Integrated Wealth Concepts LLC Incresed Positions in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
33.2K
+ 3.57%
$202.38 - $256.87 $6.72M - $8.53M
963K $245M
BBUS
J P Morgan Exchg Traded Fd

ETFs
415K
+ 414.92%
$111.77 - $121.28 $46.3M - $50.3M
514K $62.1M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
146K
+ 6.01%
$118.33 - $128.54 $17.3M - $18.8M
2.57M $330M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
660K
+ 9.89%
$41.26 - $43.63 $27.2M - $28.8M
7.34M $319M
NVDA
Nvidia Corp

Technology
23.6K
+ 2.06%
$153.3 - $186.58 $3.61M - $4.4M
1.17M $218M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
309K
+ 559.2%
$69.02 - $73.57 $21.3M - $22.8M
365K $26.8M
IEMG
Ishares Inc

ETFs
407K
+ 45.93%
N/A
1.29M $69.3M
DRSK
ETF Ser Solutions Aptus Define

ETFs
702K
+ 11.92%
$28.26 - $29.29 $19.8M - $20.6M
6.59M $190M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
201K
+ 10.75%
$65.91 - $70.63 $13.2M - $14.2M
2.07M $145M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
200K
+ 14.85%
$54.35 - $59.32 $10.9M - $11.9M
1.55M $91.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
350K
+ 104.72%
$49.09 - $50.58 $17.2M - $17.7M
684K $34.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.6K
+ 4.87%
$617.65 - $666.84 $6.52M - $7.04M
227K $151M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
249K
+ 3615.35%
$64.75 - $69.05 $16.1M - $17.2M
256K $17.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
79.7K
+ 41.5%
$181.56 - $190.33 $14.5M - $15.2M
272K $51.6M
TSLA
Tesla, Inc.

Consumer Cyclical
3.89K
+ 3.36%
$293.94 - $444.72 $1.14M - $1.73M
120K $53.2M
GOOGL
Alphabet Inc.

Communication Services
13.8K
+ 7.31%
$174.36 - $254.72 $2.4M - $3.5M
202K $49.1M
OSCV
Opus Small Cap Value ETF

ETFs
237K
+ 12.02%
$35.98 - $38.73 $8.52M - $9.17M
2.21M $84.3M
MSFT
Microsoft Corp

Technology
11.7K
+ 3.74%
$491.09 - $535.64 $5.76M - $6.28M
325K $168M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
94.5K
+ 7.48%
$81.55 - $85.33 $7.71M - $8.06M
1.36M $115M
XLK
Technology Sector Spdr

ETFs
16.8K
+ 7.01%
$250.97 - $282.66 $4.21M - $4.74M
256K $72.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
25.7K
+ 10.12%
$225.11 - $247.9 $5.78M - $6.37M
279K $69.1M
SPYG
Spdr Portfolio

ETFs
24.6K
+ 2.57%
$94.33 - $105.31 $2.32M - $2.59M
980K $102M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
352K
+ 91.28%
$28.95 - $29.73 $10.2M - $10.5M
739K $22M
DFIC
Dimensional ETF Tr Dimensional

ETFs
261K
+ 63.77%
$30.76 - $33.01 $8.04M - $8.63M
671K $22M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
141K
+ 462.86%
$59.61 - $63.09 $8.4M - $8.89M
171K $10.8M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
174K
+ 40.77%
$50.81 - $51.07 $8.83M - $8.87M
600K $30.6M
JPIE
J P Morgan Exchange Traded Fd
190K
+ 424.86%
$46.01 - $46.55 $8.75M - $8.85M
235K $10.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.62K
+ 5.07%
$567.77 - $614.76 $3.19M - $3.45M
117K $71.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.3K
+ 1.88%
$72.65 - $78.68 $1.55M - $1.67M
1.15M $90.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
67.5K
+ 7.5%
$49.43 - $54.52 $3.34M - $3.68M
968K $52.4M
PLTR
Palantir Technologies Inc.

Technology
2.96K
+ 1.9%
$130.68 - $186.97 $387K - $554K
159K $29M
USMC
Principal ETF U S Mega Cap

ETFs
99.4K
+ 176.81%
$62.08 - $68.69 $6.17M - $6.83M
156K $10.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
101K
+ 7.11%
$28.92 - $32.19 $2.93M - $3.26M
1.53M $48.7M
CGDV
Capital Group Divid Value ETF

ETFs
100K
+ 9.03%
$39.59 - $42.21 $3.98M - $4.24M
1.21M $51M
AVGO
Broadcom Inc.

Technology
1.26K
+ 1.05%
$264.74 - $369.57 $333K - $465K
121K $39.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
30.3K
+ 0.98%
$24.46 - $26.5 $741K - $803K
3.14M $82.6M
JPM
Jpmorgan Chase & CO

Financial Services
5.07K
+ 2.74%
$282.78 - $316.06 $1.43M - $1.6M
190K $59.9M
FTSD
Franklin ETF Tr Liberty Short

ETFs
66.4K
+ 183.7%
$90.45 - $91.11 $6M - $6.05M
103K $9.33M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
71.5K
+ 7.04%
$39.8 - $42.86 $2.84M - $3.06M
1.09M $46.5M
LGOV
First Tr ETF Iv Long Duration

ETFs
241K
+ 62.16%
$20.98 - $22.03 $5.06M - $5.31M
629K $13.7M
IAU
Ishares Gold Trust

ETFs
28.1K
+ 9.17%
$61.62 - $72.77 $1.73M - $2.05M
335K $24.4M
OEF
Ishares S&P 100 ETF

ETFs
19.2K
+ 13.76%
N/A
159K $42.2M
GLD
Spdr Gold Trust

ETFs
3.35K
+ 4.39%
$300.96 - $355.47 $1.01M - $1.19M
79.7K $28.3M
LLY
Eli Lilly & CO

Healthcare
7.23K
+ 23.54%
$625.65 - $812.69 $4.52M - $5.87M
37.9K $28.9M
SOXX
Ishares Semiconductor ETF

ETFs
5.32K
+ 4.91%
$236.93 - $271.12 $1.26M - $1.44M
114K $30.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
35.1K
+ 3.51%
$52.12 - $55.33 $1.83M - $1.94M
1.04M $57.3M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
93.4K
+ 2247.28%
$50.09 - $50.73 $4.68M - $4.74M
97.6K $4.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23.2K
+ 12.36%
$132.9 - $142.03 $3.08M - $3.29M
211K $29.7M
HOOD
Robinhood Markets, Inc.

Technology
20.3K
+ 57.65%
$91.27 - $143.18 $1.86M - $2.91M
55.6K $7.96M
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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