Intergy Private Wealth, LLC Reduced Holdings in Q3 2025

Intergy Private Wealth, LLC

  • $316 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
-194
- 19.38%
$252.42 - $311.93 $49K - $60.5K
807 $215K
PM
Philip Morris International Inc.

Consumer Defensive
-270
- 12.12%
$157.77 - $183.27 $42.6K - $49.5K
1.96K $317K
CMCSA
Comcast Corp

Communication Services
-1.45K
- 16.78%
$31.41 - $36.33 $45.6K - $52.8K
7.21K $226K
V
Visa Inc.

Financial Services
-100
- 4.6%
$332.09 - $358.86 $33.2K - $35.9K
2.07K $708K
IBM
International Business Machines Corp

Technology
-25
- 0.59%
$234.77 - $292.47 $5.87K - $7.31K
4.22K $1.19M
NFLX
Netflix Inc

Communication Services
-3
- 1.63%
$1147.87 - $1297.18 $3.44K - $3.89K
181 $217K
SYM
Symbotic Inc.

Financial Services
-4.09K
- 31.27%
$39.68 - $63.21 $162K - $259K
9K $485K
CSCO
Cisco Systems, Inc.

Technology
-70
- 1.15%
$66.2 - $71.79 $4.63K - $5.03K
6.03K $412K
MA
Mastercard Inc

Financial Services
-11
- 2.77%
$550.18 - $598.96 $6.05K - $6.59K
386 $219K
VIG
Vanguard Dividend Appreciation

ETFs
-16
- 1.58%
N/A
995 $181K
ICF
Ishares Tr

ETFs
-9
- 0.07%
$59.57 - $62.89 $536 - $566
12.6K $775K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-54
- 0.48%
$40.94 - $42.85 $2.21K - $2.31K
11.1K $468K
VB
Vanguard Small Cap ETF

ETFs
-9
- 0.55%
$237.58 - $259.17 $2.14K - $2.33K
1.64K $415K
JPM
Jpmorgan Chase & CO

Financial Services
-105
- 4.31%
$282.78 - $316.06 $29.7K - $33.2K
2.33K $736K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-99
- 0.85%
$62.09 - $66.51 $6.15K - $6.58K
11.6K $756K
MS
Morgan Stanley

Financial Services
-53
- 2.36%
$139.09 - $161.16 $7.37K - $8.54K
2.2K $349K
IWS
Ishares Russell Midcap Value E

ETFs
-89
- 1.27%
$132.83 - $140.61 $11.8K - $12.5K
6.93K $967K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-366
- 1.82%
$72.04 - $77.35 $26.4K - $28.3K
19.7K $1.51M
VOT
Vanguard Mid Cap Growth Index

ETFs
-83
- 0.87%
$282.75 - $294.19 $23.5K - $24.4K
9.48K $2.79M
CADE
Cadence Bank

Financial Services
-175
- 1.21%
$33.44 - $38.12 $5.85K - $6.67K
14.2K $534K
DFAT
Dimensional ETF Tr U S Target

ETFs
-105
- 0.53%
$53.36 - $59.69 $5.6K - $6.27K
19.9K $1.16M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-955
- 0.73%
$41.43 - $44.2 $39.6K - $42.2K
131K $5.78M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5
- 0.18%
$284.45 - $324.95 $1.42K - $1.62K
2.81K $899K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.91K
- 3.2%
$52.12 - $55.33 $204K - $216K
118K $6.55M
AVGO
Broadcom Inc.

Technology
-62
- 1.5%
$264.74 - $369.57 $16.4K - $22.9K
4.08K $1.35M
ACWI
Ishares Msci Acwi ETF

ETFs
-319
- 0.96%
$128.32 - $138.41 $40.9K - $44.2K
32.9K $4.55M
SPYG
Spdr Portfolio

ETFs
-1.78K
- 1.94%
$94.33 - $105.31 $168K - $188K
90.2K $9.43M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.83K
- 1.27%
$79.24 - $89.03 $145K - $163K
142K $12.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-631
- 0.54%
$546.99 - $602.2 $345K - $380K
116K $69.6M
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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