Integrated Advisors Network LLC Portfolio Holdings

Integrated Advisors Network LLC

  • $2.05 Billion
  • Q4 2024

Integrated Advisors Network LLC has filed its 13F form on February 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.05 Billion distributed in 695 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $101M, Spdr S&P 500 ETF Trust with a value of $91.7M, Apple Inc. with a value of $68.6M, Nvidia Corp with a value of $45.3M, and Microsoft Corp with a value of $41.4M.

Examining the 13F form we can see an decrease of $31.4M in the current position value, from $2.08B to 2.05B.

Integrated Advisors Network LLC is based out at Palos Verdes Estates, CA

Below you can find more details about Integrated Advisors Network LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.05 Billion
ETFs: $1.04 Billion
Technology: $316 Million
Financial Services: $167 Million
Consumer Cyclical: $104 Million
Industrials: $93.5 Million
Healthcare: $91.9 Million
Communication Services: $65.2 Million
Consumer Defensive: $57.2 Million
Other: $95.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$68.6 Million 3.35% of portfolio
274,104
Q4 2024 Added 6.18%
$292B
$45.3 Million 2.21% of portfolio
337,087
Q4 2024 Reduced 3.84%
$2.99T
$41.4 Million 2.02% of portfolio
98,223
Q4 2024 Reduced 1.0%
$2.12T
$40 Million 1.95% of portfolio
182,397
Q4 2024 Added 3.65%
$108B
$38.4 Million 1.87% of portfolio
222,839
Q4 2024 Reduced 0.14%
$1.02T
$25.4 Million 1.24% of portfolio
134,077
Q4 2024 Added 0.75%
$77.6B
$24 Million 1.17% of portfolio
103,419
Q4 2024 Added 10.93%
$179B
$21.4 Million 1.04% of portfolio
59,016
Q4 2024 Added 1.3%
$881B
$19.9 Million 0.97% of portfolio
49,306
Q4 2024 Added 4.14%
$738B
$18.8 Million 0.92% of portfolio
78,531
Q4 2024 Reduced 1.97%
$18.8B
$17.2 Million 0.84% of portfolio
65,769
Q4 2024 Added 13.1%
$464B
$15 Million 0.73% of portfolio
16,418
Q4 2024 Added 2.07%
$55.1B
$14.6 Million 0.71% of portfolio
80,508
Q4 2024 Added 76.78%
$1.44T
$13.6 Million 0.67% of portfolio
23,121
Q4 2024 Reduced 1.84%
$827M
$12.1 Million 0.59% of portfolio
841,000
Q4 2024 Reduced 6.66%
$645B
$11.5 Million 0.56% of portfolio
25,281
Q4 2024 Reduced 1.53%
$43.9B
$10.7 Million 0.52% of portfolio
15,229
Q4 2024 Reduced 8.55%
$414B
$10.2 Million 0.5% of portfolio
60,597
Q4 2024 Added 3.72%
$295B
$9.02 Million 0.44% of portfolio
62,279
Q4 2024 Reduced 3.86%
$577B
$9.02 Million 0.44% of portfolio
28,550
Q4 2024 Reduced 0.2%
$883B
$8.89 Million 0.43% of portfolio
11,516
Q4 2024 Reduced 0.57%
$210B
$8.82 Million 0.43% of portfolio
70,120
Q4 2024 Reduced 10.21%
$202B
$8.35 Million 0.41% of portfolio
14,574
Q4 2024 Reduced 4.78%
$533B
$8.13 Million 0.4% of portfolio
15,440
Q4 2024 Reduced 3.26%
$29.5B
$8.06 Million 0.39% of portfolio
68,601
Q4 2024 Reduced 11.73%
$141B
$7.84 Million 0.38% of portfolio
34,706
Q4 2024 Added 32.63%
$396B
$7.81 Million 0.38% of portfolio
20,074
Q4 2024 Reduced 3.81%
$14.7B
$7.51 Million 0.37% of portfolio
22,545
Q4 2024 Reduced 12.99%
$84.2B
$7.53 Million 0.37% of portfolio
79,687
Q4 2024 Added 0.25%
$374B
$7.57 Million 0.37% of portfolio
42,602
Q4 2024 Added 0.49%
$436B
$7.41 Million 0.36% of portfolio
44,445
Q4 2024 Added 3.12%
$339B
$7.37 Million 0.36% of portfolio
167,579
Q4 2024 Added 77.42%
$441B
$6.58 Million 0.32% of portfolio
7,383
Q4 2024 Added 2.43%
$3.73B
$6.08 Million 0.3% of portfolio
269,495
Q3 2023 Reduced 0.01%
$52.8B
$6.22 Million 0.3% of portfolio
45,129
Q4 2024 Reduced 12.66%
$261B
$5.99 Million 0.29% of portfolio
66,331
Q4 2024 Reduced 0.82%
$219B
$5.83 Million 0.28% of portfolio
16,585
Q4 2024 Added 92.62%
$83.9B
$5.8 Million 0.28% of portfolio
6,147
Q4 2024 Reduced 11.63%
$439B
$5.58 Million 0.27% of portfolio
51,889
Q4 2024 Reduced 37.08%
$121B
$5.46 Million 0.27% of portfolio
11,243
Q4 2024 Reduced 6.36%
$138B
$5.38 Million 0.26% of portfolio
75,089
Q4 2024 Reduced 2.59%
$71.4B
$5.12 Million 0.25% of portfolio
28,695
Q4 2024 Reduced 2.22%
$150B
$5.15 Million 0.25% of portfolio
22,570
Q4 2024 Added 8.43%
$177B
$5.14 Million 0.25% of portfolio
26,425
Q4 2024 Added 26.36%
$445B
$4.87 Million 0.24% of portfolio
9,631
Q4 2024 Reduced 18.84%
$236B
$4.88 Million 0.24% of portfolio
49,022
Q4 2024 Reduced 2.33%
$25.2B
$4.97 Million 0.24% of portfolio
43,132
Q4 2024 Reduced 4.42%
$1.06T
$5 Million 0.24% of portfolio
26,250
Q4 2024 Reduced 1.25%
$10.7B
$4.8 Million 0.23% of portfolio
45,294
Q4 2024 Reduced 6.38%

Summary

  • Portfolio
  • No. of Stocks 695
  • Current Value $2.05 Billion
  • Prior Value $2.08 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 275 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 315 stocks
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