Integrity Wealth Solutions LLC Portfolio Holdings

Integrity Wealth Solutions LLC

  • $154 Billion
  • Q2 2024

Integrity Wealth Solutions LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.1B, Vanguard Growth ETF with a value of $10.4B, Vanguard Value ETF with a value of $8.24B, American Centy ETF Tr Avantis with a value of $5.87B, and Spdr Ser Tr Msci Usa Strategic with a value of $4.8B.

Examining the 13F form we can see an increase of $623M in the current position value, from $153B to 154B.

Integrity Wealth Solutions LLC is based out at Denver, CO

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

Portfolio value $154 Billion
ETFs: $133 Billion
Technology: $8.6 Billion
Consumer Cyclical: $3.55 Billion
Communication Services: $2.33 Billion
Financial Services: $807 Million
Industrials: $565 Million
Real Estate: $264 Million
Consumer Defensive: $230 Million
Other: $317 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138B
$378 Million 0.25% of portfolio
5,205
Q2 2024 Reduced 22.61%
$70.2B
$337 Million 0.22% of portfolio
264
Q1 2024 Reduced 13.73%
$100B
$330 Million 0.21% of portfolio
201
Q2 2024 Reduced 57.51%
$14.3B
$264 Million 0.17% of portfolio
6,409
Q1 2024 Added 8.17%
$93B
$227 Million 0.15% of portfolio
1,661
Q2 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $154 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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