Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Stanley Black & Decker, Inc.SWK19.61K$1.85M
Jefferies Financial Group Inc.JEF19.69K$983.97K
McCormick & Company, IncorporatedMKC19.72K$994.13K
Bakkt Holdings, Inc.BKKT19.73K$154.05K
The New York Times CompanyNYT19.76K$1.38M
ADT Inc.ADT19.81K$128.79K
Palladyne AI Corp.PDYN19.92K$121.1K
Mobileye Global Inc.MBLY19.92K$192.84K
IonQ, Inc.IONQ19.94K$1.06M
SELLAS Life Sciences Group, Inc.SLS20.01K$295.32K
Fortrea Holdings Inc.FTRE20.1K$349.8K
Adobe Inc.ADBE20.17K$4.14M
Essential Utilities, Inc.WTRG20.22K$774.77K
Haleon plcHLN20.25K$188.9K
Clover Health Investments, Corp.CLOV20.27K$106.22K
Prologis, Inc.PLD20.3K$2.75M
Arm Holdings plc American Depositary SharesARM20.34K$7.21M
WEC Energy Group, Inc.WEC20.46K$2.39M
Healthcare Realty Trust IncorporatedHR20.55K$414.56K
Axon Enterprise, Inc.AXON20.56K$11.53M