INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DHR | 11K | $2.27M |
 | GS | 11K | $9.11M |
 | BSY | 11K | $588.37K |
 | UAL | 11K | $1.10M |
 | KMX | 11K | $509.63K |
 | AMCR | 11K | $92.90K |
 | SNY | 11K | $535.26K |
 | FDX | 11K | $2.67M |
 | OMF | 11K | $638.71K |
 | CEG | 11K | $3.71M |
 | BRO | 11K | $1.06M |
 | ARE | 11K | $937.85K |
 | KR | 11K | $757.87K |
 | ALHC | 11K | $195.96K |
 | TY | 11K | $380.91K |
 | MP | 11K | $751.12K |
 | VTR | 11K | $782.45K |
 | AESI | 11K | $127.08K |
 | EXEL | 11K | $461.49K |
 | GTLB | 11K | $503.32K |
Danaher Corporation
DHR
Shares Held
11K
Value
$2.27M
The Goldman Sachs Group, Inc.
GS
Shares Held
11K
Value
$9.11M
Bentley Systems, Incorporated
BSY
Shares Held
11K
Value
$588.37K
United Airlines Holdings, Inc.
UAL
Shares Held
11K
Value
$1.10M
CarMax, Inc.
KMX
Shares Held
11K
Value
$509.63K
Amcor plc
AMCR
Shares Held
11K
Value
$92.90K
Sanofi
SNY
Shares Held
11K
Value
$535.26K
FedEx Corporation
FDX
Shares Held
11K
Value
$2.67M
OneMain Holdings, Inc.
OMF
Shares Held
11K
Value
$638.71K
Constellation Energy Corporation
CEG
Shares Held
11K
Value
$3.71M
Brown & Brown, Inc.
BRO
Shares Held
11K
Value
$1.06M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
11K
Value
$937.85K
The Kroger Co.
KR
Shares Held
11K
Value
$757.87K
Alignment Healthcare, Inc.
ALHC
Shares Held
11K
Value
$195.96K
Tri-Continental Corporation
TY
Shares Held
11K
Value
$380.91K
MP Materials Corp.
MP
Shares Held
11K
Value
$751.12K
Ventas, Inc.
VTR
Shares Held
11K
Value
$782.45K
Atlas Energy Solutions Inc.
AESI
Shares Held
11K
Value
$127.08K
Exelixis, Inc.
EXEL
Shares Held
11K
Value
$461.49K
GitLab Inc.
GTLB
Shares Held
11K
Value
$503.32K