Intergy Private Wealth, LLC Purchases in Q3 2024

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.22K
+ 1.72%
$77.02 - $85.06 $402K - $444K
309K $26.1M
VEA
Vanguard Ftse Developed Market

ETFs
6.8K
+ 1.97%
$47.6 - $53.31 $324K - $363K
352K $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
202
+ 0.17%
$434.77 - $502.96 $87.8K - $102K
118K $57.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 4.0%
$36.98 - $41.55 $377K - $423K
265K $10.9M
AVDV
American Centy ETF Tr Avantis

ETFs
1.7K
+ 1.25%
$62.52 - $71.12 $106K - $121K
137K $9.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.86K
+ 38.23%
$96.25 - $101.98 $757K - $802K
28.4K $2.88M
VV
Vanguard Large Cap ETF

ETFs
661
+ 1.78%
$236.92 - $263.4 $157K - $174K
37.9K $9.97M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
461
+ 3.2%
$386.81 - $423.12 $178K - $195K
14.9K $6.3M
VNQ
Vanguard Specialized Funds Van

ETFs
1.46K
+ 4.48%
$82.97 - $98.97 $121K - $145K
34.2K $3.33M
AVUV
American Centy ETF Tr Avantis

ETFs
1.23K
+ 1.99%
$88.24 - $99.7 $109K - $123K
63.1K $6.06M
VT
Vanguard Total World Stk Index

ETFs
1.05K
+ 2.12%
$107.72 - $119.96 $113K - $125K
50.2K $6.01M
AAPL
Apple Inc.

Technology
568
+ 4.34%
$207.23 - $234.82 $118K - $133K
13.7K $3.18M
VUG
Vanguard Growth ETF

ETFs
538
+ 2.5%
$341.08 - $391.94 $184K - $211K
22.1K $8.47M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
842
+ 1.18%
$74.26 - $78.84 $62.5K - $66.4K
72.3K $5.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
785
+ 2.32%
$89.91 - $101.33 $70.6K - $79.5K
34.7K $3.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.04K
+ 4.89%
$103.87 - $117.59 $108K - $122K
22.3K $2.61M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.88K
New
$51.02 - $52.74 $249K - $257K
4.88K $256K
HD
Home Depot, Inc.

Consumer Cyclical
622
New
$333.64 - $405.2 $208K - $252K
622 $252K
DUK
Duke Energy Corp

Utilities
2.02K
New
$99.35 - $117.71 $200K - $237K
2.02K $232K
IEF
Ishares Barclays

ETFs
2.36K
New
$92.67 - $99.14 $219K - $234K
2.36K $231K
USRT
Ishares Core U.S. Reit ETF

ETFs
2.72K
+ 35.25%
$53.07 - $62.66 $144K - $170K
10.4K $642K
PM
Philip Morris International Inc.

Consumer Defensive
1.88K
New
$101.25 - $127.45 $190K - $239K
1.88K $228K
VO
Vanguard Mid Cap ETF

ETFs
230
+ 3.0%
$237.84 - $263.83 $54.7K - $60.7K
7.9K $2.08M
NEE
Nextera Energy Inc

Utilities
2.57K
New
$69.9 - $84.97 $179K - $218K
2.57K $216K
CB
Chubb LTD

Financial Services
710
New
$252.51 - $292.2 $179K - $207K
710 $204K
UL
Unilever PLC

Consumer Defensive
3.1K
New
$54.7 - $65.59 $170K - $203K
3.1K $201K
JNJ
Johnson & Johnson

Healthcare
1.24K
New
$145.48 - $167.38 $180K - $207K
1.24K $200K
META
Meta Platforms, Inc.

Communication Services
78
+ 3.81%
$453.41 - $572.44 $35.4K - $44.7K
2.13K $1.22M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
610
+ 5.16%
$112.99 - $126.45 $68.9K - $77.1K
12.4K $1.57M
VOE
Vanguard Mid Cap Value Index F

ETFs
319
+ 4.82%
$149.02 - $167.67 $47.5K - $53.5K
6.94K $1.16M
IEMG
Ishares Inc

ETFs
2.88K
+ 5.23%
$53.64 - $53.64 $154K - $154K
57.9K $3.1M
TSLA
Tesla, Inc.

Consumer Cyclical
238
+ 15.59%
$191.76 - $263.26 $45.6K - $62.7K
1.77K $461K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
120
+ 1.08%
$105.53 - $118.34 $12.7K - $14.2K
11.2K $1.31M
IJS
Ishares S&P Smallcap 600 Value

ETFs
381
+ 4.57%
$95.81 - $109.03 $36.5K - $41.5K
8.71K $937K
LQD
Ishares Iboxx $ Investment Gra

ETFs
720
+ 12.0%
$106.11 - $113.72 $76.4K - $81.9K
6.72K $759K
VBK
Vanguard Small Cap Growth ETF

ETFs
168
+ 4.76%
$240.48 - $267.94 $40.4K - $45K
3.7K $989K
NVDA
Nvidia Corp

Technology
820
+ 10.82%
$98.91 - $134.91 $81.1K - $111K
8.4K $1.02M
JPM
Jpmorgan Chase & CO

Financial Services
264
+ 9.15%
$194.9 - $224.8 $51.5K - $59.3K
3.15K $663K
DFAT
Dimensional ETF Tr U S Target

ETFs
6
+ 0.03%
$51.0 - $57.07 $306 - $342
20K $1.11M
XLRE
Select Sector Spdr Tr Real Est

ETFs
27
+ 0.23%
$38.04 - $45.36 $1.03K - $1.22K
11.8K $526K
CGCP
Capital Group Core Plus Income

ETFs
1.27K
+ 3.48%
$22.12 - $23.31 $28K - $29.6K
37.7K $870K
AMZN
Amazon Com Inc

Consumer Cyclical
413
+ 17.54%
$161.02 - $200.0 $66.5K - $82.6K
2.77K $515K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
653
+ 4.92%
$49.77 - $51.95 $32.5K - $33.9K
13.9K $722K
NVS
Novartis Ag

Healthcare
276
+ 12.42%
$106.13 - $120.89 $29.3K - $33.4K
2.5K $287K
AVGO
Broadcom Inc.

Technology
3.6K
+ 893.05%
$136.27 - $1745.86 $490K - $6.28M
4K $690K
MS
Morgan Stanley

Financial Services
203
+ 8.73%
$92.07 - $106.96 $18.7K - $21.7K
2.53K $263K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
358
+ 1.47%
$100.09 - $100.69 $35.8K - $36K
24.7K $2.49M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
95
+ 0.32%
$49.93 - $51.15 $4.74K - $4.86K
29.8K $1.52M
V
Visa Inc.

Financial Services
48
+ 3.07%
$253.74 - $291.56 $12.2K - $14K
1.61K $442K
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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