INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BTI | 26K | $1.40M |
 | FLNG | 26K | $655.38K |
 | DOCS | 26K | $1.90M |
 | IVZ | 26K | $594.26K |
 | AZN | 26K | $1.96M |
 | NLY | 26K | $515.75K |
 | UNH | 25K | $8.77M |
 | DG | 25K | $2.61M |
 | ECX | 25K | $50.54K |
 | CX | 25K | $224.95K |
 | CTVA | 25K | $1.69M |
 | WTI | 25K | $44.84K |
 | NUVB | 25K | $91.06K |
 | ING | 25K | $641.16K |
 | SCHW | 25K | $2.34M |
 | INFY | 24K | $397.98K |
 | APH | 24K | $3.02M |
 | EPAM | 24K | $3.59M |
 | PK | 24K | $263.71K |
 | KHC | 24K | $612.17K |
British American Tobacco p.l.c.
BTI
Shares Held
26K
Value
$1.40M
FLEX LNG Ltd.
FLNG
Shares Held
26K
Value
$655.38K
Doximity, Inc.
DOCS
Shares Held
26K
Value
$1.90M
Invesco Ltd.
IVZ
Shares Held
26K
Value
$594.26K
AstraZeneca PLC
AZN
Shares Held
26K
Value
$1.96M
Annaly Capital Management, Inc.
NLY
Shares Held
26K
Value
$515.75K
UnitedHealth Group Incorporated
UNH
Shares Held
25K
Value
$8.77M
Dollar General Corporation
DG
Shares Held
25K
Value
$2.61M
ECARX Holdings, Inc.
ECX
Shares Held
25K
Value
$50.54K
CEMEX, S.A.B. de C.V.
CX
Shares Held
25K
Value
$224.95K
Corteva, Inc.
CTVA
Shares Held
25K
Value
$1.69M
W&T Offshore, Inc.
WTI
Shares Held
25K
Value
$44.84K
Nuvation Bio Inc.
NUVB
Shares Held
25K
Value
$91.06K
ING Groep N.V.
ING
Shares Held
25K
Value
$641.16K
The Charles Schwab Corporation
SCHW
Shares Held
25K
Value
$2.34M
Infosys Limited
INFY
Shares Held
24K
Value
$397.98K
Amphenol Corporation
APH
Shares Held
24K
Value
$3.02M
EPAM Systems, Inc.
EPAM
Shares Held
24K
Value
$3.59M
Park Hotels & Resorts Inc.
PK
Shares Held
24K
Value
$263.71K
The Kraft Heinz Company
KHC
Shares Held
24K
Value
$612.17K