INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRGP | 4K | $607.02K |
 | LAMR | 4K | $435.74K |
 | BMO | 4K | $461.48K |
 | CHD | 4K | $308.85K |
 | AAON | 4K | $328.71K |
 | BFAM | 4K | $381.30K |
 | THC | 4K | $711.45K |
 | XYL | 3K | $516.15K |
 | PHM | 3K | $461.64K |
 | HXL | 3K | $218.85K |
 | KEYS | 3K | $608.90K |
 | ODFL | 3K | $489.83K |
 | WTFC | 3K | $458.45K |
 | APD | 3K | $943.19K |
 | CASY | 3K | $1.95M |
 | NOC | 3K | $2.10M |
 | ACLX | 3K | $281.03K |
 | AMP | 3K | $1.67M |
 | INTU | 3K | $2.28M |
 | HALO | 3K | $244.59K |
Targa Resources Corp.
TRGP
Shares Held
4K
Value
$607.02K
Lamar Advertising Company
LAMR
Shares Held
4K
Value
$435.74K
Bank of Montreal
BMO
Shares Held
4K
Value
$461.48K
Church & Dwight Co., Inc.
CHD
Shares Held
4K
Value
$308.85K
AAON, Inc.
AAON
Shares Held
4K
Value
$328.71K
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
4K
Value
$381.30K
Tenet Healthcare Corporation
THC
Shares Held
4K
Value
$711.45K
Xylem Inc.
XYL
Shares Held
3K
Value
$516.15K
PulteGroup, Inc.
PHM
Shares Held
3K
Value
$461.64K
Hexcel Corporation
HXL
Shares Held
3K
Value
$218.85K
Keysight Technologies, Inc.
KEYS
Shares Held
3K
Value
$608.90K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
3K
Value
$489.83K
Wintrust Financial Corporation
WTFC
Shares Held
3K
Value
$458.45K
Air Products and Chemicals, Inc.
APD
Shares Held
3K
Value
$943.19K
Casey's General Stores, Inc.
CASY
Shares Held
3K
Value
$1.95M
Northrop Grumman Corporation
NOC
Shares Held
3K
Value
$2.10M
Arcellx, Inc.
ACLX
Shares Held
3K
Value
$281.03K
Ameriprise Financial, Inc.
AMP
Shares Held
3K
Value
$1.67M
Intuit Inc.
INTU
Shares Held
3K
Value
$2.28M
Halozyme Therapeutics, Inc.
HALO
Shares Held
3K
Value
$244.59K