Intergy Private Wealth, LLC Purchases and Sells in Q1 2025

Intergy Private Wealth, LLC

$260 Million
Q1 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	5.03K + 1.36%	$47.4 - $52.99 $238K - $267K	374K $19.2M
SCHF	22.2K + 3.93%	$18.36 - $20.51 $408K - $456K	588K $11.7M
AVDV	2.27K + 1.58%	$63.74 - $71.96 $145K - $163K	146K $10.3M
SCHD	20K + 2.1%	$27.01 - $28.54 $541K - $572K	974K $26.9M
ESGE	5.26K + 3.41%	$32.74 - $36.2 $172K - $190K	160K $5.59M
LQD	1.69K + 23.0%	$105.1 - $109.61 $178K - $186K	9.05K $982K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	2.04K New	$142.06 - $167.7 $290K - $343K	2.04K $338K
BND	4.53K New	$71.17 - $73.66 $323K - $334K	4.53K $332K
LLY	305 New	$725.72 - $929.72 $221K - $284K	305 $251K
JNK	2.53K New	$94.86 - $97.12 $240K - $245K	2.53K $240K
LOW	1.03K New	$222.66 - $268.42 $229K - $276K	1.03K $239K
VICI	6.81K New	$28.21 - $32.68 $192K - $222K	6.81K $221K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-1.67K - 1.4%	$468.34 - $539.52 $782K - $900K	118K $55.1M
VUG	-371 - 1.68%	$369.1 - $427.61 $137K - $159K	21.7K $8.04M
SPYG	-1.63K - 1.74%	$80.05 - $92.39 $130K - $151K	92.2K $7.39M
META	-906 - 42.1%	$576.74 - $736.67 $523K - $667K	1.25K $718K
MSFT	-478 - 17.38%	$375.39 - $447.2 $179K - $214K	2.27K $853K
IWP	-254 - 1.07%	$114.9 - $139.6 $29.2K - $35.5K	23.4K $2.75M

Activity Summary All Purchases 51 New Holdings 7 Increased Positions 44 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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