Integrated Wealth Concepts LLC New Holdings in Q4 2024

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
9.71K
New
$406.92 - $495.42 $3.95M - $4.81M
9.71K $4.01M
OZK
Bank Ozk

Financial Services
74.1K
New
$41.39 - $50.55 $3.07M - $3.75M
74.1K $3.3M
FTSD
Franklin ETF Tr Liberty Short

ETFs
36.4K
New
$89.95 - $90.89 $3.27M - $3.3M
36.4K $3.28M
DNOW
Now Inc.

Energy
235K
New
$11.65 - $15.23 $2.74M - $3.58M
235K $3.06M
HCC
Warrior Met Coal, Inc.

Basic Materials
51.1K
New
$53.63 - $74.78 $2.74M - $3.82M
51.1K $2.77M
RCAT
Red Cat Holdings, Inc.

Technology
118K
New
$2.69 - $14.09 $316K - $1.66M
118K $1.51M
MSTR
Microstrategy Inc

Technology
4.81K
New
$162.69 - $473.83 $783K - $2.28M
4.81K $1.39M
ARES
Ares Management Corp

Financial Services
5.82K
New
$153.38 - $183.7 $893K - $1.07M
5.82K $1.03M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
32.4K
New
$28.48 - $29.56 $922K - $957K
32.4K $948K
CBSH
Commerce Bancshares Inc

Financial Services
13.5K
New
$57.04 - $74.36 $771K - $1M
13.5K $841K
AVUS
American Centy ETF Tr Avantis

ETFs
8.22K
New
$94.36 - $102.06 $776K - $839K
8.22K $796K
AIZ
Assurant, Inc.

Financial Services
3.7K
New
$186.6 - $228.68 $691K - $846K
3.7K $789K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
14.2K
New
$53.86 - $60.27 $763K - $854K
14.2K $764K
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.7K
New
$50.35 - $50.69 $741K - $746K
14.7K $742K
CINF
Cincinnati Financial Corp

Financial Services
4.93K
New
$132.86 - $160.16 $655K - $790K
4.93K $708K
RLI
Rli Corp

Financial Services
4.1K
New
$151.91 - $180.89 $623K - $742K
4.1K $675K
AFRM
Affirm Holdings, Inc.

Technology
11K
New
$38.48 - $72.86 $422K - $798K
11K $667K
HRL
Hormel Foods Corp

Consumer Defensive
19.6K
New
$29.21 - $33.55 $573K - $659K
19.6K $615K
JNPR
Juniper Networks Inc

Technology
15.5K
New
$35.08 - $39.26 $543K - $608K
15.5K $579K
DUSA
Davis Fundamental ETF Tr

ETFs
13.3K
New
$40.91 - $45.07 $542K - $597K
13.3K $558K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
25.3K
New
$21.68 - $22.16 $548K - $560K
25.3K $547K
EXLS
Exl Service Holdings, Inc.

Technology
11.1K
New
$38.1 - $47.02 $423K - $522K
11.1K $492K
CTA
Simplify Exch Traded Fds Simpl

ETFs
17.6K
New
$25.8 - $28.97 $454K - $509K
17.6K $490K
AKAM
Akamai Technologies Inc

Technology
5.4K
New
N/A
5.4K $490K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
7.64K
New
$57.38 - $61.11 $438K - $467K
7.64K $445K
HOOD
Robinhood Markets, Inc.

Technology
11.5K
New
$22.33 - $43.2 $258K - $498K
11.5K $429K
LBRT
Liberty Energy Inc.

Energy
21.5K
New
$16.68 - $20.84 $359K - $448K
21.5K $427K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.67K
New
$49.87 - $52.46 $383K - $403K
7.67K $383K
BCAT
Black Rock Capital Allocation Trust

ETFs
25.1K
New
$15.1 - $16.65 $378K - $417K
25.1K $379K
ASA
Asa Gold & Precious Metals LTD

Financial Services
18.4K
New
$19.4 - $22.67 $356K - $417K
18.4K $371K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.37K
New
$100.18 - $109.1 $337K - $367K
3.37K $353K
FLMI
Franklin Dynamic Municipal Bon

ETFs
14.2K
New
$24.42 - $25.06 $347K - $356K
14.2K $347K
APP
App Lovin Corp

Technology
1.07K
New
$130.67 - $401.5 $140K - $430K
1.07K $346K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.03K
New
$79.95 - $89.42 $322K - $360K
4.03K $336K
LPI
Laredo Petroleum, Inc.

Energy
6.81K
New
N/A
6.81K $331K
HTGC
Hercules Capital, Inc.

Financial Services
16.3K
New
$18.53 - $20.22 $302K - $329K
16.3K $327K
ATSG
Air Transport Services Group, Inc.

Industrials
14.3K
New
$14.67 - $22.23 $210K - $318K
14.3K $314K
CSGP
Costar Group, Inc.

Real Estate
4.36K
New
$69.7 - $81.97 $304K - $358K
4.36K $312K
TNA
Direxion Daily Small Cap Bull

ETFs
7.39K
New
$41.4 - $56.28 $306K - $416K
7.39K $309K
DWLD
Davis Fundamental ETF Tr

ETFs
8.43K
New
$36.31 - $39.73 $306K - $335K
8.43K $306K
ASPS
Altisource Portfolio Solutions S.A.

Real Estate
460K
New
$0.51 - $1.39 $234K - $639K
460K $303K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
13K
New
$22.04 - $23.08 $287K - $301K
13K $291K
ICF
Ishares Tr

ETFs
4.65K
New
$58.8 - $66.61 $273K - $309K
4.65K $279K
AVDE
American Centy ETF Tr Avantis

ETFs
4.49K
New
$60.9 - $66.69 $273K - $299K
4.49K $275K
CIEN
Ciena Corp

Technology
3.23K
New
$61.45 - $91.14 $199K - $295K
3.23K $274K
IWC
Russell Micro Cap ETF

ETFs
2.09K
New
$120.3 - $138.84 $251K - $290K
2.09K $272K
CHTR
Charter Communications, Inc.

Communication Services
785
New
$315.38 - $408.02 $248K - $320K
785 $269K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2.31K
New
$113.29 - $121.45 $261K - $280K
2.31K $266K
WTM
White Mountains Insurance Group LTD

Financial Services
136
New
$1755.01 - $2015.0 $239K - $274K
136 $264K
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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