INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEN | 29K | $267.09K |
 | LEN | 29K | $3.66M |
 | EIX | 29K | $1.58M |
 | PCT | 29K | $375.62K |
 | HST | 29K | $485.10K |
 | NOW | 28K | $26.08M |
 | JOBY | 28K | $456.86K |
 | MFC | 28K | $878.58K |
 | MS | 28K | $4.41M |
 | AEG | 28K | $220.44K |
 | SONY | 28K | $791.89K |
 | DKNG | 27K | $1.01M |
 | TRP | 27K | $1.47M |
 | SMFG | 27K | $450.61K |
 | NIO | 27K | $205.10K |
 | DAL | 27K | $1.52M |
 | WM | 27K | $5.91M |
 | RF | 27K | $704.62K |
 | HMY | 27K | $481.21K |
 | NVO | 26K | $1.47M |
The Wendy's Company
WEN
Shares Held
29K
Value
$267.09K
Lennar Corporation
LEN
Shares Held
29K
Value
$3.66M
Edison International
EIX
Shares Held
29K
Value
$1.58M
PureCycle Technologies, Inc.
PCT
Shares Held
29K
Value
$375.62K
Host Hotels & Resorts, Inc.
HST
Shares Held
29K
Value
$485.10K
ServiceNow, Inc.
NOW
Shares Held
28K
Value
$26.08M
Joby Aviation, Inc.
JOBY
Shares Held
28K
Value
$456.86K
Manulife Financial Corporation
MFC
Shares Held
28K
Value
$878.58K
Morgan Stanley
MS
Shares Held
28K
Value
$4.41M
Aegon Ltd.
AEG
Shares Held
28K
Value
$220.44K
Sony Group Corporation
SONY
Shares Held
28K
Value
$791.89K
DraftKings Inc.
DKNG
Shares Held
27K
Value
$1.01M
TC Energy Corporation
TRP
Shares Held
27K
Value
$1.47M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
27K
Value
$450.61K
NIO Inc.
NIO
Shares Held
27K
Value
$205.10K
Delta Air Lines, Inc.
DAL
Shares Held
27K
Value
$1.52M
Waste Management, Inc.
WM
Shares Held
27K
Value
$5.91M
Regions Financial Corporation
RF
Shares Held
27K
Value
$704.62K
Harmony Gold Mining Company Limited
HMY
Shares Held
27K
Value
$481.21K
Novo Nordisk A/S
NVO
Shares Held
26K
Value
$1.47M