INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZS | 4K | $1.20M |
 | TW | 4K | $441.93K |
 | AVT | 4K | $208.12K |
 | DOV | 4K | $662.46K |
 | MCHP | 4K | $252.82K |
 | ALGN | 4K | $492.99K |
 | EME | 4K | $2.54M |
 | LBRDK | 4K | $246.09K |
 | NVT | 4K | $381.82K |
 | APTV | 4K | $327.94K |
 | CNI | 4K | $355.80K |
 | SFM | 4K | $410.39K |
 | SLF | 4K | $225.06K |
 | SJM | 4K | $402.30K |
 | COIN | 4K | $1.25M |
 | IFF | 4K | $226.04K |
 | PODD | 4K | $1.13M |
 | WDAY | 4K | $877.68K |
 | SWK | 4K | $270.70K |
 | ABVX | 4K | $308.44K |
Zscaler, Inc.
ZS
Shares Held
4K
Value
$1.20M
Tradeweb Markets Inc.
TW
Shares Held
4K
Value
$441.93K
Avnet, Inc.
AVT
Shares Held
4K
Value
$208.12K
Dover Corporation
DOV
Shares Held
4K
Value
$662.46K
Microchip Technology Incorporated
MCHP
Shares Held
4K
Value
$252.82K
Align Technology, Inc.
ALGN
Shares Held
4K
Value
$492.99K
EMCOR Group, Inc.
EME
Shares Held
4K
Value
$2.54M
Liberty Broadband Corporation
LBRDK
Shares Held
4K
Value
$246.09K
nVent Electric plc
NVT
Shares Held
4K
Value
$381.82K
Aptiv PLC
APTV
Shares Held
4K
Value
$327.94K
Canadian National Railway Company
CNI
Shares Held
4K
Value
$355.80K
Sprouts Farmers Market, Inc.
SFM
Shares Held
4K
Value
$410.39K
Sun Life Financial Inc.
SLF
Shares Held
4K
Value
$225.06K
The J. M. Smucker Company
SJM
Shares Held
4K
Value
$402.30K
Coinbase Global, Inc.
COIN
Shares Held
4K
Value
$1.25M
International Flavors & Fragrances Inc.
IFF
Shares Held
4K
Value
$226.04K
Insulet Corporation
PODD
Shares Held
4K
Value
$1.13M
Workday, Inc.
WDAY
Shares Held
4K
Value
$877.68K
Stanley Black & Decker, Inc.
SWK
Shares Held
4K
Value
$270.70K
Abivax S.A.
ABVX
Shares Held
4K
Value
$308.44K