Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AXIS Capital Holdings Limited | AXS | 84.47K | $9.08M |
 U.S. Bancorp | USB | 83.59K | $5.05M |
 NatWest Group plc | NWG | 83.39K | $1.47M |
 Dominion Energy, Inc. | D | 83.21K | $5.68M |
 NextEra Energy, Inc. | NEE | 83.11K | $7.29M |
 Newmont Corporation | NEM | 82.77K | $7.73M |
 Winchester Bancorp, Inc. Common Stock | WSBK | 82K | $1.08M |
 Arcos Dorados Holdings Inc. | ARCO | 81.78K | $659.14K |
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 80.08K | $1.59M |
 AbbVie Inc. | ABBV | 78.97K | $19.87M |
 Journey Medical Corporation | DERM | 78.93K | $558.81K |
 Carnival Corporation & plc | CCL | 78.84K | $2.25M |
 NB Bancorp, Inc. Common Stock | NBBK | 78.69K | $1.66M |
 SentinelOne, Inc. | S | 78.07K | $1.32M |
 TechnipFMC plc | FTI | 77.88K | $5.16M |
 APA Corporation | APA | 77.8K | $2.53M |
 American Electric Power Company, Inc. | AEP | 76.96K | $10.53M |
 Palo Alto Networks, Inc. | PANW | 76.69K | $26.15M |
 SoFi Technologies, Inc. | SOFI | 76.34K | $1.37M |
 PureCycle Technologies, Inc. | PCT | 76.06K | $616.84K |