INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSPI | 24K | $271.43K |
 | GIS | 23K | $1.18M |
 | FAST | 23K | $1.15M |
 | CAN | 23K | $20.63K |
 | CRM | 23K | $5.54M |
 | ES | 23K | $1.64M |
 | BN | 23K | $1.58M |
 | TOST | 23K | $835.15K |
 | ICLR | 23K | $4.00M |
 | CL | 23K | $1.83M |
 | OKE | 23K | $1.66M |
 | COST | 23K | $20.83M |
 | RBLX | 22K | $3.12M |
 | AMGN | 22K | $6.34M |
 | FUBO | 22K | $93.20K |
 | CRWD | 22K | $10.90M |
 | CAG | 22K | $405.58K |
 | CHE | 22K | $9.90M |
 | TD | 22K | $1.76M |
 | TNYA | 22K | $35.69K |
CSP Inc.
CSPI
Shares Held
24K
Value
$271.43K
General Mills, Inc.
GIS
Shares Held
23K
Value
$1.18M
Fastenal Company
FAST
Shares Held
23K
Value
$1.15M
Canaan Inc.
CAN
Shares Held
23K
Value
$20.63K
Salesforce, Inc.
CRM
Shares Held
23K
Value
$5.54M
Eversource Energy
ES
Shares Held
23K
Value
$1.64M
Brookfield Corporation
BN
Shares Held
23K
Value
$1.58M
Toast, Inc.
TOST
Shares Held
23K
Value
$835.15K
ICON Public Limited Company
ICLR
Shares Held
23K
Value
$4.00M
Colgate-Palmolive Company
CL
Shares Held
23K
Value
$1.83M
ONEOK, Inc.
OKE
Shares Held
23K
Value
$1.66M
Costco Wholesale Corporation
COST
Shares Held
23K
Value
$20.83M
Roblox Corporation
RBLX
Shares Held
22K
Value
$3.12M
Amgen Inc.
AMGN
Shares Held
22K
Value
$6.34M
fuboTV Inc.
FUBO
Shares Held
22K
Value
$93.20K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
22K
Value
$10.90M
Conagra Brands, Inc.
CAG
Shares Held
22K
Value
$405.58K
Chemed Corporation
CHE
Shares Held
22K
Value
$9.90M
The Toronto-Dominion Bank
TD
Shares Held
22K
Value
$1.76M
Tenaya Therapeutics, Inc.
TNYA
Shares Held
22K
Value
$35.69K