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The Analysis of Integrated Financial Solutions, Inc.'s Holdings & P&L

Currently, Integrated Financial Solutions, Inc. holds 31 types of securities in its portfolio with a total value $144.0M. In the most recent quarter, they have increased their positions in APP (+3.7K shares, valued at $1.5M), CRWD (+3.5K shares, valued at $1.4M), AMZN (+4.7K shares, valued at $978.9K); decreased their positions in NVDA (-615 shares, valued at $107.3K), AMD (-260 shares, valued at $52.9K), GEV (-50 shares, valued at $43.6K); initiated new positions in NVMI (+1.1K shares, valued at $466.9K), N/A (+1.4K shares, valued at $379.7K), MU (+637 shares, valued at $215.2K).

1M P&L

+14.0M+11.33%

3M P&L

+18.2M+15.19%

HY P&L

+14.5M+11.80%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors37.7M

34.6%

2Consumer Electronics30.4M

28.0%

3Internet Retail9.7M

8.9%

Top Industries by Stock Count

1Semiconductors5 stocks

18.5%

2N/A5 stocks

18.5%

3Internet Retail2 stocks

7.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC120.0K shares2.54%2026-03-312026-04-13

NVDA NVIDIA CORPORATION174.1K shares-0.35%2026-03-312026-04-13

BROADCOM INC BROADCOM INC76.5K shares3.85%2026-03-312026-04-13

ALPHABET INC ALPHABET INC33.9K shares6.35%2026-03-312026-04-13

AMZN AMAZON COM INC26.9K shares21.16%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F79.3K shares10.06%2026-03-312026-04-13

APP APPLOVIN CORP11.3K shares48.75%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC21.1K shares-1.22%2026-03-312026-04-13

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MELI MERCADOLIBRE INC2.3K shares11.28%2026-03-312026-04-13

MSFT MICROSOFT CORP10.3K shares12.93%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T5.2K shares0.06%2026-03-312026-04-13

META META PLATFORMS INC4.3K shares26.18%2026-03-312026-04-13

ALAB ASTERA LABS INC21.6K shares52.27%2026-03-312026-04-13

RH RH16.4K shares6.67%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC4.1K shares581.82%2026-03-312026-04-13

NFLX NETFLIX INC.15.6K shares48.38%2026-03-312026-04-13

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SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC64.8K shares0.00%2026-03-312026-04-13

PFE PFIZER INC48.5K shares-1.02%2026-03-312026-04-13

TTD THE TRADE DESK INC41.3K shares11.06%2026-03-312026-04-13

TSLA TESLA INC2.3K shares35.09%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR5.7K shares12.34%2026-03-312026-04-13

RDDT REDDIT INC5.5K shares5.79%2026-03-312026-04-13

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-13

NVMI NOVA LTD1.1K sharesnew addition2026-03-312026-04-13

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TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares0.00%2026-03-312026-04-13

CELESTICA INC CELESTICA INC1.4K sharesnew addition2026-03-312026-04-13

UPST UPSTART HLDGS INC14.5K shares-6.45%2026-03-312026-04-13

GEV GE VERNOVA INC350 shares-12.50%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO937 shares11.95%2026-03-312026-04-13

SGOV ISHARES TR2.4K shares0.00%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC637 sharesnew addition2026-03-312026-04-13

AAPL

APPLE INC

2.54%

Shares120.0K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-0.35%

Shares174.1K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

3.85%

Shares76.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

6.35%

Shares33.9K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

21.16%

Shares26.9K

Event2026-03-31

Filed2026-04-13

JEPI

J P MORGAN EXCHANGE TRADED F

10.06%

Shares79.3K

Event2026-03-31

Filed2026-04-13

APP

APPLOVIN CORP

48.75%

Shares11.3K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-1.22%

Shares21.1K

Event2026-03-31

Filed2026-04-13

MELI

MERCADOLIBRE INC

11.28%

Shares2.3K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

12.93%

Shares10.3K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.06%

Shares5.2K

Event2026-03-31

Filed2026-04-13

META

META PLATFORMS INC

26.18%

Shares4.3K

Event2026-03-31

Filed2026-04-13

ALAB

ASTERA LABS INC

52.27%

Shares21.6K

Event2026-03-31

Filed2026-04-13

6.67%

Shares16.4K

Event2026-03-31

Filed2026-04-13

CRWD

CROWDSTRIKE HLDGS INC

581.82%

Shares4.1K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

48.38%

Shares15.6K

Event2026-03-31

Filed2026-04-13

SUPER MICRO COMPUTER INC

0.00%

Shares64.8K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

-1.02%

Shares48.5K

Event2026-03-31

Filed2026-04-13

TTD

THE TRADE DESK INC

11.06%

Shares41.3K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

35.09%

Shares2.3K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

12.34%

Shares5.7K

Event2026-03-31

Filed2026-04-13

RDDT

REDDIT INC

5.79%

Shares5.5K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-13

NVMI

NOVA LTD

New

Shares1.1K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

CELESTICA INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-13

UPST

UPSTART HLDGS INC

-6.45%

Shares14.5K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

-12.50%

Shares350

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

11.95%

Shares937

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

New

Shares637

Event2026-03-31

Filed2026-04-13

Call Option Holdings

AMZN Call CallAMAZON COM INC300 shares0.00%2026-03-312026-04-13

AMZN Call

AMAZON COM INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-13

Put Option Holdings

No put option holdings data available