Integrated Wealth Concepts LLC Purchases in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
966K
+ 22.36%
$39.5 - $41.38 $38.1M - $40M
5.28M $213M
NVDA
Nvidia Corp

Technology
121K
+ 12.8%
$117.0 - $148.88 $14.2M - $18M
1.07M $143M
AAPL
Apple Inc.

Technology
43.1K
+ 4.71%
$221.69 - $259.02 $9.56M - $11.2M
960K $240M
AMZN
Amazon Com Inc

Consumer Cyclical
64.6K
+ 17.26%
$180.88 - $232.93 $11.7M - $15.1M
439K $96.3M
SPYG
Spdr Portfolio

ETFs
242K
+ 38.24%
$81.74 - $91.38 $19.7M - $22.1M
873K $76.8M
LRGF
Ishares Tr

ETFs
376K
+ 51.45%
$58.25 - $63.26 $21.9M - $23.8M
1.11M $66.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
34.3K
+ 18.87%
$481.22 - $538.17 $16.5M - $18.4M
216K $110M
SPY
Spdr S&P 500 ETF Trust

ETFs
29.8K
+ 18.57%
$567.81 - $607.81 $16.9M - $18.1M
190K $111M
DRSK
ETF Ser Solutions Aptus Define

ETFs
771K
+ 22.17%
$27.43 - $28.44 $21.2M - $21.9M
4.25M $117M
TSLA
Tesla, Inc.

Consumer Cyclical
12.3K
+ 13.6%
$213.65 - $479.86 $2.62M - $5.89M
103K $41.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
351K
+ 281.91%
$33.62 - $35.69 $11.8M - $12.5M
475K $16.1M
XLK
Technology Sector Spdr

ETFs
43.2K
+ 20.49%
$220.26 - $241.44 $9.53M - $10.4M
254K $59.1M
AVGO
Broadcom Inc.

Technology
18.5K
+ 15.7%
$159.67 - $250.0 $2.95M - $4.62M
136K $31.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
222K
+ 63.45%
$51.09 - $55.27 $11.3M - $12.3M
572K $29.3M
VTI
Vanguard Total Stock Market Et

ETFs
32.3K
+ 20.96%
$280.04 - $302.45 $9.05M - $9.78M
187K $54.1M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
169K
+ 2881.68%
$56.7 - $62.15 $9.57M - $10.5M
175K $10.2M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
96K
+ 48.17%
$100.24 - $101.35 $9.62M - $9.73M
295K $29.7M
FTSL
First Trust Senior Ln Fund

ETFs
190K
+ 1301.49%
$45.9 - $46.48 $8.74M - $8.85M
205K $9.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
172K
+ 54.42%
$50.37 - $50.6 $8.67M - $8.71M
488K $24.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
241K
+ 18.06%
$45.07 - $47.1 $10.9M - $11.3M
1.57M $71.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.34M
+ 349.14%
$25.93 - $105.3 $34.6M - $141M
1.72M $47.9M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
259K
+ 22.59%
$57.07 - $62.58 $14.8M - $16.2M
1.41M $80.3M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
151K
+ 33.19%
$72.43 - $78.39 $11M - $11.9M
607K $44M
JPM
Jpmorgan Chase & CO

Financial Services
15.1K
+ 10.29%
$205.18 - $250.29 $3.09M - $3.77M
162K $38.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28.4K
+ 16.23%
$198.04 - $221.51 $5.63M - $6.29M
203K $42.8M
MSFT
Microsoft Corp

Technology
23.3K
+ 9.09%
$406.35 - $454.46 $9.46M - $10.6M
279K $118M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
333K
+ 36.57%
$22.72 - $23.0 $7.55M - $7.65M
1.24M $28.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.9K
+ 24.65%
$442.29 - $483.08 $7.02M - $7.67M
80.3K $36.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10K
+ 9.71%
$521.84 - $558.82 $5.22M - $5.59M
113K $60.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
144K
+ 17.91%
$49.79 - $51.14 $7.15M - $7.34M
946K $47.4M
HD
Home Depot, Inc.

Consumer Cyclical
18.4K
+ 36.98%
$385.02 - $431.37 $7.07M - $7.92M
68K $26.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
251K
+ 226.87%
$25.61 - $28.0 $6.43M - $7.03M
362K $9.35M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
140K
+ 43.97%
$55.45 - $61.08 $7.78M - $8.57M
459K $25.5M
PLTR
Palantir Technologies Inc.

Technology
4.23K
+ 3.1%
$36.46 - $82.38 $154K - $349K
141K $10.6M
GOOG
Alphabet Inc.

Communication Services
8.12K
+ 4.83%
$163.08 - $198.16 $1.32M - $1.61M
176K $33.6M
V
Visa Inc.

Financial Services
6.58K
+ 8.43%
$273.87 - $320.91 $1.8M - $2.11M
84.5K $26.7M
GOOGL
Alphabet Inc.

Communication Services
6.46K
+ 3.89%
$161.86 - $196.66 $1.04M - $1.27M
172K $32.6M
META
Meta Platforms, Inc.

Communication Services
6.5K
+ 11.93%
$554.08 - $632.68 $3.6M - $4.11M
61K $36M
IFRA
Ishares Tr

ETFs
105K
+ 63.04%
$45.94 - $51.71 $4.81M - $5.41M
271K $12.5M
INTF
Ishares Tr

ETFs
278K
+ 22.73%
$28.54 - $31.26 $7.95M - $8.7M
1.5M $43.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
51.4K
+ 47.07%
$96.64 - $101.23 $4.97M - $5.21M
161K $15.6M
IVV
Ishares Core S&P 500 ETF

ETFs
323
+ 0.09%
$570.51 - $610.59 $184K - $197K
363K $214M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
133K
+ 23.79%
$35.45 - $40.33 $4.71M - $5.36M
691K $24.8M
XLY
Select Sector Spdr Consumer Di

ETFs
17K
+ 85.96%
$194.8 - $239.43 $3.32M - $4.08M
36.8K $8.26M
IDXX
Idexx Laboratories Inc

Healthcare
9.71K
New
$406.92 - $495.42 $3.95M - $4.81M
9.71K $4.01M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
55.1K
+ 5.56%
$76.72 - $82.83 $4.22M - $4.56M
1.05M $80.8M
WFC
Wells Fargo & Company

Financial Services
39.6K
+ 50.53%
$54.98 - $77.35 $2.18M - $3.07M
118K $8.29M
OSCV
Opus Small Cap Value ETF

ETFs
114K
+ 12.97%
$36.89 - $40.88 $4.19M - $4.64M
990K $36.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
71.7K
+ 17.24%
$50.67 - $50.9 $3.63M - $3.65M
488K $24.7M
Activity Summary
Buys All Purchases 1070 New Holdings 145 Increased Positions 925 Sells All Sells 587 Reductions 587 Sold out 0 Options Calls 0 Puts 0
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