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CIK: 0001660177
Total reported value
$2.2B
$2.2B
676 檔
14.8%
According to the latest 13F quarterly dataset, Integrated Advisors Network LLC managed an equity portfolio of $2.2B at the end of Q2 2024, spanning 676 distinct U.S. exchange-listed positions.
During Q2 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 676 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.72% | +0.56% | -0.18% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +0.13% | +0.72% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.82% | +0.53% | +4.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +0.23% | +503.71% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | +0.10% | +9.70% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.18% | +13.40% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.68% | — | -5.62% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | +0.39% | +11.00% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.31% | +16.68% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.40% | -0.12% | +16.62% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.29% | +0.05% | +5.47% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.03% | +1.42% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | +0.26% | +39.91% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.45% | +22.74% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.05% | +26.13% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.02% | +0.15% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.14% | +20.14% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.80% | +0.22% | +4.21% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.78% | +0.18% | +13.40% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +0.36% | -24.70% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.18% | -4.13% | |
| 22 | AGNT | Agnt Inc | Stock-Other | 0.75% | — | -8.79% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.69% | -1.21% | +36.61% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.13% | -11.66% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.01% | +9.77% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.03% | +5.06% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.62% | +0.02% | -0.37% | |
| 28 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.61% | +0.01% | -1.67% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.60% | +0.11% | +61.36% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.28% | -1.05% | |
| 31 | URI | United Rentals Inc | Stock-Industrials | 0.55% | +0.21% | -6.18% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | — | +0.64% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.12% | +63.56% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.04% | -2.81% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.10% | +6.07% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.52% | +0.01% | -2.49% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.26% | -0.92% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.01% | +0.93% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.51% | -0.05% | -0.77% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.17% | +81.22% | |
| 41 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.49% | — | +16.07% | |
| 42 | AVO | Mission Produce Inc | Stock-Other | 0.49% | -0.15% | -5.28% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.48% | -0.03% | -3.45% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | — | -35.34% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.05% | -7.21% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.26% | EXIT | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.46% | -0.06% | +22.17% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | — | +3.53% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.40% | -0.02% | -9.17% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.02% | -10.00% |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 676 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AAPL) accounted for 14.8% of total reported equity market value during Q2 2024.
During Q2 2024, Integrated Advisors Network LLC's top holdings by market value included IVV (4.7%)、SPY (3.8%)、AAPL (2.8%). The largest single position, IVV, represented 4.7% of total portfolio value.
In Q2 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.
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