INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BMY | 72K | $3.25M |
 | HD | 72K | $28.98M |
 | FANG | 71K | $10.21M |
 | NEE | 71K | $5.37M |
 | HBAN | 71K | $1.22M |
 | VTRS | 70K | $697.69K |
 | RCAT | 69K | $719.20K |
 | UBS | 69K | $2.84M |
 | FBIO | 68K | $251.26K |
 | DVN | 67K | $2.36M |
 | DIS | 67K | $7.69M |
 | ZM | 66K | $5.48M |
 | PL | 66K | $860.69K |
 | ADT | 65K | $562.77K |
 | VALE | 64K | $693.09K |
 | SSL | 63K | $390.91K |
 | SLB | 62K | $2.14M |
 | LAZR | 62K | $118.12K |
 | PBR | 62K | $781.27K |
 | ENVX | 62K | $613.97K |
Bristol-Myers Squibb Company
BMY
Shares Held
72K
Value
$3.25M
The Home Depot, Inc.
HD
Shares Held
72K
Value
$28.98M
Diamondback Energy, Inc.
FANG
Shares Held
71K
Value
$10.21M
NextEra Energy, Inc.
NEE
Shares Held
71K
Value
$5.37M
Huntington Bancshares Incorporated
HBAN
Shares Held
71K
Value
$1.22M
Viatris Inc.
VTRS
Shares Held
70K
Value
$697.69K
Red Cat Holdings, Inc.
RCAT
Shares Held
69K
Value
$719.20K
UBS Group AG
UBS
Shares Held
69K
Value
$2.84M
Fortress Biotech, Inc.
FBIO
Shares Held
68K
Value
$251.26K
Devon Energy Corporation
DVN
Shares Held
67K
Value
$2.36M
The Walt Disney Company
DIS
Shares Held
67K
Value
$7.69M
Zoom Communications, Inc.
ZM
Shares Held
66K
Value
$5.48M
Planet Labs PBC
PL
Shares Held
66K
Value
$860.69K
ADT Inc.
ADT
Shares Held
65K
Value
$562.77K
Vale S.A.
VALE
Shares Held
64K
Value
$693.09K
Sasol Limited
SSL
Shares Held
63K
Value
$390.91K
SLB N.V.
SLB
Shares Held
62K
Value
$2.14M
Luminar Technologies, Inc.
LAZR
Shares Held
62K
Value
$118.12K
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
62K
Value
$781.27K
Enovix Corporation
ENVX
Shares Held
62K
Value
$613.97K