Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Excelerate Energy, Inc.EE107$4.07K
Valaris LimitedVAL106$7.7K
PDF Solutions, Inc.PDFS106$7.5K
BayCom CorpBCML104$3.43K
PetMed Express, Inc.PETS103$198
Kolibri Global Energy Inc.KGEI103$515
Nektar TherapeuticsNKTR101$7.05K
The Descartes Systems Group Inc.DSGX101$7.02K
ST SKYWATER TECHNOLOGY INCSKYT101$3.52K
Choice Hotels International, Inc.CHH101$11.14K
SEALSQ CorpLAES100$315
United Microelectronics CorporationUMC100$119.94K
Calamos Autocallable Growth ETFCAGE100$2.77K
Vera Therapeutics, Inc.VERA98$4.21K
NVR, Inc.NVR95$647.27K
Synaptics IncorporatedSYNA94$11.68K
Dime Community Bancshares, Inc.DCOM93$3.8K
Dlocal LimitedDLO92$1.2K
Bio-Rad Laboratories, Inc.BIO92$26.94K
SR Bancorp, Inc. Common stockSRBK91$1.79K