Integrity Wealth Solutions LLC Purchases in Q1 2025

Integrity Wealth Solutions LLC

  • $185 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
115K
+ 394.18%
$25.54 - $27.64 $2.94M - $3.18M
144K $3.93B
Pimco ETF Tr
44K
New
N/A
44K $1.16B
GLDM
World Gold Trust

ETFs
2.28K
+ 2.29%
$52.19 - $61.89 $119K - $141K
102K $6.29B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
29.7K
New
$27.64 - $28.58 $821K - $849K
29.7K $849M
VEA
Vanguard Ftse Developed Market

ETFs
714
+ 0.27%
$47.4 - $52.99 $33.8K - $37.8K
267K $13.6B
VTV
Vanguard Value ETF

ETFs
3.71K
+ 6.83%
$167.73 - $179.21 $622K - $664K
58K $10B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798M
Vanguard Malvern Fds
9.41K
+ 34.01%
N/A
37.1K $2.88B
Vanguard Mun Bd Fds
6.7K
New
N/A
6.7K $662M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.62K
+ 10.18%
$58.01 - $64.46 $384K - $427K
71.7K $4.45B
DFAI
Dimensional ETF Tr

ETFs
13.1K
+ 26.88%
$28.88 - $32.4 $378K - $425K
61.8K $1.93B
Innovator Etfs Trust
20.9K
New
N/A
20.9K $496M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.95K
+ 9.21%
$33.84 - $37.77 $269K - $300K
94.3K $3.43B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
9.34K
+ 6.48%
$40.5 - $42.02 $378K - $393K
153K $6.4B
MINO
Pimco ETF Tr Municipal Income

ETFs
9.69K
New
$44.44 - $45.83 $431K - $444K
9.69K $434M
DFAR
Dimensional ETF Tr Dimensional

ETFs
13.2K
+ 9.74%
$22.35 - $24.52 $295K - $323K
149K $3.53B
NEE
Nextera Energy Inc

Utilities
4.53K
New
$66.96 - $76.16 $303K - $345K
4.53K $321M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
746
+ 130.42%
$408.78 - $448.82 $305K - $335K
1.32K $554M
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.71K
+ 4.59%
$23.92 - $26.89 $137K - $154K
130K $3.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
843
+ 34.27%
$468.34 - $539.52 $395K - $455K
3.3K $1.55B
Vanguard Wellington Fd
2.81K
+ 113.49%
N/A
5.29K $531M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
606
+ 40.48%
$507.05 - $563.67 $307K - $342K
2.1K $1.08B
IWM
Ishares Russell 2000 ETF

ETFs
1.48K
+ 127.93%
$198.1 - $229.79 $294K - $341K
2.64K $527M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.35K
New
$59.61 - $66.71 $259K - $290K
4.35K $263M
DFAE
Dimensional ETF Tr

ETFs
5.78K
+ 3.42%
$24.64 - $26.86 $142K - $155K
175K $4.52B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.25K
New
$63.07 - $73.5 $205K - $239K
3.25K $228M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.15K
+ 9.5%
$100.32 - $100.76 $216K - $217K
24.8K $2.49B
American Centy ETF Tr
3.8K
New
N/A
3.8K $206M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.61K
New
$23.32 - $23.84 $201K - $205K
8.61K $202M
MCH
Matthews Asia Fds China Active
8.27K
New
N/A
8.27K $201M
AVGE
American Centy ETF Tr Avantis
2.81K
+ 40.54%
N/A
9.73K $693M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.15K
+ 2.93%
$37.07 - $40.63 $79.7K - $87.4K
75.5K $2.97B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.14%
$442.66 - $534.52 $885 - $1.07K
1.4K $746M
PLTR
Palantir Technologies Inc.

Technology
874
+ 26.61%
$64.98 - $124.62 $56.8K - $109K
4.16K $351M
UBER
Uber Technologies, Inc

Technology
449
+ 8.7%
$63.17 - $81.49 $28.4K - $36.6K
5.61K $409M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
492
+ 2.52%
$126.11 - $135.06 $62K - $66.4K
20K $2.58B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
195
+ 0.36%
$42.5 - $46.71 $8.29K - $9.11K
54.5K $2.47B
VGSH
Vanguard

ETFs
886
+ 24.09%
$58.07 - $58.69 $51.5K - $52K
4.56K $268M
AOR
Ishares Tr Core Growth Allocat

ETFs
824
+ 7.64%
$56.63 - $59.39 $46.7K - $48.9K
11.6K $668M
IXUS
Ishares Tr

ETFs
178
+ 2.08%
$65.06 - $72.31 $11.6K - $12.9K
8.75K $611M
American Centy ETF Tr
765
+ 11.54%
N/A
7.4K $429M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
835
+ 3.42%
$49.78 - $53.19 $41.6K - $44.4K
25.2K $1.29B
RIG
Transocean Ltd.

Energy
12.3K
New
$2.67 - $4.28 $32.9K - $52.7K
12.3K $39M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
73
+ 1.2%
$128.74 - $138.67 $9.4K - $10.1K
6.16K $835M
VBK
Vanguard Small Cap Growth ETF

ETFs
931
+ 12.98%
$247.97 - $296.33 $231K - $276K
8.1K $2.04B
NFLX
Netflix Inc

Communication Services
2
+ 0.28%
$828.4 - $1058.6 $1.66K - $2.12K
719 $670M
VNQ
Vanguard Specialized Funds Van

ETFs
151
+ 1.34%
$85.55 - $94.34 $12.9K - $14.2K
11.4K $1.04B
UDR
Udr, Inc.

Real Estate
357
+ 5.57%
$40.09 - $46.04 $14.3K - $16.4K
6.77K $306M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.78K
+ 6.22%
$64.88 - $72.1 $116K - $128K
30.4K $2B
Activity Summary
Buys All Purchases 80 New Holdings 14 Increased Positions 66 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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