13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001660177
Total reported value
$2.2B
$2.2B
691 檔
14.1%
At the close of Q1 2024, Integrated Advisors Network LLC disclosed equity holdings valued at approximately $2.2B, spread across 691 reported holdings.
During Q1 2024, Integrated Advisors Network LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 691 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.51% | +0.56% | +12.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.60% | +0.13% | +13.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.37% | +0.23% | +5.41% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.53% | -2.19% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.10% | +8.61% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.84% | — | +340.61% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | +0.18% | +4.63% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.39% | -1.99% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | -0.12% | +1.51% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.23% | +0.05% | +15.90% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.31% | -20.56% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.03% | +17.99% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.02% | +1.52% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.45% | +1.08% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.87% | +0.36% | +64.74% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.18% | -2.85% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.77% | -0.05% | -24.68% | |
| 18 | AGNT | Agnt Inc | Stock-Other | 0.75% | — | -0.10% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.74% | — | +135.65% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | +0.26% | +7.30% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | +0.18% | +66.00% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.22% | +14.51% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.13% | +19.86% | |
| 24 | URI | United Rentals Inc | Stock-Industrials | 0.65% | +0.21% | -8.58% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.63% | +0.01% | -7.88% | |
| 26 | AVO | Mission Produce Inc | Stock-Other | 0.62% | -0.15% | -8.75% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.61% | +0.02% | -1.45% | |
| 28 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.61% | — | +3970.38% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.14% | +0.36% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.03% | +0.59% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.02% | -0.60% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.01% | +3.02% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | +4.73% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.04% | +51.71% | |
| 35 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.54% | -0.22% | +72.37% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.53% | +0.05% | +37.14% | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.53% | +0.01% | +3.65% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | — | +4.34% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.53% | -0.26% | +39.59% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.52% | -0.37% | -12.58% | |
| 41 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.52% | — | -62.16% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.03% | +0.10% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.10% | +10.78% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.50% | -1.21% | -10.58% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.28% | +5.18% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.01% | +0.63% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.12% | +40.22% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.05% | +2.93% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.05% | -2.39% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | — | -1.32% |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 691 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, NVDA) accounted for 14.1% of total reported equity market value during Q1 2024.
During Q1 2024, Integrated Advisors Network LLC's top holdings by market value included IVV (4.5%)、SPY (3.6%)、NVDA (3.4%). The largest single position, IVV, represented 4.5% of total portfolio value.
In Q1 2024, Integrated Advisors Network LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.