INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CYD | 9K | $389.58K |
 | ILMN | 9K | $887.41K |
 | FWONA | 9K | $887.64K |
 | BIP | 9K | $305.37K |
 | NTNX | 9K | $686.47K |
 | NKSH | 9K | $270.38K |
 | DINO | 9K | $478.40K |
 | TNL | 9K | $541.10K |
 | TRV | 9K | $2.52M |
 | BNS | 9K | $577.39K |
 | PSA | 9K | $2.57M |
 | CCK | 9K | $857.88K |
 | BDX | 9K | $1.65M |
 | DE | 9K | $4.02M |
 | OTIS | 9K | $803.29K |
 | SYF | 9K | $622.59K |
 | BIDU | 9K | $1.15M |
 | NNN | 9K | $371.03K |
 | PLD | 9K | $994.92K |
 | AGO | 9K | $727.89K |
China Yuchai International Limited
CYD
Shares Held
9K
Value
$389.58K
Illumina, Inc.
ILMN
Shares Held
9K
Value
$887.41K
Formula One Group
FWONA
Shares Held
9K
Value
$887.64K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
9K
Value
$305.37K
Nutanix, Inc.
NTNX
Shares Held
9K
Value
$686.47K
National Bankshares, Inc.
NKSH
Shares Held
9K
Value
$270.38K
HF Sinclair Corporation
DINO
Shares Held
9K
Value
$478.40K
Travel + Leisure Co.
TNL
Shares Held
9K
Value
$541.10K
The Travelers Companies, Inc.
TRV
Shares Held
9K
Value
$2.52M
The Bank of Nova Scotia
BNS
Shares Held
9K
Value
$577.39K
Public Storage
PSA
Shares Held
9K
Value
$2.57M
Crown Holdings, Inc.
CCK
Shares Held
9K
Value
$857.88K
Becton, Dickinson and Company
BDX
Shares Held
9K
Value
$1.65M
Deere & Company
DE
Shares Held
9K
Value
$4.02M
Otis Worldwide Corporation
OTIS
Shares Held
9K
Value
$803.29K
Synchrony Financial
SYF
Shares Held
9K
Value
$622.59K
Baidu, Inc.
BIDU
Shares Held
9K
Value
$1.15M
NNN REIT, Inc.
NNN
Shares Held
9K
Value
$371.03K
Prologis, Inc.
PLD
Shares Held
9K
Value
$994.92K
Assured Guaranty Ltd.
AGO
Shares Held
9K
Value
$727.89K