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
ALHC
Alignment Healthcare, Inc.

Healthcare
10.6K
New
$13.7 - $19.78 $145K - $209K
10.6K $147K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
13.5K
New
$7.75 - $9.2 $104K - $124K
13.5K $121K
AES
Aes Corp

Utilities
11.2K
New
$9.63 - $12.55 $107K - $140K
11.2K $117K
IEP
Icahn Enterprises L.P.

Industrials
14.5K
New
$7.81 - $9.75 $113K - $141K
14.5K $116K
ICL
Icl Group Ltd.

Basic Materials
16.1K
New
$5.35 - $6.98 $86.2K - $112K
16.1K $110K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
10.5K
New
$9.83 - $10.92 $104K - $115K
10.5K $109K
UMC
United Microelectronics Corp

Technology
13.3K
New
$6.12 - $8.32 $81.4K - $111K
13.3K $101K
VLY
Valley National Bancorp

Financial Services
11.1K
New
$7.87 - $9.2 $87.4K - $102K
11.1K $99K
PMF
Pimco Municipal Income Fund

Financial Services
11K
New
$7.76 - $8.98 $85.4K - $98.8K
11K $87K
GNL
Global Net Lease, Inc.

Real Estate
11.6K
New
$6.82 - $8.08 $79.2K - $93.8K
11.6K $87K
HL
Hecla Mining CO

Basic Materials
13.1K
New
$4.54 - $6.45 $59.4K - $84.4K
13.1K $78K
IVR
Invesco Mortgage Capital Inc.

Real Estate
10.1K
New
$6.33 - $8.04 $63.7K - $80.9K
10.1K $78K
CIG
Energy CO Of Minas Gerais

Utilities
37.5K
New
$1.62 - $1.96 $60.7K - $73.5K
37.5K $73K
NWL
Newell Brands Inc.

Consumer Defensive
12.9K
New
$4.48 - $6.27 $57.7K - $80.7K
12.9K $69K
CFFN
Capitol Federal Financial, Inc.

Financial Services
11.2K
New
$5.03 - $6.1 $56.4K - $68.4K
11.2K $68K
PTEN
Patterson Uti Energy Inc

Energy
10.2K
New
$5.46 - $8.56 $55.9K - $87.6K
10.2K $60K
PLTK
Playtika Holding Corp.

Communication Services
11.6K
New
$4.51 - $5.44 $52.5K - $63.4K
11.6K $55K
RPAY
Repay Holdings Corp

Technology
11.3K
New
$3.71 - $5.77 $41.9K - $65.2K
11.3K $54K
ARDX
Ardelyx, Inc.

Healthcare
12.3K
New
$3.28 - $5.51 $40.3K - $67.7K
12.3K $48K
CNDT
Conduent Inc

Technology
16.6K
New
$1.97 - $2.81 $32.7K - $46.6K
16.6K $43K
TTI
Tetra Technologies Inc

Energy
12.7K
New
$2.13 - $3.77 $27K - $47.9K
12.7K $42K
RBBN
Ribbon Communications Inc.

Communication Services
10K
New
$3.05 - $4.05 $30.6K - $40.6K
10K $40K
NUVB
Nuvation Bio Inc.

Healthcare
20.2K
New
$1.66 - $2.53 $33.5K - $51.1K
20.2K $39K
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
12.7K
New
$2.45 - $3.26 $31K - $41.3K
12.7K $34K
SLQT
Select Quote, Inc.

Financial Services
11.3K
New
$2.12 - $3.52 $23.9K - $39.6K
11.3K $26K
SLDP
Solid Power, Inc.

Industrials
11.6K
New
$0.93 - $2.28 $10.8K - $26.5K
11.6K $25K
AGL
Agilon Health, Inc.

Healthcare
10.5K
New
$2.1 - $5.68 $22.1K - $59.7K
10.5K $24K
CERS
Cerus Corp

Healthcare
15.7K
New
$1.22 - $1.51 $19.1K - $23.7K
15.7K $22K
OPK
Opko Health, Inc.

Healthcare
14.3K
New
$1.24 - $1.66 $17.8K - $23.8K
14.3K $18K
KIND
Nextdoor Holdings, Inc.

Communication Services
10.1K
New
$1.36 - $1.66 $13.8K - $16.8K
10.1K $16K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
16.2K
New
$0.42 - $0.95 $6.81K - $15.4K
16.2K $15K
TMQ
Trilogy Metals Inc.

Basic Materials
10K
New
$1.17 - $1.71 $11.7K - $17.1K
10K $13K
CAN
Canaan Inc.

Technology
22K
New
$0.58 - $0.9 $12.8K - $19.8K
22K $13K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
15.9K
New
$0.57 - $1.44 $9.06K - $22.9K
15.9K $11K
LESL
Leslie'S, Inc.

Consumer Cyclical
19.7K
New
$0.42 - $0.91 $8.27K - $17.9K
19.7K $8K
Celestica Inc
2.83K
New
N/A
2.83K $0
BFB
Brown Forman Corp Cl B
17K
New
N/A
17K $0
Bitwise Bitcoin
5.04K
New
N/A
5.04K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
20.9K
New
N/A
20.9K $0
Jpmorgan Mortgae
113K
New
N/A
113K $0
Bny Mellon ETF Trust Ii Dynamic Value ETF
279K
New
N/A
279K $0
Ul Solutions Inc A
2.76K
New
N/A
2.76K $0
Aegon LTD
29.5K
New
N/A
29.5K $0
Altisource Portfo 29 Wtf Warrants Exp 4/2/2029
149K
New
N/A
149K $0
Altisource Portfo 25 Wtf Warrants Exp 4/3/2025
188K
New
N/A
188K $0
Aptiv PLC
5.24K
New
N/A
5.24K $0
American Century Investments A Vantis Intl Small Cap Eqty
9.11K
New
N/A
9.11K $0
Vanguard Core
2.86K
New
N/A
2.86K $0
Vestis Corp
16.2K
New
N/A
16.2K $0
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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