Integrated Investment Consultants, LLC Reduced Holdings in Q4 2024

Integrated Investment Consultants, LLC

  • $807 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-4.13M
- 99.84%
$554.08 - $632.68 $2.29B - $2.61B
6.5K $3.83M
LLY
Eli Lilly & CO

Healthcare
-692K
- 99.47%
$727.2 - $932.06 $504M - $645M
3.71K $2.86M
AAPL
Apple Inc.

Technology
-1.69M
- 97.5%
$221.69 - $259.02 $375M - $438M
43.4K $10.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-291K
- 97.69%
$442.29 - $483.08 $129M - $141M
6.86K $3.11M
MRK
Merck & Co., Inc.

Healthcare
-598K
- 95.44%
$96.31 - $114.76 $57.6M - $68.6M
28.6K $2.84M
ABBV
Abb Vie Inc.

Healthcare
-162K
- 90.9%
$164.99 - $203.87 $26.7M - $32.9M
16.2K $2.87M
XOM
Exxon Mobil Corp

Energy
-248K
- 91.79%
$105.51 - $125.37 $26.2M - $31.1M
22.2K $2.39M
BMY
Bristol Myers Squibb CO

Healthcare
-330K
- 93.51%
$51.92 - $59.94 $17.1M - $19.8M
22.9K $1.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-95K
- 88.06%
$126.68 - $134.74 $12M - $12.8M
12.9K $1.64M
ABT
Abbott Laboratories

Healthcare
-106K
- 84.07%
$111.93 - $119.39 $11.8M - $12.6M
20K $2.26M
GM
General Motors CO

Consumer Cyclical
-176K
- 97.5%
$44.82 - $60.2 $7.89M - $10.6M
4.51K $240K
JNJ
Johnson & Johnson

Healthcare
-59.4K
- 82.0%
$143.34 - $165.86 $8.51M - $9.84M
13K $1.88M
DIS
Walt Disney CO

Communication Services
-57.9K
- 81.95%
$92.39 - $117.6 $5.35M - $6.81M
12.8K $1.42M
CAT
Caterpillar Inc

Industrials
-17K
- 93.41%
$360.37 - $416.88 $6.12M - $7.08M
1.2K $434K
SCHW
Schwab Charles Corp

Financial Services
-76.7K
- 73.01%
$63.31 - $82.85 $4.86M - $6.36M
28.4K $2.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-58.9K
- 91.93%
$77.25 - $91.3 $4.55M - $5.38M
5.17K $440K
JPM
Jpmorgan Chase & CO

Financial Services
-20.6K
- 51.24%
$205.18 - $250.29 $4.23M - $5.16M
19.6K $4.71M
MCD
Mcdonalds Corp

Consumer Cyclical
-14.5K
- 66.1%
$288.47 - $316.54 $4.19M - $4.6M
7.45K $2.16M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-9.26K
- 78.11%
$338.38 - $446.21 $3.13M - $4.13M
2.6K $1.13M
CSCO
Cisco Systems, Inc.

Technology
-67.8K
- 59.52%
$52.45 - $60.02 $3.56M - $4.07M
46.1K $2.73M
HEI
Heico Corp

Industrials
-14.9K
- 88.01%
$237.06 - $279.02 $3.53M - $4.16M
2.03K $482K
IBM
International Business Machines Corp

Technology
-15.7K
- 55.81%
$204.9 - $238.04 $3.22M - $3.75M
12.5K $2.74M
CVX
Chevron Corp

Energy
-18K
- 76.4%
$141.15 - $162.53 $2.54M - $2.92M
5.56K $804K
AFL
Aflac Inc

Financial Services
-24.2K
- 58.09%
$100.37 - $115.27 $2.43M - $2.79M
17.5K $1.81M
PFE
Pfizer Inc

Healthcare
-84K
- 63.01%
$24.8 - $30.19 $2.08M - $2.54M
49.3K $1.31M
MS
Morgan Stanley

Financial Services
-15.4K
- 89.17%
$104.42 - $134.99 $1.6M - $2.07M
1.87K $234K
PANW
Palo Alto Networks Inc

Technology
-10.2K
- 84.67%
$181.96 - $405.9 $1.85M - $4.13M
1.84K $335K
BLDR
Builders First Source, Inc.

Industrials
-12.7K
- 84.84%
$142.93 - $198.25 $1.82M - $2.52M
2.28K $325K
HLI
Houlihan Lokey, Inc.

Financial Services
-9.98K
- 61.63%
$158.81 - $190.49 $1.58M - $1.9M
6.21K $1.08M
IEFA
Ishares Tr

ETFs
-24.1K
- 12.45%
$70.06 - $77.43 $1.69M - $1.87M
170K $11.9M
IAU
Ishares Gold Trust

ETFs
-31.8K
- 65.98%
$48.37 - $52.65 $1.54M - $1.68M
16.4K $813K
CL
Colgate Palmolive CO

Consumer Defensive
-10.7K
- 41.76%
$90.22 - $102.31 $963K - $1.09M
14.9K $1.35M
EEM
Ishares Msci Emerging Markets

ETFs
-20.2K
- 37.71%
$41.82 - $47.36 $844K - $956K
33.3K $1.39M
BP
Bp PLC

Energy
-18.8K
- 64.49%
$28.16 - $33.14 $530K - $623K
10.4K $306K
CVS
Cvs Health Corp

Healthcare
-10.8K
- 66.8%
$43.78 - $67.46 $473K - $729K
5.37K $241K
MOS
Mosaic CO

Basic Materials
-8.93K
- 46.53%
$23.87 - $28.34 $213K - $253K
10.3K $252K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.91K
- 3.54%
$7.33 - $12.37 $14K - $23.6K
52.1K $552K
Activity Summary
Buys All Purchases 2 New Holdings 0 Increased Positions 2 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Integrated Investment Consultants, LLC Portfolio

Follow Integrated Investment Consultants, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Investment Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Investment Consultants, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email