Integrated Capital Management, Inc. Portfolio Holdings by Sector
Integrated Capital Management, Inc.
- $120 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG PDBC SPDW SPTS EFV SPTM SPIB EMLC 18 stocks |
$86,564
85.05% of portfolio
|
  8  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NAD NZF BBN NMZ GDV PHK BTT NFJ 49 stocks |
$12,004
11.79% of portfolio
|
  41  
|
  7  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,395
2.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$379
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$234
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
ERIE 1 stocks |
$200
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|