Intergy Private Wealth, LLC Incresed Positions in Q4 2024

Intergy Private Wealth, LLC

  • $265 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 0.95%
$481.22 - $538.17 $541K - $605K
119K $60.9M
VUG
Vanguard Growth ETF

ETFs
30
+ 0.14%
$378.79 - $428.11 $11.4K - $12.8K
22.1K $9.06M
VV
Vanguard Large Cap ETF

ETFs
842
+ 2.22%
$260.27 - $280.65 $219K - $236K
38.7K $10.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.09K
+ 21.43%
$96.64 - $101.23 $589K - $616K
34.5K $3.34M
SPYG
Spdr Portfolio

ETFs
1
+ 0.0%
$81.74 - $91.38 $81.7 - $91.4
93.9K $8.25M
AAPL
Apple Inc.

Technology
651
+ 4.77%
$221.69 - $259.02 $144K - $169K
14.3K $3.58M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.39K
+ 6.23%
$116.4 - $138.52 $161K - $192K
23.7K $3M
TSLA
Tesla, Inc.

Consumer Cyclical
290
+ 16.43%
$213.65 - $479.86 $62K - $139K
2.06K $829K
AVUV
American Centy ETF Tr Avantis

ETFs
1.46K
+ 2.31%
$94.37 - $106.41 $138K - $155K
64.6K $6.24M
IEMG
Ishares Inc

ETFs
2.99K
+ 5.17%
N/A
60.9K $3.26M
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 3.81%
$205.18 - $250.29 $24.6K - $30K
3.27K $783K
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 4.26%
$180.88 - $232.93 $21.3K - $27.5K
2.89K $633K
GOOGL
Alphabet Inc.

Communication Services
317
+ 13.96%
$161.86 - $196.66 $51.3K - $62.3K
2.59K $489K
IVV
Ishares Core S&P 500 ETF

ETFs
144
+ 6.48%
$570.51 - $610.59 $82.2K - $87.9K
2.37K $1.39M
V
Visa Inc.

Financial Services
67
+ 4.16%
$273.87 - $320.91 $18.3K - $21.5K
1.68K $529K
MSFT
Microsoft Corp

Technology
255
+ 10.22%
$406.35 - $454.46 $104K - $116K
2.75K $1.16M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
116
+ 0.78%
$417.69 - $450.94 $48.5K - $52.3K
15K $6.38M
CSCO
Cisco Systems, Inc.

Technology
886
+ 19.49%
$52.45 - $60.02 $46.5K - $53.2K
5.43K $321K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.79K
+ 12.82%
$49.87 - $52.46 $89.1K - $93.7K
15.7K $784K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
679
+ 2.75%
$100.22 - $100.73 $68K - $68.4K
25.4K $2.55M
VBK
Vanguard Small Cap Growth ETF

ETFs
35
+ 0.95%
$264.18 - $304.19 $9.25K - $10.6K
3.74K $1.05M
META
Meta Platforms, Inc.

Communication Services
27
+ 1.27%
$554.08 - $632.68 $15K - $17.1K
2.15K $1.27M
VO
Vanguard Mid Cap ETF

ETFs
185
+ 2.34%
$261.5 - $284.63 $48.4K - $52.7K
8.09K $2.14M
IBM
International Business Machines Corp

Technology
248
+ 5.59%
$204.9 - $238.04 $50.8K - $59K
4.69K $1.03M
CGCP
Capital Group Core Plus Income

ETFs
3K
+ 7.96%
$22.13 - $23.17 $66.3K - $69.5K
40.7K $902K
USRT
Ishares Core U.S. Reit ETF

ETFs
1.31K
+ 12.53%
$55.97 - $62.75 $73.2K - $82K
11.7K $672K
LQD
Ishares Iboxx $ Investment Gra

ETFs
639
+ 9.51%
$106.56 - $113.11 $68.1K - $72.3K
7.36K $786K
IJS
Ishares S&P Smallcap 600 Value

ETFs
166
+ 1.91%
$104.59 - $118.05 $17.4K - $19.6K
8.88K $963K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
534
+ 10.95%
$51.54 - $52.55 $27.5K - $28.1K
5.41K $279K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
344
+ 3.06%
$113.92 - $127.38 $39.2K - $43.8K
11.6K $1.33M
MRK
Merck & Co., Inc.

Healthcare
609
+ 19.38%
$96.31 - $114.76 $58.7K - $69.9K
3.75K $373K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.07%
$278.19 - $315.36 $556 - $631
2.82K $812K
PM
Philip Morris International Inc.

Consumer Defensive
80
+ 4.26%
$118.38 - $133.06 $9.47K - $10.6K
1.96K $235K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.05%
$233.76 - $261.58 $234 - $262
2.14K $513K
HD
Home Depot, Inc.

Consumer Cyclical
40
+ 6.43%
$385.02 - $431.37 $15.4K - $17.3K
662 $257K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
322
+ 3.69%
$26.55 - $27.32 $8.55K - $8.8K
9.06K $241K
DFAT
Dimensional ETF Tr U S Target

ETFs
7
+ 0.04%
$54.54 - $61.04 $382 - $427
20K $1.11M
SHV
Ishares Tr

ETFs
22
+ 0.66%
$109.92 - $110.57 $2.42K - $2.43K
3.35K $368K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.01%
$61.68 - $67.87 $61.7 - $67.9
11.7K $731K
THYF
T Rowe Price Exchange Traded F
1.08K
+ 3.71%
N/A
30.2K $0
IEF
Ishares Barclays

ETFs
146
+ 6.19%
$92.08 - $98.18 $13.4K - $14.3K
2.5K $231K
CGMU
Capital Group Core Plus Income
751
+ 2.02%
N/A
38K $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
91
+ 1.62%
$77.02 - $78.58 $7.01K - $7.15K
5.72K $441K
LYG
Lloyds Banking Group PLC

Financial Services
301
+ 2.3%
$2.67 - $3.23 $804 - $972
13.4K $36K
MUB
Ishares National Muni Bond ETF

ETFs
8
+ 0.33%
$105.78 - $108.7 $846 - $870
2.4K $255K
DUK
Duke Energy Corp

Utilities
96
+ 4.76%
$105.76 - $120.76 $10.2K - $11.6K
2.11K $227K
XOM
Exxon Mobil Corp

Energy
78
+ 3.49%
$105.51 - $125.37 $8.23K - $9.78K
2.31K $248K
VOE
Vanguard Mid Cap Value Index F

ETFs
137
+ 1.97%
$160.89 - $176.18 $22K - $24.1K
7.08K $1.14M
IWS
Ishares Russell Midcap Value E

ETFs
4
+ 0.06%
$128.08 - $140.32 $512 - $561
7.11K $919K
Activity Summary
Buys All Purchases 74 New Holdings 8 Increased Positions 66 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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