Intergy Private Wealth, LLC Purchases and Sells in Q4 2024

Intergy Private Wealth, LLC

$265 Million
Q4 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.12K + 0.95%	$481.22 - $538.17 $541K - $605K	119K $60.9M
VUG	30 + 0.14%	$378.79 - $428.11 $11.4K - $12.8K	22.1K $9.06M
VV	842 + 2.22%	$260.27 - $280.65 $219K - $236K	38.7K $10.4M
AGG	6.09K + 21.43%	$96.64 - $101.23 $589K - $616K	34.5K $3.34M
SPYG	1 + 0.0%	$81.74 - $91.38 $81.7 - $91.4	93.9K $8.25M
AAPL	651 + 4.77%	$221.69 - $259.02 $144K - $169K	14.3K $3.58M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	4.97K New	$183.23 - $199.79 $910K - $992K	4.97K $919K
SYM	13.1K New	$22.73 - $38.78 $298K - $508K	13.1K $310K
TSM	1.32K New	$172.07 - $207.36 $227K - $273K	1.32K $260K
CVX	1.77K New	$141.15 - $162.53 $250K - $288K	1.77K $256K
MO	4.02K New	$49.06 - $57.74 $197K - $232K	4.02K $210K
CMCSA	5.56K New	$37.39 - $45.14 $208K - $251K	5.56K $208K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	-3.85K - 18.76%	$50.67 - $50.9 $195K - $196K	16.6K $844K
VTEB	-1.86K - 6.23%	$49.79 - $51.14 $92.5K - $95K	27.9K $1.4M
ICF	-90 - 0.68%	$58.8 - $66.61 $5.29K - $5.99K	13.1K $790K
XLRE	-465 - 3.94%	$40.06 - $45.21 $18.6K - $21K	11.3K $460K
VTI	-166 - 3.67%	$280.04 - $302.45 $46.5K - $50.2K	4.36K $1.26M
SUB	-5 - 0.04%	$104.94 - $106.2 $525 - $531	11.2K $1.18M

Activity Summary All Purchases 74 New Holdings 8 Increased Positions 66 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.