Integrated Investment Consultants, LLC Purchases in Q4 2024

Integrated Investment Consultants, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
163K
+ 11649.21%
$567.81 - $607.81 $92.5M - $99M
164K $96.3M
META
Meta Platforms, Inc.

Communication Services
61
+ 0.0%
$554.08 - $632.68 $33.8K - $38.6K
4.13M $2.44B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
27.5K
New
$563.99 - $620.12 $15.5M - $17.1M
27.5K $15.7M
COIN
Coinbase Global, Inc.

Technology
250
+ 0.22%
$163.17 - $343.62 $40.8K - $85.9K
113K $28.1M
VUG
Vanguard Growth ETF

ETFs
9.69K
New
$378.79 - $428.11 $3.67M - $4.15M
9.69K $3.98M
NEAR
Blackrock Short Maturity Bond

ETFs
75.1K
+ 75.18%
$50.28 - $51.08 $3.77M - $3.83M
175K $8.83M
BMY
Bristol Myers Squibb CO

Healthcare
14.3K
+ 4.23%
$51.92 - $59.94 $742K - $857K
352K $19.9M
WMT
Walmart Inc.

Consumer Defensive
23.8K
+ 152.4%
$79.1 - $95.7 $1.88M - $2.28M
39.4K $3.56M
CSCO
Cisco Systems, Inc.

Technology
22.9K
+ 25.12%
$52.45 - $60.02 $1.2M - $1.37M
114K $6.74M
EMR
Emerson Electric CO

Industrials
14.6K
New
$108.13 - $134.33 $1.58M - $1.97M
14.6K $1.82M
EFA
Ishares Tr Msci Eafe ETF

ETFs
23.7K
+ 353.21%
$75.1 - $82.99 $1.78M - $1.97M
30.5K $2.3M
BAC
Bank Of America Corp

Financial Services
34.1K
+ 96.24%
$39.22 - $47.77 $1.34M - $1.63M
69.5K $3.05M
IBM
International Business Machines Corp

Technology
7.53K
+ 36.4%
$204.9 - $238.04 $1.54M - $1.79M
28.2K $6.2M
RTX
Raytheon Technologies Corp

Industrials
14K
+ 449.42%
$114.45 - $127.21 $1.61M - $1.79M
17.2K $1.99M
AFL
Aflac Inc

Financial Services
17.4K
+ 71.52%
$100.37 - $115.27 $1.74M - $2M
41.7K $4.31M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
18.1K
New
$86.65 - $94.9 $1.57M - $1.72M
18.1K $1.57M
VOOV
Vanguard S&P 500 Value ETF

ETFs
7.79K
New
$184.21 - $199.29 $1.44M - $1.55M
7.79K $1.44M
MSFT
Microsoft Corp

Technology
3.87K
+ 16.61%
$406.35 - $454.46 $1.57M - $1.76M
27.1K $11.4M
RMD
Resmed Inc

Healthcare
6.03K
New
$228.69 - $256.07 $1.38M - $1.54M
6.03K $1.38M
PG
Procter & Gamble CO

Consumer Defensive
7.99K
+ 435.29%
$161.05 - $179.7 $1.29M - $1.44M
9.83K $1.65M
WFC
Wells Fargo & Company

Financial Services
17.2K
+ 206.6%
$54.98 - $77.35 $948K - $1.33M
25.6K $1.8M
SHEL
Shell PLC

Energy
19.6K
New
$60.63 - $70.23 $1.19M - $1.38M
19.6K $1.23M
MCD
Mcdonalds Corp

Consumer Cyclical
5.01K
+ 29.49%
$288.47 - $316.54 $1.44M - $1.58M
22K $6.37M
ABT
Abbott Laboratories

Healthcare
11.5K
+ 10.06%
$111.93 - $119.39 $1.28M - $1.37M
126K $14.2M
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 0.3%
$205.18 - $250.29 $25K - $30.5K
40.3K $9.65M
PEP
Pepsico Inc

Consumer Defensive
8.22K
+ 211.96%
$151.29 - $176.1 $1.24M - $1.45M
12.1K $1.84M
IWN
Ishares Russell2000 Val ETF

ETFs
6.65K
+ 34.39%
$162.69 - $181.35 $1.08M - $1.21M
26K $4.26M
SCHW
Schwab Charles Corp

Financial Services
788
+ 0.76%
$63.31 - $82.85 $49.9K - $65.3K
105K $7.78M
KMB
Kimberly Clark Corp

Consumer Defensive
7.49K
New
$130.37 - $146.09 $976K - $1.09M
7.49K $981K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.56K
+ 2.51%
$95.27 - $107.82 $244K - $276K
104K $10.8M
TGT
Target Corp

Consumer Defensive
6.81K
New
$121.59 - $160.69 $829K - $1.09M
6.81K $921K
CL
Colgate Palmolive CO

Consumer Defensive
12K
+ 88.46%
$90.22 - $102.31 $1.08M - $1.23M
25.6K $2.32M
KO
Coca Cola CO

Consumer Defensive
15.2K
+ 268.62%
$61.74 - $71.71 $939K - $1.09M
20.9K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.6K
+ 10.0%
$180.88 - $232.93 $289K - $373K
17.6K $3.86M
ACN
Accenture PLC

Technology
2.4K
+ 225.02%
$343.9 - $376.86 $826K - $905K
3.47K $1.22M
DOW
Dow Inc.

Basic Materials
20.8K
New
$39.1 - $55.34 $812K - $1.15M
20.8K $832K
PNW
Pinnacle West Capital Corp

Utilities
9.8K
New
$84.03 - $94.52 $823K - $926K
9.8K $830K
LPLA
Lpl Financial Holdings Inc.

Financial Services
262
+ 3.64%
$229.85 - $335.91 $60.2K - $88K
7.47K $2.44M
WY
Weyerhaeuser CO

Real Estate
27K
New
$27.21 - $33.7 $735K - $910K
27K $760K
MDLZ
Mondelez International, Inc.

Consumer Defensive
12.5K
New
$59.25 - $72.99 $743K - $916K
12.5K $749K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
341
+ 2.96%
$338.38 - $446.21 $115K - $152K
11.9K $5.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.1K
+ 54.58%
$96.64 - $101.23 $686K - $718K
20.1K $1.95M
GOOGL
Alphabet Inc.

Communication Services
188
+ 0.81%
$161.86 - $196.66 $30.4K - $37K
23.3K $4.41M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26.9K
+ 16.49%
$38.37 - $42.82 $1.03M - $1.15M
190K $7.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
606
+ 0.96%
$77.25 - $91.3 $46.8K - $55.3K
64.1K $5.47M
VNT
Vontier Corp

Technology
8.66K
+ 14.72%
$33.03 - $40.45 $286K - $350K
67.5K $2.46M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.26K
+ 24.6%
$80.87 - $87.69 $506K - $549K
31.7K $2.58M
SCHG
Schwab Strategic Tr Us Large C

ETFs
206K
+ 296.74%
$25.93 - $105.3 $5.33M - $21.6M
275K $7.66M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.45K
+ 74.19%
$87.1 - $98.49 $474K - $536K
12.8K $1.12M
Activity Summary
Buys All Purchases 179 New Holdings 29 Increased Positions 150 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 2 Puts 0
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