Integrity Advisory, LLC has filed its 13F form on January 24, 2023 for Q4 2022 where it was disclosed a total value porftolio of $103 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $14.5M, J P Morgan Exch Traded Fd Tr B with a value of $9.82M, J P Morgan Exchange Traded Fd with a value of $8.35M, Microsoft Corp with a value of $7.05M, and Ishares Core U.S. Aggregate Bo with a value of $4.52M.

Examining the 13F form we can see an decrease of $4.62M in the current position value, from $108M to 103M.

Below you can find more details about Integrity Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Million
ETFs: $74.5 Billion
Technology: $15.1 Billion
Healthcare: $4.85 Billion
Consumer Defensive: $2.49 Billion
Consumer Cyclical: $1.39 Billion
Financial Services: $1.23 Billion
Communication Services: $1.1 Billion
Energy: $1.07 Billion
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $103 Million
  • Prior Value $108 Million
  • Filing
  • Period Q4 2022
  • Filing Date January 24, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 14 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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