Integrated Wealth Concepts LLC Sells in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AIG
American International Group, Inc.

Financial Services
-2.9K
- 29.13%
$76.34 - $85.87 $222K - $249K
7.06K $554K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-11K
- 23.04%
$39.37 - $44.24 $433K - $486K
36.7K $1.61M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-18.2K
- 30.05%
$16.46 - $17.1 $300K - $311K
42.4K $720K
HRL
Hormel Foods Corp

Consumer Defensive
-6.51K
- 28.22%
$24.31 - $31.54 $158K - $205K
16.6K $409K
EMR
Emerson Electric CO

Industrials
-1.9K
- 10.88%
$128.6 - $149.63 $244K - $284K
15.5K $2.04M
LII
Lennox International Inc

Industrials
-423
- 30.19%
$516.18 - $664.54 $218K - $281K
978 $517K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-4.23K
- 15.25%
$71.6 - $76.11 $303K - $322K
23.5K $1.78M
TW
Tradeweb Markets Inc.

Financial Services
-963
- 19.47%
$110.5 - $146.12 $106K - $141K
3.98K $441K
EXPO
Exponent Inc

Industrials
-3.52K
- 53.08%
$68.33 - $77.6 $240K - $273K
3.11K $215K
AMCR
Amcor PLC

Consumer Cyclical
-28.9K
- 71.82%
$7.97 - $9.94 $231K - $288K
11.4K $92K
DDOG
Datadog, Inc.

Technology
-2.54K
- 23.18%
$124.52 - $155.15 $316K - $394K
8.41K $1.2M
HAYW
Hayward Holdings, Inc.

Industrials
-21K
- 62.0%
$14.12 - $16.56 $296K - $348K
12.9K $194K
ERIC
Ericsson Lm Telephone CO

Technology
-31.8K
- 72.22%
$7.2 - $8.55 $229K - $272K
12.2K $101K
AMGN
Amgen Inc

Healthcare
-1.21K
- 5.11%
$271.18 - $309.22 $328K - $374K
22.5K $6.34M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-2.37K
- 34.66%
$84.43 - $97.93 $200K - $232K
4.46K $378K
DOCU
Docusign, Inc.

Technology
-3.02K
- 35.17%
$67.14 - $85.01 $203K - $257K
5.58K $401K
NEAR
Blackrock Short Maturity Bond

ETFs
-5.27K
- 55.34%
$50.8 - $51.32 $268K - $270K
4.25K $218K
LBRT
Liberty Energy Inc.

Energy
-25.7K
- 42.05%
$10.02 - $13.25 $257K - $340K
35.4K $436K
EXR
Extra Space Storage Inc.

Real Estate
-1.61K
- 28.53%
$134.36 - $152.88 $217K - $246K
4.04K $569K
CAH
Cardinal Health Inc

Healthcare
-1.26K
- 21.65%
$146.04 - $167.63 $184K - $212K
4.57K $716K
FICO
Fair Isaac Corp

Technology
-40
- 6.69%
$1311.26 - $1869.83 $52.5K - $74.8K
558 $835K
NOK
Nokia Corp

Technology
-47.8K
- 77.35%
$4.05 - $5.23 $194K - $250K
14K $67K
FNDF
Schwab Fundamental Intl Large

ETFs
-7.84K
- 26.71%
$39.84 - $43.15 $312K - $338K
21.5K $924K
CHKP
Check Point Software Technologies LTD

Technology
-1.03K
- 44.09%
$180.73 - $231.23 $186K - $238K
1.31K $270K
INDA
Ishares Msci India Index Fund

ETFs
-1.6K
- 3.57%
$51.98 - $55.84 $83K - $89.2K
43.1K $2.24M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.16%
$5364.25 - $5815.92 $5.36K - $5.82K
609 $3.29M
OTIS
Otis Worldwide Corp

Industrials
-1.78K
- 16.81%
$84.93 - $101.07 $151K - $179K
8.79K $803K
AXP
American Express CO

Financial Services
-1.51K
- 7.54%
$294.27 - $342.31 $446K - $518K
18.6K $6.17M
GWRE
Guidewire Software, Inc.

Technology
-887
- 14.39%
$207.82 - $261.88 $184K - $232K
5.28K $1.21M
FITB
Fifth Third Bancorp

Financial Services
-7.45K
- 26.96%
$40.91 - $46.28 $305K - $345K
20.2K $899K
BSX
Boston Scientific Corp

Healthcare
-208
- 0.94%
$97.03 - $108.14 $20.2K - $22.5K
22K $2.14M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-4.86K
- 21.12%
$50.73 - $52.47 $246K - $255K
18.1K $946K
DUSA
Davis Fundamental ETF Tr

ETFs
-5.35K
- 34.46%
$45.16 - $48.81 $242K - $261K
10.2K $483K
WST
West Pharmaceutical Services Inc

Healthcare
-1.42K
- 44.32%
$210.08 - $279.1 $297K - $395K
1.78K $466K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-10.5K
- 5.93%
$23.27 - $23.51 $245K - $248K
167K $3.91M
O
Realty Income Corp

Real Estate
-5.85K
- 14.71%
$56.13 - $60.79 $328K - $356K
33.9K $2.06M
AMAT
Applied Materials Inc

Technology
-5.34K
- 13.37%
$156.25 - $204.95 $834K - $1.09M
34.6K $7.08M
ADSK
Autodesk, Inc.

Technology
-928
- 17.7%
N/A
4.31K $1.06M
EQT
Eqt Corp

Energy
-2.67K
- 12.62%
$49.19 - $59.19 $132K - $158K
18.5K $1.01M
ALLE
Allegion PLC

Industrials
-2.04K
- 49.87%
$145.55 - $179.33 $297K - $365K
2.05K $363K
WAT
Waters Corp

Healthcare
-532
- 40.58%
$277.72 - $357.04 $148K - $190K
779 $233K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-2.1K
- 24.57%
$119.73 - $134.7 $251K - $282K
6.43K $858K
RACE
Ferrari N.V.

Consumer Cyclical
-432
- 21.86%
$436.24 - $517.65 $188K - $224K
1.54K $749K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.66K
- 3.06%
$49.78 - $50.75 $282K - $287K
179K $9.08M
RMD
Resmed Inc

Healthcare
-1.11K
- 20.42%
$252.01 - $293.73 $279K - $325K
4.32K $1.18M
MGC
Vanguard Mega Cap ETF

ETFs
-1.26K
- 26.38%
$224.2 - $245.55 $283K - $310K
3.53K $860K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-3.98K
- 33.23%
$58.7 - $62.94 $234K - $251K
8K $498K
KMPR
Kemper Corp

Financial Services
-1.82K
- 20.26%
$48.42 - $64.74 $87.9K - $118K
7.15K $368K
BXSL
Blackstone Secured Lending Fund

Financial Services
-500
- 1.21%
$26.07 - $32.55 $13K - $16.3K
41K $1.07M
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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