Integrated Investment Consultants, LLC Incresed Positions in Q3 2025

Integrated Investment Consultants, LLC

  • $639 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
98.6K
+ 380.47%
$85.31 - $97.03 $8.41M - $9.57M
124K $11.9M
AFRM
Affirm Holdings, Inc.

Technology
64.4K
+ 33.46%
$64.05 - $92.18 $4.13M - $5.94M
257K $18.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.85K
+ 18.2%
$620.67 - $670.08 $1.77M - $1.91M
18.5K $12.4M
AAPL
Apple Inc.

Technology
214
+ 0.48%
$202.38 - $256.87 $43.3K - $55K
44.9K $11.4M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.14K
+ 6.16%
$108.08 - $121.73 $772K - $869K
123K $14.8M
AOR
Ishares Tr Core Growth Allocat

ETFs
17.3K
+ 4.71%
$60.99 - $64.39 $1.06M - $1.11M
385K $24.8M
IWN
Ishares Russell2000 Val ETF

ETFs
8.07K
+ 28.49%
$157.1 - $178.94 $1.27M - $1.44M
36.4K $6.43M
NEAR
Blackrock Short Maturity Bond

ETFs
36.2K
+ 11.38%
$50.8 - $51.32 $1.84M - $1.86M
354K $18.2M
IEFA
Ishares Tr

ETFs
8.6K
+ 4.62%
$81.7 - $87.53 $703K - $753K
195K $17M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.87K
+ 1.97%
$192.76 - $203.86 $360K - $381K
96.9K $19.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
934
+ 9.56%
$546.99 - $602.2 $511K - $562K
10.7K $6.43M
GLD
Spdr Gold Trust

ETFs
1.19K
+ 12.26%
$300.96 - $355.47 $358K - $423K
10.9K $3.87M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.92K
+ 1.6%
$42.67 - $46.91 $125K - $137K
186K $8.7M
ADBE
Adobe Inc.

Technology
2.23K
+ 334.28%
$333.65 - $392.1 $745K - $876K
2.9K $1.02M
UBER
Uber Technologies, Inc

Technology
66
+ 0.04%
$86.91 - $99.57 $5.74K - $6.57K
154K $15.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.47K
+ 372.66%
$412.46 - $514.1 $607K - $757K
1.87K $915K
SCHG
Schwab Strategic Tr Us Large C

ETFs
74
+ 0.03%
$28.92 - $32.19 $2.14K - $2.38K
263K $8.4M
PVAL
Putnam ETF Tr Putnam Focused L
15.9K
+ 126.69%
$39.93 - $42.72 $636K - $680K
28.5K $1.22M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.83K
+ 3.93%
$79.89 - $83.25 $385K - $402K
127K $10.5M
DGRO
Ishares Core Dividend Growth E

ETFs
2.2K
+ 2.06%
$64.12 - $68.08 $141K - $150K
109K $7.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.49K
+ 63.06%
$62.09 - $66.51 $403K - $432K
16.8K $1.09M
PRGS
Progress Software Corp

Technology
13K
+ 157.71%
$40.98 - $55.52 $534K - $723K
21.3K $934K
EEM
Ishares Msci Emerging Markets

ETFs
2.5K
+ 4.89%
$48.07 - $53.4 $120K - $134K
53.7K $2.87M
VTV
Vanguard Value ETF

ETFs
134
+ 0.39%
$175.51 - $186.57 $23.5K - $25K
34.2K $6.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.27K
+ 24.35%
$49.43 - $54.52 $211K - $233K
21.8K $1.18M
JNJ
Johnson & Johnson

Healthcare
72
+ 0.87%
$155.17 - $185.42 $11.2K - $13.4K
8.32K $1.54M
UTHR
United Therapeutics Corp

Healthcare
283
+ 32.79%
$274.7 - $438.75 $77.7K - $124K
1.15K $480K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.11K
+ 6.03%
$87.29 - $93.61 $96.7K - $104K
19.5K $1.82M
GE
General Electric CO

Industrials
37
+ 1.31%
$244.75 - $305.63 $9.06K - $11.3K
2.86K $860K
UNH
Unitedhealth Group Inc

Healthcare
113
+ 4.96%
$237.77 - $353.61 $26.9K - $40K
2.39K $825K
SPY
Spdr S&P 500 ETF Trust

ETFs
63
+ 4.39%
$617.65 - $666.84 $38.9K - $42K
1.5K $998K
QCOM
Qualcomm Inc

Technology
515
+ 15.52%
$145.84 - $173.55 $75.1K - $89.4K
3.83K $637K
PEP
Pepsico Inc

Consumer Defensive
268
+ 4.08%
$133.81 - $152.16 $35.9K - $40.8K
6.84K $960K
TNET
Trinet Group, Inc.

Industrials
2.13K
+ 23.46%
$62.83 - $75.19 $134K - $160K
11.2K $749K
NTAP
Net App, Inc.

Technology
300
+ 7.64%
$101.1 - $126.36 $30.3K - $37.9K
4.23K $500K
F
Ford Motor CO

Consumer Cyclical
257
+ 0.41%
$10.82 - $12.09 $2.78K - $3.11K
62.7K $749K
COF
Capital One Financial Corp

Financial Services
330
+ 8.65%
$207.29 - $229.74 $68.4K - $75.8K
4.15K $881K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.27%
$696.56 - $806.32 $1.39K - $1.61K
746 $594K
BX
Blackstone Inc.

Financial Services
195
+ 12.06%
$152.77 - $188.68 $29.8K - $36.8K
1.81K $309K
GD
General Dynamics Corp

Industrials
76
+ 9.03%
$293.92 - $341.0 $22.3K - $25.9K
918 $313K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
72
+ 10.53%
$534.91 - $598.71 $38.5K - $43.1K
756 $425K
IWB
Ishares Tr Russell 1000 ETF

ETFs
58
+ 3.87%
$339.37 - $366.46 $19.7K - $21.3K
1.56K $569K
PFE
Pfizer Inc

Healthcare
1.11K
+ 4.63%
$23.29 - $25.88 $25.9K - $28.8K
25.2K $640K
ASML
Asml Holding Nv

Technology
7
+ 2.73%
$689.63 - $968.09 $4.83K - $6.78K
263 $254K
SYY
Sysco Corp

Consumer Defensive
17
+ 0.27%
$76.33 - $82.51 $1.3K - $1.4K
6.39K $525K
CI
Cigna Corp

Healthcare
374
+ 22.58%
$262.23 - $334.39 $98.1K - $125K
2.03K $585K
VZ
Verizon Communications Inc

Communication Services
737
+ 10.97%
$40.84 - $45.06 $30.1K - $33.2K
7.46K $327K
IJS
Ishares S&P Smallcap 600 Value

ETFs
113
+ 5.19%
$98.99 - $112.2 $11.2K - $12.7K
2.29K $253K
CSCO
Cisco Systems, Inc.

Technology
842
+ 3.62%
$66.2 - $71.79 $55.7K - $60.4K
24.1K $1.65M
Activity Summary
Buys All Purchases 99 New Holdings 26 Increased Positions 73 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 3 Puts 0
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