Integrity Wealth Solutions LLC Reduced Holdings in Q3 2024

Integrity Wealth Solutions LLC

  • $171 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-7.6K
- 36.75%
$57.8 - $60.8 $439K - $462K
13.1K $790M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.56K
- 41.12%
$60.13 - $68.17 $334K - $379K
7.96K $539M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-15K
- 12.27%
$25.19 - $26.39 $379K - $397K
108K $2.83B
VTI
Vanguard Total Stock Market Et

ETFs
-1.42K
- 18.05%
$255.18 - $283.2 $362K - $401K
6.43K $1.83B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-5.69K
- 15.0%
$47.7 - $48.54 $272K - $276K
32.3K $1.57B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.47K
- 10.66%
$58.03 - $65.37 $434K - $488K
62.6K $4.05B
GOOGL
Alphabet Inc.

Communication Services
-266
- 6.2%
$148.65 - $191.18 $39.5K - $50.9K
4.02K $667M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.68K
- 19.47%
$25.38 - $26.27 $119K - $123K
19.4K $509M
Vanguard Wellington Fd
-795
- 23.04%
N/A
2.66K $269M
UBER
Uber Technologies, Inc

Technology
-1.18K
- 22.69%
$58.48 - $77.47 $69.1K - $91.5K
4.02K $302M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.52K
- 10.6%
$41.02 - $46.01 $144K - $162K
29.7K $1.35B
IXUS
Ishares Tr

ETFs
-980
- 10.78%
$64.9 - $73.35 $63.6K - $71.9K
8.11K $589M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-767
- 11.6%
$77.23 - $87.97 $59.2K - $67.5K
5.84K $507M
HD
Home Depot, Inc.

Consumer Cyclical
-163
- 15.21%
$333.64 - $405.2 $54.4K - $66K
909 $368M
SPY
Spdr S&P 500 ETF Trust

ETFs
-123
- 4.09%
$517.38 - $573.86 $63.6K - $70.6K
2.88K $1.66B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.25K
- 4.19%
$60.84 - $67.51 $75.9K - $84.3K
28.5K $1.92B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-1.83K
- 5.61%
$144.27 - $157.55 $263K - $288K
30.7K $4.84B
META
Meta Platforms, Inc.

Communication Services
-13
- 1.39%
$453.41 - $572.44 $5.89K - $7.44K
925 $529M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 1.55%
$405.19 - $478.57 $8.91K - $10.5K
1.4K $644M
VUG
Vanguard Growth ETF

ETFs
-237
- 0.85%
$341.08 - $391.94 $80.8K - $92.9K
27.6K $10.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-995
- 1.8%
$41.9 - $48.26 $41.7K - $48K
54.1K $2.59B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-545
- 0.61%
$33.74 - $37.96 $18.4K - $20.7K
88.9K $3.34B
VBR
Vanguard Small Cap Value ETF

ETFs
-361
- 1.87%
$179.99 - $201.6 $65K - $72.8K
19K $3.81B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-91
- 0.12%
$36.02 - $41.68 $3.28K - $3.79K
76.3K $3.15B
AAPL
Apple Inc.

Technology
-46
- 0.28%
$207.23 - $234.82 $9.53K - $10.8K
16.6K $3.86B
GLDM
World Gold Trust

ETFs
-529
- 0.54%
$46.2 - $53.01 $24.4K - $28K
96.8K $5.05B
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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