INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 121K | $39.84M |
 | PCG | 121K | $1.82M |
 | GFI | 120K | $5.03M |
 | TSLA | 120K | $53.18M |
 | HAL | 119K | $2.94M |
 | BBD | 118K | $398.95K |
 | CPNG | 114K | $3.67M |
 | C | 113K | $11.42M |
 | JNJ | 111K | $20.61M |
 | ORI | 108K | $4.59M |
 | EPD | 107K | $3.36M |
 | USB | 106K | $5.11M |
 | WFC | 105K | $8.82M |
 | BRK-B | 103K | $51.64M |
 | KMI | 102K | $2.88M |
 | U | 100K | $4.00M |
 | MO | 99K | $6.56M |
 | MAIN | 99K | $6.29M |
 | MRK | 98K | $8.25M |
 | V | 98K | $33.38M |
Broadcom Inc.
AVGO
Shares Held
121K
Value
$39.84M
Pacific Gas & Electric Co.
PCG
Shares Held
121K
Value
$1.82M
Gold Fields Limited
GFI
Shares Held
120K
Value
$5.03M
Tesla, Inc.
TSLA
Shares Held
120K
Value
$53.18M
Halliburton Company
HAL
Shares Held
119K
Value
$2.94M
Banco Bradesco S.A.
BBD
Shares Held
118K
Value
$398.95K
Coupang, Inc.
CPNG
Shares Held
114K
Value
$3.67M
Citigroup Inc.
C
Shares Held
113K
Value
$11.42M
Johnson & Johnson
JNJ
Shares Held
111K
Value
$20.61M
Old Republic International Corporation
ORI
Shares Held
108K
Value
$4.59M
Enterprise Products Partners L.P.
EPD
Shares Held
107K
Value
$3.36M
U.S. Bancorp
USB
Shares Held
106K
Value
$5.11M
Wells Fargo & Company
WFC
Shares Held
105K
Value
$8.82M
Berkshire Hathaway Inc.
BRK-B
Shares Held
103K
Value
$51.64M
Kinder Morgan, Inc.
KMI
Shares Held
102K
Value
$2.88M
Unity Software Inc.
U
Shares Held
100K
Value
$4.00M
Altria Group, Inc.
MO
Shares Held
99K
Value
$6.56M
Main Street Capital Corporation
MAIN
Shares Held
99K
Value
$6.29M
Merck & Co., Inc.
MRK
Shares Held
98K
Value
$8.25M
Visa Inc.
V
Shares Held
98K
Value
$33.38M