Integrity Wealth Solutions LLC Portfolio Holdings

Integrity Wealth Solutions LLC

  • $171 Billion
  • Q3 2024

Integrity Wealth Solutions LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $13.3B, Vanguard Growth ETF with a value of $10.6B, Vanguard Value ETF with a value of $9.36B, American Centy ETF Tr Avantis with a value of $6.57B, and Spdr S&P 600 Small Cap Growth with a value of $6.42B.

Examining the 13F form we can see an increase of $17.6B in the current position value, from $154B to 171B.

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 $171 Billion
ETFs: $147 Billion
Technology: $9.95 Billion
Consumer Cyclical: $4.85 Billion
Communication Services: $2.33 Billion
Financial Services: $1.11 Billion
Industrials: $620 Million
Real Estate: $291 Million
Healthcare: $241 Million
Other: $572 Million

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 92
  • Current Value $171 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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