Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Exelon CorporationEXC16.56K$771.86K
Rockwell Automation, Inc.ROK16.53K$8.19M
Forgent Power Solutions, Inc.FPS16.53K$923.21K
Accenture plcACN16.51K$2.05M
Ameren CorporationAEE16.49K$1.86M
Cognex CorporationCGNX16.45K$1.19M
Aurora Innovation, Inc.AUR16.34K$111.43K
FMC CorporationFMC16.3K$187.48K
Liberty Global plcLBTYA16.24K$184.67K
Versant Media Group, Inc. Class AVSNT16.2K$583.36K
CAVA Group, Inc.CAVA16.1K$1.26M
The Simply Good Foods CompanySMPL16.06K$213.25K
Iridium Communications Inc.IRDM16.04K$879.93K
MetLife, Inc.MET15.97K$1.35M
American Airlines Group Inc.AAL15.95K$288.12K
CoStar Group, Inc.CSGP15.87K$449.46K
American Healthcare REIT, Inc.AHR15.87K$827.41K
Ironwood Pharmaceuticals, Inc.IRWD15.86K$66.78K
Burford Capital LimitedBUR15.8K$64.78K
OGE Energy Corp.OGE15.78K$768.05K