INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SILA | 22K | $551.42K |
 | BSX | 22K | $2.14M |
 | CHWY | 22K | $875.99K |
 | MA | 22K | $12.24M |
 | BWA | 21K | $937.69K |
 | LOW | 21K | $5.35M |
 | WEC | 21K | $2.44M |
 | DFH | 21K | $550.49K |
 | CVE | 21K | $358.66K |
 | CAT | 21K | $10.02M |
 | HON | 21K | $4.42M |
 | VIV | 21K | $266.77K |
 | PLUG | 21K | $48.64K |
 | SBLK | 21K | $384.55K |
 | ALK | 21K | $1.03M |
 | GRFS | 21K | $204.26K |
 | CARR | 20K | $1.22M |
 | GLXY | 20K | $689.15K |
 | RKLB | 20K | $974.81K |
 | HTGC | 20K | $383.95K |
Sila Realty Trust, Inc.
SILA
Shares Held
22K
Value
$551.42K
Boston Scientific Corporation
BSX
Shares Held
22K
Value
$2.14M
Chewy, Inc.
CHWY
Shares Held
22K
Value
$875.99K
Mastercard Incorporated
MA
Shares Held
22K
Value
$12.24M
BorgWarner Inc.
BWA
Shares Held
21K
Value
$937.69K
Lowe's Companies, Inc.
LOW
Shares Held
21K
Value
$5.35M
WEC Energy Group, Inc.
WEC
Shares Held
21K
Value
$2.44M
Dream Finders Homes, Inc.
DFH
Shares Held
21K
Value
$550.49K
Cenovus Energy Inc.
CVE
Shares Held
21K
Value
$358.66K
Caterpillar Inc.
CAT
Shares Held
21K
Value
$10.02M
Honeywell International Inc.
HON
Shares Held
21K
Value
$4.42M
Telefônica Brasil S.A.
VIV
Shares Held
21K
Value
$266.77K
Plug Power Inc.
PLUG
Shares Held
21K
Value
$48.64K
Star Bulk Carriers Corp.
SBLK
Shares Held
21K
Value
$384.55K
Alaska Air Group, Inc.
ALK
Shares Held
21K
Value
$1.03M
Grifols, S.A.
GRFS
Shares Held
21K
Value
$204.26K
Carrier Global Corporation
CARR
Shares Held
20K
Value
$1.22M
Galaxy Digital
GLXY
Shares Held
20K
Value
$689.15K
Rocket Lab USA, Inc.
RKLB
Shares Held
20K
Value
$974.81K
Hercules Capital, Inc.
HTGC
Shares Held
20K
Value
$383.95K