Integrated Advisors Network LLC — Q2 2024 13F Holdings

Name: Integrated Advisors Network LLC — 13F Holdings, Q2 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001660177

Total reported value

$1.9B

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Full holdings list this quarter

Showing top 200 holdings (of 676 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.72%	-0.44%	-0.18%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.81%	-0.52%	+0.72%
3	AAPL	Apple INC	Stock-Tech	2.82%	-0.18%	+4.26%
4	NVDA	Nvidia CORP	Stock-Tech	2.81%	-0.33%	+503.71%
5	MSFT	Microsoft CORP	Stock-Tech	2.28%	-0.45%	+9.70%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.80%	-0.09%	+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%	-0.26%	+11.00%
9	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.45%	-0.35%	+16.68%
10	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.40%	—	+16.62%
11	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.29%	-0.41%	+5.47%
12	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.07%	-0.04%	+1.42%
13	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.03%	-0.29%	+39.91%
14	CAT	Caterpillar INC	Stock-Industrials	0.99%	+0.43%	+22.74%
15	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.96%	—	+26.13%
16	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.92%	—	+0.15%
17	AVGO	Broadcom INC	Stock-Tech	0.86%	-0.13%	+20.14%
18	XLK	Ss Technology Select Sector	ETF-Tech	0.80%	-0.47%	+4.21%
19	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.78%	-0.15%	+13.40%
20	PANW	Palo Alto Networks INC	Stock-Tech	0.78%	—	-24.70%
21	JPM	Jpmorgan Chase & Co	Stock-Financials	0.78%	—	-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%	+1.53%	+36.61%
24	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.69%	—	-11.66%
25	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.65%	-0.17%	+9.77%
26	META	Meta Platforms Inc-class A	Stock-Comm Services	0.64%	-0.24%	+5.06%
27	DFAC	Dimensional US Core Equity 2	ETF-Other	0.62%	—	-0.37%
28	SCHV	Schwab US Large-cap Value	ETF-Other	0.61%	—	-1.67%
29	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.60%	-0.25%	+61.36%
30	LLY	Eli Lilly & Co	Stock-Healthcare	0.57%	-0.12%	-1.05%
31	URI	United Rentals INC	Stock-Industrials	0.55%	—	-6.18%
32	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	0.53%	-0.60%	EXIT
33	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.53%	—	+63.56%
34	MUB	Ishares National Muni Bond E	ETF-Other	0.53%	-0.19%	-2.81%
35	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.52%	—	+6.07%
36	SUB	Ishares Short-term National	ETF-Other	0.52%	—	-2.49%
37	CVX	Chevron CORP	Stock-Energy	0.52%	+0.28%	-0.92%
38	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.52%	—	+0.93%
39	SCHG	Schwab US Large-cap Growth	ETF-Other	0.51%	-0.12%	-0.77%
40	XOM	Exxon Mobil CORP	Stock-Energy	0.50%	—	+81.22%
41	SMCIUSD	Super Micro Computer INC	Stock-Other	0.49%	—	+16.07%
42	AVO	Mission Produce INC	Stock-Other	0.49%	—	-5.28%
43	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.48%	+0.38%	-3.45%
44	DGRO	Ishares Core Dividend Growth	ETF-Other	0.48%	—	-35.34%
45	TSLA	Tesla INC	Stock-Consumer Disc	0.47%	-0.17%	-7.21%
46	HON	Honeywell International INC	Stock-Industrials	0.47%	—	+69.20%
47	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.46%	—	+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%	—	-9.17%
50	QCOM	Qualcomm INC	Stock-Tech	0.40%	—	-10.00%

1–50 of 200