The Analysis of Integrated Financial Solutions, Inc.'s Holdings
Currently, Integrated Financial Solutions, Inc. holds 32 types of securities in its portfolio with a total value $166.6M. In the most recent quarter, they have increased their positions in LULU (+125 shares, valued at $26.0M), MELI (+2.1K shares, valued at $4.2M), APP (+5.5K shares, valued at $3.7M); decreased their positions in ASML (-5.8K shares, valued at $6.2M), AMD (-23.8K shares, valued at $5.1M), AAPL (-2.5K shares, valued at $466.8K); initiated new positions in LULU (+125 shares, valued at $26.0M), MELI (+2.1K shares, valued at $4.2M), META (+3.4K shares, valued at $2.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION174.7K shares3.14%2025-12-312026-01-23
LULU LULULEMON ATHLETICA INC125 sharesnew addition2025-12-312026-01-23 BROADCOM INC BROADCOM INC73.7K shares-1.07%2025-12-312026-01-23 AAPL APPLE INC117.0K shares-2.09%2025-12-312026-01-23 ALPHABET INC ALPHABET INC31.8K shares6.26%2025-12-312026-01-23 AMZN AMAZON COM INC22.2K shares41.53%2025-12-312026-01-23 APP APPLOVIN CORP7.6K shares272.02%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC21.3K shares-52.72%2025-12-312026-01-23 MSFT MICROSOFT CORP9.2K shares22.03%2025-12-312026-01-23 MELI MERCADOLIBRE INC2.1K sharesnew addition2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F72.1K shares35.61%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR5.2K shares7.72%2025-12-312026-01-23 RH RH15.4K shares180.57%2025-12-312026-01-23 ALAB ASTERA LABS INC14.2K shares26.37%2025-12-312026-01-23 META META PLATFORMS INC3.4K sharesnew addition2025-12-312026-01-23 TTD THE TRADE DESK INC37.1K shares83.43%2025-12-312026-01-23 PFE PFIZER INC49.0K shares9.62%2025-12-312026-01-23 RDDT REDDIT INC5.2K shares-23.82%2025-12-312026-01-23 NFLX NETFLIX INC10.5K sharesnew addition2025-12-312026-01-23 ASML ASML HOLDING N V725 shares-88.81%2025-12-312026-01-23 TSLA TESLA INC1.7K sharesnew addition2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR5.1K shares64.64%2025-12-312026-01-23 UPST UPSTART HLDGS INC15.5K shares5.98%2025-12-312026-01-23 VUG VANGUARD INDEX FDS1.4K shares9.72%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD1.3K sharesnew addition2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC605 shares72.86%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.837 sharesnew addition2025-12-312026-01-23 GEV GE VERNOVA INC400 sharesnew addition2025-12-312026-01-23 SGOV ISHARES TR2.4K sharesnew addition2025-12-312026-01-23 FELG FIDELITY COVINGTON TRUST5.6K sharesnew addition2025-12-312026-01-23 ALPHABET INC ALPHABET INC657 sharesnew addition2025-12-312026-01-23 Call Option Holdings
META Call CallMETA PLATFORMS INC400 sharesnew addition2025-12-312026-01-23 AMZN Call CallAMAZON COM INC300 sharesnew addition2025-12-312026-01-23 Put Option Holdings
No put option holdings data available