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CIK: 0001660177
Total reported value
$2.2B
$2.2B
703 檔
14.9%
As reported in its official Q1 2025 Form 13F filing, Integrated Advisors Network LLC's tracked investment portfolio stood at $2.2B with 703 total positions.
In Q1 2025, Integrated Advisors Network LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 703 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.04% | +0.56% | +3.38% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.62% | +0.13% | +4.57% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.53% | -10.40% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.04% | -0.05% | +1271.98% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.88% | -1.21% | -2.25% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.23% | -10.44% | |
| 7 | SDS | ProShares UltraShort S&P500 | Stock-Other | 1.74% | — | +533.72% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | +0.10% | -16.34% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.18% | -8.05% | |
| 10 | BX | Blackstone Inc | Stock-Financials | 1.43% | -0.07% | -8.79% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.39% | -23.00% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.03% | +6.71% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.02% | +0.26% | +9.82% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.12% | -34.12% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.31% | -12.40% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.91% | -0.02% | +0.52% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.18% | -17.50% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.75% | — | -51.64% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.13% | -4.89% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.75% | +0.45% | -24.13% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.22% | -11.75% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.04% | +19.79% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.01% | -0.96% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.05% | -25.56% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.65% | +0.01% | +0.91% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.05% | -2.01% | |
| 27 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.63% | — | — | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.62% | +0.02% | -5.55% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.10% | -10.88% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.57% | — | +5.19% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | — | +25.48% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.03% | -17.47% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.55% | +0.01% | +110.59% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.54% | — | +37.63% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-Other | 0.54% | -0.11% | +7.61% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.54% | -0.03% | +0.21% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.24% | +196.12% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | +0.36% | -24.16% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.28% | -4.14% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.52% | — | +35.02% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.26% | -1.44% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.14% | -40.76% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.51% | +0.05% | -49.58% | |
| 44 | PODD | Insulet CORP | Stock-Healthcare | 0.51% | -0.29% | EXIT | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.50% | -0.05% | -1.49% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.12% | -4.33% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.49% | — | +2.21% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.17% | -6.27% | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.48% | +0.21% | -0.47% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.47% | -0.37% | +42.51% |
According to official SEC Form 13F filings, Integrated Advisors Network LLC reported a total U.S. public equity portfolio value of $2.2B across 703 disclosed positions in Q1 2025.
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 14.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $99.9M
During Q1 2025, Integrated Advisors Network LLC's top holdings by market value included IVV (5.0%)、SPY (4.6%)、AAPL (2.8%). The largest single position, IVV, represented 5.0% of total portfolio value.
In Q1 2025, Integrated Advisors Network LLC made 50 total portfolio adjustments, initiating 50 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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