Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lowe's Companies, Inc.LOW24.68K$5.44M
Rubrik, Inc.RBRK24.6K$1.97M
York Space Systems, Inc.YSS24.51K$603.44K
Paychex, Inc.PAYX24.5K$2.41M
Prudential Financial, Inc.PRU24.42K$2.64M
Everest Group, Ltd.EG24.26K$8.67M
Grab Holdings LimitedGRAB24.25K$91.4K
Galaxy DigitalGLXY24.24K$662.72K
Sunrun Inc.RUN24.21K$323.88K
Molson Coors Beverage CompanyTAP24.13K$939.93K
FirstEnergy Corp.FE24.03K$1.14M
CEMEX, S.A.B. de C.V.CX23.92K$287.02K
Ventas, Inc.VTR23.51K$2.09M
Asana, Inc.ASAN23.47K$164.32K
Central Securities Corp.CET23.44K$1.23M
Sixth Street Specialty Lending, Inc.TSLX23.36K$401.01K
Dream Finders Homes, Inc.DFH23.2K$400.45K
Block, Inc.XYZ23.19K$1.76M
Veru Inc.VERU23.16K$72.51K
Marvell Technology, Inc.MRVL23.1K$6.88M