Integris Wealth Management, LLC Purchases in Q1 2025

Integris Wealth Management, LLC

  • $351 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
21.4K
+ 3.83%
$47.4 - $52.99 $1.02M - $1.14M
581K $29.5B
DISV
Dimensional ETF Tr Dimensional

ETFs
18.1K
+ 3.08%
$26.09 - $30.21 $473K - $548K
606K $17.7B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
Dimensional ETF Trust
13.9K
+ 2.68%
N/A
532K $14B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.5K
+ 2.32%
$25.35 - $27.46 $367K - $398K
640K $16.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.78K
+ 4.61%
$100.59 - $103.47 $279K - $287K
63.1K $6.52B
GE
General Electric CO

Industrials
1.34K
New
$168.59 - $212.13 $226K - $285K
1.34K $269M
T
At&T Inc.

Communication Services
7.97K
New
$21.56 - $28.28 $172K - $225K
7.97K $225M
SPGI
S&P Global Inc.

Financial Services
400
New
$478.26 - $543.77 $191K - $218K
400 $203M
JNJ
Johnson & Johnson

Healthcare
15
+ 0.19%
$142.06 - $167.7 $2.13K - $2.52K
7.84K $1.3B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.26K
+ 0.81%
$24.6 - $24.99 $55.5K - $56.4K
282K $7.04B
CVX
Chevron Corp

Energy
10
+ 0.18%
$146.71 - $167.97 $1.47K - $1.68K
5.61K $939M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.56K
+ 4.76%
$32.74 - $36.2 $50.9K - $56.3K
34.2K $1.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
666
+ 9.89%
$58.01 - $64.46 $38.6K - $42.9K
7.4K $460M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
132
+ 20.03%
$507.05 - $563.67 $66.9K - $74.4K
791 $407M
AFRM
Affirm Holdings, Inc.

Technology
5.37K
+ 43.63%
$43.7 - $80.98 $235K - $435K
17.7K $799M
RTX
Raytheon Technologies Corp

Industrials
30
+ 1.51%
$114.1 - $135.66 $3.42K - $4.07K
2.02K $268M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
3K
+ 25.0%
$10.53 - $11.08 $31.6K - $33.2K
15K $161M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.33K
+ 4.81%
$30.73 - $32.26 $40.8K - $42.8K
28.9K $888M
DVY
Ishares Tr

ETFs
38
+ 1.02%
$128.58 - $138.1 $4.89K - $5.25K
3.76K $504M
QQQ
Invesco Qqq Trust, Series 1

ETFs
77
+ 13.53%
$468.34 - $539.52 $36.1K - $41.5K
646 $303M
WMT
Walmart Inc.

Consumer Defensive
104
+ 4.11%
$84.5 - $105.05 $8.79K - $10.9K
2.64K $231M
LMT
Lockheed Martin Corp

Industrials
44
+ 2.72%
$423.19 - $506.29 $18.6K - $22.3K
1.66K $741M
NVDA
Nvidia Corp

Technology
162
+ 4.42%
$106.98 - $149.43 $17.3K - $24.2K
3.83K $415M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.43K
+ 3.52%
$37.84 - $44.02 $92.1K - $107K
71.7K $2.75B
DFSV
Dimensional ETF Tr Dimensional

ETFs
21.6K
+ 4.0%
$27.56 - $32.1 $594K - $692K
561K $15.8B
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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