Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Prime Medicine, Inc.PRME5.16K$19.05K
MicroVision, Inc.MVIS5.17K$1.69K
Ocular Therapeutix, Inc.OCUL5.18K$50.84K
Popular, Inc.BPOP5.18K$850.23K
DT Midstream, Inc.DTM5.18K$760.93K
A. O. Smith CorporationAOS5.19K$325.35K
GoDaddy Inc.GDDY5.2K$440.99K
Penguin Solutions, Inc.PENG5.2K$394.87K
Skyworks Solutions, Inc.SWKS5.2K$352.48K
Xenia Hotels & Resorts, Inc.XHR5.21K$106.18K
Genworth Financial, Inc.GNW5.23K$49.49K
Hagerty, Inc.HGTY5.25K$62.53K
The Carlyle Group Inc.CG5.29K$222.66K
MiMedx Group, Inc.MDXG5.29K$20.35K
The Magnum Ice Cream Company N.V.MICC5.3K$92.29K
Wyndham Hotels & Resorts, Inc.WH5.31K$447.41K
CorVel CorporationCRVL5.31K$332.23K
Shoals Technologies Group, Inc.SHLS5.32K$52.71K
Prestige Consumer Healthcare Inc.PBH5.34K$252.24K
PennantPark Floating Rate Capital Ltd.PFLT5.34K$39.97K