Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DuPont de Nemours, Inc.DD8.23K$1.12M
CVB Financial Corp.CVBF8.25K$185.96K
McKesson CorporationMCK8.26K$6.24M
Arrowhead Pharmaceuticals, Inc.ARWR8.3K$676.29K
Millrose Properties, Inc.MRP8.3K$249.52K
SLM CorporationSLM8.31K$215.5K
AMETEK, Inc.AME8.31K$2.01M
PACCAR IncPCAR8.41K$1.01M
American Water Works Company, Inc.AWK8.47K$1.11M
MGIC Investment CorporationMTG8.49K$239.34K
POET Technologies Inc.POET8.5K$87.38K
Fluor CorporationFLR8.5K$445.37K
Eni S.p.A.E8.51K$398.58K
LifeStance Health Group, Inc.LFST8.51K$91.14K
AvePoint, Inc.AVPT8.53K$95.58K
SailPoint, Inc.SAIL8.54K$125.01K
Ameriprise Financial, Inc.AMP8.59K$3.94M
Apartment Investment and Management CompanyAIV8.6K$25.55K
Deckers Outdoor CorporationDECK8.61K$854.89K
Darden Restaurants, Inc.DRI8.62K$1.78M