K
NJR
New Jersey Resources Corp

Utilities
4.85K
New
$45.17 - $51.61 $219K - $250K
4.85K $226K
PCOR
Procore Technologies, Inc.

Technology
2.95K
New
$58.8 - $85.72 $173K - $253K
2.95K $220K
TRMB
Trimble Inc.

Technology
3.09K
New
$60.21 - $75.4 $186K - $233K
3.09K $218K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
17.3K
New
$12.46 - $16.39 $215K - $283K
17.3K $218K
AB
Alliancebernstein Holding L.P.

Financial Services
5.87K
New
$34.59 - $38.68 $203K - $227K
5.87K $217K
KWR
Quaker Chemical Corp

Basic Materials
1.54K
New
$137.52 - $180.36 $212K - $278K
1.54K $216K
OVV
Ovintiv Inc.

Energy
5.34K
New
$37.74 - $46.71 $201K - $249K
5.34K $216K
ZS
Zscaler, Inc.

Technology
1.2K
New
$166.99 - $211.99 $200K - $254K
1.2K $216K
CRMT
Americas Carmart Inc

Consumer Cyclical
4.21K
New
$38.21 - $57.46 $161K - $242K
4.21K $215K
EXR
Extra Space Storage Inc.

Real Estate
1.44K
New
$142.35 - $178.32 $205K - $257K
1.44K $215K
AER
Aer Cap Holdings N.V.

Industrials
2.23K
New
$91.85 - $100.3 $204K - $223K
2.23K $213K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
8.13K
New
$25.33 - $27.57 $206K - $224K
8.13K $210K
WBS
Webster Financial Corp

Financial Services
3.8K
New
$44.33 - $62.82 $168K - $239K
3.8K $209K
BRBR
Bellring Brands, Inc.

Consumer Defensive
2.76K
New
$60.38 - $78.79 $167K - $218K
2.76K $208K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
12.5K
New
$15.9 - $17.05 $199K - $214K
12.5K $208K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.02K
New
$50.34 - $56.61 $203K - $228K
4.02K $206K
UI
Ubiquiti Inc.

Technology
618
New
$223.6 - $362.72 $138K - $224K
618 $205K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.77K
New
$114.77 - $127.28 $203K - $225K
1.77K $204K
ANSS
Ansys Inc

Technology
603
New
$313.05 - $361.45 $189K - $218K
603 $203K
DCI
Donaldson CO Inc

Industrials
2.99K
New
$67.28 - $78.27 $201K - $234K
2.99K $201K
BEN
Franklin Resources Inc

Financial Services
9.87K
New
$19.35 - $22.76 $191K - $225K
9.87K $200K
CQP
Cheniere Energy Partners, L.P.

Energy
3.78K
New
$48.06 - $58.87 $182K - $223K
3.78K $200K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
15K
New
$12.1 - $14.95 $182K - $224K
15K $182K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.2K
New
$17.24 - $19.07 $176K - $195K
10.2K $179K
CNHI
Cnh Industrial N.V.

Industrials
14.4K
New
N/A
14.4K $149K
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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