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
TIGR
Up Fintech Holding LTD

Financial Services
37.6K
New
$6.64 - $9.97 $250K - $375K
37.6K $362K
PCTY
Paylocity Holding Corp

Technology
2K
New
$172.54 - $201.04 $344K - $401K
2K $361K
BMA
Macro Bank Inc.

Financial Services
5.13K
New
$64.88 - $96.54 $333K - $495K
5.13K $360K
EQNR
Equinor Asa

Energy
14.3K
New
$22.04 - $28.08 $315K - $401K
14.3K $359K
MNDY
Monday.Com Ltd.

Technology
1.14K
New
$217.77 - $314.48 $248K - $358K
1.14K $358K
RKT
Rocket Companies, Inc.

Financial Services
24.7K
New
$11.11 - $15.4 $274K - $380K
24.7K $349K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.79K
New
$90.21 - $112.66 $341K - $426K
3.79K $345K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.08K
New
$50.5 - $71.23 $257K - $362K
5.08K $343K
PEGA
Pegasystems Inc

Technology
6.27K
New
$49.95 - $103.29 $313K - $647K
6.27K $339K
KB
Kb Financial Group Inc.

Financial Services
4.1K
New
$46.88 - $82.59 $192K - $339K
4.1K $338K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
7.6K
New
$38.3 - $44.42 $291K - $338K
7.6K $337K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
11.3K
New
$28.49 - $33.82 $321K - $381K
11.3K $334K
WEN
Wendy'S CO

Consumer Cyclical
29.3K
New
$11.11 - $14.72 $325K - $431K
29.3K $334K
PAM
Pampa Energy Inc.

Utilities
4.81K
New
$62.85 - $85.07 $302K - $409K
4.81K $333K
GH
Guardant Health, Inc.

Healthcare
6.26K
New
$37.05 - $52.04 $232K - $326K
6.26K $325K
CGNX
Cognex Corp

Technology
10.1K
New
$23.27 - $32.07 $236K - $325K
10.1K $321K
MTG
Mgic Investment Corp

Financial Services
11.4K
New
$22.43 - $28.1 $257K - $322K
11.4K $318K
ADT
Adt Inc.

Industrials
36.9K
New
$7.54 - $8.6 $278K - $317K
36.9K $312K
UHS
Universal Health Services Inc

Healthcare
1.68K
New
$157.05 - $197.94 $264K - $333K
1.68K $305K
ITUB
Itau Unibanco Holding S.A.

Financial Services
44.5K
New
$5.24 - $6.81 $233K - $303K
44.5K $302K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.45K
New
$110.23 - $131.5 $270K - $322K
2.45K $302K
SAIC
Science Applications International Corp

Technology
2.65K
New
$100.22 - $123.41 $265K - $327K
2.65K $298K
XRAY
Dentsply Sirona Inc.

Healthcare
18.7K
New
$12.55 - $16.75 $234K - $312K
18.7K $296K
ASND
Ascendis Pharma A/S

Healthcare
1.72K
New
$137.41 - $179.1 $236K - $308K
1.72K $296K
PR
Permian Resources Corporation

Energy
21.5K
New
$10.36 - $14.93 $223K - $322K
21.5K $293K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
8.73K
New
$26.99 - $33.86 $236K - $296K
8.73K $292K
MEDP
Medpace Holdings, Inc.

Healthcare
928
New
$277.23 - $315.28 $257K - $293K
928 $291K
KT
Kt Corp

Communication Services
13.8K
New
$16.71 - $20.78 $231K - $287K
13.8K $287K
LECO
Lincoln Electric Holdings Inc

Industrials
1.39K
New
$167.18 - $211.38 $232K - $293K
1.39K $287K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
9.51K
New
$25.21 - $34.03 $240K - $324K
9.51K $284K
EC
Ecopetrol S.A.

Energy
32K
New
$7.88 - $10.63 $252K - $340K
32K $282K
AI
C3.Ai, Inc.

Technology
11.5K
New
$18.24 - $27.8 $210K - $320K
11.5K $282K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.54K
New
$66.89 - $111.18 $170K - $283K
2.54K $282K
AN
Autonation, Inc.

Consumer Cyclical
1.42K
New
$155.71 - $201.03 $221K - $285K
1.42K $281K
TOST
Toast, Inc.

Technology
6.29K
New
$30.03 - $45.23 $189K - $285K
6.29K $278K
OHI
Omega Healthcare Investors Inc

Real Estate
7.6K
New
$35.55 - $39.05 $270K - $297K
7.6K $278K
BRBR
Bellring Brands, Inc.

Consumer Defensive
4.79K
New
$57.26 - $78.92 $275K - $378K
4.79K $277K
ZI
Zoom Info Technologies Inc.

Technology
27.3K
New
$7.41 - $10.31 $202K - $281K
27.3K $276K
CVE
Cenovus Energy Inc.

Energy
20.2K
New
$10.58 - $14.83 $214K - $300K
20.2K $274K
RL
Ralph Lauren Corp

Consumer Cyclical
994
New
$182.34 - $286.22 $181K - $285K
994 $272K
ZBRA
Zebra Technologies Corp

Technology
879
New
$213.54 - $309.26 $188K - $272K
879 $271K
OSK
Oshkosh Corp

Industrials
2.38K
New
$79.17 - $113.62 $188K - $270K
2.38K $269K
GGB
Gerdau S.A.

Basic Materials
91.6K
New
$2.3 - $3.19 $211K - $292K
91.6K $267K
SSL
Sasol LTD

Basic Materials
60.5K
New
$2.93 - $5.45 $177K - $330K
60.5K $267K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.58K
New
$61.08 - $74.04 $219K - $265K
3.58K $264K
FLS
Flowserve Corp

Industrials
5.01K
New
$39.49 - $53.64 $198K - $269K
5.01K $262K
MOS
Mosaic CO

Basic Materials
7.1K
New
$22.76 - $36.95 $162K - $262K
7.1K $258K
TAXF
American Centy ETF Tr Diversif

ETFs
5.29K
New
$47.8 - $49.79 $253K - $263K
5.29K $258K
KTF
Dws Municipal Income Trust

Financial Services
29K
New
$8.73 - $9.46 $253K - $274K
29K $256K
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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