Integris Wealth Management, LLC Sells in Q1 2025

Integris Wealth Management, LLC

  • $351 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-28.2K
- 90.61%
$105.3 - $106.24 $2.97M - $3M
2.93K $309M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.13K
- 1.85%
$554.06 - $615.85 $628K - $698K
60.1K $33.7B
VTI
Vanguard Total Stock Market Et

ETFs
-1.07K
- 1.07%
$271.18 - $303.12 $291K - $325K
99.4K $27.3B
VV
Vanguard Large Cap ETF

ETFs
-3.17K
- 5.66%
$253.32 - $282.66 $803K - $896K
52.9K $13.6B
AAPL
Apple Inc.

Technology
-254
- 0.62%
$209.68 - $247.1 $53.3K - $62.8K
40.6K $9.02B
MSFT
Microsoft Corp

Technology
-253
- 1.69%
$375.39 - $447.2 $95K - $113K
14.8K $5.54B
TSLA
Tesla, Inc.

Consumer Cyclical
-89
- 3.0%
$222.15 - $428.22 $19.8K - $38.1K
2.88K $746M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-712
- 2.87%
$120.24 - $134.3 $85.6K - $95.6K
24.1K $2.93B
AMZN
Amazon Com Inc

Consumer Cyclical
-331
- 11.06%
$190.26 - $242.06 $63K - $80.1K
2.66K $507M
GOOG
Alphabet Inc.

Communication Services
-241
- 8.58%
$156.06 - $207.71 $37.6K - $50.1K
2.57K $401M
KKR
Kkr & Co. Inc.

Financial Services
-146
- 6.86%
$108.17 - $167.07 $15.8K - $24.4K
1.98K $229M
COST
Costco Wholesale Corp

Consumer Defensive
-77
- 11.61%
$890.62 - $1076.86 $68.6K - $82.9K
586 $554M
EPP
Ishares Inc

ETFs
-1.43K
- 3.43%
$43.24 - $46.56 $61.7K - $66.4K
40.1K $1.77B
NFLX
Netflix Inc

Communication Services
-50
- 12.76%
$828.4 - $1058.6 $41.4K - $52.9K
342 $319M
MRK
Merck & Co., Inc.

Healthcare
-28
- 1.14%
$83.01 - $101.02 $2.32K - $2.83K
2.43K $218M
UNH
Unitedhealth Group Inc

Healthcare
-47
- 7.19%
$461.52 - $548.18 $21.7K - $25.8K
607 $318M
JPM
Jpmorgan Chase & CO

Financial Services
-96
- 3.3%
$225.19 - $279.95 $21.6K - $26.9K
2.81K $689M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-346
- 3.15%
$38.22 - $41.19 $13.2K - $14.3K
10.6K $430M
COP
Conocophillips

Energy
-158
- 6.2%
$88.6 - $105.85 $14K - $16.7K
2.39K $251M
ADP
Automatic Data Processing Inc

Industrials
-46
- 3.83%
$286.85 - $318.64 $13.2K - $14.7K
1.16K $353M
CSCO
Cisco Systems, Inc.

Technology
-310
- 3.66%
$58.74 - $64.87 $18.2K - $20.1K
8.16K $504M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-155
- 1.96%
$42.5 - $46.71 $6.59K - $7.24K
7.76K $351M
EMB
Ishares Tr

ETFs
-37
- 0.84%
$88.64 - $92.03 $3.28K - $3.41K
4.39K $398M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-318
- 6.5%
$74.85 - $84.89 $23.8K - $27K
4.58K $374M
VNQ
Vanguard Specialized Funds Van

ETFs
-112
- 0.7%
$85.55 - $94.34 $9.58K - $10.6K
15.8K $1.43B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.62K
- 1.72%
$69.87 - $75.62 $113K - $123K
92.6K $6.71B
SO
Southern CO

Utilities
-112
- 3.11%
$80.96 - $92.96 $9.07K - $10.4K
3.49K $321M
FAST
Fastenal CO

Industrials
-123
- 1.68%
$71.11 - $79.98 $8.75K - $9.84K
7.22K $560M
IEV
Ishares Tr Europe ETF

ETFs
-193
- 2.41%
$51.89 - $60.68 $10K - $11.7K
7.81K $455M
IBM
International Business Machines Corp

Technology
-20
- 1.22%
$217.4 - $264.74 $4.35K - $5.29K
1.62K $403M
IDV
Ishares Tr

ETFs
-322
- 1.86%
$27.0 - $31.7 $8.69K - $10.2K
17K $527M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-194
- 0.46%
$33.57 - $37.22 $6.51K - $7.22K
41.6K $1.49B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9.04K
- 1.18%
$76.94 - $78.28 $696K - $708K
760K $59.5B
XOM
Exxon Mobil Corp

Energy
-62
- 0.85%
$105.44 - $118.93 $6.54K - $7.37K
7.22K $858M
ABT
Abbott Laboratories

Healthcare
-79
- 1.66%
$111.1 - $140.22 $8.78K - $11.1K
4.69K $622M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-40
- 0.05%
$59.63 - $64.37 $2.39K - $2.57K
80K $4.98B
ABBV
Abb Vie Inc.

Healthcare
-54
- 1.05%
$169.2 - $216.66 $9.14K - $11.7K
5.11K $1.07B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.52K
- 1.72%
$53.69 - $62.68 $135K - $158K
144K $8.65B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-6.89K
- 3.5%
$63.07 - $73.5 $434K - $506K
190K $13.3B
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
Track This Portfolio

Track Integris Wealth Management, LLC Portfolio

Follow Integris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email