INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 50K | $4.16M |
 | LRCX | 50K | $6.65M |
 | MTH | 49K | $3.58M |
 | PGR | 49K | $12.12M |
 | UAMY | 49K | $302.39K |
 | SBUX | 48K | $4.09M |
 | BTBT | 48K | $142.69K |
 | NBBK | 47K | $831.56K |
 | BR | 47K | $11.21M |
 | ARCC | 47K | $954.31K |
 | ITUB | 47K | $342.36K |
 | RIG | 47K | $145.17K |
 | TFC | 46K | $2.10M |
 | WMB | 46K | $2.91M |
 | MCD | 46K | $13.94M |
 | MLI | 46K | $4.63M |
 | AXS | 46K | $4.38M |
 | SHOP | 45K | $6.73M |
 | WPM | 45K | $5.05M |
 | HPQ | 45K | $1.22M |
United Parcel Service, Inc.
UPS
Shares Held
50K
Value
$4.16M
Lam Research Corporation
LRCX
Shares Held
50K
Value
$6.65M
Meritage Homes Corporation
MTH
Shares Held
49K
Value
$3.58M
The Progressive Corporation
PGR
Shares Held
49K
Value
$12.12M
United States Antimony Corporation
UAMY
Shares Held
49K
Value
$302.39K
Starbucks Corporation
SBUX
Shares Held
48K
Value
$4.09M
Bit Digital, Inc.
BTBT
Shares Held
48K
Value
$142.69K
NB Bancorp, Inc. Common Stock
NBBK
Shares Held
47K
Value
$831.56K
Broadridge Financial Solutions, Inc.
BR
Shares Held
47K
Value
$11.21M
Ares Capital Corporation
ARCC
Shares Held
47K
Value
$954.31K
Itaú Unibanco Holding S.A.
ITUB
Shares Held
47K
Value
$342.36K
Transocean Ltd.
RIG
Shares Held
47K
Value
$145.17K
Truist Financial Corporation
TFC
Shares Held
46K
Value
$2.10M
The Williams Companies, Inc.
WMB
Shares Held
46K
Value
$2.91M
McDonald's Corporation
MCD
Shares Held
46K
Value
$13.94M
Mueller Industries, Inc.
MLI
Shares Held
46K
Value
$4.63M
AXIS Capital Holdings Limited
AXS
Shares Held
46K
Value
$4.38M
Shopify Inc.
SHOP
Shares Held
45K
Value
$6.73M
Wheaton Precious Metals Corp.
WPM
Shares Held
45K
Value
$5.05M
HP Inc.
HPQ
Shares Held
45K
Value
$1.22M