Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Blaize Holdings Inc.BZAI4.17K$5.76K
Keel Infrastructure Corp.KEEL4.17K$23.95K
American Assets Trust, Inc.AAT4.17K$102.89K
PowerFleet, Inc.AIOT4.16K$15.92K
Norfolk Southern CorporationNSC4.14K$1.3M
OceanFirst Financial Corp.OCFC4.14K$80.91K
Intuitive Machines, Inc.LUNR4.14K$88.47K
Starwood Property Trust, Inc.STWD4.13K$67.7K
Teladoc Health, Inc.TDOC4.13K$35.02K
AerCap Holdings N.V.AER4.11K$599.21K
ICICI Bank LimitedIBN4.11K$119.26K
Sprott Inc.SII4.1K$460.24K
Independent Bank Corp.INDB4.09K$342.09K
HubSpot, Inc.HUBS4.09K$745.74K
Elastic N.V.ESTC4.08K$232.7K
Northrop Grumman CorporationNOC4.08K$2.08M
Morningstar, Inc.MORN4.08K$635.93K
Circle Internet GroupCRCL4.07K$254.7K
Halozyme Therapeutics, Inc.HALO4.06K$317.94K
Wayfair Inc.W4.06K$374.86K