Integral Investment Advisors, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $362 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $69M, Vanguard Index Fds S&P 500 ETF with a value of $26.7M, Spdr Portfolio Intermediate Te with a value of $15.4M, Invesco Qqq Trust, Series 1 with a value of $11.6M, and Innovator U.S. Equity Buffer E with a value of $11M.

Examining the 13F form we can see an increase of $94.9M in the current position value, from $267M to 362M.

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

Portfolio value $362 Million
ETFs: $209 Million
Financial Services: $78 Million
Technology: $27.1 Million
Healthcare: $9.58 Million
Consumer Defensive: $9.03 Million
Consumer Cyclical: $8.1 Million
Communication Services: $6.97 Million
Industrials: $6.32 Million
Other: $6.05 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $362 Million
  • Prior Value $267 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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