INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.17M | $218.23M |
 | AAPL | 963K | $245.33M |
 | KVYO | 598K | $16.56M |
 | PFE | 493K | $12.57M |
 | AMZN | 484K | $106.24M |
 | STLA | 452K | $4.22M |
 | BAC | 376K | $19.40M |
 | MSFT | 325K | $168.31M |
 | WMT | 303K | $31.21M |
 | EVLV | 294K | $2.22M |
 | T | 288K | $8.14M |
 | XOM | 272K | $30.64M |
 | CPRT | 249K | $11.22M |
 | DNOW | 243K | $3.71M |
 | IOT | 234K | $8.73M |
 | VZ | 219K | $9.63M |
 | QCOM | 216K | $35.98M |
 | NOV | 209K | $2.77M |
 | GOOGL | 202K | $49.07M |
 | GOOG | 201K | $48.85M |
NVIDIA Corporation
NVDA
Shares Held
1.17M
Value
$218.23M
Apple Inc.
AAPL
Shares Held
963K
Value
$245.33M
Klaviyo, Inc.
KVYO
Shares Held
598K
Value
$16.56M
Pfizer Inc.
PFE
Shares Held
493K
Value
$12.57M
Amazon.com, Inc.
AMZN
Shares Held
484K
Value
$106.24M
Stellantis N.V.
STLA
Shares Held
452K
Value
$4.22M
Bank of America Corporation
BAC
Shares Held
376K
Value
$19.40M
Microsoft Corporation
MSFT
Shares Held
325K
Value
$168.31M
Walmart Inc.
WMT
Shares Held
303K
Value
$31.21M
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
294K
Value
$2.22M
AT&T Inc.
T
Shares Held
288K
Value
$8.14M
Exxon Mobil Corporation
XOM
Shares Held
272K
Value
$30.64M
Copart, Inc.
CPRT
Shares Held
249K
Value
$11.22M
Dnow Inc.
DNOW
Shares Held
243K
Value
$3.71M
Samsara Inc.
IOT
Shares Held
234K
Value
$8.73M
Verizon Communications Inc.
VZ
Shares Held
219K
Value
$9.63M
QUALCOMM Incorporated
QCOM
Shares Held
216K
Value
$35.98M
NOV Inc.
NOV
Shares Held
209K
Value
$2.77M
Alphabet Inc.
GOOGL
Shares Held
202K
Value
$49.07M
Alphabet Inc.
GOOG
Shares Held
201K
Value
$48.85M