Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Asana, Inc. | ASAN | 23.47K | $164.32K |
 Ventas, Inc. | VTR | 23.51K | $2.09M |
 CEMEX, S.A.B. de C.V. | CX | 23.92K | $287.02K |
 FirstEnergy Corp. | FE | 24.03K | $1.14M |
 Molson Coors Beverage Company | TAP | 24.13K | $939.93K |
 Sunrun Inc. | RUN | 24.21K | $323.88K |
 Galaxy Digital | GLXY | 24.24K | $662.72K |
 Grab Holdings Limited | GRAB | 24.25K | $91.4K |
 Everest Group, Ltd. | EG | 24.26K | $8.67M |
 Prudential Financial, Inc. | PRU | 24.42K | $2.64M |
 Paychex, Inc. | PAYX | 24.5K | $2.41M |
 York Space Systems, Inc. | YSS | 24.51K | $603.44K |
 Rubrik, Inc. | RBRK | 24.6K | $1.97M |
 Lowe's Companies, Inc. | LOW | 24.68K | $5.44M |
 MPLX Lp | MPLX | 24.73K | $1.39M |
 Novartis AG | NVS | 24.82K | $3.89M |
 Chubb Limited | CB | 24.84K | $8.47M |
 Phillips 66 | PSX | 24.93K | $4.22M |
 Xcel Energy Inc. | XEL | 25.07K | $2.01M |
| ER EQUITY RESIDENTIAL | EQR | 25.07K | $1.7M |