Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Morgan StanleyMS48.24K$10.08M
Public Service Enterprise Group IncorporatedPEG48.01K$3.9M
Nu Holdings Ltd.NU47.61K$636.05K
Fifth Third BancorpFITB46.26K$2.61M
Planet Labs PBCPL46.08K$1.53M
General Mills, Inc.GIS46.01K$1.6M
Taiwan Semiconductor Manufacturing Company LimitedTSM45.73K$21.84M
Warner Bros. Discovery, Inc.WBD45.61K$1.22M
Quanta Services, Inc.PWR45K$32.41M
UnitedHealth Group IncorporatedUNH44.74K$18.6M
Tyson Foods, Inc.TSN44.73K$2.56M
W&T Offshore, Inc.WTI44.13K$139.02K
Freshworks Inc.FRSH44.09K$446.14K
Applied Materials, Inc.AMAT44.06K$31.86M
Rio Tinto GroupRIO43.78K$4.16M
Pacira BioSciences, Inc.PCRX43.76K$1.11M
Medtronic plcMDT42.82K$3.35M
BP p.l.c.BP42.81K$1.58M
Webull Corporation Class A Ordinary SharesBULL42.74K$278.67K
KeyCorpKEY42.65K$983.07K