Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
McDonald's CorporationMCD66.94K$18.1M
NuScale Power CorporationSMR66.17K$663.69K
GE AerospaceGE66.04K$24.69M
DeFi Technologies Inc.DEFT65.89K$33.88K
Dow Inc.DOW65.75K$1.8M
Archer Aviation Inc.ACHR65.01K$307.5K
British American Tobacco p.l.c.BTI64.55K$3.99M
Abbott LaboratoriesABT64.35K$5.84M
Starbucks CorporationSBUX64.11K$6.55M
Hecla Mining CompanyHL63.75K$983.72K
Oshkosh CorpOSK63.48K$9.74M
BigBear.ai Holdings, Inc.BBAI63.05K$231.38K
UBS Group AGUBS62.81K$3.11M
Alaska Air Group, Inc.ALK62.05K$3.24M
CSX CorporationCSX61.04K$2.9M
Eli Lilly and CompanyLLY60.93K$73.09M
Joby Aviation, Inc.JOBY60.81K$542.46K
Visteon CorporationVC60.74K$6.03M
Citizens Financial Group, Inc.CFG60.34K$4.23M
ConocoPhillipsCOP59.94K$6.23M