Integrated Capital Management, Inc. has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $18.5M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.76M, Vanguard Dividend Appreciation with a value of $9.76M, Invesco Act Mge Et Cmdt Fd Tr with a value of $8.83M, and Spdr Portfolio Short Term Trea with a value of $7.47M.

Examining the 13F form we can see an increase of $3.21M in the current position value, from $119M to 123M.

Below you can find more details about Integrated Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $123 Million
ETFs: $91 Million
Financial Services: $12.4 Million
Technology: $387,000
Financial: $263,000

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 74
  • Current Value $123 Million
  • Prior Value $119 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Integrated Capital Management, Inc. Portfolio

Follow Integrated Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Integrated Capital Management, Inc. with notifications on news.