Integrity Wealth Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Integrity Wealth Advisors, Inc.

CIK Number: 0001951908

143.1M
Market Value
56
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jun 2, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FPE First Trust Pre...
18.27
+0.05% 1.25M -0.65% 21.9M 17.7 16.05% Share
2 DINT Davis Select In...
27.85
+0.39% 749.16K +2.36% 17.31M 21.87 12.69% Share
3 GNSS Genasys Inc.
2.43
-3.95% 7.03M +4.81% 15.96M 2.58 11.70% Share
4 RDVY First Trust Ris...
67.23
+0.98% 226.88K +25.29% 13.28M 59.02 9.73% Share
5 BRK-B Berkshire Hatha...
500.25
+1.07% 17.63K +0.33% 9.39M 453.54 6.88% Share
6 SPTI SPDR Portfolio ...
28.85
-0.02% 277.93K -6.42% 7.94M 27.88 5.82% Share
7 GOOG Alphabet Inc.
247.18
+0.25% 46.46K +2.18% 7.26M 189.71 5.32% Share
8 AAPL Apple Inc.
255.46
-0.55% 18.48K -8.44% 4.1M 250.42 3.01% Share
9 SMIG AAM Bahl & Gayn...
29.55
+1.20% 123.2K -31.06% 3.52M 29.1 2.58% Share
10 JAAA Janus Henderson...
50.77
+0.04% 56.98K +2.57% 2.89M 50.71 2.12% Share
11 DWLD Davis Select Wo...
45.12
+0.88% 59.14K -5.97% 2.23M 36.31 1.63% Share
12 IBM International B...
284.39
+1.05% 8.22K -1.39% 2.04M 219.83 1.50% Share
13 USFR WisdomTree Floa...
50.26
+0.05% 38.09K +111.25% 1.92M 50.33 1.41% Share
14 GTO Invesco Total R...
47.40
-0.01% 30.54K +37.06% 1.43M 46.54 1.05% Share
15 BEEM Beam Global
2.57
-3.02% 693.69K -12.75% 1.42M 3.17 1.04% Share
16 BA The Boeing Comp...
221.24
+3.61% 8.22K +36.25% 1.4M 175.28 1.03% Share
17 AMGN Amgen Inc.
272.98
+0.66% 3.9K +4.03% 1.22M 262.61 0.89% Share
18 GOVT iShares U.S. Tr...
23.07
+0.02% 49.95K -1.03% 1.15M 22.98 0.84% Share
19 AMZN Amazon.com, Inc...
219.78
+0.75% 6K +9.79% 1.14M 216.79 0.84% Share
20 SCHR Schwab Intermed...
25.08
-0.02% 45.82K +0.46% 1.14M 24.29 0.83% Share
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