Integrated Wealth Concepts LLC New Holdings in Q2 2025

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NWSA
News Corp

Communication Services
18.9K
New
$23.97 - $29.72 $454K - $563K
18.9K $563K
NJR
New Jersey Resources Corp

Utilities
12.6K
New
$44.23 - $49.97 $555K - $628K
12.6K $562K
HAS
Hasbro, Inc.

Consumer Cyclical
7.58K
New
$50.71 - $73.82 $384K - $559K
7.58K $559K
OGN
Organon & Co.

Healthcare
57.1K
New
$8.04 - $14.72 $459K - $840K
57.1K $552K
PFFA
Etfis Ser Tr I

ETFs
26K
New
$19.49 - $21.31 $507K - $555K
26K $542K
NYT
New York Times CO

Communication Services
9.65K
New
$45.37 - $57.12 $438K - $551K
9.65K $539K
CRBG
Corebridge Financial, Inc.

Financial Services
15K
New
$25.41 - $35.83 $382K - $539K
15K $533K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
21.2K
New
$20.4 - $25.29 $432K - $535K
21.2K $531K
LAMR
Lamar Advertising CO

Real Estate
4.37K
New
$102.35 - $121.67 $447K - $531K
4.37K $530K
BWA
Borgwarner Inc

Consumer Cyclical
15.7K
New
$24.84 - $33.92 $390K - $532K
15.7K $525K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
4.86K
New
$97.78 - $126.44 $476K - $615K
4.86K $516K
TBK
Triumph Bancorp, Inc.

Financial Services
7.79K
New
N/A
7.79K $500K
FYLD
Cambria Foreign Shareholder Yi

ETFs
16.9K
New
$23.46 - $29.42 $397K - $498K
16.9K $494K
INVH
Invitation Homes Inc.

Real Estate
15K
New
$30.53 - $35.47 $459K - $533K
15K $493K
HUM
Humana Inc

Healthcare
2.01K
New
$224.93 - $295.04 $453K - $594K
2.01K $491K
TXG
10x Genomics, Inc.

Healthcare
42.1K
New
$7.14 - $11.73 $301K - $494K
42.1K $487K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
8.89K
New
$46.92 - $55.01 $417K - $489K
8.89K $482K
GGAL
Grupo Financiero Galicia Sa

Financial Services
9.51K
New
$45.31 - $64.39 $431K - $612K
9.51K $479K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
9.43K
New
$40.73 - $50.06 $384K - $472K
9.43K $472K
CF
Cf Industries Holdings, Inc.

Basic Materials
5.08K
New
$68.47 - $102.48 $348K - $521K
5.08K $467K
MHK
Mohawk Industries Inc

Consumer Cyclical
4.39K
New
$97.99 - $117.15 $430K - $514K
4.39K $460K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
65.7K
New
$5.0 - $7.65 $328K - $503K
65.7K $455K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
9.02K
New
$25.35 - $64.65 $229K - $583K
9.02K $449K
CVNA
Carvana Co.

Consumer Cyclical
1.32K
New
$162.57 - $345.64 $215K - $458K
1.32K $446K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
952
New
$328.01 - $475.68 $312K - $453K
952 $445K
RELX
Relx PLC

Communication Services
8.19K
New
$45.31 - $55.66 $371K - $456K
8.19K $445K
UTG
Reaves Utility Income Fund

Financial Services
12.1K
New
$29.08 - $36.18 $352K - $438K
12.1K $437K
AOS
Smith A O Corp

Industrials
6.57K
New
$59.63 - $70.52 $392K - $463K
6.57K $430K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
22.6K
New
$16.43 - $18.82 $372K - $426K
22.6K $426K
GPS
Gap Inc

Consumer Cyclical
21K
New
N/A
21K $422K
NDAQ
Nasdaq, Inc.

Financial Services
4.71K
New
$66.4 - $89.42 $313K - $421K
4.71K $421K
PEN
Penumbra Inc

Healthcare
1.61K
New
$253.22 - $299.78 $408K - $483K
1.61K $413K
QFIN
360 Digi Tech, Inc.

Financial Services
9.49K
New
$35.33 - $46.05 $335K - $437K
9.49K $411K
SBAC
Sba Communications Corp

Real Estate
1.7K
New
$208.57 - $243.4 $355K - $414K
1.7K $399K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
19.9K
New
$17.61 - $19.8 $350K - $393K
19.9K $393K
ONON
On Holding Ag

Consumer Cyclical
7.54K
New
$37.65 - $60.68 $284K - $458K
7.54K $392K
DINO
Hf Sinclair Corp

Energy
9.5K
New
$25.91 - $41.85 $246K - $398K
9.5K $390K
STLD
Steel Dynamics Inc

Basic Materials
3.97K
New
N/A
3.97K $389K
WWD
Woodward, Inc.

Industrials
1.59K
New
$157.29 - $247.55 $249K - $392K
1.59K $388K
OC
Owens Corning

Industrials
2.78K
New
$126.32 - $147.75 $351K - $411K
2.78K $382K
CNXC
Concentrix Corp

Technology
7.15K
New
$45.73 - $57.88 $327K - $414K
7.15K $378K
PB
Prosperity Bancshares Inc

Financial Services
5.36K
New
$63.76 - $73.75 $342K - $395K
5.36K $376K
HST
Host Hotels & Resorts, Inc.

Real Estate
24.5K
New
$12.7 - $16.07 $312K - $394K
24.5K $376K
WBS
Webster Financial Corp

Financial Services
6.9K
New
$41.76 - $54.91 $288K - $379K
6.9K $376K
HMY
Harmony Gold Mining CO LTD

Basic Materials
26.9K
New
$12.96 - $17.99 $348K - $483K
26.9K $375K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
6.26K
New
$48.22 - $60.41 $302K - $378K
6.26K $374K
YPF
Ypf Sociedad Anonima

Energy
11.8K
New
$27.16 - $36.96 $321K - $436K
11.8K $371K
AMCR
Amcor PLC

Consumer Cyclical
40.3K
New
$8.57 - $9.81 $345K - $395K
40.3K $370K
HUN
Huntsman Corp

Basic Materials
35.1K
New
$10.28 - $15.52 $361K - $545K
35.1K $365K
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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