Sponsored

The Analysis of Integrity Wealth Partners, LLC's Holdings & P&L

Currently, Integrity Wealth Partners, LLC holds 99 types of securities in its portfolio with a total value $111.1M. In the most recent quarter, they have increased their positions in JEPI (+164.8K shares, valued at $9.3M), DFAC (+205.2K shares, valued at $8.0M), AAPL (+28.4K shares, valued at $7.2M); initiated new positions in JEPI (+164.8K shares, valued at $9.3M), DFAC (+205.2K shares, valued at $8.0M), AAPL (+28.4K shares, valued at $7.2M).

1M P&L

+1.3M+1.15%

3M P&L

-37.8K-0.03%

HY P&L

-207.7K-0.19%

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/A90.3M

83.3%

2Consumer Electronics7.2M

6.6%

3Software - Infrastructure2.9M

2.7%

Top Industries by Stock Count

1N/A74 stocks

77.9%

2Semiconductors4 stocks

4.2%

3Software - Infrastructure2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JEPI J P MORGAN EXCHANGE TRADED F164.8K sharesnew addition2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST205.2K sharesnew addition2026-03-312026-04-27

AAPL APPLE INC28.4K sharesnew addition2026-03-312026-04-27

SPYI NEOS ETF TRUST113.5K sharesnew addition2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F89.0K sharesnew addition2026-03-312026-04-27

FTHI FIRST TR EXCHANGE TRADED FD205.8K sharesnew addition2026-03-312026-04-27

TLT ISHARES TR42.9K sharesnew addition2026-03-312026-04-27

PDO PIMCO DYNAMIC INCOME OPRNTS233.2K sharesnew addition2026-03-312026-04-27

Sponsored

MAGS LISTED FDS TR47.3K sharesnew addition2026-03-312026-04-27

VTI VANGUARD INDEX FDS8.1K sharesnew addition2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T3.5K sharesnew addition2026-03-312026-04-27

IAUI NEOS ETF TRUST34.8K sharesnew addition2026-03-312026-04-27

QUAL ISHARES TR10.1K sharesnew addition2026-03-312026-04-27

MSFT MICROSOFT CORP4.5K sharesnew addition2026-03-312026-04-27

GRNY TIDAL TRUST I61.8K sharesnew addition2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS31.7K sharesnew addition2026-03-312026-04-27

Sponsored

XLSR SSGA ACTIVE TR24.8K sharesnew addition2026-03-312026-04-27

ACWI ISHARES TR10.1K sharesnew addition2026-03-312026-04-27

SPYG SPDR SERIES TRUST14.1K sharesnew addition2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP6.3K sharesnew addition2026-03-312026-04-27

ZECP ZACKS TRUST39.8K sharesnew addition2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR43.9K sharesnew addition2026-03-312026-04-27

ORCL ORACLE CORP8.5K sharesnew addition2026-03-312026-04-27

IQLT ISHARES TR26.8K sharesnew addition2026-03-312026-04-27

Sponsored

TTEQ T ROWE PRICE ETF INC40.1K sharesnew addition2026-03-312026-04-27

NAC NUVEEN CA DIVI ADV MUN95.9K sharesnew addition2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS23.8K sharesnew addition2026-03-312026-04-27

IWF ISHARES TR2.6K sharesnew addition2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS16.5K sharesnew addition2026-03-312026-04-27

BTCI NEOS ETF TRUST30.3K sharesnew addition2026-03-312026-04-27

IJR ISHARES TR7.6K sharesnew addition2026-03-312026-04-27

IMCG ISHARES TR11.7K sharesnew addition2026-03-312026-04-27

Sponsored

AGG ISHARES TR8.6K sharesnew addition2026-03-312026-04-27

INTC INTEL CORP19.1K sharesnew addition2026-03-312026-04-27

NVDA NVIDIA CORPORATION4.8K sharesnew addition2026-03-312026-04-27

NEA NUVEEN AMT FREE QLTY MUN INC73.4K sharesnew addition2026-03-312026-04-27

V VISA INC2.7K sharesnew addition2026-03-312026-04-27

VO VANGUARD INDEX FDS2.8K sharesnew addition2026-03-312026-04-27

SPYM SPDR SERIES TRUST10.5K sharesnew addition2026-03-312026-04-27

URTH ISHARES INC4.4K sharesnew addition2026-03-312026-04-27

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD8.5K sharesnew addition2026-03-312026-04-27

GLD SPDR GOLD TR1.8K sharesnew addition2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.6K sharesnew addition2026-03-312026-04-27

BBN BLACKROCK TAX MUNICPAL BD TR44.3K sharesnew addition2026-03-312026-04-27

ETH GRAYSCALE ETHEREUM STAKING35.3K sharesnew addition2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR21.8K sharesnew addition2026-03-312026-04-27

ACWV ISHARES INC5.5K sharesnew addition2026-03-312026-04-27

NXG NXG NEXTGEN INFRASTR INCM FD10.5K sharesnew addition2026-03-312026-04-27

Sponsored

BTT BLACKROCK MUN TARGET TERM TR24.9K sharesnew addition2026-03-312026-04-27

SMIZ ZACKS TRUST15.0K sharesnew addition2026-03-312026-04-27

USMV ISHARES TR5.6K sharesnew addition2026-03-312026-04-27

QUIZ ZACKS TRUST18.9K sharesnew addition2026-03-312026-04-27

MNST MONSTER BEVERAGE CORP NEW6.6K sharesnew addition2026-03-312026-04-27

SPMD SPDR SERIES TRUST7.9K sharesnew addition2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC6.5K sharesnew addition2026-03-312026-04-27

IVV ISHARES TR693 sharesnew addition2026-03-312026-04-27

Sponsored

IJH ISHARES TR6.4K sharesnew addition2026-03-312026-04-27

AMZN AMAZON COM INC2.1K sharesnew addition2026-03-312026-04-27

SPYV SPDR SERIES TRUST7.6K sharesnew addition2026-03-312026-04-27

FVAL FIDELITY COVINGTON TRUST6.0K sharesnew addition2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC486 sharesnew addition2026-03-312026-04-27

LGLV SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.0K sharesnew addition2026-03-312026-04-27

NOW SERVICENOW INC3.8K sharesnew addition2026-03-312026-04-27

Sponsored

SPSM SPDR SERIES TRUST8.2K sharesnew addition2026-03-312026-04-27

DYNF BLACKROCK ETF TRUST6.8K sharesnew addition2026-03-312026-04-27

VXF VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-04-27

FISR SSGA ACTIVE TR14.9K sharesnew addition2026-03-312026-04-27

VMBS VANGUARD SCOTTSDALE FDS7.9K sharesnew addition2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION353 sharesnew addition2026-03-312026-04-27

PKW INVESCO EXCHANGE TRADED FD T2.7K sharesnew addition2026-03-312026-04-27

IWR ISHARES TR3.5K sharesnew addition2026-03-312026-04-27

Sponsored

SPIB SPDR SERIES TRUST10.0K sharesnew addition2026-03-312026-04-27

MCD MCDONALDS CORP1.0K sharesnew addition2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST4.6K sharesnew addition2026-03-312026-04-27

NBB NUVEEN TAXABLE MUNICPAL INM20.1K sharesnew addition2026-03-312026-04-27

PY PRINCIPAL EXCHANGE TRADED FD6.0K sharesnew addition2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS5.2K sharesnew addition2026-03-312026-04-27

VLU SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.0K sharesnew addition2026-03-312026-04-27

Sponsored

IOO ISHARES TR2.4K sharesnew addition2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC825 sharesnew addition2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR8.2K sharesnew addition2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2026-03-312026-04-27

GBAB GUGGENHEIM TAXABLE MUNICP BO17.5K sharesnew addition2026-03-312026-04-27

AMGN AMGEN INC694 sharesnew addition2026-03-312026-04-27

BROADCOM INC BROADCOM INC770 sharesnew addition2026-03-312026-04-27

GWX SPDR INDEX SHS FDS5.6K sharesnew addition2026-03-312026-04-27

Sponsored

VOE VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-04-27

SPAB SPDR SERIES TRUST8.4K sharesnew addition2026-03-312026-04-27

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-27

JNJ JOHNSON & JOHNSON857 sharesnew addition2026-03-312026-04-27

META META PLATFORMS INC366 sharesnew addition2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F3.8K sharesnew addition2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF5.3K sharesnew addition2026-03-312026-04-27

IVW ISHARES TR1.8K sharesnew addition2026-03-312026-04-27

Sponsored

VCSH VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2026-03-312026-04-27

BHK BLACKROCK CORE BD TR21.0K sharesnew addition2026-03-312026-04-27

IGR CBRE GBL REAL ESTATE INC FD29.4K sharesnew addition2026-03-312026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares164.8K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

New

Shares205.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

New

Shares28.4K

Event2026-03-31

Filed2026-04-27

SPYI

NEOS ETF TRUST

New

Shares113.5K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares89.0K

Event2026-03-31

Filed2026-04-27

FTHI

FIRST TR EXCHANGE TRADED FD

New

Shares205.8K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

New

Shares42.9K

Event2026-03-31

Filed2026-04-27

PDO

PIMCO DYNAMIC INCOME OPRNTS

New

Shares233.2K

Event2026-03-31

Filed2026-04-27

MAGS

LISTED FDS TR

New

Shares47.3K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

New

Shares8.1K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares3.5K

Event2026-03-31

Filed2026-04-27

IAUI

NEOS ETF TRUST

New

Shares34.8K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

GRNY

TIDAL TRUST I

New

Shares61.8K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

New

Shares31.7K

Event2026-03-31

Filed2026-04-27

XLSR

SSGA ACTIVE TR

New

Shares24.8K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

New

Shares10.1K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

New

Shares14.1K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

New

Shares6.3K

Event2026-03-31

Filed2026-04-27

ZECP

ZACKS TRUST

New

Shares39.8K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

New

Shares43.9K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

New

Shares8.5K

Event2026-03-31

Filed2026-04-27

IQLT

ISHARES TR

New

Shares26.8K

Event2026-03-31

Filed2026-04-27

TTEQ

T ROWE PRICE ETF INC

New

Shares40.1K

Event2026-03-31

Filed2026-04-27

NAC

NUVEEN CA DIVI ADV MUN

New

Shares95.9K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

New

Shares23.8K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

New

Shares16.5K

Event2026-03-31

Filed2026-04-27

BTCI

NEOS ETF TRUST

New

Shares30.3K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

New

Shares7.6K

Event2026-03-31

Filed2026-04-27

IMCG

ISHARES TR

New

Shares11.7K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

New

Shares8.6K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

New

Shares19.1K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

New

Shares4.8K

Event2026-03-31

Filed2026-04-27

NEA

NUVEEN AMT FREE QLTY MUN INC

New

Shares73.4K

Event2026-03-31

Filed2026-04-27

VISA INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

New

Shares2.8K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

New

Shares10.5K

Event2026-03-31

Filed2026-04-27

URTH

ISHARES INC

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares8.5K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

BBN

BLACKROCK TAX MUNICPAL BD TR

New

Shares44.3K

Event2026-03-31

Filed2026-04-27

ETH

GRAYSCALE ETHEREUM STAKING

New

Shares35.3K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

New

Shares21.8K

Event2026-03-31

Filed2026-04-27

ACWV

ISHARES INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-27

NXG

NXG NEXTGEN INFRASTR INCM FD

New

Shares10.5K

Event2026-03-31

Filed2026-04-27

BTT

BLACKROCK MUN TARGET TERM TR

New

Shares24.9K

Event2026-03-31

Filed2026-04-27

SMIZ

ZACKS TRUST

New

Shares15.0K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-04-27

QUIZ

ZACKS TRUST

New

Shares18.9K

Event2026-03-31

Filed2026-04-27

MNST

MONSTER BEVERAGE CORP NEW

New

Shares6.6K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

New

Shares6.5K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

New

Shares693

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

New

Shares6.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-27

SPYV

SPDR SERIES TRUST

New

Shares7.6K

Event2026-03-31

Filed2026-04-27

FVAL

FIDELITY COVINGTON TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

New

Shares486

Event2026-03-31

Filed2026-04-27

LGLV

SPDR SERIES TRUST

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

New

Shares3.8K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

New

Shares8.2K

Event2026-03-31

Filed2026-04-27

DYNF

BLACKROCK ETF TRUST

New

Shares6.8K

Event2026-03-31

Filed2026-04-27

VXF

VANGUARD INDEX FDS

New

Shares1.9K

Event2026-03-31

Filed2026-04-27

FISR

SSGA ACTIVE TR

New

Shares14.9K

Event2026-03-31

Filed2026-04-27

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

New

Shares353

Event2026-03-31

Filed2026-04-27

PKW

INVESCO EXCHANGE TRADED FD T

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-27

SPIB

SPDR SERIES TRUST

New

Shares10.0K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

DFUS

DIMENSIONAL ETF TRUST

New

Shares4.6K

Event2026-03-31

Filed2026-04-27

NBB

NUVEEN TAXABLE MUNICPAL INM

New

Shares20.1K

Event2026-03-31

Filed2026-04-27

PRINCIPAL EXCHANGE TRADED FD

New

Shares6.0K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

VLU

SPDR SERIES TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

IOO

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares825

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

New

Shares8.2K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares3.2K

Event2026-03-31

Filed2026-04-27

GBAB

GUGGENHEIM TAXABLE MUNICP BO

New

Shares17.5K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

New

Shares694

Event2026-03-31

Filed2026-04-27

BROADCOM INC

New

Shares770

Event2026-03-31

Filed2026-04-27

GWX

SPDR INDEX SHS FDS

New

Shares5.6K

Event2026-03-31

Filed2026-04-27

VOE

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-03-31

Filed2026-04-27

SPAB

SPDR SERIES TRUST

New

Shares8.4K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

New

Shares857

Event2026-03-31

Filed2026-04-27