Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SSR Mining Inc.SSRM8.95K$253.19K
Simon Property Group, Inc.SPG8.96K$2.01M
Knight-Swift Transportation Holdings Inc.KNX8.96K$697.93K
Cheniere Energy, Inc.LNG8.96K$2.14M
Weave Communications, Inc.WEAV9K$53.92K
Xerox Holdings CorporationXRX9.03K$28.26K
China Yuchai International LimitedCYD9.04K$428.49K
ArrowMark Financial Corp.BANX9.04K$176.77K
Garrett Motion Inc.GTX9.06K$328.15K
Astera Labs, Inc. Common StockALAB9.09K$4.39M
Carpenter Technology CorporationCRS9.14K$5.64M
Seagate Technology Holdings plcSTX9.16K$8.84M
Targa Resources Corp.TRGP9.17K$2.46M
Porch Group, Inc.PRCH9.17K$137.96K
Companhia Energética de Minas GeraisCIG9.21K$19.35K
Loar Holdings Inc.LOAR9.24K$744.68K
Ultragenyx Pharmaceutical Inc.RARE9.32K$311.13K
Xeris Biopharma Holdings, Inc.XERS9.32K$73.84K
Goldman Sachs BDC, Inc.GSBD9.36K$88.76K
Ribbon Communications Inc.RBBN9.38K$21.95K