Integris Wealth Management, LLC Sells in Q4 2024

Integris Wealth Management, LLC

  • $355 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.53K
- 0.77%
$63.27 - $70.31 $96.6K - $107K
197K $12.5B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-1.18K
- 0.8%
$53.86 - $60.27 $63.5K - $71.1K
146K $7.9B
CAT
Caterpillar Inc

Industrials
-770
- 2.95%
$360.37 - $416.88 $277K - $321K
25.3K $9.19B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-635
- 0.67%
$70.63 - $78.23 $44.9K - $49.7K
94.2K $6.69B
SUB
Ishares Short Term National Mu

ETFs
-4.99K
- 13.8%
$104.94 - $106.2 $524K - $530K
31.2K $3.29B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-514
- 0.64%
$60.27 - $66.27 $31K - $34.1K
80K $4.89B
JNJ
Johnson & Johnson

Healthcare
-971
- 11.05%
$143.34 - $165.86 $139K - $161K
7.82K $1.13B
EPP
Ishares Inc

ETFs
-630
- 1.49%
$43.59 - $49.13 $27.5K - $31K
41.5K $1.82B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.06K
- 7.67%
$124.61 - $133.96 $256K - $275K
24.8K $3.19B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-5
- 0.01%
$33.93 - $38.37 $170 - $192
41.8K $1.43B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.35K
- 5.91%
$41.09 - $45.94 $179K - $200K
69.2K $2.91B
PEP
Pepsico Inc

Consumer Defensive
-319
- 4.95%
$151.29 - $176.1 $48.3K - $56.2K
6.12K $931M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.12%
$479.66 - $614.62 $959 - $1.23K
1.62K $785M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.54K
- 4.51%
$33.39 - $37.66 $51.6K - $58.1K
32.7K $1.09B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-962
- 8.05%
$39.22 - $47.52 $37.7K - $45.7K
11K $434M
IEV
Ishares Tr Europe ETF

ETFs
-440
- 5.21%
$52.03 - $57.63 $22.9K - $25.4K
8.01K $417M
RTX
Raytheon Technologies Corp

Industrials
-483
- 19.52%
$114.45 - $127.21 $55.3K - $61.4K
1.99K $230M
IDV
Ishares Tr

ETFs
-471
- 2.65%
$27.03 - $29.92 $12.7K - $14.1K
17.3K $474M
MMM
3 M CO

Industrials
-259
- 8.69%
$124.74 - $137.12 $32.3K - $35.5K
2.72K $351M
EMB
Ishares Tr

ETFs
-272
- 5.79%
$88.94 - $93.46 $24.2K - $25.4K
4.43K $394M
DVY
Ishares Tr

ETFs
-208
- 5.3%
$129.55 - $143.41 $26.9K - $29.8K
3.72K $488M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.31K
- 2.1%
$570.51 - $610.59 $749K - $801K
61.2K $36B
IYR
Ishares Tr

ETFs
-19
- 0.74%
$90.74 - $102.87 $1.72K - $1.95K
2.56K $238M
IBM
International Business Machines Corp

Technology
-97
- 5.58%
$204.9 - $238.04 $19.9K - $23.1K
1.64K $361M
CSCO
Cisco Systems, Inc.

Technology
-1.27K
- 13.04%
$52.45 - $60.02 $66.7K - $76.3K
8.47K $502M
CVX
Chevron Corp

Energy
-15
- 0.27%
$141.15 - $162.53 $2.12K - $2.44K
5.6K $812M
ADP
Automatic Data Processing Inc

Industrials
-42
- 3.38%
$280.08 - $307.97 $11.8K - $12.9K
1.2K $352M
NVDA
Nvidia Corp

Technology
-162
- 4.23%
$117.0 - $148.88 $19K - $24.1K
3.67K $492M
BAC
Bank Of America Corp

Financial Services
-100
- 0.94%
$39.22 - $47.77 $3.92K - $4.78K
10.6K $465M
VV
Vanguard Large Cap ETF

ETFs
-722
- 1.27%
$260.27 - $280.65 $188K - $203K
56.1K $15.1B
TSLA
Tesla, Inc.

Consumer Cyclical
-213
- 6.7%
$213.65 - $479.86 $45.5K - $102K
2.97K $1.2B
VTI
Vanguard Total Stock Market Et

ETFs
-1.01K
- 0.99%
$280.04 - $302.45 $282K - $305K
101K $29.1B
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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