Integrated Investment Consultants, LLC Portfolio Holdings
Integrated Investment Consultants, LLC
- $4.55 Billion
- Q3 2024
Integrated Investment Consultants, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.55 Billion distributed in 589 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $2.37B, Eli Lilly & CO with a value of $615M, Apple Inc. with a value of $404M, Berkshire Hathaway Inc Class B with a value of $137M, and Merck & Co., Inc. with a value of $69.7M.
Examining the 13F form we can see an increase of $4.2B in the current position value, from $343M to 4.55B.
Below you can find more details about Integrated Investment Consultants, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.55 Billion
Communication Services: $2.45 Billion
Healthcare: $794 Million
Technology: $483 Million
ETFs: $299 Million
Financial Services: $203 Million
Consumer Cyclical: $121 Million
Industrials: $69.4 Million
Energy: $52.2 Million
Other: $79.5 Million
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 589
- Current Value $4.55 Billion
- Prior Value $343 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 120 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 107 stocks