Integrity Wealth Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Pfd Secs & Income ETF with a value of $22.2B, Genasys Inc. with a value of $17.4B, Davis Fundamental ETF Tr with a value of $16B, First Trust Rising Dividend Ac with a value of $10.7B, and Alphabet Inc. with a value of $8.66B.

Examining the 13F form we can see an increase of $137B in the current position value.

Integrity Wealth Advisors, Inc. is based out at Ventura, CA

Below you can find more details about Integrity Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $78.6 Billion
Technology: $28.8 Billion
Communication Services: $10.3 Billion
Financial Services: $9.52 Billion
Energy: $2.81 Billion
Consumer Cyclical: $2.54 Billion
Industrials: $1.07 Billion
Healthcare: $1.05 Billion
Other: $1.13 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 63 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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