Intergy Private Wealth, LLC Incresed Positions in Q3 2025

Intergy Private Wealth, LLC

  • $316 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.1K
+ 3.03%
$26.38 - $27.95 $794K - $841K
1.02M $27.9M
VV
Vanguard Large Cap ETF

ETFs
1.24K
+ 2.81%
$285.05 - $309.14 $354K - $384K
45.5K $14M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27.2K
+ 4.44%
$21.69 - $23.34 $590K - $635K
641K $14.9M
VEA
Vanguard Ftse Developed Market

ETFs
2.11K
+ 0.56%
$56.02 - $60.3 $118K - $127K
376K $22.5M
AAPL
Apple Inc.

Technology
1.34K
+ 8.09%
$202.38 - $256.87 $271K - $343K
17.9K $4.55M
VUG
Vanguard Growth ETF

ETFs
110
+ 0.5%
$433.97 - $484.08 $47.7K - $53.2K
22.1K $10.6M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.09K
+ 0.67%
$39.06 - $43.42 $42.5K - $47.3K
165K $7.15M
AVUV
American Centy ETF Tr Avantis

ETFs
1.29K
+ 1.88%
$90.37 - $102.12 $116K - $131K
69.8K $6.94M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
620
+ 4.12%
$435.72 - $463.74 $270K - $288K
15.7K $7.27M
VT
Vanguard Total World Stk Index

ETFs
788
+ 1.57%
$128.41 - $138.03 $101K - $109K
51K $7.03M
TSLA
Tesla, Inc.

Consumer Cyclical
27
+ 0.92%
$293.94 - $444.72 $7.94K - $12K
2.98K $1.32M
GOOG
Alphabet Inc.

Communication Services
48
+ 1.01%
$175.16 - $255.24 $8.41K - $12.3K
4.81K $1.17M
VNQ
Vanguard Specialized Funds Van

ETFs
2.1K
+ 5.89%
$88.47 - $93.24 $185K - $195K
37.6K $3.44M
VO
Vanguard Mid Cap ETF

ETFs
477
+ 5.04%
$279.83 - $293.74 $133K - $140K
9.95K $2.92M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.7K
+ 3.69%
$76.16 - $78.59 $206K - $212K
75.9K $5.93M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.05K
+ 4.46%
$137.51 - $145.26 $145K - $153K
24.7K $3.51M
GOOGL
Alphabet Inc.

Communication Services
119
+ 3.84%
$174.36 - $254.72 $20.7K - $30.3K
3.22K $781K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.91K
+ 5.25%
$85.01 - $90.35 $162K - $172K
38.2K $3.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
589
+ 4.25%
$108.46 - $120.63 $63.9K - $71.1K
14.5K $1.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.6K
+ 4.46%
$97.75 - $100.75 $156K - $161K
37.5K $3.76M
VOE
Vanguard Mid Cap Value Index F

ETFs
628
+ 8.78%
$164.63 - $174.58 $103K - $110K
7.78K $1.36M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
445
+ 3.35%
$133.48 - $144.38 $59.4K - $64.2K
13.7K $1.96M
IJS
Ishares S&P Smallcap 600 Value

ETFs
516
+ 5.44%
$98.99 - $112.2 $51.1K - $57.9K
10K $1.11M
IEMG
Ishares Inc

ETFs
2.82K
+ 4.67%
N/A
63.1K $3.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
214
+ 5.42%
$276.51 - $305.12 $59.2K - $65.3K
4.16K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
553
+ 12.28%
$211.65 - $238.24 $117K - $132K
5.06K $1.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
91
+ 5.21%
$224.68 - $282.71 $20.4K - $25.7K
1.84K $513K
CVX
Chevron Corp

Energy
558
+ 31.16%
$145.57 - $161.83 $81.2K - $90.3K
2.35K $364K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.48%
$620.67 - $670.08 $6.21K - $6.7K
2.11K $1.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.47K
+ 5.5%
$48.5 - $50.19 $71.5K - $74K
28.3K $1.41M
JNJ
Johnson & Johnson

Healthcare
130
+ 5.52%
$155.17 - $185.42 $20.2K - $24.1K
2.49K $460K
VTI
Vanguard Total Stock Market Et

ETFs
47
+ 1.34%
$303.93 - $329.86 $14.3K - $15.5K
3.57K $1.17M
MSFT
Microsoft Corp

Technology
63
+ 2.09%
$491.09 - $535.64 $30.9K - $33.7K
3.08K $1.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
853
+ 3.47%
$100.16 - $100.7 $85.4K - $85.9K
25.4K $2.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 0.78%
$617.65 - $666.84 $8.03K - $8.67K
1.68K $1.12M
MDT
Medtronic PLC

Healthcare
652
+ 22.28%
$87.67 - $95.74 $57.2K - $62.4K
3.58K $340K
LQD
Ishares Iboxx $ Investment Gra

ETFs
484
+ 4.44%
$107.66 - $112.36 $52.1K - $54.4K
11.4K $1.27M
DUK
Duke Energy Corp

Utilities
336
+ 15.39%
$116.31 - $125.93 $39.1K - $42.3K
2.52K $311K
CX
Cemex Sab De Cv

Basic Materials
3.4K
+ 31.22%
$7.1 - $9.55 $24.2K - $32.5K
14.3K $128K
VICI
Vici Properties Inc.

Real Estate
1.54K
+ 21.62%
$31.43 - $33.93 $48.5K - $52.4K
8.68K $283K
LOW
Lowes Companies Inc

Consumer Cyclical
74
+ 7.18%
$215.01 - $273.02 $15.9K - $20.2K
1.11K $277K
MRK
Merck & Co., Inc.

Healthcare
403
+ 13.68%
$77.6 - $87.37 $31.3K - $35.2K
3.35K $281K
USRT
Ishares Core U.S. Reit ETF

ETFs
256
+ 1.71%
$55.64 - $59.37 $14.2K - $15.2K
15.2K $893K
NVS
Novartis Ag

Healthcare
169
+ 5.33%
$113.5 - $129.73 $19.2K - $21.9K
3.34K $428K
CGCP
Capital Group Core Plus Income

ETFs
1.61K
+ 4.05%
$22.27 - $22.95 $35.9K - $37K
41.4K $941K
MO
Altria Group, Inc.

Consumer Defensive
87
+ 1.62%
$57.75 - $67.68 $5.02K - $5.89K
5.45K $359K
BAC
Bank Of America Corp

Financial Services
348
+ 6.67%
$44.92 - $52.42 $15.6K - $18.2K
5.57K $287K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 5.3%
$357.4 - $423.42 $12.5K - $14.8K
696 $282K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64
+ 0.83%
$49.43 - $54.52 $3.16K - $3.49K
7.82K $423K
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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