Intergy Private Wealth, LLC Purchases and Sells in Q3 2025

Intergy Private Wealth, LLC

$316 Million
Q3 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	30.1K + 3.03%	$26.38 - $27.95 $794K - $841K	1.02M $27.9M
VV	1.24K + 2.81%	$285.05 - $309.14 $354K - $384K	45.5K $14M
SCHF	27.2K + 4.44%	$21.69 - $23.34 $590K - $635K	641K $14.9M
VEA	2.11K + 0.56%	$56.02 - $60.3 $118K - $127K	376K $22.5M
AAPL	1.34K + 8.09%	$202.38 - $256.87 $271K - $343K	17.9K $4.55M
VUG	110 + 0.5%	$433.97 - $484.08 $47.7K - $53.2K	22.1K $10.6M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSLC	3.2K New	$121.46 - $130.92 $388K - $418K	3.2K $416K
BABA	1.53K New	$103.83 - $179.9 $159K - $275K	1.53K $273K
MUB	2.29K New	$103.24 - $106.68 $237K - $244K	2.29K $243K
SONY	8.02K New	$23.92 - $30.07 $192K - $241K	8.02K $230K
BND	2.82K New	$72.57 - $74.72 $205K - $211K	2.82K $210K
ORCL	721 New	$218.96 - $328.33 $158K - $237K	721 $202K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SAP	-194 - 19.38%	$252.42 - $311.93 $49K - $60.5K	807 $215K
PM	-270 - 12.12%	$157.77 - $183.27 $42.6K - $49.5K	1.96K $317K
CMCSA	-1.45K - 16.78%	$31.41 - $36.33 $45.6K - $52.8K	7.21K $226K
V	-100 - 4.6%	$332.09 - $358.86 $33.2K - $35.9K	2.07K $708K
IBM	-25 - 0.59%	$234.77 - $292.47 $5.87K - $7.31K	4.22K $1.19M
NFLX	-3 - 1.63%	$1147.87 - $1297.18 $3.44K - $3.89K	181 $217K

Activity Summary All Purchases 76 New Holdings 8 Increased Positions 68 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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