Integris Wealth Management, LLC Reduced Holdings in Q3 2025

Integris Wealth Management, LLC

  • $411 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.64K
- 54.89%
$153.3 - $186.58 $558K - $680K
2.99K $559M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-8.01K
- 19.58%
$42.28 - $45.71 $339K - $366K
32.9K $1.5B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-7.17K
- 3.8%
$75.26 - $80.19 $540K - $575K
181K $14.5B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.19K
- 22.66%
$49.78 - $50.75 $59.3K - $60.4K
4.07K $206M
EPP
Ishares Inc

ETFs
-2.8K
- 7.08%
$48.87 - $52.69 $137K - $148K
36.8K $1.9B
WMT
Walmart Inc.

Consumer Defensive
-590
- 19.03%
$94.4 - $104.27 $55.7K - $61.5K
2.51K $259M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-126
- 15.05%
$546.99 - $602.2 $68.9K - $75.9K
711 $427M
EMB
Ishares Tr

ETFs
-441
- 10.57%
$91.52 - $95.59 $40.4K - $42.2K
3.73K $355M
AMZN
Amazon Com Inc

Consumer Cyclical
-129
- 2.75%
$211.65 - $238.24 $27.3K - $30.7K
4.57K $1B
EMR
Emerson Electric CO

Industrials
-41
- 1.06%
$128.6 - $149.63 $5.27K - $6.13K
3.82K $501M
IDV
Ishares Tr

ETFs
-153
- 0.93%
$34.54 - $37.28 $5.28K - $5.7K
16.2K $593M
VNQ
Vanguard Specialized Funds Van

ETFs
-10
- 0.07%
$88.47 - $93.24 $885 - $932
15.3K $1.4B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.47K
- 7.21%
$39.06 - $43.42 $96.4K - $107K
31.8K $1.38B
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 1.03%
$282.78 - $316.06 $8.2K - $9.17K
2.8K $883M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-765
- 1.77%
$87.05 - $93.19 $66.6K - $71.3K
42.6K $3.96B
AVUV
American Centy ETF Tr Avantis

ETFs
-98
- 0.69%
$90.37 - $102.12 $8.86K - $10K
14.2K $1.41B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-4.46K
- 4.86%
$80.54 - $89.67 $359K - $400K
87.2K $7.66B
GOOGL
Alphabet Inc.

Communication Services
-109
- 4.41%
$174.36 - $254.72 $19K - $27.8K
2.36K $574M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-521
- 2.15%
$134.94 - $145.86 $70.3K - $76K
23.7K $3.46B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.27K
- 0.91%
$64.17 - $68.19 $81.8K - $86.9K
139K $9.49B
ABBV
Abb Vie Inc.

Healthcare
-264
- 4.9%
$184.85 - $231.54 $48.8K - $61.1K
5.13K $1.19B
GOOG
Alphabet Inc.

Communication Services
-109
- 3.24%
$175.16 - $255.24 $19.1K - $27.8K
3.25K $793M
MSFT
Microsoft Corp

Technology
-189
- 1.26%
$491.09 - $535.64 $92.8K - $101K
14.8K $7.64B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-762
- 1.03%
$41.34 - $45.65 $31.5K - $34.8K
73.3K $3.3B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-528
- 0.67%
$66.81 - $74.64 $35.3K - $39.4K
78.6K $5.77B
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 2.57%
$293.94 - $444.72 $23.8K - $36K
3.07K $1.37B
VV
Vanguard Large Cap ETF

ETFs
-408
- 0.78%
$285.05 - $309.14 $116K - $126K
51.8K $15.9B
IVV
Ishares Core S&P 500 ETF

ETFs
-2.53K
- 4.27%
$620.67 - $670.08 $1.57M - $1.69M
56.7K $37.9B
AAPL
Apple Inc.

Technology
-237
- 0.57%
$202.38 - $256.87 $48K - $60.9K
41K $10.4B
CAT
Caterpillar Inc

Industrials
-66
- 0.26%
$390.92 - $477.15 $25.8K - $31.5K
25.2K $12B
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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