Integrated Wealthcare, LLC Portfolio Holdings by Sector
Integrated Wealthcare, LLC
- $119 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VUG VEA HMOP FBND AVEM VTV IJH VXUS 21 stocks |
$105 Million
92.76% of portfolio
|
  21  
|
- |
  21  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.54 Million
5.76% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SNV 1 stocks |
$637,675
0.56% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$524,418
0.46% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
PECO 1 stocks |
$265,245
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
IRT 1 stocks |
$240,997
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|