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Porch Group shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Porch Group (PRCH) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Porch Group

Tip: Access up to 7 years of quarterly data

All positions including Porch Group held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Porch Group by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $18k 12k 1.54
2024-06-30 $18k 12k 1.51

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Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Ishares Core MF Closed and MF Open (IVV)
Aptus Collared Income Opportunity ETF MF Closed and MF Open (ACIO)
Ishares Msci MF Closed and MF Open (QUAL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Aptus Defined Risk MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Spdr Portfolio MF Closed and MF Open (SPLG)
Dimensional Us MF Closed and MF Open (DFAC)
Amazon Common Stock (AMZN)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Porch Group

Granahan Investment Management
FMR
BlackRock
Vanguard Group
Harbor Capital Advisors
Portolan Capital Management
Geode Capital Management
Renaissance Technologies
Driehaus Capital Management
State Street Corporation
Invesco
Goldman Sachs Group
Acadian Asset Management
Leucadia National Corporation
D. E. Shaw & Co

View all funds holding Porch Group