The Analysis of INTEGRITY WEALTH ADVISORS, INC.'s Holdings & P&L


Currently, INTEGRITY WEALTH ADVISORS, INC. holds 70 types of securities in its portfolio with a total value $166.6M. In the most recent quarter, they have increased their positions in DINT (+93.0K shares, valued at $2.5M), RDVY (+35.0K shares, valued at $2.4M), JPST (+45.1K shares, valued at $2.3M); decreased their positions in JPEF (-2.9K shares, valued at $207.3K), GOVT (-7.4K shares, valued at $168.7K), PDBC (-7.4K shares, valued at $128.4K); initiated new positions in EIX (+6.0K shares, valued at $438.0K), IREN (+7.0K shares, valued at $240.0K), SHYG (+5.1K shares, valued at $216.6K).


1M P&L
+3.4M+2.64%
3M P&L
+2.9M+2.26%
HY P&L
+8.4M+6.82%

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

1N/A93.3M
73.5%
2Scientific & Technical Instruments11.7M
9.2%
3Aerospace & Defense4.7M
3.7%

Top Industries by Stock Count

1N/A39 stocks
57.4%
2Semiconductors4 stocks
5.9%
3Internet Retail2 stocks
2.9%
Stock Holdings
RDVY
FIRST TR EXCHANGE TRADED FD
13.04%
Shares303.5K
Event2026-03-31
Filed2026-05-14
DINT
DAVIS FUNDAMENTAL ETF TR
17.61%
Shares621.2K
Event2026-03-31
Filed2026-05-14
FPE
FIRST TR EXCH TRADED FD III
4.53%
Shares695.0K
Event2026-03-31
Filed2026-05-14
GNSS
GENASYS INC
18.98%
Shares6.5M
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
14.83%
Shares30.6K
Event2026-03-31
Filed2026-05-14
GTO
INVESCO ACTIVELY MANAGED EXC
34.90%
Shares184.0K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
25.44%
Shares17.4K
Event2026-03-31
Filed2026-05-14
JPST
J P MORGAN EXCHANGE TRADED F
63.12%
Shares116.5K
Event2026-03-31
Filed2026-05-14
JAAA
JANUS DETROIT STR TR
48.33%
Shares110.5K
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
18.62%
Shares25.9K
Event2026-03-31
Filed2026-05-14
SPTI
SPDR SERIES TRUST
10.11%
Shares157.4K
Event2026-03-31
Filed2026-05-14
QQQM
INVESCO EXCH TRADED FD TR II
52.43%
Shares18.4K
Event2026-03-31
Filed2026-05-14
RWL
INVESCO EXCH TRADED FD TR II
70.04%
Shares31.1K
Event2026-03-31
Filed2026-05-14
SPYM
SPDR SERIES TRUST
94.23%
Shares45.8K
Event2026-03-31
Filed2026-05-14
IEFA
ISHARES TR
84.61%
Shares36.2K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
15.45%
Shares12.5K
Event2026-03-31
Filed2026-05-14
CIBR
FIRST TR EXCHANGE-TRADED FD
15.18%
Shares40.6K
Event2026-03-31
Filed2026-05-14
FALN
ISHARES TR
62.16%
Shares88.4K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
60.99%
Shares9.4K
Event2026-03-31
Filed2026-05-14
DWLD
DAVIS FUNDAMENTAL ETF TR
0.96%
Shares46.1K
Event2026-03-31
Filed2026-05-14
JMEE
J P MORGAN EXCHANGE TRADED F
22.11%
Shares29.8K
Event2026-03-31
Filed2026-05-14
UUUU
ENERGY FUELS INC
24.83%
Shares90.7K
Event2026-03-31
Filed2026-05-14
SPTL
SPDR SERIES TRUST
0.82%
Shares56.0K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
67.42%
Shares21.3K
Event2026-03-31
Filed2026-05-14
BEEM
BEAM GLOBAL
12.74%
Shares837.4K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
54.60%
Shares6.9K
Event2026-03-31
Filed2026-05-14
SMH
VANECK ETF TRUST
63.07%
Shares3.1K
Event2026-03-31
Filed2026-05-14
PYLD
PIMCO ETF TR
10.82%
Shares45.0K
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
8.07%
Shares3.1K
Event2026-03-31
Filed2026-05-14
USFR
WISDOMTREE TR
-2.63%
Shares20.6K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
30.43%
Shares2.8K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
-9.48%
Shares4.9K
Event2026-03-31
Filed2026-05-14
SCHR
SCHWAB STRATEGIC TR
0.00%
Shares40.9K
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
64.03%
Shares13.6K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
10.33%
Shares2.6K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
47.67%
Shares2.3K
Event2026-03-31
Filed2026-05-14
CPZ
CALAMOS LNG SHR EQT DYNAMIC
22.29%
Shares57.1K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-14
JEPQ
J P MORGAN EXCHANGE TRADED F
41.62%
Shares11.5K
Event2026-03-31
Filed2026-05-14
FCG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares18.7K
Event2026-03-31
Filed2026-05-14
LMBS
FIRST TR EXCHANGE-TRADED FD
83.01%
Shares11.8K
Event2026-03-31
Filed2026-05-14
PDBC
INVESCO ACTVELY MNGD ETC FD
-19.29%
Shares31.0K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
-12.10%
Shares1.2K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
17.53%
Shares838
Event2026-03-31
Filed2026-05-14
EIX
EDISON INTL
New
Shares6.0K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
-0.02%
Shares9.8K
Event2026-03-31
Filed2026-05-14
FLMI
FRANKLIN TEMPLETON ETF TR
-12.75%
Shares16.3K
Event2026-03-31
Filed2026-05-14
JPEF
J P MORGAN EXCHANGE TRADED F
-34.19%
Shares5.6K
Event2026-03-31
Filed2026-05-14
BP
BP PLC
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
49.36%
Shares7.8K
Event2026-03-31
Filed2026-05-14
CTRA
COTERRA ENERGY INC
-5.65%
Shares10.3K
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
6.32%
Shares4.2K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
-0.36%
Shares1.1K
Event2026-03-31
Filed2026-05-14
BABA
ALIBABA GROUP HLDG LTD
-9.05%
Shares2.5K
Event2026-03-31
Filed2026-05-14
RSPA
INVESCO ACTIVELY MANAGED EXC
27.48%
Shares6.1K
Event2026-03-31
Filed2026-05-14
JMUB
J P MORGAN EXCHANGE TRADED F
29.25%
Shares5.7K
Event2026-03-31
Filed2026-05-14
SLV
ISHARES SILVER TR
-24.31%
Shares3.9K
Event2026-03-31
Filed2026-05-14
GOVT
ISHARES TR
-39.79%
Shares11.1K
Event2026-03-31
Filed2026-05-14
SPYI
NEOS ETF TRUST
26.70%
Shares5.1K
Event2026-03-31
Filed2026-05-14
IREN
IREN LIMITED
New
Shares7.0K
Event2026-03-31
Filed2026-05-14
MUST
COLUMBIA ETF TR I
-10.55%
Shares11.7K
Event2026-03-31
Filed2026-05-14
NFLT
ETFIS SER TR I
-30.92%
Shares10.4K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
10.36%
Shares703
Event2026-03-31
Filed2026-05-14
ALMU
AELUMA INC
0.00%
Shares17.6K
Event2026-03-31
Filed2026-05-14
SHYG
ISHARES TR
New
Shares5.1K
Event2026-03-31
Filed2026-05-14
FTEK
FUEL TECH INC
64.29%
Shares115.0K
Event2026-03-31
Filed2026-05-14
IFN
ABERDEEN INDIA FD INC
0.00%
Shares10.1K
Event2026-03-31
Filed2026-05-14
DNN
DENISON MINES CORP
-51.60%
Shares28.9K
Event2026-03-31
Filed2026-05-14
SKYX
SKYX PLATFORMS CORP
0.00%
Shares65.0K
Event2026-03-31
Filed2026-05-14
STEX
STREAMEX CORP
16.84%
Shares15.7K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
UUUU Call
ENERGY FUELS INC
-23.08%
Shares35.0K
Event2026-03-31
Filed2026-05-14
BEEM Call
BEAM GLOBAL
-49.22%
Shares275.0K
Event2026-03-31
Filed2026-05-14
STEX Call
STREAMEX CORP
100.00%
Shares100.0K
Event2026-03-31
Filed2026-05-14

Put Option Holdings
No put option holdings data available
INTEGRITY WEALTH ADVISORS, INC. Institutional Holdings, Portfolio & P&L β€” TradeFomo