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CIK: 0001660177
Total reported value
$2.2B
$2.2B
693 檔
15.9%
In Q3 2024, Integrated Advisors Network LLC's U.S. equity holdings reached a combined market value of $2.2B, distributed across 693 disclosed stock positions.
Integrated Advisors Network LLC executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 4 holdings and trimming 20 positions.
Showing top 200 holdings (of 693 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | +0.56% | +3.56% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.10% | +0.13% | +10.52% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.53% | -1.29% | |
| 4 | BX | Blackstone Inc | Stock-Financials | 2.48% | -0.07% | +474.26% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.23% | -14.57% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.10% | -0.46% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | — | +0.52% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | +0.18% | -2.04% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.39% | +9.96% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.34% | -0.12% | -5.02% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.08% | +0.45% | +0.63% | |
| 12 | SDS | ProShares UltraShort S&P500 | Stock-Other | 1.07% | — | +5141.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.31% | -14.33% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.03% | -5.68% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.91% | -0.02% | -0.59% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.05% | -13.17% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | +0.26% | -20.64% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.18% | +6.85% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.14% | +793.16% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.76% | +0.05% | -39.31% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.74% | +0.18% | -2.53% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | +0.36% | +0.88% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.22% | -1.25% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.13% | +1.43% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.67% | -1.21% | +4.14% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | +2.78% | |
| 27 | PODD | Insulet CORP | Stock-Healthcare | 0.64% | -0.29% | EXIT | |
| 28 | URI | United Rentals Inc | Stock-Industrials | 0.64% | +0.21% | -0.60% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.03% | -4.87% | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.62% | +0.02% | +2.72% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.61% | +0.01% | +0.52% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.05% | +1.54% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.11% | -6.94% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.10% | +2.07% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.28% | +6.70% | |
| 36 | AVO | Mission Produce Inc | Stock-Other | 0.55% | -0.15% | -7.02% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.53% | -0.03% | +10.04% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.52% | — | -0.74% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.52% | +0.21% | +215.70% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | -0.01% | -0.74% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.12% | -6.47% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | -0.05% | -2.87% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | — | +1.53% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.46% | +0.20% | +297.29% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.17% | -2.80% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.45% | -0.26% | -0.73% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.45% | -0.06% | +0.26% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.44% | +0.01% | -10.13% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.04% | -11.01% | |
| 50 | CVNA | Carvana Co | Stock-Consumer Disc | 0.44% | — | +89.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +2.1% | +474.26% | Add |
| 2 | SDS | ProShares UltraShort S&P500 | +1.1% | +5141.15% | Add |
| 3 | PODD | Insulet CORP | +0.4% | +142.05% | Add |
| 4 | NOBL | Proshares S&p 500 Dividend A | +0.4% | +297.29% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +10.52% | Add |
| 6 | VST | Vistra CORP | +0.3% | NEW | New buy |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +215.70% | Add |
| 8 | CVNA | Carvana Co | +0.3% | +89.25% | Add |
| 9 | XLRE | Ss Real Estate Select Sector | +0.3% | +1104.43% | Add |
| 10 | PVAL | Putnam Focused Lrg Cap Value | +0.3% | NEW | New buy |
| 11 | CEG | Constellation Energy | +0.2% | +1075.64% | Add |
| 12 | GLW | Corning Inc | +0.2% | +792.99% | Add |
| 13 | LRCXEUR | Lam Research CORP | +0.2% | +413.02% | Add |
| 14 | COF | Capital One Financial CORP | +0.2% | +515.07% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | +309.75% | Add |
| 16 | OUT | OUTFRONT Media Inc. | +0.2% | NEW | New buy |
| 17 | PNC | Pnc Financial Services Group | +0.2% | +900.05% | Add |
| 18 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 19 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +436.97% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +1.54% | Add |
| 21 | CI | THE Cigna Group | +0.1% | +63.14% | Add |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +267.08% | Add |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.63% | Add |
| 24 | URI | United Rentals Inc | +0.1% | -0.60% | Trim |
| 25 | VNOMUSD | Viper Energy Inc-cl A | +0.1% | +51.67% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +3.56% | Add |
| 27 | AAPL | Apple Inc | 0% | -1.29% | Trim |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.52% | Add |
| 29 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | EXIT | Sold out |
| 30 | PNW | Pinnacle West Capital | -0.2% | EXIT | Sold out |
| 31 | DGRO | Ishares Core Dividend Growth | -0.2% | -31.40% | Trim |
| 32 | PEP | Pepsico Inc | -0.2% | -47.26% | Trim |
| 33 | SCHW | Schwab (charles) CORP | -0.2% | -70.38% | Trim |
| 34 | BP | Bp Plc-spons Adr | -0.2% | EXIT | Sold out |
| 35 | DOW | Dow Inc | -0.2% | -86.91% | Trim |
| 36 | LHX | L3harris Technologies Inc | -0.2% | -91.92% | Trim |
| 37 | HON | Honeywell International Inc | -0.2% | -38.57% | Trim |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -20.64% | Trim |
| 39 | SPGP | Invesco S&p 500 Garp ETF | -0.2% | -88.21% | Trim |
| 40 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -55.94% | Trim |
| 41 | REGL | Prshrs S&p Mid 400 Dvd Arist | -0.2% | -96.08% | Trim |
| 42 | FCX | Freeport-mcmoran Inc | -0.2% | -86.92% | Trim |
| 43 | QCOM | Qualcomm Inc | -0.2% | -47.80% | Trim |
| 44 | SYLD | Cambria Shareholder Yield Et | -0.3% | EXIT | Sold out |
| 45 | NTAP | Netapp Inc | -0.3% | -89.80% | Trim |
| 46 | AGNT | Agnt Inc | -0.4% | -56.59% | Trim |
| 47 | SMCIUSD | Super Micro Computer Inc | -0.4% | -64.67% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | -14.33% | Trim |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -0.5% | -39.31% | Trim |
| 50 | NVDA | Nvidia CORP | -0.6% | -14.57% | Trim |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 693 disclosed positions in Q3 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, AAPL) accounted for 15.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
VST
市值: $6.1M
Top Position Liquidated / Trimmed
SYLD
前期市值: $5.0M
During Q3 2024, Integrated Advisors Network LLC's top holdings by market value included IVV (4.8%)、SPY (4.1%)、AAPL (2.8%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q3 2024, Integrated Advisors Network LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 20 holdings, and fully liquidating 4 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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