Integrated Wealth Concepts LLC New Holdings in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
273K
New
$47.02 - $47.71 $12.8M - $13M
273K $13M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
39.9K
New
$108.47 - $114.7 $4.32M - $4.57M
39.9K $4.57M
EPAM
Epam Systems, Inc.

Technology
23.8K
New
N/A
23.8K $4.42M
FYC
First Trust Small Cap Growth A

ETFs
47.7K
New
$77.98 - $92.23 $3.72M - $4.4M
47.7K $4.33M
STVN
Stevanato Group S.P.A.

Healthcare
161K
New
$21.65 - $27.95 $3.49M - $4.51M
161K $4.15M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
141K
New
$23.08 - $27.63 $3.26M - $3.91M
141K $3.76M
ILDR
First Tr Exchange Traded Fd Vi
77K
New
$28.95 - $33.25 $2.23M - $2.56M
77K $2.49M
CGO
Calamos Global Total Return Fund

Financial Services
172K
New
$11.48 - $12.33 $1.98M - $2.13M
172K $2.08M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
86.9K
New
N/A
86.9K $1.76M
HUBB
Hubbell Inc

Industrials
3.3K
New
$410.51 - $450.93 $1.35M - $1.49M
3.3K $1.42M
FEIM
Frequency Electronics Inc

Technology
36.6K
New
$19.1 - $33.91 $698K - $1.24M
36.6K $1.21M
EWS
Ishares Inc Msci Singapore ETF

ETFs
40.3K
New
$25.8 - $29.15 $1.04M - $1.18M
40.3K $1.14M
FLJP
Franklin Templeton ETF Tr

ETFs
32.1K
New
$30.82 - $35.17 $988K - $1.13M
32.1K $1.11M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
44.3K
New
$24.39 - $24.93 $1.08M - $1.1M
44.3K $1.09M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
13.9K
New
$63.88 - $69.11 $890K - $962K
13.9K $945K
ON
On Semiconductor Corp

Technology
17K
New
$46.98 - $62.45 $798K - $1.06M
17K $837K
LVHD
Franklin U.S. Low Volatility H

ETFs
19.5K
New
$39.89 - $41.55 $779K - $811K
19.5K $806K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.43K
New
$534.91 - $598.71 $765K - $857K
1.43K $804K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
23.5K
New
$31.31 - $34.54 $736K - $812K
23.5K $791K
LITE
Lumentum Holdings Inc.

Technology
4.75K
New
$90.44 - $171.5 $430K - $815K
4.75K $773K
QRVO
Qorvo, Inc.

Technology
8.46K
New
$83.6 - $96.31 $707K - $815K
8.46K $770K
AMPG
Ampli Tech Group, Inc.

Technology
193K
New
$2.05 - $4.73 $396K - $914K
193K $751K
MP
Mp Materials Corp.

Basic Materials
11.2K
New
$30.03 - $77.13 $336K - $864K
11.2K $751K
HRB
H&R Block Inc

Consumer Cyclical
14.6K
New
$49.28 - $56.76 $718K - $827K
14.6K $736K
TS
Tenaris Sa

Energy
20.1K
New
$34.66 - $38.85 $697K - $782K
20.1K $719K
AOK
Ishares Tr Core Conservative A

ETFs
17.3K
New
$38.64 - $40.17 $670K - $696K
17.3K $695K
BITO
Proshares Tr Bitcoin Strategy

ETFs
34.4K
New
$18.74 - $23.05 $644K - $792K
34.4K $676K
EWX
Spdr S&P Emerging Markets Smal

ETFs
10K
New
$61.93 - $68.12 $619K - $681K
10K $672K
OMF
One Main Holdings, Inc.

Financial Services
11.3K
New
$55.61 - $62.61 $629K - $708K
11.3K $638K
VFC
V F Corp

Consumer Cyclical
44.1K
New
$11.66 - $15.56 $515K - $687K
44.1K $636K
TFX
Teleflex Inc

Healthcare
4.93K
New
$109.79 - $132.5 $541K - $653K
4.93K $602K
SEIC
Sei Investments CO

Financial Services
6.74K
New
$84.85 - $93.8 $572K - $632K
6.74K $572K
CPB
Campbell Soup CO

Consumer Defensive
17.1K
New
$30.41 - $34.03 $521K - $583K
17.1K $541K
MLM
Martin Marietta Materials Inc

Basic Materials
824
New
$546.36 - $631.12 $450K - $520K
824 $519K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
4.62K
New
$97.65 - $111.15 $451K - $514K
4.62K $507K
MTCH
Match Group, Inc.

Communication Services
14.2K
New
$31.83 - $38.77 $452K - $551K
14.2K $501K
PML
Pimco Municipal Income Fund Ii

Financial Services
61K
New
$7.11 - $7.91 $434K - $483K
61K $482K
PNFP
Pinnacle Financial Partners Inc

Financial Services
4.66K
New
$86.13 - $119.63 $401K - $557K
4.66K $436K
BWXT
Bwx Technologies, Inc.

Industrials
2.37K
New
$136.45 - $184.37 $323K - $436K
2.37K $436K
FSLR
First Solar, Inc.

Technology
1.93K
New
$160.84 - $223.53 $311K - $432K
1.93K $425K
AEHR
Aehr Test Systems

Technology
13.2K
New
$13.29 - $33.63 $175K - $443K
13.2K $397K
LSCC
Lattice Semiconductor Corp

Technology
5.32K
New
$48.73 - $74.71 $259K - $398K
5.32K $390K
NVT
N Vent Electric PLC

Industrials
3.87K
New
$72.16 - $100.25 $279K - $388K
3.87K $381K
AL
Air Lease Corp

Industrials
5.93K
New
$54.35 - $64.28 $322K - $381K
5.93K $377K
HGER
Harbor ETF Tr All Weather Infl
14K
New
$24.26 - $25.91 $339K - $362K
14K $360K
SBSW
Sibanye Stillwater LTD

Basic Materials
32K
New
$7.27 - $11.24 $233K - $360K
32K $359K
QBTS
D Wave Quantum Inc.

Technology
13.9K
New
$14.81 - $27.72 $206K - $386K
13.9K $343K
NRP
Natural Resource Partners LP

Energy
3.18K
New
$95.21 - $105.0 $302K - $334K
3.18K $333K
MARA
Marathon Digital Holdings, Inc.

Financial Services
14.7K
New
N/A
14.7K $331K
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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