Integrity Financial Corp has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $165 Million distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $15.3M, Invesco Qqq Trust, Series 1 with a value of $11.4M, Invesco Exchange Traded Fd Tr with a value of $11M, Ishares Msci Intl Quality Fact with a value of $8.07M, and Apple Inc. with a value of $7.86M.

Examining the 13F form we can see an increase of $2.97M in the current position value, from $162M to 165M.

Below you can find more details about Integrity Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
ETFs: $109 Million
Technology: $16.7 Million
Financial Services: $10.8 Million
Consumer Cyclical: $4.56 Million
Communication Services: $3.88 Million
Industrials: $2.88 Million
Consumer Defensive: $702,000
Energy: $473,000
Other: $468,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $165 Million
  • Prior Value $162 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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