Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Community Trust Bancorp, Inc. | CTBI | 513 | $37.12K |
 Brady Corporation | BRC | 511 | $46.81K |
 Elbit Systems Ltd. | ESLT | 511 | $387.95K |
 Civista Bancshares, Inc. | CIVB | 508 | $14.34K |
 BJ's Restaurants, Inc. | BJRI | 507 | $30.79K |
 Life Time Group Holdings, Inc. | LTH | 501 | $20.46K |
 Chime Financial, Inc. Class A Common Stock | CHYM | 500 | $10.24K |
 Gladstone Capital Corporation | GLAD | 500 | $9.71K |
 Dorchester Minerals, L.P. | DMLP | 500 | $12.63K |
 Nuveen Select Tax-Free Income Portfolio | NXP | 498 | $7.12K |
 Johnson Outdoors Inc. | JOUT | 493 | $22.7K |
 Ethan Allen Interiors Inc. | ETD | 493 | $11.02K |
 Middlesex Water Company | MSEX | 493 | $27.71K |
 Copa Holdings, S.A. | CPA | 491 | $76.39K |
 The Lovesac Company | LOVE | 491 | $8.2K |
 The Boston Beer Company, Inc. | SAM | 489 | $86.57K |
 Phibro Animal Health Corporation | PAHC | 488 | $15.32K |
 OSI Systems, Inc. | OSIS | 487 | $106.51K |
 United Parks & Resorts Inc. | PRKS | 483 | $23.06K |
 TransUnion | TRU | 483 | $34.85K |