Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Bristol-Myers Squibb CompanyBMY222.21K$12.8M
Samsara Inc.IOT223.78K$7.26M
Cisco Systems, Inc.CSCO228.63K$26.86M
G-III Apparel Group, Ltd.GIII235.44K$7.94M
ServiceNow, Inc.NOW238.41K$23.67M
Palantir Technologies Inc.PLTR241.38K$28.16M
Broadcom Inc.AVGO250.42K$94.61M
The Coca-Cola CompanyKO251.55K$20.44M
PG&E CorporationPCG252.07K$4.24M
Lloyds Banking Group plcLYG255.43K$1.49M
Barrick Mining CorporationB255.44K$9.38M
The Procter & Gamble CompanyPG264.31K$38.76M
Gerdau S.A.GGB272.07K$1.1M
Innovex International, Inc.INVX273.95K$6.79M
Alphabet Inc.GOOGL277.4K$99.15M
Alphabet Inc.GOOG278.23K$98.31M
iShares Defense Industrials ActIDEF283.07K$9M
JPMorgan Chase & Co.JPM287.86K$94.23M
Heron Therapeutics, Inc.HRTX318.9K$136.11K
Banco Bradesco S.A.BBD323.96K$1.12M