Integrity Wealth Advisors, Inc. Portfolio Holdings

Integrity Wealth Advisors, Inc.

  • $136 Billion
  • Q1 2025

Integrity Wealth Advisors, Inc. has filed its 13F form on June 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Pfd Secs & Income ETF with a value of $21.9B, Davis Fundamental ETF Tr with a value of $17.3B, Genasys Inc. with a value of $16B, First Trust Rising Dividend Ac with a value of $13.3B, and Berkshire Hathaway Inc Class B with a value of $9.39B.

Examining the 13F form we can see an decrease of $777M in the current position value, from $137B to 136B.

Integrity Wealth Advisors, Inc. is based out at Ventura, CA

Below you can find more details about Integrity Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $136 Billion
ETFs: $81.4 Billion
Technology: $25.2 Billion
Financial Services: $11.8 Billion
Communication Services: $8.57 Billion
Consumer Cyclical: $2.69 Billion
Energy: $1.7 Billion
Industrials: $1.4 Billion
Healthcare: $1.22 Billion
Other: $835 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.5M
$1.42 Billion 1.04% of portfolio
693,690
Q1 2025 Reduced 12.75%
$0
$835 Million 0.61% of portfolio
53,664
Q1 2025 Added 5.47%
$0
$731 Million 0.54% of portfolio
63,050
Q4 2024 New
$0
$254 Million 0.19% of portfolio
16,114
Q1 2025 Added 9.82%
$40M
$124 Million 0.09% of portfolio
84,952
Q1 2025 Reduced 10.53%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $136 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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