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
VNET
Vnet Group, Inc.

Technology
36.4K
New
$4.74 - $8.12 $173K - $296K
36.4K $251K
PK
Park Hotels & Resorts Inc.

Real Estate
24.5K
New
$8.85 - $11.18 $217K - $274K
24.5K $250K
INSM
Insmed Inc

Healthcare
2.49K
New
$64.81 - $105.9 $161K - $264K
2.49K $250K
CRDO
Credo Technology Group Holding LTD

Technology
2.69K
New
$33.3 - $95.05 $89.5K - $255K
2.69K $248K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.44K
New
$140.37 - $177.56 $202K - $255K
1.44K $247K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
9.2K
New
$22.63 - $26.95 $208K - $248K
9.2K $247K
NFG
National Fuel Gas CO

Energy
2.85K
New
$73.0 - $86.01 $208K - $245K
2.85K $240K
SHG
Shinhan Financial Group CO LTD

Financial Services
6.88K
New
N/A
6.88K $238K
TMDX
Trans Medics Group, Inc.

Healthcare
1.77K
New
$67.67 - $143.04 $120K - $253K
1.77K $237K
AVB
Avalonbay Communities Inc

Real Estate
1.16K
New
$187.23 - $215.61 $217K - $250K
1.16K $236K
SCI
Service Corp International

Consumer Cyclical
2.8K
New
$73.58 - $81.65 $206K - $228K
2.8K $227K
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.41K
New
$75.33 - $94.56 $181K - $227K
2.41K $226K
HYMU
Blackrock ETF Tr Ii High Yield
9.85K
New
N/A
9.85K $226K
TGTX
Tg Therapeutics, Inc.

Healthcare
6.29K
New
$33.37 - $45.51 $210K - $286K
6.29K $226K
KFRC
Kforce Inc

Industrials
5.41K
New
$36.59 - $49.86 $198K - $270K
5.41K $222K
LRN
Stride, Inc.

Consumer Defensive
1.52K
New
$124.45 - $160.72 $189K - $245K
1.52K $220K
AIP
Arteris, Inc.

Technology
23.1K
New
$5.59 - $9.91 $129K - $229K
23.1K $220K
SNV
Synovus Financial Corp

Financial Services
4.26K
New
$38.27 - $51.75 $163K - $221K
4.26K $220K
FUTU
Futu Holdings LTD

Financial Services
1.77K
New
$74.81 - $124.33 $133K - $221K
1.77K $219K
G
Genpact LTD

Technology
4.96K
New
$40.65 - $50.56 $202K - $251K
4.96K $218K
URA
Global X Uranium ETF

ETFs
5.62K
New
$20.26 - $38.81 $114K - $218K
5.62K $218K
CPT
Camden Property Trust

Real Estate
1.93K
New
$106.53 - $122.8 $205K - $237K
1.93K $217K
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.9K
New
$94.92 - $114.85 $180K - $218K
1.9K $217K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
12.6K
New
$16.36 - $23.0 $206K - $289K
12.6K $217K
NOG
Northern Oil & Gas, Inc.

Energy
7.67K
New
$20.6 - $32.16 $158K - $247K
7.67K $217K
RECS
Columbia ETF Tr I

ETFs
5.91K
New
$29.4 - $36.79 $174K - $218K
5.91K $217K
FLR
Fluor Corp

Industrials
4.25K
New
$30.86 - $51.42 $131K - $218K
4.25K $217K
FONR
Fonar Corp

Healthcare
14.4K
New
$12.06 - $14.96 $174K - $216K
14.4K $215K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
5.52K
New
$31.29 - $38.89 $173K - $215K
5.52K $214K
SIVR
Abrdn Silver ETF Trust

ETFs
6.21K
New
$28.36 - $35.37 $176K - $220K
6.21K $213K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
6.49K
New
$26.38 - $32.66 $171K - $212K
6.49K $211K
MMYT
Make My Trip LTD

Consumer Cyclical
2.45K
New
N/A
2.45K $210K
FRPT
Freshpet, Inc.

Consumer Defensive
3.09K
New
$67.88 - $89.64 $210K - $277K
3.09K $209K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.16K
New
$49.18 - $50.17 $204K - $209K
4.16K $208K
NNN
National Retail Properties, Inc.

Real Estate
4.8K
New
$37.56 - $43.42 $180K - $208K
4.8K $207K
CRMT
Americas Carmart Inc

Consumer Cyclical
3.68K
New
$43.5 - $57.74 $160K - $213K
3.68K $206K
APAM
Artisan Partners Asset Management Inc.

Financial Services
4.59K
New
$33.85 - $44.55 $155K - $205K
4.59K $203K
SLM
Slm Corp

Financial Services
6.21K
New
$24.84 - $34.36 $154K - $213K
6.21K $203K
AVT
Avnet Inc

Technology
3.79K
New
$41.51 - $53.08 $157K - $201K
3.79K $201K
S
Sentinel One, Inc.

Technology
10.9K
New
$16.17 - $20.34 $176K - $221K
10.9K $199K
KC
Kingsoft Cloud Holdings LTD

Technology
15.5K
New
$10.98 - $15.9 $170K - $246K
15.5K $193K
CHW
Calamos Global Dynamic Income Fund

Financial Services
26.5K
New
$5.59 - $7.13 $148K - $189K
26.5K $189K
JOBY
Joby Aviation, Inc.

Industrials
18K
New
$5.33 - $10.55 $95.9K - $190K
18K $189K
PSO
Pearson PLC

Communication Services
12.6K
New
$14.41 - $16.64 $181K - $209K
12.6K $187K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
11.2K
New
$13.91 - $16.31 $155K - $182K
11.2K $179K
RGTI
Rigetti Computing, Inc.

Technology
14.8K
New
$7.5 - $14.29 $111K - $212K
14.8K $175K
DLY
Double Line Yield Opportunities Fund

N/A
11.1K
New
$14.45 - $16.11 $160K - $179K
11.1K $172K
IRBO
Ishares Robotics & Artificial

ETFs
5.13K
New
N/A
5.13K $164K
ASX
Ase Technology Holding Co., Ltd.

Technology
14.6K
New
$7.42 - $10.65 $108K - $155K
14.6K $150K
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
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email