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
Servicetitan Inc
1.87K
New
N/A
1.87K $0
Astera Labs
2.39K
New
N/A
2.39K $0
Winchester Bancorp
55K
New
N/A
55K $0
AFLG
First Tr Exchange Traded Fd Vi
29.7K
New
N/A
29.7K $0
T Rowe
12K
New
N/A
12K $0
Ishares A I
275K
New
N/A
275K $0
Barrick Mining
123K
New
N/A
123K $0
Bny Mellon
13.9K
New
N/A
13.9K $0
Ferguson Enterprises
1.74K
New
N/A
1.74K $0
Frontline PLC
15.7K
New
N/A
15.7K $0
Morgan Stanley
10.5K
New
N/A
10.5K $0
First Trust
138K
New
N/A
138K $0
Fortrea Holdings
15.3K
New
N/A
15.3K $0
Gct Semiconductor Hldg Inc Wts Exp 3/1/2029
10.4K
New
N/A
10.4K $0
Goldman Sachs
3.7K
New
N/A
3.7K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
18.7K
New
N/A
18.7K $0
Counterpoint High
13.4K
New
N/A
13.4K $0
Or Royalties Inc
11.6K
New
N/A
11.6K $0
Vistashares Tr 15 Ber Sel Inc ETF
25.8K
New
N/A
25.8K $0
ALCC
Alt C Acquisition Corp.

Financial Services
3.98K
New
N/A
3.98K $0
I Shares Trust Ibonds 1 5 Year Tips Ladder ETF
12.9K
New
N/A
12.9K $0
Loar Holdings
3.15K
New
N/A
3.15K $0
Jacobs Solutions
5.6K
New
N/A
5.6K $0
Ishares Ethereum
11.6K
New
N/A
11.6K $0
Neos Nasdaq
5.49K
New
N/A
5.49K $0
QTUM
ETF Ser Solutions Defiance Qua
2.85K
New
N/A
2.85K $0
Ft Cboe Vest Technology Dividend Target Income ETF
7.72K
New
N/A
7.72K $0
Capital Group
9.36K
New
N/A
9.36K $0
Capital Group
14.4K
New
N/A
14.4K $0
Sandisk Corp
4.91K
New
N/A
4.91K $0
Global X
4.28K
New
N/A
4.28K $0
First Trust
9.85K
New
N/A
9.85K $0
Crane CO
1.9K
New
N/A
1.9K $0
Altisource Portfolio Solutions Sa
12.5K
New
N/A
12.5K $0
Running Oak Efficient Growth ETF
37.7K
New
N/A
37.7K $0
Coreweave Inc
3.05K
New
N/A
3.05K $0
Invesco S&P
2.81K
New
N/A
2.81K $0
Rocket Lab
11.6K
New
N/A
11.6K $0
Congress Smid
96.3K
New
N/A
96.3K $0
Aptus Deferred Income ETF
11.3K
New
N/A
11.3K $0
DRS
Leonardo Drs, Inc.
4.41K
New
N/A
4.41K $0
Rubrik Inc A
2.55K
New
N/A
2.55K $0
Listed Fd Tr Roundhill Magnif
12.9K
New
N/A
12.9K $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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