Integrated Investment Consultants, LLC Portfolio Holdings
Integrated Investment Consultants, LLC
- $4.71 Billion
- Q4 2024
Integrated Investment Consultants, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.71 Billion distributed in 739 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $2.44B, Eli Lilly & CO with a value of $537M, Apple Inc. with a value of $435M, Berkshire Hathaway Inc Class B with a value of $135M, and Spdr S&P 500 ETF Trust with a value of $96.3M.
Examining the 13F form we can see an increase of $161M in the current position value, from $4.55B to 4.71B.
Below you can find more details about Integrated Investment Consultants, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.71 Billion
Communication Services: $2.52 Billion
Healthcare: $708 Million
Technology: $529 Million
ETFs: $423 Million
Financial Services: $210 Million
Consumer Cyclical: $120 Million
Industrials: $67.6 Million
Energy: $52.7 Million
Other: $73.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 739
- Current Value $4.71 Billion
- Prior Value $4.55 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 29 stocks
- Additional Purchases 150 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks