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INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Navitas Semiconductor CorpNVTS6.74K$120.81K
DoubleVerify Holdings, Inc.DV6.74K$73.1K
Thomson Reuters CorporationTRI6.76K$552.09K
NeoGenomics, Inc.NEO6.77K$98.73K
Abrdn Healthcare InvestorsHQH6.77K$148.88K
Home Bancshares, Inc.HOMB6.8K$194.14K
Vistra Corp.VST6.8K$1.08M
Immuneering CorporationIMRX6.8K$33.93K
Expand Energy CorporationEXE6.8K$620.36K
Air Products and Chemicals, Inc.APD6.84K$2.01M
CRISPR Therapeutics AGCRSP6.86K$373.99K
Intercontinental Exchange, Inc.ICE6.86K$844.65K
Graco Inc.GGG6.88K$519.97K
Nano Dimension Ltd.NNDM6.89K$9.99K
Westinghouse Air Brake Technologies CorporationWAB6.89K$1.86M
Synopsys, Inc.SNPS6.92K$3.09M
Jackson Financial Inc.JXN6.95K$711.2K
Whirlpool CorporationWHR6.96K$274.44K
Vertex Pharmaceuticals IncorporatedVRTX6.99K$3.47M
Cherry Hill Mortgage Investment CorporationCHMI7K$16.24K