The Analysis of Integrity Wealth Solutions LLC's Holdings
Currently, Integrity Wealth Solutions LLC holds 117 types of securities in its portfolio with a total value $224.2M. In the most recent quarter, they have increased their positions in VOO (+3.8K shares, valued at $2.4M), VPLS (+18.8K shares, valued at $1.5M), PTRB (+24.9K shares, valued at $1.1M); decreased their positions in NVDA (-21.4K shares, valued at $4.0M), NFLX (-470 shares, valued at $563.5K), AMZN (-2.5K shares, valued at $558.4K); initiated new positions in IDYN (+8.9K shares, valued at $734.3K), AVEM (+5.5K shares, valued at $413.5K), IWS (+2.6K shares, valued at $359.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS260.0K shares-2.39%2025-09-302025-11-06
VUG VANGUARD INDEX FDS29.5K shares1.94%2025-09-302025-11-06 VTV VANGUARD INDEX FDS58.8K shares4.21%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR80.4K shares6.66%2025-09-302025-11-06 PTRB PGIM ETF TR182.7K shares15.80%2025-09-302025-11-06 GLDM WORLD GOLD TR94.4K shares-0.95%2025-09-302025-11-06 SLYG SPDR SERIES TRUST75.5K shares1.58%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST150.9K shares0.25%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST178.8K shares2.14%2025-09-302025-11-06 VXUS VANGUARD STAR FDS70.9K shares5.04%2025-09-302025-11-06 VPLS VANGUARD MALVERN FDS62.4K shares43.06%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS113.9K shares19.63%2025-09-302025-11-06 AVUS AMERICAN CENTY ETF TR44.2K shares2.00%2025-09-302025-11-06 QUS SPDR SERIES TRUST27.7K shares-4.20%2025-09-302025-11-06 SPTL SPDR SERIES TRUST166.2K shares3.53%2025-09-302025-11-06 DFIS DIMENSIONAL ETF TRUST140.6K shares4.82%2025-09-302025-11-06 AAPL APPLE INC17.2K shares12.22%2025-09-302025-11-06 DFAR DIMENSIONAL ETF TRUST174.7K shares6.89%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS26.5K shares6.83%2025-09-302025-11-06 VBR VANGUARD INDEX FDS17.5K shares-0.21%2025-09-302025-11-06 SPEM SPDR INDEX SHS FDS76.6K shares0.90%2025-09-302025-11-06 NVDA NVIDIA CORPORATION18.8K shares-53.18%2025-09-302025-11-06 TSLA TESLA INC7.5K shares-7.95%2025-09-302025-11-06 VOO VANGUARD INDEX FDS5.3K shares267.36%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F58.2K shares0.43%2025-09-302025-11-06 MINT PIMCO ETF TR31.0K shares10.28%2025-09-302025-11-06 SPYG SPDR SERIES TRUST26.8K shares-2.28%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST74.2K shares7.00%2025-09-302025-11-06 SPIP SPDR SERIES TRUST100.9K shares3.58%2025-09-302025-11-06 VTI VANGUARD INDEX FDS7.5K shares5.00%2025-09-302025-11-06 SPYM SPDR SERIES TRUST30.4K shares-5.40%2025-09-302025-11-06 VBK VANGUARD INDEX FDS7.8K shares1.69%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F16.0K shares-0.78%2025-09-302025-11-06 MSFT MICROSOFT CORP4.2K shares-2.99%2025-09-302025-11-06 VTEI VANGUARD MUN BD FDS19.2K shares-0.52%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS36.1K shares-11.13%2025-09-302025-11-06 TMB THORNBURG ETF TR67.7K shares72.15%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR2.6K shares-18.11%2025-09-302025-11-06 AMZN AMAZON COM INC7.7K shares-24.93%2025-09-302025-11-06 PYLD PIMCO ETF TR60.8K shares29.65%2025-09-302025-11-06 GOOG ALPHABET INC6.7K shares5.11%2025-09-302025-11-06 BSVO EA SERIES TRUST70.8K shares0.00%2025-09-302025-11-06 QQQ INVESCO QQQ TR2.5K shares-0.39%2025-09-302025-11-06 SPYV SPDR SERIES TRUST27.4K shares1.18%2025-09-302025-11-06 AVDE AMERICAN CENTY ETF TR19.0K shares112.37%2025-09-302025-11-06 MINO PIMCO ETF TR32.3K shares65.75%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS19.2K shares-8.04%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS12.2K shares5.80%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST19.1K shares0.47%2025-09-302025-11-06 IWF ISHARES TR2.2K shares0.09%2025-09-302025-11-06 GOOGL ALPHABET INC4.3K shares8.16%2025-09-302025-11-06 VB VANGUARD INDEX FDS3.8K shares9.17%2025-09-302025-11-06 SPTI SPDR SERIES TRUST30.4K shares0.96%2025-09-302025-11-06 DFNM DIMENSIONAL ETF TRUST18.0K shares-6.94%2025-09-302025-11-06 SPSM SPDR SERIES TRUST18.6K shares-30.51%2025-09-302025-11-06 AVGE AMERICAN CENTY ETF TR9.9K shares3.40%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares12.20%2025-09-302025-11-06 AOR ISHARES TR12.6K shares8.87%2025-09-302025-11-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-06 IDYN BLACKROCK ETF TRUST8.9K sharesnew addition2025-09-302025-11-06 IWO ISHARES TR2.2K shares0.04%2025-09-302025-11-06 META META PLATFORMS INC954 shares-20.30%2025-09-302025-11-06 IVE ISHARES TR3.2K shares1.80%2025-09-302025-11-06 VONV VANGUARD SCOTTSDALE FDS7.4K shares0.46%2025-09-302025-11-06 AOA ISHARES TR7.5K shares17.59%2025-09-302025-11-06 VTES VANGUARD WELLINGTON FD6.4K shares-1.98%2025-09-302025-11-06 SCZ ISHARES TR7.9K shares0.00%2025-09-302025-11-06 AVMA AMERICAN CENTY ETF TR8.2K shares-4.51%2025-09-302025-11-06 ZDEK INNOVATOR ETFS TRUST20.9K shares0.00%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC2.6K shares-36.40%2025-09-302025-11-06 MTUM ISHARES TR1.8K shares0.05%2025-09-302025-11-06 SLYV SPDR SERIES TRUST5.2K shares0.48%2025-09-302025-11-06 MELI MERCADOLIBRE INC182 shares-55.17%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.1.3K shares3.16%2025-09-302025-11-06 VV VANGUARD INDEX FDS1.4K shares-1.51%2025-09-302025-11-06 AVEM AMERICAN CENTY ETF TR5.5K sharesnew addition2025-09-302025-11-06 IVW ISHARES TR3.2K shares-0.28%2025-09-302025-11-06 HD HOME DEPOT INC919 shares-16.53%2025-09-302025-11-06 SDY SPDR SERIES TRUST2.6K shares0.62%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW388 shares-7.84%2025-09-302025-11-06 IWS ISHARES TR2.6K sharesnew addition2025-09-302025-11-06 UBER UBER TECHNOLOGIES INC3.6K shares-30.51%2025-09-302025-11-06 DFUS DIMENSIONAL ETF TRUST4.8K shares0.25%2025-09-302025-11-06 MCH MATTHEWS ASIA FDS11.4K shares0.00%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST7.7K shares0.44%2025-09-302025-11-06 SPSB SPDR SERIES TRUST11.4K shares1.02%2025-09-302025-11-06 TDG TRANSDIGM GROUP INC249 shares0.00%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC945 sharesnew addition2025-09-302025-11-06 IJR ISHARES TR2.6K shares18.71%2025-09-302025-11-06 TPLS THORNBURG ETF TR12.0K shares3.21%2025-09-302025-11-06 BAC BANK AMERICA CORP5.9K shares0.36%2025-09-302025-11-06 QUAL ISHARES TR1.5K shares-3.56%2025-09-302025-11-06 CAT CATERPILLAR INC621 shares0.00%2025-09-302025-11-06 AVDS AMERICAN CENTY ETF TR4.3K shares7.25%2025-09-302025-11-06 AVGO BROADCOM INC870 shares-59.46%2025-09-302025-11-06 NFLX NETFLIX INC238 shares-66.38%2025-09-302025-11-06 CTAS CINTAS CORP1.4K sharesnew addition2025-09-302025-11-06 VGK VANGUARD INTL EQUITY INDEX F3.3K shares0.27%2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS3.1K shares1.22%2025-09-302025-11-06 IAU ISHARES GOLD TR3.5K shares-10.38%2025-09-302025-11-06 UDR UDR INC6.8K shares0.00%2025-09-302025-11-06 AOM ISHARES TR5.3K shares18.11%2025-09-302025-11-06 DFSU DIMENSIONAL ETF TRUST5.8K shares0.24%2025-09-302025-11-06 DFSI DIMENSIONAL ETF TRUST5.8K shares0.10%2025-09-302025-11-06 IWM ISHARES TR953 shares-1.85%2025-09-302025-11-06 WMT WALMART INC2.2K shares-26.29%2025-09-302025-11-06 HYMB SPDR SERIES TRUST9.0K shares-53.66%2025-09-302025-11-06 DIA SPDR DOW JONES INDL AVERAGE477 shares0.42%2025-09-302025-11-06 SLV ISHARES SILVER TR4.8K sharesnew addition2025-09-302025-11-06 MYCM SSGA ACTIVE TR8.1K sharesnew addition2025-09-302025-11-06 MYCL SSGA ACTIVE TR8.1K sharesnew addition2025-09-302025-11-06 MYCK SSGA ACTIVE TR8.1K sharesnew addition2025-09-302025-11-06 MYCJ SSGA ACTIVE TR8.1K sharesnew addition2025-09-302025-11-06 MYCI SSGA ACTIVE TR8.1K sharesnew addition2025-09-302025-11-06 TRX TRX GOLD CORPORATION291.0K shares0.00%2025-09-302025-11-06 FUBO FUBOTV INC29.8K shares0.00%2025-09-302025-11-06 HIVE HIVE DIGITAL TECHNOLOGIES LT13.3K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available