Integrated Advisors Network LLC Reduced Holdings in Q3 2024

Integrated Advisors Network LLC

  • $2.08 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.03K
- 3.09%
$61.11 - $67.85 $124K - $138K
63.6K $4.31M
VOE
Vanguard Mid Cap Value Index F

ETFs
-319
- 3.61%
$149.02 - $167.67 $47.5K - $53.5K
8.51K $1.43M
WELL
Welltower Inc.

Real Estate
-47
- 0.99%
$104.0 - $129.74 $4.89K - $6.1K
4.71K $602K
OUNZ
Van Eck Merk Gold Trust

ETFs
-150
- 0.39%
$22.51 - $25.83 $3.38K - $3.87K
38K $965K
UNP
Union Pacific Corp

Industrials
-1.33K
- 6.01%
$221.78 - $256.09 $295K - $341K
20.8K $5.13M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-304
- 4.22%
$57.22 - $80.08 $17.4K - $24.3K
6.9K $538K
ITW
Illinois Tool Works Inc

Industrials
-113
- 1.88%
$233.14 - $263.97 $26.3K - $29.8K
5.89K $1.54M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.49K
- 1.27%
$11.52 - $12.52 $28.7K - $31.2K
194K $2.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-173
- 0.6%
$59.25 - $65.33 $10.3K - $11.3K
28.6K $1.85M
AFL
Aflac Inc

Financial Services
-171
- 2.57%
$88.52 - $111.8 $15.1K - $19.1K
6.47K $723K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-758
- 2.15%
$113.45 - $126.18 $86K - $95.6K
34.4K $4.34M
KO
Coca Cola CO

Consumer Defensive
-4.5K
- 7.66%
$62.69 - $73.01 $282K - $329K
54.2K $3.9M
FDNI
First Tr ETF Ii Dow Jones

ETFs
-1.38K
- 3.68%
$22.19 - $29.88 $30.5K - $41.1K
36K $1.03M
CSCO
Cisco Systems, Inc.

Technology
-4.39K
- 6.37%
$44.74 - $53.22 $196K - $233K
64.4K $3.43M
D
Dominion Energy, Inc

Utilities
-1.01K
- 3.97%
$48.01 - $58.53 $48.4K - $59.1K
24.4K $1.41M
KKR
Kkr & Co. Inc.

Financial Services
-2.63K
- 12.85%
$104.51 - $133.23 $274K - $350K
17.8K $2.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.92K
- 6.94%
$162.83 - $179.16 $802K - $882K
66K $11.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-439
- 6.97%
$245.82 - $304.51 $108K - $134K
5.86K $1.78M
VGIT
Vanguard Intermediate Term Tre

ETFs
-320
- 0.35%
$57.8 - $60.8 $18.5K - $19.5K
91K $5.5M
NFG
National Fuel Gas CO

Energy
-4.28K
- 6.23%
$54.14 - $61.22 $232K - $262K
64.5K $3.91M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-207
- 1.33%
$125.95 - $142.04 $26.1K - $29.4K
15.3K $2.18M
IAU
Ishares Gold Trust

ETFs
-331
- 0.87%
$44.06 - $50.5 $14.6K - $16.7K
37.7K $1.87M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-143
- 1.73%
$386.81 - $423.12 $55.3K - $60.5K
8.12K $3.43M
NOW
Service Now, Inc.

Technology
-31
- 1.39%
$730.87 - $937.36 $22.7K - $29.1K
2.2K $1.97M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-687
- 0.96%
$96.25 - $101.98 $66.1K - $70.1K
71K $7.19M
IRM
Iron Mountain Inc

Real Estate
-29
- 0.36%
$89.69 - $119.32 $2.6K - $3.46K
8.13K $966K
ETR
Entergy Corp

Utilities
-157
- 1.48%
$104.75 - $131.61 $16.4K - $20.7K
10.5K $1.38M
NDAQ
Nasdaq, Inc.

Financial Services
-182
- 0.86%
$59.48 - $74.31 $10.8K - $13.5K
21.1K $1.54M
SF
Stifel Financial Corp

Financial Services
-2.54K
- 4.99%
$78.91 - $93.87 $201K - $239K
48.4K $4.54M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-378
- 0.3%
$46.5 - $49.42 $17.6K - $18.7K
124K $6.08M
TT
Trane Technologies PLC

Industrials
-10
- 0.22%
$314.21 - $388.71 $3.14K - $3.89K
4.62K $1.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-191
- 0.44%
$79.92 - $88.19 $15.3K - $16.8K
43K $3.79M
VCIT
Vanguard Intermediate Term Cor

ETFs
-882
- 0.92%
$79.29 - $84.02 $69.9K - $74.1K
94.8K $7.94M
V
Visa Inc.

Financial Services
-186
- 0.65%
$253.74 - $291.56 $47.2K - $54.2K
28.6K $7.87M
PLTR
Palantir Technologies Inc.

Technology
-810
- 2.6%
$24.09 - $37.95 $19.5K - $30.7K
30.4K $1.13M
ACN
Accenture PLC

Technology
-220
- 2.49%
$295.44 - $355.81 $65K - $78.3K
8.61K $3.04M
NEE
Nextera Energy Inc

Utilities
-9.71K
- 11.18%
$69.9 - $84.97 $678K - $825K
77.1K $6.52M
GS
Goldman Sachs Group Inc

Financial Services
-618
- 3.88%
$459.02 - $510.25 $284K - $315K
15.3K $7.58M
CYBR
Cyber Ark Software Ltd.

Technology
-174
- 0.67%
$241.52 - $291.61 $42K - $50.7K
25.9K $7.56M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.62K
- 2.53%
$106.11 - $113.72 $384K - $411K
139K $15.8M
MELI
Mercadolibre Inc

Consumer Cyclical
-30
- 2.38%
$1591.44 - $2140.1 $47.7K - $64.2K
1.23K $2.52M
VNQ
Vanguard Specialized Funds Van

ETFs
-289
- 0.73%
$82.97 - $98.97 $24K - $28.6K
39.5K $3.85M
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.02%
$237.84 - $263.83 $1.43K - $1.58K
27K $7.11M
NEM
Newmont Corp

Basic Materials
-8.76K
- 9.31%
$41.65 - $55.85 $365K - $489K
85.3K $4.56M
ABBV
Abb Vie Inc.

Healthcare
-2.78K
- 6.16%
$163.84 - $199.33 $456K - $555K
42.4K $8.37M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.13K
- 0.74%
$66.31 - $74.08 $75.1K - $83.9K
151K $11.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-320
- 1.95%
$213.3 - $270.78 $68.3K - $86.6K
16.1K $4.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.71K
- 0.74%
$41.9 - $48.26 $71.5K - $82.4K
229K $11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-17.7K
- 5.02%
$77.02 - $85.06 $1.36M - $1.5M
334K $28.3M
Activity Summary
Buys All Purchases 349 New Holdings 71 Increased Positions 278 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 7 Puts 3
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