Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
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RDVY
13.04%FIRST TR EXCHANGE TRADED FD
Shares303.5K
Event2026-03-31
Filed2026-05-14
DINT
17.61%DAVIS FUNDAMENTAL ETF TR
Shares621.2K
Event2026-03-31
Filed2026-05-14
FPE
4.53%FIRST TR EXCH TRADED FD III
Shares695.0K
Event2026-03-31
Filed2026-05-14
GNSS
18.98%GENASYS INC
Shares6.5M
Event2026-03-31
Filed2026-05-14
ALPHABET INC
14.83%ALPHABET INC
Shares30.6K
Event2026-03-31
Filed2026-05-14
GTO
34.90%INVESCO ACTIVELY MANAGED EXC
Shares184.0K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
25.44%BERKSHIRE HATHAWAY INC DEL
Shares17.4K
Event2026-03-31
Filed2026-05-14
JPST
63.12%J P MORGAN EXCHANGE TRADED F
Shares116.5K
Event2026-03-31
Filed2026-05-14
JAAA
48.33%JANUS DETROIT STR TR
Shares110.5K
Event2026-03-31
Filed2026-05-14
BA
18.62%BOEING CO
Shares25.9K
Event2026-03-31
Filed2026-05-14
SPTI
10.11%SPDR SERIES TRUST
Shares157.4K
Event2026-03-31
Filed2026-05-14
QQQM
52.43%INVESCO EXCH TRADED FD TR II
Shares18.4K
Event2026-03-31
Filed2026-05-14
RWL
70.04%INVESCO EXCH TRADED FD TR II
Shares31.1K
Event2026-03-31
Filed2026-05-14
SPYM
94.23%SPDR SERIES TRUST
Shares45.8K
Event2026-03-31
Filed2026-05-14
IEFA
84.61%ISHARES TR
Shares36.2K
Event2026-03-31
Filed2026-05-14
AAPL
15.45%APPLE INC
Shares12.5K
Event2026-03-31
Filed2026-05-14
CIBR
15.18%FIRST TR EXCHANGE-TRADED FD
Shares40.6K
Event2026-03-31
Filed2026-05-14
FALN
62.16%ISHARES TR
Shares88.4K
Event2026-03-31
Filed2026-05-14
IBM
60.99%INTERNATIONAL BUSINESS MACHS
Shares9.4K
Event2026-03-31
Filed2026-05-14
DWLD
0.96%DAVIS FUNDAMENTAL ETF TR
Shares46.1K
Event2026-03-31
Filed2026-05-14
JMEE
22.11%J P MORGAN EXCHANGE TRADED F
Shares29.8K
Event2026-03-31
Filed2026-05-14
UUUU
24.83%ENERGY FUELS INC
Shares90.7K
Event2026-03-31
Filed2026-05-14
SPTL
0.82%SPDR SERIES TRUST
Shares56.0K
Event2026-03-31
Filed2026-05-14
IJH
67.42%ISHARES TR
Shares21.3K
Event2026-03-31
Filed2026-05-14
BEEM
12.74%BEAM GLOBAL
Shares837.4K
Event2026-03-31
Filed2026-05-14
NVDA
54.60%NVIDIA CORPORATION
Shares6.9K
Event2026-03-31
Filed2026-05-14
SMH
63.07%VANECK ETF TRUST
Shares3.1K
Event2026-03-31
Filed2026-05-14
PYLD
10.82%PIMCO ETF TR
Shares45.0K
Event2026-03-31
Filed2026-05-14
AMGN
8.07%AMGEN INC
Shares3.1K
Event2026-03-31
Filed2026-05-14
USFR
-2.63%WISDOMTREE TR
Shares20.6K
Event2026-03-31
Filed2026-05-14
MSFT
30.43%MICROSOFT CORP
Shares2.8K
Event2026-03-31
Filed2026-05-14
AMZN
-9.48%AMAZON COM INC
Shares4.9K
Event2026-03-31
Filed2026-05-14
SCHR
0.00%SCHWAB STRATEGIC TR
Shares40.9K
Event2026-03-31
Filed2026-05-14
IEMG
64.03%ISHARES INC
Shares13.6K
Event2026-03-31
Filed2026-05-14
MU
10.33%MICRON TECHNOLOGY INC
Shares2.6K
Event2026-03-31
Filed2026-05-14
TSLA
47.67%TESLA INC
Shares2.3K
Event2026-03-31
Filed2026-05-14
CPZ
22.29%CALAMOS LNG SHR EQT DYNAMIC
Shares57.1K
Event2026-03-31
Filed2026-05-14
CVX
0.00%CHEVRON CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-05-14
JEPQ
41.62%J P MORGAN EXCHANGE TRADED F
Shares11.5K
Event2026-03-31
Filed2026-05-14
FCG
0.00%FIRST TR EXCHANGE-TRADED FD
Shares18.7K
Event2026-03-31
Filed2026-05-14
LMBS
83.01%FIRST TR EXCHANGE-TRADED FD
Shares11.8K
Event2026-03-31
Filed2026-05-14
PDBC
-19.29%INVESCO ACTVELY MNGD ETC FD
Shares31.0K
Event2026-03-31
Filed2026-05-14
GLD
-12.10%SPDR GOLD TR
Shares1.2K
Event2026-03-31
Filed2026-05-14
META
17.53%META PLATFORMS INC
Shares838
Event2026-03-31
Filed2026-05-14
EIX
NewEDISON INTL
Shares6.0K
Event2026-03-31
Filed2026-05-14
INTC
-0.02%INTEL CORP
Shares9.8K
Event2026-03-31
Filed2026-05-14
FLMI
-12.75%FRANKLIN TEMPLETON ETF TR
Shares16.3K
Event2026-03-31
Filed2026-05-14
JPEF
-34.19%J P MORGAN EXCHANGE TRADED F
Shares5.6K
Event2026-03-31
Filed2026-05-14
BP
0.00%BP PLC
Shares8.1K
Event2026-03-31
Filed2026-05-14
BAC
49.36%BANK AMERICA CORP
Shares7.8K
Event2026-03-31
Filed2026-05-14
CTRA
-5.65%COTERRA ENERGY INC
Shares10.3K
Event2026-03-31
Filed2026-05-14
WFC
6.32%WELLS FARGO & CO
Shares4.2K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
-0.36%ALPHABET INC
Shares1.1K
Event2026-03-31
Filed2026-05-14
BABA
-9.05%ALIBABA GROUP HLDG LTD
Shares2.5K
Event2026-03-31
Filed2026-05-14
RSPA
27.48%INVESCO ACTIVELY MANAGED EXC
Shares6.1K
Event2026-03-31
Filed2026-05-14
JMUB
29.25%J P MORGAN EXCHANGE TRADED F
Shares5.7K
Event2026-03-31
Filed2026-05-14
SLV
-24.31%ISHARES SILVER TR
Shares3.9K
Event2026-03-31
Filed2026-05-14
GOVT
-39.79%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-05-14
SPYI
26.70%NEOS ETF TRUST
Shares5.1K
Event2026-03-31
Filed2026-05-14
IREN
NewIREN LIMITED
Shares7.0K
Event2026-03-31
Filed2026-05-14
MUST
-10.55%COLUMBIA ETF TR I
Shares11.7K
Event2026-03-31
Filed2026-05-14
NFLT
-30.92%ETFIS SER TR I
Shares10.4K
Event2026-03-31
Filed2026-05-14
HD
10.36%HOME DEPOT INC
Shares703
Event2026-03-31
Filed2026-05-14
ALMU
0.00%AELUMA INC
Shares17.6K
Event2026-03-31
Filed2026-05-14
SHYG
NewISHARES TR
Shares5.1K
Event2026-03-31
Filed2026-05-14
FTEK
64.29%FUEL TECH INC
Shares115.0K
Event2026-03-31
Filed2026-05-14
IFN
0.00%ABERDEEN INDIA FD INC
Shares10.1K
Event2026-03-31
Filed2026-05-14
DNN
-51.60%DENISON MINES CORP
Shares28.9K
Event2026-03-31
Filed2026-05-14
SKYX
0.00%SKYX PLATFORMS CORP
Shares65.0K
Event2026-03-31
Filed2026-05-14
STEX
16.84%STREAMEX CORP
Shares15.7K
Event2026-03-31
Filed2026-05-14
Call Option Holdings
UUUU Call
-23.08%ENERGY FUELS INC
Shares35.0K
Event2026-03-31
Filed2026-05-14
BEEM Call
-49.22%BEAM GLOBAL
Shares275.0K
Event2026-03-31
Filed2026-05-14
STEX Call
100.00%STREAMEX CORP
Shares100.0K
Event2026-03-31
Filed2026-05-14
Put Option Holdings
No put option holdings data available
No put option holdings data available