Integris Wealth Management, LLC Incresed Positions in Q2 2025

Integris Wealth Management, LLC

  • $383 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 1.09%
$243.75 - $303.93 $264K - $330K
101K $30.6B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.33K
+ 1.21%
$25.93 - $32.91 $190K - $241K
614K $20.2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
10.3K
+ 1.62%
$23.4 - $29.68 $242K - $307K
650K $19.3B
MSFT
Microsoft Corp

Technology
189
+ 1.28%
$354.56 - $497.45 $67K - $94K
14.9K $7.43B
AFRM
Affirm Holdings, Inc.

Technology
4.09K
+ 23.14%
$35.75 - $69.14 $146K - $283K
21.8K $1.51B
NVDA
Nvidia Corp

Technology
2.81K
+ 73.38%
$94.31 - $157.99 $265K - $444K
6.64K $1.05B
Dimensional ETF Trust
8.6K
+ 1.62%
N/A
541K $14.5B
AMZN
Amazon Com Inc

Consumer Cyclical
2.03K
+ 76.34%
$167.32 - $223.3 $340K - $454K
4.7K $1.03B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
202
+ 0.84%
$108.06 - $135.3 $21.8K - $27.3K
24.3K $3.28B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.38K
+ 3.32%
$33.46 - $41.33 $79.7K - $98.4K
74.1K $3.06B
VGT
Vanguard Information Technolog

ETFs
159
+ 18.84%
$470.37 - $663.28 $74.8K - $105K
1K $665M
GOOG
Alphabet Inc.

Communication Services
795
+ 30.96%
$146.58 - $180.01 $117K - $143K
3.36K $597M
QQQ
Invesco Qqq Trust, Series 1

ETFs
191
+ 29.57%
$416.06 - $551.64 $79.5K - $105K
837 $462M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.83K
+ 2.91%
$102.02 - $103.5 $187K - $190K
64.9K $6.68B
CSCO
Cisco Systems, Inc.

Technology
1K
+ 12.25%
$53.19 - $69.38 $53.2K - $69.4K
9.16K $636M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.68%
$210.28 - $289.91 $4K - $5.51K
2.83K $820M
FAST
Fastenal CO

Industrials
8.82K
+ 122.17%
$40.65 - $83.16 $358K - $733K
16K $674M
WMT
Walmart Inc.

Consumer Defensive
466
+ 17.69%
$81.79 - $99.98 $38.1K - $46.6K
3.1K $303M
GOOGL
Alphabet Inc.

Communication Services
107
+ 4.53%
$144.7 - $178.6 $15.5K - $19.1K
2.47K $435M
BAC
Bank Of America Corp

Financial Services
199
+ 1.88%
$34.39 - $47.46 $6.84K - $9.44K
10.8K $510M
RTX
Raytheon Technologies Corp

Industrials
173
+ 8.56%
$113.75 - $148.48 $19.7K - $25.7K
2.19K $320M
ITOT
Ishares Core S&P Total U.S. St

ETFs
189
+ 9.32%
$108.12 - $135.04 $20.4K - $25.5K
2.22K $299M
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.1%
$92.79 - $134.29 $186 - $269
1.99K $264M
DVY
Ishares Tr

ETFs
281
+ 7.48%
$118.37 - $134.86 $33.3K - $37.9K
4.04K $536M
MRK
Merck & Co., Inc.

Healthcare
465
+ 19.17%
$73.47 - $87.12 $34.2K - $40.5K
2.89K $229M
XEL
Xcel Energy Inc

Utilities
17
+ 0.27%
$65.65 - $72.39 $1.12K - $1.23K
6.34K $432M
COP
Conocophillips

Energy
58
+ 2.42%
$82.66 - $106.1 $4.79K - $6.15K
2.45K $220M
JNJ
Johnson & Johnson

Healthcare
310
+ 3.96%
$146.36 - $159.82 $45.4K - $49.5K
8.15K $1.24B
PG
Procter & Gamble CO

Consumer Defensive
191
+ 2.28%
$157.66 - $172.39 $30.1K - $32.9K
8.56K $1.36B
ABBV
Abb Vie Inc.

Healthcare
283
+ 5.54%
$170.16 - $206.27 $48.2K - $58.4K
5.39K $1B
PEP
Pepsico Inc

Consumer Defensive
200
+ 3.27%
$128.02 - $151.37 $25.6K - $30.3K
6.32K $835M
CVX
Chevron Corp

Energy
42
+ 0.75%
$133.73 - $168.51 $5.62K - $7.08K
5.66K $810M
AAPL
Apple Inc.

Technology
656
+ 1.62%
$172.42 - $223.89 $113K - $147K
41.2K $8.46B
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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