Integrity Wealth Advisors, Inc. Portfolio Holdings

Integrity Wealth Advisors, Inc.

  • $143 Billion
  • Q2 2025

Integrity Wealth Advisors, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 64 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 $20.6B, Davis Fundamental ETF Tr with a value of $19.9B, First Trust Rising Dividend Ac with a value of $18B, Genasys Inc. with a value of $12B, and Berkshire Hathaway Inc Class B with a value of $8.11B.

Examining the 13F form we can see an increase of $6.63B in the current position value, from $136B to 143B.

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 $143 Billion
ETFs: $90.1 Billion
Technology: $22.3 Billion
Financial Services: $9.85 Billion
Communication Services: $8.49 Billion
Consumer Cyclical: $3.01 Billion
Energy: $2.54 Billion
Industrials: $2.27 Billion
Healthcare: $1.05 Billion
Other: $1.59 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.7M
$1.05 Billion 0.73% of portfolio
717,479
Q2 2025 Added 3.43%
$0
$770 Million 0.54% of portfolio
62,872
Q2 2025 Reduced 0.28%
$0
$649 Million 0.45% of portfolio
39,995
Q2 2025 Reduced 25.47%
$0
$203 Million 0.14% of portfolio
12,271
Q2 2025 Reduced 23.85%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $143 Billion
  • Prior Value $136 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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