INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALE | 61K | $4.06M |
 | AMT | 61K | $11.66M |
 | ABBV | 60K | $13.91M |
 | OXY | 59K | $2.80M |
 | OGN | 59K | $626.36K |
 | RTX | 57K | $9.62M |
 | HOOD | 56K | $7.96M |
 | MPW | 55K | $280.62K |
 | PM | 55K | $8.87M |
 | MDT | 54K | $5.19M |
 | BX | 54K | $9.27M |
 | ENB | 54K | $2.72M |
 | TRMB | 53K | $4.37M |
 | IBM | 53K | $14.97M |
 | ACGL | 53K | $4.81M |
 | HPE | 53K | $1.30M |
 | OVID | 53K | $68.77K |
 | SRE | 52K | $4.65M |
 | AES | 51K | $677.60K |
 | BCS | 51K | $1.05M |
ALLETE, Inc.
ALE
Shares Held
61K
Value
$4.06M
American Tower Corporation
AMT
Shares Held
61K
Value
$11.66M
AbbVie Inc.
ABBV
Shares Held
60K
Value
$13.91M
Occidental Petroleum Corporation
OXY
Shares Held
59K
Value
$2.80M
Organon & Co.
OGN
Shares Held
59K
Value
$626.36K
RTX Corporation
RTX
Shares Held
57K
Value
$9.62M
Robinhood Markets, Inc.
HOOD
Shares Held
56K
Value
$7.96M
Medical Properties Trust, Inc.
MPW
Shares Held
55K
Value
$280.62K
Philip Morris International Inc.
PM
Shares Held
55K
Value
$8.87M
Medtronic plc
MDT
Shares Held
54K
Value
$5.19M
Blackstone Inc.
BX
Shares Held
54K
Value
$9.27M
Enbridge Inc.
ENB
Shares Held
54K
Value
$2.72M
Trimble Inc.
TRMB
Shares Held
53K
Value
$4.37M
International Business Machines Corporation
IBM
Shares Held
53K
Value
$14.97M
Arch Capital Group Ltd.
ACGL
Shares Held
53K
Value
$4.81M
Hewlett Packard Enterprise Company
HPE
Shares Held
53K
Value
$1.30M
Ovid Therapeutics Inc.
OVID
Shares Held
53K
Value
$68.77K
Sempra
SRE
Shares Held
52K
Value
$4.65M
The AES Corporation
AES
Shares Held
51K
Value
$677.60K
Barclays PLC
BCS
Shares Held
51K
Value
$1.05M