Intergy Private Wealth, LLC Purchases in Q2 2025

Intergy Private Wealth, LLC

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
2.87K
+ 6.93%
$228.25 - $285.3 $654K - $818K
44.2K $12.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
25.5K
+ 4.33%
$17.76 - $22.1 $453K - $563K
614K $13.6M
VUG
Vanguard Growth ETF

ETFs
273
+ 1.26%
$329.49 - $438.4 $90K - $120K
22K $9.64M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.01K
+ 2.51%
$30.87 - $39.17 $124K - $157K
164K $6.41M
MSFT
Microsoft Corp

Technology
746
+ 32.82%
$354.56 - $497.45 $265K - $371K
3.02K $1.5M
VT
Vanguard Total World Stk Index

ETFs
88
+ 0.18%
$103.16 - $128.52 $9.08K - $11.3K
50.2K $6.45M
NVDA
Nvidia Corp

Technology
1.09K
+ 13.18%
$94.31 - $157.99 $103K - $173K
9.39K $1.48M
IWP
Ishares Russell Mid Cap Growth

ETFs
192
+ 0.82%
$104.34 - $138.68 $20K - $26.6K
23.6K $3.27M
AVUV
American Centy ETF Tr Avantis

ETFs
2.35K
+ 3.55%
$75.17 - $91.21 $177K - $214K
68.5K $6.24M
AVGO
Broadcom Inc.

Technology
138
+ 3.45%
$146.29 - $275.65 $20.2K - $38K
4.14K $1.14M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
227
+ 1.53%
$376.48 - $440.65 $85.5K - $100K
15.1K $6.63M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.75K
New
$141.37 - $228.57 $247K - $400K
1.75K $395K
VO
Vanguard Mid Cap ETF

ETFs
701
+ 7.99%
$228.54 - $279.83 $160K - $196K
9.47K $2.65M
META
Meta Platforms, Inc.

Communication Services
97
+ 7.78%
$484.66 - $738.09 $47K - $71.6K
1.34K $991K
TSLA
Tesla, Inc.

Consumer Cyclical
375
+ 14.57%
$221.86 - $362.89 $83.2K - $136K
2.95K $936K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
234
+ 1.79%
$104.23 - $134.39 $24.4K - $31.4K
13.3K $1.79M
AMZN
Amazon Com Inc

Consumer Cyclical
640
+ 16.56%
$167.32 - $223.3 $107K - $143K
4.51K $988K
NFLX
Netflix Inc

Communication Services
184
New
$855.86 - $1339.13 $157K - $246K
184 $246K
NEE
Nextera Energy Inc

Utilities
3.5K
New
$64.11 - $75.0 $224K - $263K
3.5K $242K
VGSH
Vanguard

ETFs
3.91K
New
$58.32 - $58.95 $228K - $230K
3.91K $229K
MA
Mastercard Inc

Financial Services
397
New
$479.92 - $590.74 $191K - $235K
397 $223K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.36K
New
$73.7 - $90.98 $174K - $214K
2.36K $214K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.86K
+ 20.51%
$105.23 - $109.61 $195K - $204K
10.9K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.32K
+ 10.54%
$90.56 - $109.49 $120K - $145K
13.9K $1.52M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6
+ 0.0%
$45.11 - $52.34 $271 - $314
122K $6.4M
GOOG
Alphabet Inc.

Communication Services
555
+ 13.18%
$146.58 - $180.01 $81.4K - $99.9K
4.77K $845K
V
Visa Inc.

Financial Services
505
+ 30.26%
$308.27 - $373.31 $156K - $189K
2.17K $771K
VIG
Vanguard Dividend Appreciation

ETFs
1.01K
New
N/A
1.01K $184K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
11K
New
$12.23 - $15.46 $135K - $170K
11K $166K
AAPL
Apple Inc.

Technology
1.93K
+ 13.18%
$172.42 - $223.89 $332K - $431K
16.5K $3.39M
GOOGL
Alphabet Inc.

Communication Services
433
+ 16.26%
$144.7 - $178.6 $62.7K - $77.3K
3.1K $545K
JPM
Jpmorgan Chase & CO

Financial Services
97
+ 4.14%
$210.28 - $289.91 $20.4K - $28.1K
2.44K $707K
VBK
Vanguard Small Cap Growth ETF

ETFs
147
+ 3.87%
$219.76 - $276.94 $32.3K - $40.7K
3.95K $1.09M
PM
Philip Morris International Inc.

Consumer Defensive
489
+ 28.14%
$149.23 - $184.95 $73K - $90.4K
2.23K $405K
IEF
Ishares Barclays

ETFs
1.3K
+ 40.06%
$93.15 - $96.56 $121K - $126K
4.55K $435K
SAN
Banco Santander, S.A.

Financial Services
13K
New
$5.72 - $8.32 $74.1K - $108K
13K $107K
CSCO
Cisco Systems, Inc.

Technology
745
+ 13.92%
$53.19 - $69.38 $39.6K - $51.7K
6.1K $422K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
705
+ 2.0%
$96.84 - $99.46 $68.3K - $70.1K
35.9K $3.56M
SAP
Sap Se

Technology
179
+ 21.78%
$237.53 - $309.8 $42.5K - $55.5K
1K $304K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.54K
+ 11.47%
$50.37 - $57.97 $77.6K - $89.3K
15K $846K
NVS
Novartis Ag

Healthcare
415
+ 15.05%
$101.96 - $121.01 $42.3K - $50.2K
3.17K $383K
CX
Cemex Sab De Cv

Basic Materials
10.9K
New
$5.02 - $7.19 $54.7K - $78.4K
10.9K $75K
VOE
Vanguard Mid Cap Value Index F

ETFs
155
+ 2.22%
$141.87 - $164.49 $22K - $25.5K
7.15K $1.18M
IJS
Ishares S&P Smallcap 600 Value

ETFs
430
+ 4.75%
$83.54 - $100.04 $35.9K - $43K
9.49K $943K
SHV
Ishares Tr

ETFs
525
+ 15.15%
$110.06 - $110.46 $57.8K - $58K
3.99K $440K
JNK
Spdr Bloomberg High Yield Bond

ETFs
424
+ 16.79%
$91.23 - $97.27 $38.7K - $41.2K
2.95K $286K
MO
Altria Group, Inc.

Consumer Defensive
883
+ 19.73%
$55.56 - $60.91 $49.1K - $53.8K
5.36K $314K
CMCSA
Comcast Corp

Communication Services
1.3K
+ 17.65%
$32.84 - $36.72 $42.7K - $47.7K
8.66K $309K
VNQ
Vanguard Specialized Funds Van

ETFs
618
+ 1.77%
$79.79 - $91.42 $49.3K - $56.5K
35.6K $3.17M
Activity Summary
Buys All Purchases 60 New Holdings 10 Increased Positions 50 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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