Integris Wealth Management, LLC Reduced Holdings in Q2 2025

Integris Wealth Management, LLC

  • $383 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-14K
- 4.97%
$24.66 - $25.17 $345K - $352K
268K $6.74B
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.33K
- 21.88%
$29.0 - $30.68 $183K - $194K
22.6K $693M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.5K
- 0.72%
$77.74 - $78.78 $427K - $433K
754K $59.4B
VUG
Vanguard Growth ETF

ETFs
-335
- 33.84%
$329.49 - $438.4 $110K - $147K
655 $287M
VNQ
Vanguard Specialized Funds Van

ETFs
-422
- 2.67%
$79.79 - $91.42 $33.7K - $38.6K
15.4K $1.37B
EMB
Ishares Tr

ETFs
-214
- 4.88%
$86.54 - $92.62 $18.5K - $19.8K
4.17K $387M
IYR
Ishares Tr

ETFs
-27
- 1.05%
$84.48 - $96.25 $2.28K - $2.6K
2.53K $240M
V
Visa Inc.

Financial Services
-23
- 2.19%
$308.27 - $373.31 $7.09K - $8.59K
1.03K $364M
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 4.44%
$908.13 - $1056.85 $23.6K - $27.5K
560 $554M
IEFA
Ishares Tr

ETFs
-40
- 1.38%
$67.83 - $84.09 $2.71K - $3.36K
2.86K $239M
VIG
Vanguard Dividend Appreciation

ETFs
-84
- 1.83%
N/A
4.49K $920M
IDV
Ishares Tr

ETFs
-598
- 3.52%
$27.79 - $34.84 $16.6K - $20.8K
16.4K $565M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-424
- 3.99%
$37.77 - $46.15 $16K - $19.6K
10.2K $471M
NFLX
Netflix Inc

Communication Services
-19
- 5.56%
$855.86 - $1339.13 $16.3K - $25.4K
323 $433M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-20
- 0.06%
$30.87 - $39.17 $617 - $783
34.2K $1.34B
EPP
Ishares Inc

ETFs
-539
- 1.34%
$38.85 - $49.83 $20.9K - $26.9K
39.6K $1.95B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-684
- 1.64%
$32.41 - $42.59 $22.2K - $29.1K
40.9K $1.74B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-583
- 1.33%
$73.02 - $90.22 $42.6K - $52.6K
43.3K $3.86B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-841
- 1.05%
$55.73 - $68.72 $46.9K - $57.8K
79.1K $5.43B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-3.33K
- 2.31%
$53.75 - $67.21 $179K - $224K
141K $9.31B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-643
- 0.11%
$24.21 - $29.47 $15.6K - $18.9K
560K $16.5B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-922
- 1.0%
$65.04 - $82.18 $60K - $75.8K
91.7K $7.53B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.45K
- 0.77%
$62.73 - $78.42 $91.2K - $114K
189K $14.6B
VV
Vanguard Large Cap ETF

ETFs
-675
- 1.28%
$228.25 - $285.3 $154K - $193K
52.2K $14.9B
CAT
Caterpillar Inc

Industrials
-24
- 0.09%
$273.94 - $388.21 $6.57K - $9.32K
25.3K $9.82B
IVV
Ishares Core S&P 500 ETF

ETFs
-872
- 1.45%
$498.8 - $620.9 $435K - $541K
59.2K $36.7B
VEA
Vanguard Ftse Developed Market

ETFs
-1.87K
- 0.32%
$45.65 - $57.01 $85.3K - $107K
579K $33B
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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