INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ESI | 12K | $305.98K |
 | MAS | 12K | $855.45K |
 | WY | 12K | $300.61K |
 | MKC | 12K | $809.64K |
 | SYY | 12K | $988.36K |
 | NAII | 12K | $34.25K |
 | ABR | 12K | $145.85K |
 | UTHR | 12K | $5.00M |
 | CFLT | 12K | $235.90K |
 | ICL | 12K | $73.98K |
 | EW | 12K | $924.87K |
 | KMB | 12K | $1.47M |
 | OKTA | 12K | $1.08M |
 | NJR | 12K | $567.98K |
 | WDC | 12K | $1.41M |
 | HPP | 12K | $32.00K |
 | ADP | 12K | $3.40M |
 | OR | 12K | $462.92K |
 | DV | 12K | $137.87K |
 | TXT | 12K | $972.06K |
Element Solutions Inc
ESI
Shares Held
12K
Value
$305.98K
Masco Corporation
MAS
Shares Held
12K
Value
$855.45K
Weyerhaeuser Company
WY
Shares Held
12K
Value
$300.61K
McCormick & Company, Incorporated
MKC
Shares Held
12K
Value
$809.64K
Sysco Corporation
SYY
Shares Held
12K
Value
$988.36K
Natural Alternatives International, Inc.
NAII
Shares Held
12K
Value
$34.25K
Arbor Realty Trust, Inc.
ABR
Shares Held
12K
Value
$145.85K
United Therapeutics Corporation
UTHR
Shares Held
12K
Value
$5.00M
Confluent, Inc.
CFLT
Shares Held
12K
Value
$235.90K
ICL Group Ltd
ICL
Shares Held
12K
Value
$73.98K
Edwards Lifesciences Corporation
EW
Shares Held
12K
Value
$924.87K
Kimberly-Clark Corporation
KMB
Shares Held
12K
Value
$1.47M
Okta, Inc.
OKTA
Shares Held
12K
Value
$1.08M
New Jersey Resources Corporation
NJR
Shares Held
12K
Value
$567.98K
Western Digital Corporation
WDC
Shares Held
12K
Value
$1.41M
Hudson Pacific Properties, Inc.
HPP
Shares Held
12K
Value
$32.00K
Automatic Data Processing, Inc.
ADP
Shares Held
12K
Value
$3.40M
OR Royalties Inc.
OR
Shares Held
12K
Value
$462.92K
DoubleVerify Holdings, Inc.
DV
Shares Held
12K
Value
$137.87K
Textron Inc.
TXT
Shares Held
12K
Value
$972.06K