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CIK: 0001660177
Total reported value
$2.2B
$2.2B
687 檔
16.1%
According to the latest 13F quarterly dataset, Integrated Advisors Network LLC managed an equity portfolio of $2.2B at the end of Q4 2024, spanning 687 distinct U.S. exchange-listed positions.
Integrated Advisors Network LLC executed strategic sector rebalancing during Q4 2024, establishing 18 new positions while fully exiting 29 holdings and trimming 82 positions.
Showing top 200 holdings (of 687 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.84% | +0.29% | -1.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.38% | +0.04% | +3.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.28% | +0.29% | +6.18% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | +0.17% | -5.40% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +0.47% | -1.00% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.11% | +3.65% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 1.84% | -0.10% | -35.06% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.82% | -0.54% | +170.76% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.71% | -0.16% | -2.45% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.57% | -0.04% | -6.72% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.40% | -0.01% | +221.36% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | -0.21% | +0.75% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | -0.03% | +10.93% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.12% | +5.09% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.02% | -0.48% | +1.30% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | -0.15% | +5.20% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.96% | -0.01% | +29.75% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.01% | -1.97% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.89% | -0.03% | +18.36% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.89% | -0.01% | +8.42% | |
| 21 | PODD | Insulet CORP | Stock-Healthcare | 0.82% | — | +13.10% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.01% | -2.58% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | +0.03% | -3.46% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.02% | +2.07% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.11% | +76.78% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | -2.60% | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | -0.02% | +1.84% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.06% | -1.84% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.59% | -0.03% | +196.77% | |
| 30 | AVO | Mission Produce Inc | Stock-Other | 0.58% | +0.05% | -6.66% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | -0.20% | +3.74% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.02% | +26.55% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | — | -1.53% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.54% | -0.04% | +319.37% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.52% | +0.06% | -19.89% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 0.51% | -0.13% | -8.55% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.01% | +3.72% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | -0.13% | -0.50% | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | — | -4.21% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.45% | -0.21% | +4.54% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.45% | -0.06% | -18.75% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.44% | +0.05% | +28.04% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.01% | -8.05% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.01% | -0.20% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.43% | +0.16% | -3.86% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.01% | +2.37% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.42% | -0.05% | -10.21% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.42% | — | -5.51% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | — | +4.08% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.05% | -4.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.2% | +170.76% | Add |
| 2 | AAPL | Apple Inc | +0.4% | +6.18% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | +10.93% | Add |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +0.4% | +5.20% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | +3.65% | Add |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | +422.33% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +3.67% | Add |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +29.75% | Add |
| 10 | PODD | Insulet CORP | +0.2% | +13.10% | Add |
| 11 | MTN | Vail Resorts Inc | +0.2% | NEW | New buy |
| 12 | XLK | Ss Technology Select Sector | +0.2% | +18.36% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.75% | Add |
| 14 | BAC | Bank Of America CORP | +0.2% | +63.57% | Add |
| 15 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +84.08% | Add |
| 16 | NTAP | Netapp Inc | +0.1% | +602.80% | Add |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +337.20% | Add |
| 18 | ACN | Accenture plc | +0.1% | +92.62% | Add |
| 19 | AMLP | Alerian Mlp ETF | +0.1% | +75.41% | Add |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | +85.53% | Add |
| 21 | XLY | Ss Consumer Disc Select Sect | +0.1% | +61.04% | Add |
| 22 | MDT | Medtronic plc | +0.1% | +231.78% | Add |
| 23 | CFG | Citizens Financial Group | +0.1% | NEW | New buy |
| 24 | RELY | Remitly Global Inc | +0.1% | — | Unchanged |
| 25 | NVDA | Nvidia CORP | +0.1% | -5.40% | Trim |
| 26 | HON | Honeywell International Inc | +0.1% | +32.63% | Add |
| 27 | MUB | Ishares National Muni Bond E | +0.1% | +26.55% | Add |
| 28 | DES | Wisdomtree US Smallcap Divid | +0.1% | +448.84% | Add |
| 29 | IWD | Ishares Russell 1000 Value E | +0.1% | +258.64% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -1.97% | Trim |
| 31 | VLO | Valero Energy CORP | +0.1% | +285.18% | Add |
| 32 | XLF | Ss Financial Select Sector | +0.1% | +42.69% | Add |
| 33 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +51.01% | Add |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | -8.13% | Trim |
| 36 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +37.02% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.09% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.47% | Trim |
| 39 | NFLX | Netflix Inc | +0.1% | +2.43% | Add |
| 40 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +67.16% | Add |
| 41 | FNOV | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 42 | IYZ | Ishares US Telecommunication | +0.1% | NEW | New buy |
| 43 | FTNT | Fortinet Inc | +0.1% | +0.25% | Add |
| 44 | PLTR | Palantir Technologies Inc-a | +0.1% | +8.00% | Add |
| 45 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +8.42% | Add |
| 46 | SCHG | Schwab US Large-cap Growth | +0.1% | +319.37% | Add |
| 47 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +44.36% | Add |
| 48 | XLV | Ss Health Care Select Sector | +0.1% | +28.04% | Add |
| 49 | V | Visa Inc-class A Shares | +0.1% | -0.20% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +221.36% | Add |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 687 disclosed positions in Q4 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 16.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $7.8M
Top Position Liquidated / Trimmed
CVNA
前期市值: $9.2M
During Q4 2024, Integrated Advisors Network LLC's top holdings by market value included IVV (4.8%)、SPY (4.4%)、AAPL (3.3%). The largest single position, IVV, represented 4.8% of total portfolio value.
In Q4 2024, Integrated Advisors Network LLC made 199 total portfolio adjustments, initiating 18 new buys, adding to 70 positions, trimming 82 holdings, and fully liquidating 29 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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