Intergy Private Wealth, LLC Incresed Positions in Q1 2025

Intergy Private Wealth, LLC

  • $260 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
5.03K
+ 1.36%
$47.4 - $52.99 $238K - $267K
374K $19.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.2K
+ 3.93%
$18.36 - $20.51 $408K - $456K
588K $11.7M
AVDV
American Centy ETF Tr Avantis

ETFs
2.27K
+ 1.58%
$63.74 - $71.96 $145K - $163K
146K $10.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20K
+ 2.1%
$27.01 - $28.54 $541K - $572K
974K $26.9M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.26K
+ 3.41%
$32.74 - $36.2 $172K - $190K
160K $5.59M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.69K
+ 23.0%
$105.1 - $109.61 $178K - $186K
9.05K $982K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
509
+ 0.68%
$73.78 - $76.59 $37.6K - $39K
75K $5.73M
IBM
International Business Machines Corp

Technology
61
+ 1.3%
$217.4 - $264.74 $13.3K - $16.1K
4.75K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
676
+ 1.96%
$95.85 - $99.25 $64.8K - $67.1K
35.2K $3.47M
NSP
Insperity, Inc.

Industrials
13
+ 0.11%
$69.6 - $94.21 $905 - $1.22K
12.2K $1.07M
VO
Vanguard Mid Cap ETF

ETFs
684
+ 8.46%
$251.87 - $277.95 $172K - $190K
8.77K $2.26M
TLT
Ishares Barclays 20+ Year Trea

ETFs
43
+ 0.12%
$85.29 - $92.57 $3.67K - $3.98K
35.9K $3.23M
AMZN
Amazon Com Inc

Consumer Cyclical
979
+ 33.92%
$190.26 - $242.06 $186K - $237K
3.87K $735K
CVX
Chevron Corp

Energy
347
+ 19.6%
$146.71 - $167.97 $50.9K - $58.3K
2.12K $354K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.69K
+ 14.41%
$55.14 - $60.29 $93.2K - $102K
13.4K $765K
IEF
Ishares Barclays

ETFs
746
+ 29.79%
$91.17 - $95.39 $68K - $71.2K
3.25K $309K
MDT
Medtronic PLC

Healthcare
478
+ 18.92%
$79.84 - $94.5 $38.2K - $45.2K
3.01K $270K
CMCSA
Comcast Corp

Communication Services
1.8K
+ 32.37%
$33.19 - $38.23 $59.7K - $68.8K
7.36K $271K
MO
Altria Group, Inc.

Consumer Defensive
459
+ 11.43%
$50.81 - $60.02 $23.3K - $27.5K
4.48K $268K
XOM
Exxon Mobil Corp

Energy
250
+ 10.81%
$105.44 - $118.93 $26.4K - $29.7K
2.56K $304K
NVS
Novartis Ag

Healthcare
104
+ 3.92%
$97.14 - $115.57 $10.1K - $12K
2.76K $307K
DUK
Duke Energy Corp

Utilities
110
+ 5.21%
$105.87 - $121.97 $11.6K - $13.4K
2.22K $271K
VNQ
Vanguard Specialized Funds Van

ETFs
152
+ 0.44%
$85.55 - $94.34 $13K - $14.3K
34.9K $3.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
252
+ 3.25%
$42.5 - $46.71 $10.7K - $11.8K
8.01K $362K
LYG
Lloyds Banking Group PLC

Financial Services
1.33K
+ 9.92%
$2.58 - $3.9 $3.42K - $5.17K
14.7K $56K
SHV
Ishares Tr

ETFs
121
+ 3.62%
$110.11 - $110.51 $13.3K - $13.4K
3.47K $382K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
224
+ 2.47%
$26.64 - $27.14 $5.97K - $6.08K
9.28K $248K
SPY
Spdr S&P 500 ETF Trust

ETFs
85
+ 5.05%
$551.42 - $612.93 $46.9K - $52.1K
1.77K $989K
TMO
Thermo Fisher Scientific Inc.

Healthcare
23
+ 5.81%
$497.6 - $606.74 $11.4K - $14K
419 $208K
THYF
T Rowe Price Exchange Traded F
78
+ 0.26%
N/A
30.2K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
968
+ 8.36%
$102.49 - $119.96 $99.2K - $116K
12.6K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
93
+ 2.13%
$271.18 - $303.12 $25.2K - $28.2K
4.46K $1.22M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4
+ 0.0%
$49.78 - $53.19 $199 - $213
122K $6.19M
GOOGL
Alphabet Inc.

Communication Services
76
+ 2.94%
$154.33 - $206.19 $11.7K - $15.7K
2.66K $410K
IJS
Ishares S&P Smallcap 600 Value

ETFs
181
+ 2.04%
$96.3 - $112.23 $17.4K - $20.3K
9.06K $880K
VBK
Vanguard Small Cap Growth ETF

ETFs
66
+ 1.77%
$247.97 - $296.33 $16.4K - $19.6K
3.8K $961K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.01%
$237.72 - $276.98 $238 - $277
9.57K $2.34M
GOOG
Alphabet Inc.

Communication Services
201
+ 5.01%
$156.06 - $207.71 $31.4K - $41.7K
4.21K $657K
TSLA
Tesla, Inc.

Consumer Cyclical
518
+ 25.21%
$222.15 - $428.22 $115K - $222K
2.57K $666K
NVDA
Nvidia Corp

Technology
215
+ 2.66%
$106.98 - $149.43 $23K - $32.1K
8.3K $899K
AVGO
Broadcom Inc.

Technology
73
+ 1.86%
$167.43 - $244.7 $12.2K - $17.9K
4K $670K
AAPL
Apple Inc.

Technology
305
+ 2.13%
$209.68 - $247.1 $64K - $75.4K
14.6K $3.25M
AVUV
American Centy ETF Tr Avantis

ETFs
1.52K
+ 2.36%
$84.95 - $100.62 $129K - $153K
66.1K $5.75M
Activity Summary
Buys All Purchases 51 New Holdings 7 Increased Positions 44 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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