Integrity Wealth Solutions LLC Portfolio Holdings

Integrity Wealth Solutions LLC

  • $185 Billion
  • Q1 2025

Integrity Wealth Solutions LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $185 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $13.6B, Vanguard Growth ETF with a value of $10.3B, Vanguard Value ETF with a value of $10B, Pgim ETF Tr Total Return Bd Et with a value of $6.4B, and World Gold Trust with a value of $6.29B.

Examining the 13F form we can see an increase of $6.01B in the current position value, from $179B to 185B.

Integrity Wealth Solutions LLC is based out at Denver, CO

Below you can find more details about Integrity Wealth Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $185 Billion
ETFs: $151 Billion
Technology: $10.9 Billion
Consumer Cyclical: $5.4 Billion
Communication Services: $3.45 Billion
Financial Services: $2.11 Billion
Consumer Defensive: $664 Million
Industrials: $549 Million
Utilities: $321 Million
Other: $435 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.6 Billion 7.37% of portfolio
267,389
Q1 2025 Added 0.27%
$0
$10.3 Billion 5.57% of portfolio
27,725
Q1 2025 Reduced 0.66%
$0
$10 Billion 5.43% of portfolio
57,979
Q1 2025 Added 6.83%
$0
$6.4 Billion 3.47% of portfolio
153,437
Q1 2025 Added 6.48%
$9.82B
$6.29 Billion 3.41% of portfolio
101,612
Q1 2025 Added 2.29%
$0
$6.1 Billion 3.31% of portfolio
70,019
Q1 2025 Added 2.2%
$0
$5.9 Billion 3.2% of portfolio
71,038
Q1 2025 Added 0.52%
$0
$4.95 Billion 2.68% of portfolio
150,023
Q1 2025 Added 1.14%
$0
$4.59 Billion 2.49% of portfolio
29,296
Q1 2025 Reduced 1.51%
$0
$4.52 Billion 2.45% of portfolio
174,733
Q1 2025 Added 3.42%
$0
$4.45 Billion 2.41% of portfolio
71,668
Q1 2025 Added 10.18%
$265B
$4.35 Billion 2.36% of portfolio
40,156
Q1 2025 Reduced 0.07%
$0
$4.05 Billion 2.2% of portfolio
43,860
Q1 2025 Added 3.0%
$0
$3.93 Billion 2.13% of portfolio
144,089
Q1 2025 Added 394.18%
$0
$3.62 Billion 1.96% of portfolio
19,430
Q1 2025 Added 4.2%
$0
$3.53 Billion 1.91% of portfolio
148,507
Q1 2025 Added 9.74%
$3.35T
$3.42 Billion 1.85% of portfolio
15,401
Q1 2025 Reduced 0.78%
$0
$3.37 Billion 1.82% of portfolio
130,276
Q1 2025 Added 4.59%
$0
$2.97 Billion 1.61% of portfolio
75,498
Q1 2025 Added 2.93%
Vanguard Malvern Fds
-
$2.88 Billion 1.56% of portfolio
-
Q1 2025 Added 34.01%
$0
$2.76 Billion 1.5% of portfolio
55,694
Q1 2025 Reduced 2.76%
$0
$2.58 Billion 1.4% of portfolio
19,986
Q1 2025 Added 2.52%
$0
$2.56 Billion 1.39% of portfolio
97,087
Q1 2025 Reduced 5.53%
$0
$2.49 Billion 1.35% of portfolio
24,773
Q1 2025 Added 9.5%
$0
$2.47 Billion 1.34% of portfolio
54,547
Q1 2025 Added 0.36%
$0
$2.37 Billion 1.28% of portfolio
20,504
Q1 2025 Reduced 2.04%
$819B
$2.23 Billion 1.21% of portfolio
8,609
Q1 2025 Added 3.1%
$0
$2.22 Billion 1.2% of portfolio
27,579
Q1 2025 Added 5.95%
$0
$2.04 Billion 1.11% of portfolio
8,102
Q1 2025 Added 12.98%
$0
$2 Billion 1.08% of portfolio
30,434
Q1 2025 Added 6.22%
$1.9T
$1.98 Billion 1.07% of portfolio
10,407
Q1 2025 Added 2.55%
$0
$1.93 Billion 1.05% of portfolio
61,839
Q1 2025 Added 26.88%
$0
$1.94 Billion 1.05% of portfolio
7,056
Q1 2025 Added 3.83%
$0
$1.84 Billion 1.0% of portfolio
3,287
Q1 2025 Added 6.1%
$0
$1.71 Billion 0.93% of portfolio
23,273
Q1 2025 Reduced 17.18%
$2.89T
$1.59 Billion 0.86% of portfolio
4,246
Q1 2025 Reduced 0.98%
$0
$1.55 Billion 0.84% of portfolio
3,303
Q1 2025 Added 34.27%
Ea Series Trust
-
$1.36 Billion 0.74% of portfolio
-
Q1 2025 Reduced 0.37%
$0
$1.29 Billion 0.7% of portfolio
25,246
Q1 2025 Added 3.42%
$0
$1.24 Billion 0.67% of portfolio
26,028
Q1 2025 Reduced 18.52%
$983B
$1.17 Billion 0.63% of portfolio
7,467
Q1 2025 Added 2.68%
Pimco ETF Tr
-
$1.16 Billion 0.63% of portfolio
-
Q1 2025 New
$0
$1.15 Billion 0.62% of portfolio
28,177
Q1 2025 Reduced 4.71%
$0
$1.08 Billion 0.59% of portfolio
2,103
Q1 2025 Added 40.48%
$0
$1.04 Billion 0.56% of portfolio
11,438
Q1 2025 Added 1.34%
$0
$976 Million 0.53% of portfolio
18,960
Q1 2025 Added 0.31%
$0
$849 Million 0.46% of portfolio
29,707
Q1 2025 New
$0
$835 Million 0.45% of portfolio
6,157
Q1 2025 Added 1.2%
$0
$810 Million 0.44% of portfolio
2,244
Q1 2025 Added 0.09%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $185 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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