Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ONEOK, Inc.OKE55.72K$4.84M
Chord Energy CorporationCHRD55.91K$6.39M
Companhia de Saneamento Básico do Estado de São Paulo - SABESPSBS55.95K$323.37K
Shopify Inc.SHOP57.17K$6.53M
Space Exploration Technologies Corp.SPCX57.24K$9.78M
Blue Owl Capital Inc.OWL57.66K$504.5K
Enbridge Inc.ENB57.88K$3.14M
Conagra Brands, Inc.CAG57.9K$779.41K
Dollar General CorporationDG58.02K$6.68M
Keurig Dr Pepper Inc.KDP58.17K$1.9M
Callaway Golf CompanyCALY58.36K$2.95M
Colgate-Palmolive CompanyCL59.32K$5.44M
Realty Income CorporationO59.63K$3.69M
General Motors CompanyGM59.76K$4.61M
ConocoPhillipsCOP59.94K$6.23M
Citizens Financial Group, Inc.CFG60.34K$4.23M
Visteon CorporationVC60.74K$6.03M
Joby Aviation, Inc.JOBY60.81K$542.46K
Eli Lilly and CompanyLLY60.93K$73.09M
CSX CorporationCSX61.04K$2.9M