Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ardelyx, Inc. | ARDX | 13.96K | $71.17K |
 Eastern Bankshares, Inc. | EBC | 13.99K | $311.13K |
 Brandywine Realty Trust | BDN | 13.99K | $44.36K |
 UiPath Inc. | PATH | 14K | $152.16K |
 Teva Pharmaceutical Industries Limited | TEVA | 14.03K | $475.19K |
 Tradeweb Markets Inc. | TW | 14.06K | $1.4M |
 Phreesia, Inc. | PHR | 14.13K | $145.39K |
 BETA Technologies, Inc. | BETA | 14.16K | $237.13K |
 Tetra Tech, Inc. | TTEK | 14.16K | $409.09K |
 AstraZeneca PLC | AZN | 14.19K | $2.69M |
 OR Royalties Inc. | OR | 14.3K | $452.25K |
 AST SpaceMobile, Inc. | ASTS | 14.3K | $1.27M |
 StoneCo Ltd. | STNE | 14.35K | $155.51K |
 Oklo Inc. | OKLO | 14.45K | $756.22K |
 Kura Oncology, Inc. | KURA | 14.46K | $158.63K |
 DocuSign, Inc. | DOCU | 14.48K | $643.38K |
 RPM International Inc. | RPM | 14.54K | $1.62M |
 Plains All American Pipeline, L.P. | PAA | 14.57K | $324.42K |
 The Goodyear Tire & Rubber Company | GT | 14.59K | $96.3K |
 Nano Nuclear Energy Inc. | NNE | 14.59K | $308.51K |