Integrity Wealth Solutions LLC Portfolio Holdings

Integrity Wealth Solutions LLC

  • $179 Billion
  • Q4 2024

Integrity Wealth Solutions LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.8B, Vanguard Growth ETF with a value of $11.5B, Vanguard Value ETF with a value of $9.19B, American Centy ETF Tr Avantis with a value of $6.61B, and Spdr S&P 600 Small Cap Growth with a value of $6.39B.

Examining the 13F form we can see an increase of $7.14B in the current position value, from $171B to 179B.

Integrity Wealth Solutions LLC is based out at Denver, CO

Below you can find more details about Integrity Wealth Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $147 Billion
Technology: $13 Billion
Consumer Cyclical: $6.81 Billion
Communication Services: $3.75 Billion
Financial Services: $1.2 Billion
Consumer Defensive: $952 Million
Industrials: $560 Million
Real Estate: $278 Million
Other: $89.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.8B
$296 Million 0.17% of portfolio
2,359
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $179 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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