Intergy Private Wealth, LLC Purchases in Q3 2025

Intergy Private Wealth, LLC

  • $316 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
256
+ 1.71%
$55.64 - $59.37 $14.2K - $15.2K
15.2K $893K
MO
Altria Group, Inc.

Consumer Defensive
87
+ 1.62%
$57.75 - $67.68 $5.02K - $5.89K
5.45K $359K
CGCP
Capital Group Core Plus Income

ETFs
1.61K
+ 4.05%
$22.27 - $22.95 $35.9K - $37K
41.4K $941K
NVS
Novartis Ag

Healthcare
169
+ 5.33%
$113.5 - $129.73 $19.2K - $21.9K
3.34K $428K
BAC
Bank Of America Corp

Financial Services
348
+ 6.67%
$44.92 - $52.42 $15.6K - $18.2K
5.57K $287K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
64
+ 0.83%
$49.43 - $54.52 $3.16K - $3.49K
7.82K $423K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 5.3%
$357.4 - $423.42 $12.5K - $14.8K
696 $282K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.13K
+ 10.28%
$14.53 - $17.13 $16.4K - $19.4K
12.1K $203K
SAN
Banco Santander, S.A.

Financial Services
645
+ 4.98%
$8.27 - $10.48 $5.33K - $6.76K
13.6K $142K
NEE
Nextera Energy Inc

Utilities
70
+ 2.0%
$69.77 - $77.54 $4.88K - $5.43K
3.57K $269K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
418
+ 3.12%
$50.85 - $51.35 $21.3K - $21.5K
13.8K $707K
XOM
Exxon Mobil Corp

Energy
81
+ 3.37%
$105.83 - $117.22 $8.57K - $9.49K
2.49K $280K
IEF
Ishares Barclays

ETFs
136
+ 2.99%
$93.91 - $97.26 $12.8K - $13.2K
4.69K $452K
JNK
Spdr Bloomberg High Yield Bond

ETFs
134
+ 4.54%
$96.22 - $98.19 $12.9K - $13.2K
3.08K $302K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
260
+ 1.63%
$50.81 - $51.07 $13.2K - $13.3K
16.2K $828K
META
Meta Platforms, Inc.

Communication Services
28
+ 2.08%
$695.21 - $791.73 $19.5K - $22.2K
1.37K $1.01M
VGSH
Vanguard

ETFs
209
+ 5.35%
$58.43 - $58.88 $12.2K - $12.3K
4.12K $242K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
205
+ 2.37%
$26.88 - $27.78 $5.51K - $5.69K
8.87K $246K
LLY
Eli Lilly & CO

Healthcare
18
+ 6.08%
$625.65 - $812.69 $11.3K - $14.6K
314 $239K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
89
+ 1.63%
$78.11 - $79.07 $6.95K - $7.04K
5.54K $436K
SHV
Ishares Tr

ETFs
48
+ 1.2%
$110.06 - $110.49 $5.28K - $5.3K
4.04K $446K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
60
+ 1.08%
$52.39 - $53.11 $3.14K - $3.19K
5.62K $298K
CGMU
Capital Group Core Plus Income
1.75K
+ 5.28%
N/A
34.9K $0
FDEM
Fidelity Emerging Markets Mult
7.1K
New
N/A
7.1K $0
THYF
T Rowe Price Exchange Traded F
786
+ 2.69%
N/A
30K $0
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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