Stock Taper 
INTEGRATED WEALTH CONCEPTS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Haleon plc | HLN | 20.25K | $188.9K |
 Essential Utilities, Inc. | WTRG | 20.22K | $774.77K |
 Adobe Inc. | ADBE | 20.17K | $4.14M |
 Fortrea Holdings Inc. | FTRE | 20.1K | $349.8K |
 SELLAS Life Sciences Group, Inc. | SLS | 20.01K | $295.32K |
 IonQ, Inc. | IONQ | 19.94K | $1.06M |
 Mobileye Global Inc. | MBLY | 19.92K | $192.84K |
 Palladyne AI Corp. | PDYN | 19.92K | $121.1K |
 ADT Inc. | ADT | 19.81K | $128.79K |
 The New York Times Company | NYT | 19.76K | $1.38M |
 Bakkt Holdings, Inc. | BKKT | 19.73K | $154.05K |
 McCormick & Company, Incorporated | MKC | 19.72K | $994.13K |
 Jefferies Financial Group Inc. | JEF | 19.69K | $983.97K |
 Stanley Black & Decker, Inc. | SWK | 19.61K | $1.85M |
 J.B. Hunt Transport Services, Inc. | JBHT | 19.57K | $5.66M |
 Brookfield Infrastructure Corporation | BIPC | 19.56K | $752.89K |
 Snowflake Inc. | SNOW | 19.55K | $4.98M |
 Lucid Group, Inc. | LCID | 19.5K | $130.44K |
 The Clorox Company | CLX | 19.49K | $1.86M |
 Sotera Health Company | SHC | 19.44K | $345.12K |