Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Xperi Inc.XPER3.63K$29.87K
Apyx Medical CorporationAPYX3.6K$16.16K
Empire State Realty Trust, Inc.ESRT3.6K$19.46K
Resources Connection, Inc.RGP3.59K$15.27K
ORIX CorporationIX3.58K$136.25K
Agilon Health, Inc.AGL3.58K$383.7K
Vital Farms, Inc.VITL3.58K$41.59K
Liberty Latin America Ltd.LILA3.57K$28.02K
Upbound Group, Inc.UPBD3.57K$75.68K
Veeva Systems Inc.VEEV3.56K$631.7K
Roper Technologies, Inc.ROP3.55K$1.2M
Artisan Partners Asset Management Inc.APAM3.55K$122.46K
TriNet Group, Inc.TNET3.53K$174.6K
Sensata Technologies Holding plcST3.53K$168.33K
Frontier Group Holdings, Inc.ULCC3.52K$27.85K
Tronox Holdings plcTROX3.52K$22.16K
Aurinia Pharmaceuticals Inc.AUPH3.51K$59.56K
Globus Medical, Inc.GMED3.51K$277.08K
Arthur J. Gallagher & Co.AJG3.5K$803.19K
ORIC Pharmaceuticals, Inc.ORIC3.5K$37.88K