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CIK: 0001951908
Total reported value
$167.7M
$167.7M
64 檔
46.8%
During the Q2 2025 filing period, Integrity Wealth Advisors, Inc. (CIK: 0001951908) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $167.7M across 64 reported positions.
During Q2 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 | 14.36% | -0.94% | -7.27% | |
| 2 | DINT | Davis Select International | ETF-Other | 13.91% | -0.29% | +2.77% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 12.56% | -0.35% | +26.26% | |
| 4 | GNSS | Genasys Inc | Stock-Other | 8.38% | -0.95% | -1.44% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.66% | +0.22% | -5.36% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.24% | -0.12% | -6.25% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.67% | -0.46% | -18.98% | |
| 8 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-Other | 2.63% | — | +6.04% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.27% | -0.12% | -14.35% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.21% | +0.75% | +9.18% | |
| 11 | DWLD | Davis Select Worldwide ETF | ETF-Other | 1.83% | -0.25% | +6.58% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.74% | -0.20% | +351.02% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.59% | +0.18% | -6.27% | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 1.46% | -0.16% | +21.53% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.22% | -0.11% | -8.79% | |
| 16 | UUUU | Energy Fuels Inc | Stock-Energy | 1.15% | +0.20% | +46.45% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.09% | +48.64% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.24% | +1.78% | |
| 19 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.90% | -0.19% | +73.06% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.82% | -0.14% | +2.43% | |
| 21 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.75% | +0.73% | -24.57% | |
| 22 | BEEM | Beam Global | Stock-Other | 0.73% | -0.34% | +3.43% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | +0.01% | -3.87% | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.72% | -0.09% | -9.84% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.14% | EXIT | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.63% | +0.24% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | +0.03% | -1.96% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.57% | +0.07% | — | |
| 29 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.57% | +0.13% | +1.46% | |
| 30 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.54% | — | -0.28% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.15% | +4.00% | |
| 32 | CPZ | Calamos Lng/shrt Eqty & Dyn | Stock-Other | 0.45% | — | -25.47% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.03% | -8.48% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.06% | -10.17% | |
| 35 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.39% | -0.20% | EXIT | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.39% | -0.09% | +11.84% | |
| 37 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.39% | -0.06% | -7.99% | |
| 38 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.37% | -0.10% | -2.67% | |
| 39 | ✓ | Calavo Growers Inc | Stock-Other | 0.36% | — | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.33% | +0.07% | +3.44% | |
| 41 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.31% | -0.08% | -2.49% | |
| 42 | EIX | Edison International | Stock-Utilities | 0.30% | +0.26% | NEW | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | +0.03% | +12.18% | |
| 44 | FCG | First Trust Natural Gas ETF | ETF-Other | 0.28% | +0.05% | -0.59% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.28% | — | +10.73% | |
| 46 | JIG | Jpmorgan International Growt | ETF-Other | 0.26% | — | -1.42% | |
| 47 | ALMU | Aeluma Inc | Stock-Other | 0.25% | -0.07% | +36.25% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.24% | -0.05% | -0.95% | |
| 49 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.24% | — | +34.42% | |
| 50 | MUST | Columbia Multi-sect Muni Inc | ETF-Other | 0.22% | -0.04% | -3.44% |
According to official SEC Form 13F filings, Integrity Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $167.7M across 64 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FPE, DINT, RDVY) accounted for 46.8% of total reported equity market value during Q2 2025.
During Q2 2025, Integrity Wealth Advisors, Inc.'s top holdings by market value included FPE (14.4%)、DINT (13.9%)、RDVY (12.6%). The largest single position, FPE, represented 14.4% of total portfolio value.
In Q2 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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