Intergy Private Wealth, LLC Purchases and Sells in Q2 2025

Intergy Private Wealth, LLC

$290 Million
Q2 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	2.87K + 6.93%	$228.25 - $285.3 $654K - $818K	44.2K $12.6M
SCHF	25.5K + 4.33%	$17.76 - $22.1 $453K - $563K	614K $13.6M
VUG	273 + 1.26%	$329.49 - $438.4 $90K - $120K	22K $9.64M
ESGE	4.01K + 2.51%	$30.87 - $39.17 $124K - $157K	164K $6.41M
MSFT	746 + 32.82%	$354.56 - $497.45 $265K - $371K	3.02K $1.5M
VT	88 + 0.18%	$103.16 - $128.52 $9.08K - $11.3K	50.2K $6.45M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	1.75K New	$141.37 - $228.57 $247K - $400K	1.75K $395K
NFLX	184 New	$855.86 - $1339.13 $157K - $246K	184 $246K
NEE	3.5K New	$64.11 - $75.0 $224K - $263K	3.5K $242K
VGSH	3.91K New	$58.32 - $58.95 $228K - $230K	3.91K $229K
MA	397 New	$479.92 - $590.74 $191K - $235K	397 $223K
IJK	2.36K New	$73.7 - $90.98 $174K - $214K	2.36K $214K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NSP	-13 - 0.11%	$58.55 - $89.92 $761 - $1.17K	12.2K $731K
VTI	-938 - 21.05%	$243.75 - $303.93 $229K - $285K	3.52K $1.07M
CVX	-326 - 15.4%	$133.73 - $168.51 $43.6K - $54.9K	1.79K $256K
BIV	-1.81K - 2.42%	$75.05 - $77.34 $136K - $140K	73.2K $5.66M
MINT	-592 - 2.35%	$100.04 - $100.54 $59.2K - $59.5K	24.6K $2.47M
VB	-351 - 17.59%	$193.73 - $237.37 $68K - $83.3K	1.64K $389K

Activity Summary All Purchases 60 New Holdings 10 Increased Positions 50 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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