Integrated Capital Management, Inc. Portfolio Holdings by Sector
Integrated Capital Management, Inc.
- $116 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VIG SPDW PDBC SPTS EFV SPIB SPTM JQUA 18 stocks |
$83,207
85.68% of portfolio
|
  8  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
NAD NZF JFR JPC GDV NEA NMZ EXG 56 stocks |
$11,072
11.4% of portfolio
|
  47  
|
  9  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,227
2.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$398
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | Financial
ZTR 1 stocks |
$215
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|