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Asset Manager ← All Institutions

Integrated Wealth Concepts LLC

Q2 2025 · Filed 2025-08-14
Market Value
$9.9B
+16.2%
Holdings
1,977
+173
New Purchases
281
Added To
936
Closed
116
Reduced
593
Top 10 Concentration
19.3%
Turnover
20.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 1.82% 1.41% +0.41% $181M
SCHP 0.39% 0.04% +0.34% $38M
ACIO 2.78% 2.45% +0.33% $276M
FBND 0.58% 0.25% +0.33% $57M
MSFT 1.57% 1.25% +0.32% $156M
DRSK 1.71% 1.42% +0.28% $169M
KVYO 0.28% 0.05% +0.23% $28M
BKLC 2.90% 2.71% +0.19% $287M
IDUB 0.71% 0.54% +0.18% $71M
BKIE 0.48% 0.31% +0.17% $48M
IEMG 0.54% 0.39% +0.15% $53M
OSCV 0.72% 0.58% +0.14% $71M
THRO 0.30% 0.16% +0.14% $29M
DUBS 0.70% 0.58% +0.12% $70M
AVGO 0.33% 0.22% +0.11% $33M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.92% 2.36% -0.44% $191M
BKAG 0.29% 0.64% -0.35% $29M
IVV 1.97% 2.28% -0.32% $195M
STIP 0.17% 0.41% -0.23% $17M
QUAL 2.04% 2.23% -0.19% $202M
SECT 0.38% 0.56% -0.17% $38M
JUCY 0.16% 0.31% -0.15% $16M
EMXC 0.28% 0.42% -0.14% $28M
UNH 0.07% 0.16% -0.09% $7M
SMTH 0.00% 0.08% -0.08% $0
SSUS 0.50% 0.58% -0.08% $50M
XOM 0.28% 0.36% -0.07% $28M
JAVA 0.00% 0.08% -0.07% $451K
HEFA 0.03% 0.10% -0.07% $3M
USMV 0.33% 0.39% -0.06% $32M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $2.3B 22.9%
Large Cap 846 $4.2B 42.4%
Mid Cap 522 $2.1B 20.9%
Small Cap 399 $1.3B 12.6%
Micro Cap 129 $126M 1.3%

Portfolio Analytics

Avg Market Cap
$53.4B
Median Market Cap
$8.5B
Avg P/E
31.1
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
1,057
# ETFs / Funds
921

Top Holdings (1,977 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BKLC 2.90% 2,427,445 $287M $118.43 $57M +255,338 +11.8%
2 ACIO 2.78% 6,674,953 $276M $41.40 $67M +1,263,526 +23.4%
3 QUAL 2.04% 1,106,077 $202M $182.82 $12M -7,326 -0.7%
4 IVV 1.97% 314,319 $195M $620.90 $277K -32,511 -9.4%
5 AAPL 1.92% 930,271 $191M $205.17 -$11M +22,450 +2.5%
6 NVDA 1.82% 1,146,070 $181M $157.99 $61M +34,575 +3.1%
7 DRSK 1.71% 5,889,912 $169M $28.74 $48M +1,433,964 +32.2%
8 MSFT 1.57% 313,235 $156M $497.41 $49M +28,810 +10.1%
9 SPY 1.35% 216,695 $134M $617.85 $20M +13,158 +6.5%
10 BBIN 1.27% 1,866,207 $126M $67.50 $25M +221,145 +13.4%
11 QQQ 1.13% 204,145 $113M $551.64 $16M -864 -0.4%
12 DFAC 1.11% 3,070,746 $110M $35.84 $12M +86,211 +2.9%
13 AMZN 1.04% 469,358 $103M $219.39 $19M +27,928 +6.3%
14 GSEW 1.04% 1,262,686 $103M $81.54 $23M +214,875 +20.5%
15 SPYG 0.92% 954,990 $91M $95.32 $16M +15,400 +1.6%
16 SPLG 0.83% 1,131,592 $82M $72.69 $8M +8,257 +0.7%
17 BND 0.81% 1,085,928 $80M $73.63 $10M +128,694 +13.4%
18 SCHX 0.77% 3,106,087 $76M $24.44 $9M +94,281 +3.1%
19 DYNF 0.74% 1,347,703 $73M $54.46 $13M +105,712 +8.5%
20 IUSB 0.73% 1,559,213 $72M $46.23 $6M +133,304 +9.3%
21 LRGF 0.72% 1,112,784 $71M $64.13 $7M -176 -0.0%
22 OSCV 0.72% 1,969,227 $71M $36.11 $22M +550,705 +38.8%
23 IDUB 0.71% 3,187,302 $71M $22.26 $25M +997,722 +45.6%
24 BINC 0.70% 1,320,013 $70M $52.84 $7M +122,496 +10.2%
25 DUBS 0.70% 2,061,090 $70M $33.80 $20M +453,407 +28.2%
26 VOO 0.64% 110,947 $63M $568.03 $9M +6,569 +6.3%
27 XLK 0.61% 239,246 $61M $253.23 $8M -16,059 -6.3%
28 VTI 0.60% 195,750 $59M $303.93 $9M +11,653 +6.3%
29 RDVY 0.59% 940,700 $59M $62.74 $4M +8,682 +0.9%
30 VTEB 0.59% 1,202,728 $59M $49.03 $4M +95,934 +8.7%
31 QQQM 0.58% 253,745 $58M $227.10 $13M +23,105 +10.0%
32 FBND 0.58% 1,252,140 $57M $45.75 $36M +789,362 +170.6%
33 IVW 0.57% 515,263 $57M $110.10 $8M -10,163 -1.9%
34 JPM 0.54% 184,812 $54M $289.91 $12M +15,354 +9.1%
35 META 0.54% 72,312 $53M $738.09 $14M +4,177 +6.1%
36 IEFA 0.54% 638,006 $53M $83.48 $6M +12,930 +2.1%
37 IEMG 0.54% 885,608 $53M $60.03 $20M +271,496 +44.2%
38 SPYV 0.53% 1,000,442 $52M $52.34 $14M +246,755 +32.7%
39 SSUS 0.50% 1,108,323 $50M $44.97 $470K -104,443 -8.6%
40 BRK-B 0.49% 100,012 $49M $485.77 $3M +13,786 +16.0%
41 BKIE 0.48% 553,450 $48M $86.17 $21M +213,211 +62.7%
42 INTF 0.46% 1,344,337 $46M $34.23 $9M +134,332 +11.1%
43 VWO 0.45% 900,333 $45M $49.46 $6M +51,504 +6.1%
44 CGDV 0.44% 1,113,000 $44M $39.49 $6M +57,439 +5.4%
45 OEF 0.43% 139,349 $42M $304.35 $5M +104 +0.1%
46 SCHG 0.42% 1,424,503 $42M $29.21 $10M +164,857 +13.1%
47 SPDW 0.41% 1,015,227 $41M $40.49 $9M +138,589 +15.8%
48 SCHP 0.39% 1,437,940 $38M $26.68 $35M +1,296,758 +918.5%
49 SECT 0.38% 655,583 $38M $58.07 -$9M -273,529 -29.4%
50 IJH 0.37% 593,928 $37M $62.02 $3M +21,548 +3.8%
51 TSLA 0.37% 115,688 $37M $317.66 $9M +7,177 +6.6%
52 GOOG 0.36% 203,574 $36M $177.39 $6M +12,589 +6.6%
53 QCOM 0.35% 219,593 $35M $159.26 $1M -797 -0.4%
54 RSP 0.35% 192,095 $35M $181.74 $2M +3,718 +2.0%
55 V 0.35% 97,446 $35M $355.05 $4M +10,973 +12.7%
56 GOOGL 0.33% 188,110 $33M $176.23 $4M +724 +0.4%
57 MEAR 0.33% 657,854 $33M $50.27 -$781K -15,933 -2.4%
58 AVGO 0.33% 119,507 $33M $275.65 $14M +6,641 +5.9%
59 MUB 0.33% 314,769 $33M $104.48 -$219K +785 +0.2%
60 XLG 0.33% 630,288 $33M $52.10 $8M +97,697 +18.3%
61 MTUM 0.33% 135,967 $33M $240.32 $6M +3,684 +2.8%
62 USMV 0.33% 344,233 $32M $93.87 -$921K -10,602 -3.0%
63 IVE 0.33% 165,169 $32M $195.42 $6M +28,170 +20.6%
64 BIL 0.32% 350,855 $32M $91.73 $8M +87,182 +33.1%
65 EFG 0.32% 284,493 $32M $112.00 $4M +3,389 +1.2%
66 IBTG 0.31% 1,344,636 $31M $22.93 $2M +96,495 +7.7%
67 DFUV 0.30% 707,556 $30M $42.28 $1M +6,272 +0.9%
68 VO 0.30% 105,452 $30M $279.83 $2M -2,758 -2.5%
69 THRO 0.30% 826,281 $29M $35.58 $16M +394,876 +91.5%
70 MBB 0.29% 307,598 $29M $93.89 $5M +58,029 +23.2%
71 BKAG 0.29% 682,601 $29M $42.18 -$26M -608,557 -47.1%
72 VUG 0.29% 64,541 $28M $438.40 $5M +2,874 +4.7%
73 XOM 0.28% 260,824 $28M $107.80 -$2M +5,718 +2.2%
74 BUFR 0.28% 880,923 $28M $31.80 $3M +40,788 +4.8%
75 KVYO 0.28% 830,451 $28M $33.58 $23M +680,818 +455.0%
76 EMXC 0.28% 441,177 $28M $63.14 -$8M -204,136 -31.6%
77 EFV 0.28% 433,356 $28M $63.48 $9M +114,345 +35.8%
78 JPST 0.28% 542,504 $27M $50.68 -$254K -5,548 -1.0%
79 ITOT 0.28% 203,377 $27M $135.04 $2M -3,242 -1.6%
80 IBTF 0.27% 1,149,158 $27M $23.36 -$352K -14,560 -1.2%
81 WMT 0.27% 272,013 $27M $97.78 $7M +47,628 +21.2%
82 VTV 0.27% 149,133 $26M $176.74 $115K -2,785 -1.8%
83 XLF 0.27% 503,179 $26M $52.37 $2M +18,092 +3.7%
84 PG 0.26% 164,392 $26M $159.32 -$1M +2,373 +1.5%
85 HD 0.26% 71,248 $26M $366.64 $673K +1,808 +2.6%
86 IYW 0.26% 150,521 $26M $173.27 $9M +29,525 +24.4%
87 SOXX 0.26% 108,470 $26M $238.70 $5M -294 -0.3%
88 NOW 0.26% 24,904 $26M $1,028.09 $12M +7,527 +43.3%
89 VYM 0.25% 187,611 $25M $133.31 $1M +2,592 +1.4%
90 VB 0.24% 102,324 $24M $236.98 $2M +1,780 +1.8%
91 JEPI 0.24% 425,129 $24M $56.85 $575K +12,220 +3.0%
92 LLY 0.24% 30,697 $24M $779.53 -$2M -632 -2.0%
93 TBIL 0.24% 474,058 $24M $50.00 $1M +25,100 +5.6%
94 GLD 0.23% 76,355 $23M $304.83 -$471K -6,057 -7.3%
95 SDVY 0.23% 650,888 $23M $35.28 $414K -22,227 -3.3%
96 DIA 0.23% 51,626 $23M $440.65 $1M -128 -0.2%
97 IBTH 0.23% 1,007,320 $23M $22.49 $2M +97,371 +10.7%
98 IWB 0.23% 66,393 $23M $339.57 $1M -3,335 -4.8%
99 COST 0.23% 22,627 $22M $989.95 $3M +2,377 +11.7%
100 RSSB 0.22% 850,114 $22M $26.21 $888K -62,955 -6.9%

New Positions

SymbolValue% Port
BAI $8M 0.08%
BKDV $7M 0.07%
JMTG $6M 0.06%
LQDH $4M 0.04%
USMC $4M 0.04%
CSMD $3M 0.03%
FTCB $3M 0.03%
EWW $3M 0.03%
B $3M 0.03%
GRPM $2M 0.02%
ROBT $2M 0.02%
EWY $2M 0.02%
SOXL $2M 0.02%
GWRE $1M 0.01%
DNLI $1M 0.01%

Sold Out Positions

SymbolValue% Port
EXPD —%
DECK —%
YETI —%
WTRG —%
INSP —%
GPC —%
BEPC —%
BAX —%
HUBB —%
SPXX —%
DNP —%
STEM —%
MP —%
NSA —%
SKM —%
View SEC EDGAR Filings for Integrated Wealth Concepts LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms