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CIK: 0001951908
Total reported value
$167.7M
$167.7M
60 檔
46.4%
As reported in its official Q1 2025 Form 13F filing, Integrity Wealth Advisors, Inc.'s tracked investment portfolio stood at $167.7M with 60 total positions.
During Q1 2025, 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 | 16.05% | -0.94% | -0.65% | |
| 2 | DINT | Davis Select International | ETF-Other | 12.69% | -0.29% | +2.36% | |
| 3 | GNSS | Genasys Inc | Stock-Other | 11.70% | -0.95% | +4.81% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 9.73% | -0.35% | +25.29% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.88% | +0.22% | +0.33% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.82% | -0.12% | -6.42% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.32% | -0.46% | +2.18% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.01% | -0.12% | -8.44% | |
| 9 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-Other | 2.58% | — | -31.06% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.12% | +0.75% | +2.57% | |
| 11 | DWLD | Davis Select Worldwide ETF | ETF-Other | 1.63% | -0.25% | -5.97% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.50% | +0.18% | -1.39% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.41% | -0.11% | +111.25% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.05% | +0.73% | +37.06% | |
| 15 | BEEM | Beam Global | Stock-Other | 1.04% | -0.34% | -20.72% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.03% | -0.16% | +36.25% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | +0.01% | +4.03% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.84% | -0.14% | -1.03% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.24% | +9.79% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.83% | -0.09% | +0.46% | |
| 21 | CPZ | Calamos Lng/shrt Eqty & Dyn | Stock-Other | 0.61% | — | +5.47% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.09% | -8.38% | |
| 23 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.59% | +0.13% | -7.61% | |
| 24 | FRME | First Merchants CORP | Stock-Other | 0.56% | — | — | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | -0.14% | EXIT | |
| 26 | UUUU | Energy Fuels Inc | Stock-Energy | 0.54% | +0.20% | -39.56% | |
| 27 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.54% | — | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.03% | +37.02% | |
| 29 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.49% | -0.19% | +28.73% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.06% | +52.63% | |
| 31 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.46% | -0.06% | +2.31% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.42% | -0.09% | +43.66% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.03% | -2.05% | |
| 34 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.39% | -0.10% | -1.61% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.39% | +0.07% | -0.12% | |
| 36 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.35% | -0.20% | EXIT | |
| 37 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.34% | -0.08% | +2.68% | |
| 38 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.34% | -0.20% | +119.68% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.15% | +1.39% | |
| 40 | FCG | First Trust Natural Gas ETF | ETF-Other | 0.32% | +0.05% | -18.47% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.31% | -0.04% | — | |
| 42 | CTRA | Coterra Energy Inc | Stock-Energy | 0.26% | +0.02% | -46.40% | |
| 43 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.25% | — | — | |
| 44 | JIG | Jpmorgan International Growt | ETF-Other | 0.24% | — | -0.27% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | +0.03% | -1.55% | |
| 46 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.24% | -0.04% | -3.08% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.23% | -0.05% | -13.92% | |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.22% | +0.13% | NEW | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.22% | +1.05% | -8.46% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.19% | — | -11.78% |
According to official SEC Form 13F filings, Integrity Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $167.7M across 60 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FPE, DINT, GNSS) accounted for 46.4% of total reported equity market value during Q1 2025.
During Q1 2025, Integrity Wealth Advisors, Inc.'s top holdings by market value included FPE (16.1%)、DINT (12.7%)、GNSS (11.7%). The largest single position, FPE, represented 16.1% of total portfolio value.
In Q1 2025, 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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