INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ISRG | 7K | $3.12M |
 | GLPI | 7K | $324.84K |
 | FROG | 7K | $326.25K |
 | FIS | 7K | $454.44K |
 | MTB | 7K | $1.35M |
 | AWK | 7K | $950.49K |
 | SOLV | 7K | $497.57K |
 | ECL | 7K | $1.86M |
 | RY | 7K | $998.46K |
 | AFRM | 7K | $494.69K |
 | CRVL | 7K | $522.74K |
 | SEIC | 7K | $572.08K |
 | BROS | 7K | $351.99K |
 | NGG | 7K | $486.47K |
 | NTRA | 7K | $1.08M |
 | HWM | 7K | $1.31M |
 | APAM | 7K | $286.26K |
 | CIEN | 7K | $960.69K |
 | ARWR | 7K | $226.84K |
 | IBKR | 7K | $451.49K |
Intuitive Surgical, Inc.
ISRG
Shares Held
7K
Value
$3.12M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
7K
Value
$324.84K
JFrog Ltd.
FROG
Shares Held
7K
Value
$326.25K
Fidelity National Information Services, Inc.
FIS
Shares Held
7K
Value
$454.44K
M&T Bank Corporation
MTB
Shares Held
7K
Value
$1.35M
American Water Works Company, Inc.
AWK
Shares Held
7K
Value
$950.49K
Solventum Corporation
SOLV
Shares Held
7K
Value
$497.57K
Ecolab Inc.
ECL
Shares Held
7K
Value
$1.86M
Royal Bank of Canada
RY
Shares Held
7K
Value
$998.46K
Affirm Holdings, Inc.
AFRM
Shares Held
7K
Value
$494.69K
CorVel Corporation
CRVL
Shares Held
7K
Value
$522.74K
SEI Investments Company
SEIC
Shares Held
7K
Value
$572.08K
Dutch Bros Inc.
BROS
Shares Held
7K
Value
$351.99K
National Grid plc
NGG
Shares Held
7K
Value
$486.47K
Natera, Inc.
NTRA
Shares Held
7K
Value
$1.08M
Howmet Aerospace Inc.
HWM
Shares Held
7K
Value
$1.31M
Artisan Partners Asset Management Inc.
APAM
Shares Held
7K
Value
$286.26K
Ciena Corporation
CIEN
Shares Held
7K
Value
$960.69K
Arrowhead Pharmaceuticals, Inc.
ARWR
Shares Held
7K
Value
$226.84K
Interactive Brokers Group, Inc.
IBKR
Shares Held
7K
Value
$451.49K