Intergy Private Wealth, LLC Reduced Holdings in Q2 2025

Intergy Private Wealth, LLC

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSP
Insperity, Inc.

Industrials
-13
- 0.11%
$58.55 - $89.92 $761 - $1.17K
12.2K $731K
VTI
Vanguard Total Stock Market Et

ETFs
-938
- 21.05%
$243.75 - $303.93 $229K - $285K
3.52K $1.07M
CVX
Chevron Corp

Energy
-326
- 15.4%
$133.73 - $168.51 $43.6K - $54.9K
1.79K $256K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.81K
- 2.42%
$75.05 - $77.34 $136K - $140K
73.2K $5.66M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-592
- 2.35%
$100.04 - $100.54 $59.2K - $59.5K
24.6K $2.47M
VB
Vanguard Small Cap ETF

ETFs
-351
- 17.59%
$193.73 - $237.37 $68K - $83.3K
1.64K $389K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.22K
- 8.34%
$50.09 - $51.09 $61.1K - $62.3K
13.4K $684K
XOM
Exxon Mobil Corp

Energy
-156
- 6.09%
$99.93 - $119.04 $15.6K - $18.6K
2.41K $259K
ICF
Ishares Tr

ETFs
-419
- 3.22%
$54.56 - $62.47 $22.9K - $26.2K
12.6K $770K
LLY
Eli Lilly & CO

Healthcare
-9
- 2.95%
$713.71 - $898.95 $6.42K - $8.09K
296 $230K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-211
- 3.73%
$77.74 - $78.78 $16.4K - $16.6K
5.45K $428K
DUK
Duke Energy Corp

Utilities
-40
- 1.8%
$112.46 - $124.05 $4.5K - $4.96K
2.18K $257K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-622
- 6.7%
$25.27 - $27.14 $15.7K - $16.9K
8.66K $235K
CGCP
Capital Group Core Plus Income

ETFs
-758
- 1.87%
$21.92 - $22.56 $16.6K - $17.1K
39.8K $896K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-154
- 0.96%
$50.52 - $50.92 $7.78K - $7.84K
16K $812K
CADE
Cadence Bank

Financial Services
-1.11K
- 7.16%
$26.42 - $32.41 $29.4K - $36.1K
14.4K $461K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-33
- 0.29%
$37.08 - $42.26 $1.22K - $1.39K
11.2K $462K
CGMU
Capital Group Core Plus Income
-1.18K
- 3.43%
N/A
33.2K $0
THYF
T Rowe Price Exchange Traded F
-1.05K
- 3.46%
N/A
29.2K $0
LYG
Lloyds Banking Group PLC

Financial Services
-471
- 3.21%
$3.32 - $4.29 $1.56K - $2.02K
14.2K $60K
SUB
Ishares Short Term National Mu

ETFs
-2
- 0.02%
$104.77 - $106.34 $210 - $213
11.2K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-252
- 3.15%
$39.89 - $49.46 $10.1K - $12.5K
7.76K $383K
BAC
Bank Of America Corp

Financial Services
-62
- 1.17%
$34.39 - $47.46 $2.13K - $2.94K
5.22K $246K
IWS
Ishares Russell Midcap Value E

ETFs
-80
- 1.13%
$110.58 - $132.14 $8.85K - $10.6K
7.02K $926K
IVV
Ishares Core S&P 500 ETF

ETFs
-166
- 7.32%
$498.8 - $620.9 $82.8K - $103K
2.1K $1.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
-100
- 5.65%
$496.48 - $617.85 $49.6K - $61.8K
1.67K $1.03M
MS
Morgan Stanley

Financial Services
-61
- 2.64%
$99.83 - $140.86 $6.09K - $8.59K
2.25K $316K
IBM
International Business Machines Corp

Technology
-506
- 10.66%
$221.03 - $294.78 $112K - $149K
4.24K $1.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
-411
- 6.03%
$82.96 - $110.1 $34.1K - $45.3K
6.4K $705K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-6
- 0.21%
$224.16 - $285.86 $1.34K - $1.72K
2.82K $804K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-320
- 1.57%
$57.14 - $72.68 $18.3K - $23.3K
20.1K $1.46M
VOT
Vanguard Mid Cap Growth Index

ETFs
-10
- 0.1%
$216.28 - $284.39 $2.16K - $2.84K
9.56K $2.72M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-372
- 0.28%
$35.9 - $43.76 $13.4K - $16.3K
132K $5.69M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.37K
- 0.94%
$61.76 - $79.32 $84.4K - $108K
144K $11.4M
SPYG
Spdr Portfolio

ETFs
-246
- 0.27%
$71.83 - $95.32 $17.7K - $23.4K
92K $8.77M
VEA
Vanguard Ftse Developed Market

ETFs
-317
- 0.08%
$45.65 - $57.01 $14.5K - $18.1K
374K $21.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.05K
- 0.89%
$416.06 - $551.64 $435K - $577K
116K $64.3M
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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