Integrated Wealth Concepts LLC Purchases in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UAMY
United States Antimony Corp

Basic Materials
48.8K
New
$1.97 - $7.3 $96.1K - $356K
48.8K $302K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.05K
New
$246.31 - $287.91 $258K - $301K
1.05K $301K
DFAR
Dimensional ETF Tr Dimensional

ETFs
10.3K
+ 7.77%
$22.9 - $24.1 $237K - $249K
143K $3.42M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.34K
+ 3.73%
$82.96 - $95.7 $111K - $128K
37.2K $3.34M
RKT
Rocket Companies, Inc.

Financial Services
8.73K
+ 35.39%
$13.31 - $21.16 $116K - $185K
33.4K $647K
WBD
Warner Bros. Discovery, Inc.

Communication Services
620
+ 1.75%
$10.78 - $19.82 $6.68K - $12.3K
36.1K $705K
QWLD
Spdr Index Shs Fds

ETFs
2.11K
New
$132.92 - $140.43 $280K - $296K
2.11K $296K
NFG
National Fuel Gas CO

Energy
2.95K
+ 103.8%
$82.19 - $93.72 $243K - $277K
5.8K $535K
CTRA
Coterra Energy Inc.

Energy
12.4K
New
$23.09 - $25.45 $287K - $317K
12.4K $294K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.06K
+ 10.02%
$61.56 - $66.95 $189K - $205K
33.6K $2.25M
BDX
Becton Dickinson & CO

Healthcare
919
+ 11.61%
$172.41 - $199.66 $158K - $183K
8.84K $1.65M
CDNS
Cadence Design Systems Inc

Technology
365
+ 9.78%
$309.46 - $373.37 $113K - $136K
4.1K $1.44M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
6.7K
+ 32.1%
$40.74 - $41.99 $273K - $281K
27.6K $1.15M
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.03K
New
$42.74 - $62.88 $215K - $316K
5.03K $288K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
6.43K
+ 63.37%
$38.52 - $41.26 $248K - $265K
16.6K $681K
WTRG
Essential Utilities, Inc.

Utilities
7.22K
New
$36.73 - $39.9 $265K - $288K
7.22K $288K
CINF
Cincinnati Financial Corp

Financial Services
1.82K
New
$145.8 - $158.1 $265K - $287K
1.82K $287K
CB
Chubb LTD

Financial Services
1.3K
+ 11.8%
$265.99 - $289.59 $347K - $378K
12.4K $3.49M
ROP
Roper Technologies Inc

Industrials
2.78K
+ 17.2%
$495.03 - $573.0 $1.38M - $1.59M
18.9K $9.44M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5.9K
New
$42.88 - $49.1 $253K - $290K
5.9K $284K
IWY
Ishares Tr Russell 200 Growth

ETFs
665
+ 17.67%
$243.93 - $275.62 $162K - $183K
4.43K $1.21M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.88K
+ 4.7%
$47.99 - $54.16 $90.4K - $102K
41.9K $2.22M
WEC
Wec Energy Group, Inc.

Utilities
608
+ 2.94%
$103.66 - $114.59 $63K - $69.7K
21.3K $2.44M
AXS
Axis Capital Holdings LTD

Financial Services
6.26K
+ 15.87%
$93.33 - $102.44 $584K - $641K
45.7K $4.38M
EPI
Wisdomtree Tr India Earnings F

ETFs
6.42K
New
$43.79 - $47.63 $281K - $306K
6.42K $283K
IONQ
Ion Q, Inc.

Technology
4.6K
New
$36.79 - $75.14 $169K - $346K
4.6K $282K
AWI
Armstrong World Industries Inc

Industrials
1.43K
New
$163.99 - $199.13 $235K - $286K
1.43K $281K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
6.72K
+ 9.67%
$27.49 - $29.67 $185K - $199K
76.2K $2.19M
RPM
Rpm International Inc

Basic Materials
2.05K
+ 46.82%
$110.07 - $128.23 $226K - $263K
6.44K $758K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.05K
+ 9.13%
$39.06 - $43.42 $119K - $132K
36.5K $1.58M
STNG
Scorpio Tankers Inc.

Energy
4.88K
New
$39.9 - $60.85 $195K - $297K
4.88K $273K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.29K
+ 28.21%
$118.3 - $142.16 $389K - $468K
14.9K $1.81M
BTU
Peabody Energy Corp

Energy
10.2K
New
$13.18 - $26.81 $135K - $274K
10.2K $271K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.33K
+ 7.37%
$69.9 - $78.26 $92.8K - $104K
19.3K $1.51M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
5.22K
+ 35.6%
$50.29 - $50.86 $263K - $266K
19.9K $1.01M
GVI
Ishares Tr

ETFs
2.46K
+ 40.4%
$105.8 - $107.81 $260K - $265K
8.54K $917K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.65K
+ 3.89%
$100.37 - $100.74 $266K - $267K
70.8K $7.13M
SNPS
Synopsys Inc

Technology
544
New
$387.78 - $645.35 $211K - $351K
544 $268K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.08K
+ 53.95%
$52.62 - $61.93 $267K - $314K
14.5K $784K
FCX
Freeport Mcmoran Inc

Basic Materials
13.5K
+ 21.23%
$35.34 - $47.21 $477K - $637K
77.1K $3.02M
JOBY
Joby Aviation, Inc.

Industrials
10.3K
+ 57.25%
$9.81 - $20.39 $101K - $210K
28.3K $456K
EWBC
East West Bancorp Inc

Financial Services
2.5K
New
$97.41 - $109.7 $244K - $275K
2.5K $266K
VEU
Vanguard Ftse All World Ex Us

ETFs
685
+ 1.31%
$66.38 - $71.68 $45.5K - $49.1K
52.9K $3.78M
VIV
Telefonica Brasil S.A.

Communication Services
20.9K
New
$10.79 - $12.8 $226K - $268K
20.9K $266K
AVEM
American Centy ETF Tr Avantis

ETFs
3.54K
New
$68.33 - $75.41 $242K - $267K
3.54K $265K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
32K
+ 286.71%
$7.98 - $8.29 $255K - $265K
43.1K $353K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.92K
New
$47.38 - $57.71 $233K - $284K
4.92K $264K
RYAAY
Ryanair Holdings PLC

Industrials
4.38K
New
$55.19 - $66.72 $242K - $292K
4.38K $263K
AIT
Applied Industrial Technologies Inc

Industrials
1K
New
$242.14 - $275.72 $242K - $276K
1K $261K
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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