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Equibles

Integrated Wealth Concepts LLC

Position in UPXI — Upexi, Inc.

CIK 1737109 WALTHAM, MA
Back to UPXI Full portfolio

Position in UPXI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$2,744
New position
Shares Held
3,500
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 48 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $263,974,030 across 50 Internet Content & Information names. UPXI ranks #41 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOOGL
Alphabet Inc.
 555,656 $197,442,471
2 META
Meta Platforms, Inc.
 104,936 $59,109,399
3 NBIS
Nebius Group N.V.
 8,170 $2,256,308
4 SPOT
Spotify Technology S.A.
 2,418 $1,110,176
5 MTCH
Match Group, Inc.
 25,801 $981,728
6 BIDU
Baidu, Inc.
 7,798 $891,233
7 RDDT
Reddit, Inc.
 4,983 $864,949
8 PINS
Pinterest, Inc.
 13,144 $276,418

All Filings in UPXI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,744 3,500