INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWSA | 19K | $580.85K |
 | SMR | 19K | $680.28K |
 | CNC | 19K | $672.39K |
 | CMG | 19K | $733.96K |
 | IRT | 19K | $306.81K |
 | AXP | 19K | $6.17M |
 | XRAY | 19K | $235.56K |
 | EQT | 19K | $1.01M |
 | TSLX | 18K | $422.05K |
 | BKR | 18K | $888.49K |
 | NVS | 18K | $2.30M |
 | HSBC | 18K | $1.27M |
 | RGTI | 18K | $531.91K |
 | PSTG | 18K | $1.49M |
 | ROKU | 18K | $1.78M |
 | OPK | 18K | $27.43K |
 | AAT | 18K | $358.85K |
 | UNP | 17K | $4.12M |
 | DAWN | 17K | $122.88K |
 | AMKR | 17K | $493.84K |
News Corporation
NWSA
Shares Held
19K
Value
$580.85K
NuScale Power Corporation
SMR
Shares Held
19K
Value
$680.28K
Centene Corporation
CNC
Shares Held
19K
Value
$672.39K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
19K
Value
$733.96K
Independence Realty Trust, Inc.
IRT
Shares Held
19K
Value
$306.81K
American Express Company
AXP
Shares Held
19K
Value
$6.17M
DENTSPLY SIRONA Inc.
XRAY
Shares Held
19K
Value
$235.56K
EQT Corporation
EQT
Shares Held
19K
Value
$1.01M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
18K
Value
$422.05K
Baker Hughes Company
BKR
Shares Held
18K
Value
$888.49K
Novartis AG
NVS
Shares Held
18K
Value
$2.30M
HSBC Holdings plc
HSBC
Shares Held
18K
Value
$1.27M
Rigetti Computing, Inc.
RGTI
Shares Held
18K
Value
$531.91K
Pure Storage, Inc.
PSTG
Shares Held
18K
Value
$1.49M
Roku, Inc.
ROKU
Shares Held
18K
Value
$1.78M
OPKO Health, Inc.
OPK
Shares Held
18K
Value
$27.43K
American Assets Trust, Inc.
AAT
Shares Held
18K
Value
$358.85K
Union Pacific Corporation
UNP
Shares Held
17K
Value
$4.12M
Day One Biopharmaceuticals, Inc.
DAWN
Shares Held
17K
Value
$122.88K
Amkor Technology, Inc.
AMKR
Shares Held
17K
Value
$493.84K