Integrated Advisors Network LLC Portfolio Holdings

Integrated Advisors Network LLC

  • $2.08 Billion
  • Q3 2024

Integrated Advisors Network LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.08 Billion distributed in 703 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $101M, Spdr S&P 500 ETF Trust with a value of $80.1M, Apple Inc. with a value of $60.1M, Microsoft Corp with a value of $42.7M, and Nvidia Corp with a value of $42.6M.

Examining the 13F form we can see an increase of $154M in the current position value, from $1.93B to 2.08B.

Integrated Advisors Network LLC is based out at Palos Verdes Estates, CA

Below you can find more details about Integrated Advisors Network LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.08 Billion
ETFs: $1.02 Billion
Technology: $309 Million
Financial Services: $174 Million
Healthcare: $115 Million
Industrials: $101 Million
Consumer Cyclical: $94.7 Million
Consumer Defensive: $65.6 Million
Communication Services: $59.7 Million
Other: $123 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.52 Million 0.07% of portfolio
77,018
Q3 2024 Reduced 2.32%
$0
$826,000 0.04% of portfolio
31,752
Q3 2024 Reduced 7.92%
$0
$771,000 0.04% of portfolio
69,129
Q3 2024 Reduced 0.64%
$0
$153,000 0.01% of portfolio
60,790
Q3 2024 Reduced 15.32%
$0
$182,000 0.01% of portfolio
40,435
Q4 2022 New
$0
$146,000 0.01% of portfolio
14,637
Q3 2024 New
$0
$27,000 0.0% of portfolio
11,980
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 703
  • Current Value $2.08 Billion
  • Prior Value $1.93 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 71 stocks
  • Additional Purchases 278 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 309 stocks
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