INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EFX | 2K | $624.43K |
 | MDB | 2K | $751.12K |
 | PCTY | 2K | $385.12K |
 | HUBS | 2K | $1.13M |
 | STRA | 2K | $207.04K |
 | STE | 2K | $592.55K |
 | ALAB | 2K | $466.40K |
 | ACM | 2K | $310.82K |
 | FERG | 2K | $531.80K |
 | BLK | 2K | $2.76M |
 | BWXT | 2K | $436.13K |
 | EA | 2K | $475.85K |
 | PNW | 2K | $205.76K |
 | COOP | 2K | $474.70K |
 | STLD | 2K | $307.49K |
 | COHR | 2K | $235.80K |
 | UFPI | 2K | $204.19K |
 | NDSN | 2K | $494.18K |
 | CLH | 2K | $497.65K |
 | SAIC | 2K | $212.46K |
Equifax Inc.
EFX
Shares Held
2K
Value
$624.43K
MongoDB, Inc.
MDB
Shares Held
2K
Value
$751.12K
Paylocity Holding Corporation
PCTY
Shares Held
2K
Value
$385.12K
HubSpot, Inc.
HUBS
Shares Held
2K
Value
$1.13M
Strategic Education, Inc.
STRA
Shares Held
2K
Value
$207.04K
STERIS plc
STE
Shares Held
2K
Value
$592.55K
Astera Labs, Inc. Common Stock
ALAB
Shares Held
2K
Value
$466.40K
Aecom
ACM
Shares Held
2K
Value
$310.82K
Ferguson plc
FERG
Shares Held
2K
Value
$531.80K
BlackRock, Inc.
BLK
Shares Held
2K
Value
$2.76M
BWX Technologies, Inc.
BWXT
Shares Held
2K
Value
$436.13K
Electronic Arts Inc.
EA
Shares Held
2K
Value
$475.85K
Pinnacle West Capital Corporation
PNW
Shares Held
2K
Value
$205.76K
Mr. Cooper Group Inc.
COOP
Shares Held
2K
Value
$474.70K
Steel Dynamics, Inc.
STLD
Shares Held
2K
Value
$307.49K
Coherent, Inc.
COHR
Shares Held
2K
Value
$235.80K
UFP Industries, Inc.
UFPI
Shares Held
2K
Value
$204.19K
Nordson Corporation
NDSN
Shares Held
2K
Value
$494.18K
Clean Harbors, Inc.
CLH
Shares Held
2K
Value
$497.65K
Science Applications International Corporation
SAIC
Shares Held
2K
Value
$212.46K