Integrated Investment Consultants, LLC Portfolio Holdings
Integrated Investment Consultants, LLC
- $547 Million
- Q2 2025
Integrated Investment Consultants, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $547 Million distributed in 647 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 $49.1M, Ishares Russell Mid Cap Growth with a value of $46.3M, Ishares Tr Core Growth Allocat with a value of $22.6M, Ishares Russell 1000 Val ETF with a value of $18.5M, and Blackrock Short Maturity Bond with a value of $16.2M.
Examining the 13F form we can see an decrease of $194M in the current position value, from $740M to 547M.
Below you can find more details about Integrated Investment Consultants, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 647
- Current Value $547 Million
- Prior Value $740 Million
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 45 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 155 stocks