Integrated Capital Management, Inc. has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $119 Million distributed in 79 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 $18.3M, Vanguard Dividend Appreciation with a value of $10M, Spdr Ser Tr Fds Spdr Portfolio with a value of $9.56M, Invesco Act Mge Et Cmdt Fd Tr with a value of $9.3M, and Spdr Portfolio Short Term Trea with a value of $7.36M.
Examining the 13F form we can see an increase of $3.13M in the current position value, from $116M to 119M.
Below you can find more details about Integrated Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$119 Million
ETFs: $87.6 Million
Financial Services: $12.8 Million
Technology: $423,000
Financial: $221,000
Stock Holdings Table Market Cap. of Under $50 Millions