Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
First Business Financial Services, Inc.FBIZ687$43.4K
Bank of America CorporationBAC-PL695$871.88K
Orion Properties Inc.ONL697$2.01K
1-800-FLOWERS.COM, Inc.FLWS701$2.44K
Silgan Holdings Inc.SLGN701$32.52K
Forestar Group Inc.FOR702$22.22K
BridgeBio Pharma, Inc.BBIO704$52.43K
Ollie's Bargain Outlet Holdings, Inc.OLLI705$54.2K
Mercury Systems, Inc.MRCY707$86.59K
Pembina Pipeline CorporationPBA708$32.75K
Ramaco Resources, Inc.METCB709$6.06K
Kadant Inc.KAI710$223.16K
Mineralys Therapeutics, Inc.MLYS711$19.18K
HE HELIX ENERGY SOLUTIONS GRP IHLX714$6.24K
UMB Financial CorporationUMBF716$102.28K
Strategic Education, Inc.STRA716$54.9K
Fulton Financial CorporationFULT719$17.4K
First BankFRBA720$12.77K
PROG Holdings, Inc.PRG724$33.75K
Pangaea Logistics Solutions, Ltd.PANL724$4.71K