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CIK: 0001951908
Total reported value
$167.7M
$167.7M
63 檔
44.7%
According to the latest 13F quarterly dataset, Integrity Wealth Advisors, Inc. managed an equity portfolio of $167.7M at the end of Q4 2024, spanning 63 distinct U.S. exchange-listed positions.
During Q4 2024, Integrity Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 16.16% | -0.94% | — | |
| 2 | GNSS | Genasys Inc | Stock-Other | 12.68% | -0.95% | — | |
| 3 | DINT | Davis Select International | ETF-Other | 11.65% | -0.29% | — | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 7.80% | -0.35% | — | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.31% | -0.46% | — | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 6.03% | -0.12% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.80% | +0.22% | — | |
| 8 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-Other | 3.79% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.12% | — | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.05% | +0.75% | — | |
| 11 | BEEM | Beam Global | Stock-Other | 2.02% | -0.34% | — | |
| 12 | DWLD | Davis Select Worldwide ETF | ETF-Other | 1.66% | -0.25% | — | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.33% | +0.18% | — | |
| 14 | UUUU | Energy Fuels Inc | Stock-Energy | 1.21% | +0.20% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.24% | — | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.85% | -0.14% | — | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.81% | -0.09% | — | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 0.78% | -0.16% | — | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.75% | +0.73% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.09% | — | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | +0.01% | — | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.66% | -0.11% | — | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.14% | EXIT | |
| 24 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.63% | +0.13% | — | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | +0.03% | — | |
| 26 | CPZ | Calamos Lng/shrt Eqty & Dyn | Stock-Other | 0.55% | — | — | |
| 27 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.44% | — | — | |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.43% | -0.06% | — | |
| 29 | CTRA | Coterra Energy Inc | Stock-Energy | 0.42% | +0.02% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.03% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.15% | — | |
| 32 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.40% | -0.19% | — | |
| 33 | JAKK | Jakks Pacific Inc | Stock-Other | 0.40% | — | — | |
| 34 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.40% | -0.10% | — | |
| 35 | FCG | First Trust Natural Gas ETF | ETF-Other | 0.39% | +0.05% | — | |
| 36 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.37% | -0.20% | EXIT | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.34% | +0.07% | — | |
| 38 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.33% | -0.08% | — | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.28% | +0.13% | NEW | |
| 40 | ✓ | Calavo Growers Inc | Stock-Other | 0.27% | — | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.26% | -0.05% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | -0.06% | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.03% | — | |
| 44 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.25% | -0.04% | — | |
| 45 | JIG | Jpmorgan International Growt | ETF-Other | 0.24% | — | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.24% | +1.05% | — | |
| 47 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.22% | — | — | |
| 48 | FSMB | First Trust Short Dur Manag | ETF-Other | 0.21% | — | — | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.20% | — | — | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.19% | -0.09% | — |
According to official SEC Form 13F filings, Integrity Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $167.7M across 63 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 FPE, GNSS, DINT) accounted for 44.7% of total reported equity market value during Q4 2024.
During Q4 2024, Integrity Wealth Advisors, Inc.'s top holdings by market value included FPE (16.2%)、GNSS (12.7%)、DINT (11.7%). The largest single position, FPE, represented 16.2% of total portfolio value.
In Q4 2024, Integrity Wealth Advisors, Inc. 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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