Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
MetLife, Inc.MET15.97K$1.35M
Iridium Communications Inc.IRDM16.04K$879.93K
The Simply Good Foods CompanySMPL16.06K$213.25K
CAVA Group, Inc.CAVA16.1K$1.26M
Versant Media Group, Inc. Class AVSNT16.2K$583.36K
Liberty Global plcLBTYA16.24K$184.67K
FMC CorporationFMC16.3K$187.48K
Aurora Innovation, Inc.AUR16.34K$111.43K
Cognex CorporationCGNX16.45K$1.19M
Ameren CorporationAEE16.49K$1.86M
Accenture plcACN16.51K$2.05M
Forgent Power Solutions, Inc.FPS16.53K$923.21K
Rockwell Automation, Inc.ROK16.53K$8.19M
Exelon CorporationEXC16.56K$771.86K
Credo Technology Group Holding LtdCRDO16.59K$4.51M
CleanSpark, Inc.CLSK16.62K$241.77K
Aon plcAON16.63K$5.52M
InvenTrust Properties Corp.IVT16.68K$590.59K
Rocket Pharmaceuticals, Inc.RCKT16.74K$57.26K
Trex Company, Inc.TREX16.87K$843.97K