Integrated Investment Consultants, LLC Reduced Holdings in Q2 2025

Integrated Investment Consultants, LLC

  • $547 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
-115
- 3.12%
$59.75 - $73.05 $6.87K - $8.4K
3.57K $251K
O
Realty Income Corp

Real Estate
-253
- 3.88%
$52.27 - $58.52 $13.2K - $14.8K
6.27K $360K
ITW
Illinois Tool Works Inc

Industrials
-18
- 0.17%
$218.41 - $252.43 $3.93K - $4.54K
10.8K $2.67M
CL
Colgate Palmolive CO

Consumer Defensive
-7
- 0.17%
$87.57 - $96.0 $613 - $672
4.09K $371K
CHKP
Check Point Software Technologies LTD

Technology
-10
- 0.78%
$204.26 - $233.47 $2.04K - $2.33K
1.27K $280K
WCC
Wesco International Inc

Industrials
-476
- 18.27%
$132.86 - $186.1 $63.2K - $88.6K
2.13K $394K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-193
- 3.36%
$51.68 - $52.76 $9.97K - $10.2K
5.55K $293K
MSCI
Msci Inc.

Financial Services
-25
- 2.27%
$506.56 - $576.74 $12.7K - $14.4K
1.08K $621K
ADBE
Adobe Inc.

Technology
-8
- 1.18%
$340.0 - $420.68 $2.72K - $3.37K
668 $258K
MOGA
Moog Inc Cla
-1.63K
- 45.54%
N/A
1.95K $0
Expro Group Holdings Nv Com
-12.7K
- 38.29%
N/A
20.5K $0
Ge Vernova Inc Com
-246
- 19.74%
N/A
1K $0
IJS
Ishares S&P Smallcap 600 Value

ETFs
-30
- 1.36%
$83.54 - $100.04 $2.51K - $3K
2.18K $216K
CMA
Comerica Inc

Financial Services
-22
- 0.41%
$50.42 - $59.65 $1.11K - $1.31K
5.39K $321K
CSGP
Costar Group, Inc.

Real Estate
-39
- 0.72%
$72.62 - $83.22 $2.83K - $3.25K
5.4K $434K
SYK
Stryker Corp

Healthcare
-193
- 5.56%
$337.37 - $395.63 $65.1K - $76.4K
3.28K $1.3M
DIS
Walt Disney CO

Communication Services
-2.35K
- 20.0%
$81.72 - $124.01 $192K - $292K
9.41K $1.17M
VRSK
Verisk Analytics, Inc.

Industrials
-3
- 0.35%
$277.03 - $321.33 $831 - $964
853 $265K
ROL
Rollins Inc

Consumer Cyclical
-2
- 0.04%
$50.65 - $58.58 $101 - $117
5.32K $299K
SPGI
S&P Global Inc.

Financial Services
-3
- 0.39%
$438.31 - $527.29 $1.31K - $1.58K
759 $400K
IVE
Ishares S&P 500 Value ETF

ETFs
-79
- 1.31%
$168.34 - $195.42 $13.3K - $15.4K
5.93K $1.16M
GD
General Dynamics Corp

Industrials
-3
- 0.36%
$247.68 - $291.66 $743 - $875
842 $245K
MEDP
Medpace Holdings, Inc.

Healthcare
-13
- 0.59%
$277.23 - $315.28 $3.6K - $4.1K
2.17K $681K
CBRE
Cbre Group, Inc.

Real Estate
-85
- 2.83%
$113.94 - $140.12 $9.68K - $11.9K
2.92K $409K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-84
- 2.01%
$73.7 - $90.98 $6.19K - $7.64K
4.09K $372K
GE
General Electric CO

Industrials
-671
- 19.19%
$166.81 - $257.39 $112K - $173K
2.83K $727K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-165
- 1.47%
$32.66 - $40.75 $5.39K - $6.72K
11K $447K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-67
- 0.62%
$90.56 - $109.49 $6.07K - $7.34K
10.8K $1.18M
COF
Capital One Financial Corp

Financial Services
-448
- 10.51%
$150.57 - $212.76 $67.5K - $95.3K
3.82K $811K
ADI
Analog Devices Inc

Technology
-3
- 0.19%
$164.6 - $238.02 $494 - $714
1.58K $375K
CSX
Csx Corp

Industrials
-8
- 0.04%
$26.69 - $32.91 $214 - $263
19.2K $626K
CAT
Caterpillar Inc

Industrials
-5
- 0.42%
$273.94 - $388.21 $1.37K - $1.94K
1.2K $465K
WFC
Wells Fargo & Company

Financial Services
-153
- 1.56%
$60.98 - $80.12 $9.33K - $12.3K
9.67K $774K
ZBRA
Zebra Technologies Corp

Technology
-26
- 0.83%
$213.54 - $309.26 $5.55K - $8.04K
3.1K $955K
AMAT
Applied Materials Inc

Technology
-5
- 0.26%
$126.95 - $183.52 $635 - $918
1.93K $353K
VONV
Vanguard Russell 1000 Value Et

ETFs
-430
- 0.98%
$73.19 - $85.21 $31.5K - $36.6K
43.5K $3.71M
SCHW
Schwab Charles Corp

Financial Services
-2.85K
- 10.26%
$69.06 - $91.24 $197K - $260K
25K $2.28M
DKNG
Draft Kings Inc.

Consumer Cyclical
-23
- 0.22%
$31.67 - $42.89 $728 - $986
10.6K $453K
NOW
Service Now, Inc.

Technology
-1
- 0.22%
$721.65 - $1040.18 $722 - $1.04K
449 $461K
INTU
Intuit Inc

Technology
-15
- 2.23%
$544.07 - $787.63 $8.16K - $11.8K
659 $519K
TT
Trane Technologies PLC

Industrials
-2
- 0.16%
$315.21 - $437.41 $630 - $875
1.25K $547K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-533
- 7.43%
$283.31 - $388.96 $151K - $207K
6.64K $2.49M
VOT
Vanguard Mid Cap Growth Index

ETFs
-45
- 1.11%
$216.28 - $284.39 $9.73K - $12.8K
4.02K $1.14M
IWP
Ishares Russell Mid Cap Growth

ETFs
-58.6K
- 14.93%
$104.34 - $138.68 $6.12M - $8.13M
334K $46.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-386
- 2.58%
$82.96 - $110.1 $32K - $42.5K
14.6K $1.61M
NFLX
Netflix Inc

Communication Services
-2
- 0.36%
$855.86 - $1339.13 $1.71K - $2.68K
552 $739K
ROK
Rockwell Automation, Inc

Industrials
-69
- 2.03%
$218.97 - $332.17 $15.1K - $22.9K
3.33K $1.11M
JPM
Jpmorgan Chase & CO

Financial Services
-3.74K
- 12.57%
$210.28 - $289.91 $787K - $1.09M
26K $7.55M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-21
- 0.81%
$328.01 - $475.68 $6.89K - $9.99K
2.57K $1.2M
Activity Summary
Buys All Purchases 115 New Holdings 45 Increased Positions 70 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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