Stock Taper

INTEGRATED WEALTH CONCEPTS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Oklo Inc.OKLO14.45K$756.22K
StoneCo Ltd.STNE14.35K$155.51K
AST SpaceMobile, Inc.ASTS14.3K$1.27M
OR Royalties Inc.OR14.3K$452.25K
AstraZeneca PLCAZN14.19K$2.69M
Tetra Tech, Inc.TTEK14.16K$409.09K
BETA Technologies, Inc.BETA14.16K$237.13K
Phreesia, Inc.PHR14.13K$145.39K
Tradeweb Markets Inc.TW14.06K$1.4M
Teva Pharmaceutical Industries LimitedTEVA14.03K$475.19K
UiPath Inc.PATH14K$152.16K
Brandywine Realty TrustBDN13.99K$44.36K
Eastern Bankshares, Inc.EBC13.99K$311.13K
Ardelyx, Inc.ARDX13.96K$71.17K
Constellation Brands, Inc.STZ13.94K$1.94M
Lumen Technologies, Inc.LUMN13.91K$106.82K
Teck Resources LimitedTECK13.9K$826.37K
Adeia Inc.ADEA13.89K$457.55K
Telephone and Data Systems, Inc.TDS13.81K$511.13K
Quest Diagnostics IncorporatedDGX13.65K$2.89M