INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SE | 10K | $1.78M |
 | NTAP | 10K | $1.18M |
 | TTD | 10K | $487.41K |
 | AXTA | 10K | $283.39K |
 | IBCP | 10K | $306.34K |
 | EOG | 10K | $1.10M |
 | ITW | 10K | $2.54M |
 | JCI | 10K | $1.07M |
 | MRVL | 10K | $817.90K |
 | LAZ | 10K | $510.33K |
 | UNM | 10K | $750.98K |
 | LLYVA | 10K | $904.34K |
 | WELL | 10K | $1.71M |
 | HUT | 10K | $333.19K |
 | DHI | 10K | $1.61M |
 | MC | 9K | $674.31K |
 | CMI | 9K | $3.99M |
 | PNR | 9K | $1.05M |
 | EXPE | 9K | $2.02M |
 | LIN | 9K | $4.48M |
Sea Limited
SE
Shares Held
10K
Value
$1.78M
NetApp, Inc.
NTAP
Shares Held
10K
Value
$1.18M
The Trade Desk, Inc.
TTD
Shares Held
10K
Value
$487.41K
Axalta Coating Systems Ltd.
AXTA
Shares Held
10K
Value
$283.39K
Independent Bank Corporation
IBCP
Shares Held
10K
Value
$306.34K
EOG Resources, Inc.
EOG
Shares Held
10K
Value
$1.10M
Illinois Tool Works Inc.
ITW
Shares Held
10K
Value
$2.54M
Johnson Controls International plc
JCI
Shares Held
10K
Value
$1.07M
Marvell Technology, Inc.
MRVL
Shares Held
10K
Value
$817.90K
Lazard Ltd
LAZ
Shares Held
10K
Value
$510.33K
Unum Group
UNM
Shares Held
10K
Value
$750.98K
Liberty Live Group
LLYVA
Shares Held
10K
Value
$904.34K
Welltower Inc.
WELL
Shares Held
10K
Value
$1.71M
Hut 8 Corp.
HUT
Shares Held
10K
Value
$333.19K
D.R. Horton, Inc.
DHI
Shares Held
10K
Value
$1.61M
Moelis & Company
MC
Shares Held
9K
Value
$674.31K
Cummins Inc.
CMI
Shares Held
9K
Value
$3.99M
Pentair plc
PNR
Shares Held
9K
Value
$1.05M
Expedia Group, Inc.
EXPE
Shares Held
9K
Value
$2.02M
Linde plc
LIN
Shares Held
9K
Value
$4.48M