Integrated Investment Consultants, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $342 Million distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $27.5M, Ishares Russell Mid Cap Growth with a value of $20.2M, Ishares Russell 1000 Val ETF with a value of $15M, Schwab Strategic Tr Us Dividen with a value of $14.5M, and Ishares Tr with a value of $13.6M.

Examining the 13F form we can see an decrease of $296M in the current position value, from $638M to 342M.

Below you can find more details about Integrated Investment Consultants, LLC portfolio as well as his latest detailed transactions.

Portfolio value $342 Million
ETFs: $199 Million
Technology: $37.6 Million
Financial Services: $25.9 Million
Industrials: $18 Million
Healthcare: $15.1 Million
Consumer Cyclical: $13.3 Million
Communication Services: $12.4 Million
Consumer Defensive: $6.68 Million
Other: $14.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 283
  • Current Value $342 Million
  • Prior Value $638 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 28 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 157 stocks
Track This Portfolio

Track Integrated Investment Consultants, LLC Portfolio

Follow Integrated Investment Consultants, LLC 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 Investment Consultants, LLC, based on Form 13F filings with the SEC.


Stay updated on Integrated Investment Consultants, LLC with notifications on news.