Intergy Private Wealth, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $316 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $69.6M, Schwab Strategic Tr Us Dividen with a value of $27.9M, Vanguard Ftse Developed Market with a value of $22.5M, Schwab Strategic Tr Intl Eqty with a value of $14.9M, and Vanguard Large Cap ETF with a value of $14M.
Examining the 13F form we can see an increase of $25.9M in the current position value, from $290M to 316M.
Below you can find more details about Intergy Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$316 Million
ETFs: $289 Million
Technology: $12.2 Million
Financial Services: $3.73 Million
Communication Services: $3.4 Million
Consumer Cyclical: $3.27 Million
Healthcare: $1.75 Million
Consumer Defensive: $676,000
Energy: $644,000
Other: $1.71 Million
Stock Holdings Table Market Cap. of $200 Billions or more
