INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHMI | 13K | $30.26K |
 | KIND | 13K | $26.45K |
 | BVN | 13K | $306.53K |
 | NATR | 13K | $195.32K |
 | TWLO | 13K | $1.26M |
 | VLY | 13K | $133.21K |
 | MPC | 13K | $2.42M |
 | FSEA | 13K | $144.18K |
 | ASPS | 13K | $145.89K |
 | WRB | 12K | $956.74K |
 | IBN | 12K | $377.45K |
 | CTRA | 12K | $294.26K |
 | OMC | 12K | $1.01M |
 | TXN | 12K | $2.28M |
 | CB | 12K | $3.49M |
 | IPG | 12K | $344.63K |
 | CNNE | 12K | $225.49K |
 | INGN | 12K | $100.56K |
 | ERIC | 12K | $101.07K |
 | CYBR | 12K | $5.89M |
Cherry Hill Mortgage Investment Corporation
CHMI
Shares Held
13K
Value
$30.26K
Nextdoor Holdings, Inc.
KIND
Shares Held
13K
Value
$26.45K
Compañía de Minas Buenaventura S.A.A.
BVN
Shares Held
13K
Value
$306.53K
Nature's Sunshine Products, Inc.
NATR
Shares Held
13K
Value
$195.32K
Twilio Inc.
TWLO
Shares Held
13K
Value
$1.26M
Valley National Bancorp
VLY
Shares Held
13K
Value
$133.21K
Marathon Petroleum Corporation
MPC
Shares Held
13K
Value
$2.42M
First Seacoast Bancorp
FSEA
Shares Held
13K
Value
$144.18K
Altisource Portfolio Solutions S.A.
ASPS
Shares Held
13K
Value
$145.89K
W. R. Berkley Corporation
WRB
Shares Held
12K
Value
$956.74K
ICICI Bank Limited
IBN
Shares Held
12K
Value
$377.45K
Coterra Energy Inc.
CTRA
Shares Held
12K
Value
$294.26K
Omnicom Group Inc.
OMC
Shares Held
12K
Value
$1.01M
Texas Instruments Incorporated
TXN
Shares Held
12K
Value
$2.28M
Chubb Limited
CB
Shares Held
12K
Value
$3.49M
The Interpublic Group of Companies, Inc.
IPG
Shares Held
12K
Value
$344.63K
Cannae Holdings, Inc.
CNNE
Shares Held
12K
Value
$225.49K
Inogen, Inc.
INGN
Shares Held
12K
Value
$100.56K
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
12K
Value
$101.07K
CyberArk Software Ltd.
CYBR
Shares Held
12K
Value
$5.89M