The Analysis of Integrity Wealth Solutions LLC's Holdings
Currently, Integrity Wealth Solutions LLC holds 129 types of securities in its portfolio with a total value $252.8M. In the most recent quarter, they have increased their positions in QQQM (+37.8K shares, valued at $9.6M), IVV (+2.2K shares, valued at $1.5M), VTV (+6.5K shares, valued at $1.2M); decreased their positions in TSLA (-938 shares, valued at $421.8K), GLDM (-4.2K shares, valued at $362.7K), DFNM (-4.0K shares, valued at $191.9K); initiated new positions in QQQM (+37.8K shares, valued at $9.6M), IVV (+2.2K shares, valued at $1.5M), SCHD (+30.1K shares, valued at $824.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS261.8K shares0.68%2025-12-312026-02-02
VUG VANGUARD INDEX FDS29.7K shares0.88%2025-12-312026-02-02 VTV VANGUARD INDEX FDS65.3K shares11.05%2025-12-312026-02-02 QQQM INVESCO EXCH TRADED FD TR II37.8K sharesnew addition2025-12-312026-02-02 AVUV AMERICAN CENTY ETF TR85.1K shares5.76%2025-12-312026-02-02 PTRB PGIM ETF TR199.9K shares9.44%2025-12-312026-02-02 GLDM WORLD GOLD TR90.2K shares-4.50%2025-12-312026-02-02 SLYG SPDR SERIES TRUST78.9K shares4.43%2025-12-312026-02-02 DFAE DIMENSIONAL ETF TRUST186.3K shares4.18%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST150.5K shares-0.22%2025-12-312026-02-02 VPLS VANGUARD MALVERN FDS73.8K shares18.28%2025-12-312026-02-02 VXUS VANGUARD STAR FDS75.3K shares6.11%2025-12-312026-02-02 SPDW SPDR INDEX SHS FDS116.1K shares1.93%2025-12-312026-02-02 AVUS AMERICAN CENTY ETF TR45.2K shares2.28%2025-12-312026-02-02 DFIS DIMENSIONAL ETF TRUST147.8K shares5.14%2025-12-312026-02-02 QUS SPDR SERIES TRUST27.2K shares-1.87%2025-12-312026-02-02 AAPL APPLE INC17.1K shares-0.16%2025-12-312026-02-02 DFAR DIMENSIONAL ETF TRUST195.1K shares11.64%2025-12-312026-02-02 SPTL SPDR SERIES TRUST168.5K shares1.37%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS28.1K shares6.00%2025-12-312026-02-02 MINT PIMCO ETF TR36.7K shares18.55%2025-12-312026-02-02 VBR VANGUARD INDEX FDS17.2K shares-1.86%2025-12-312026-02-02 SPEM SPDR INDEX SHS FDS76.3K shares-0.42%2025-12-312026-02-02 NVDA NVIDIA CORPORATION18.7K shares-0.87%2025-12-312026-02-02 VWO VANGUARD INTL EQUITY INDEX F59.9K shares2.92%2025-12-312026-02-02 DFAI DIMENSIONAL ETF TRUST78.2K shares5.34%2025-12-312026-02-02 TSLA TESLA INC6.6K shares-12.46%2025-12-312026-02-02 SPYG SPDR SERIES TRUST26.1K shares-2.51%2025-12-312026-02-02 VTI VANGUARD INDEX FDS8.0K shares6.85%2025-12-312026-02-02 SPIP SPDR SERIES TRUST102.3K shares1.34%2025-12-312026-02-02 AVDE AMERICAN CENTY ETF TR31.8K shares67.38%2025-12-312026-02-02 SPYM SPDR SERIES TRUST30.4K shares-0.06%2025-12-312026-02-02 VBK VANGUARD INDEX FDS7.9K shares0.86%2025-12-312026-02-02 VSS VANGUARD INTL EQUITY INDEX F16.5K shares2.88%2025-12-312026-02-02 TMB THORNBURG ETF TR89.2K shares31.60%2025-12-312026-02-02 VTEI VANGUARD MUN BD FDS22.6K shares17.23%2025-12-312026-02-02 ALPHABET INC ALPHABET INC6.7K shares0.41%2025-12-312026-02-02 MSFT MICROSOFT CORP4.2K shares0.10%2025-12-312026-02-02 PYLD PIMCO ETF TR70.1K shares15.32%2025-12-312026-02-02 AMZN AMAZON COM INC8.0K shares4.62%2025-12-312026-02-02 VTEB VANGUARD MUN BD FDS36.4K shares0.95%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR2.6K shares0.27%2025-12-312026-02-02 MINO PIMCO ETF TR38.5K shares19.19%2025-12-312026-02-02 BSVO EA SERIES TRUST71.5K shares1.01%2025-12-312026-02-02 SPYV SPDR SERIES TRUST27.7K shares1.32%2025-12-312026-02-02 IVV ISHARES TR2.2K sharesnew addition2025-12-312026-02-02 ALPHABET INC ALPHABET INC4.3K shares0.05%2025-12-312026-02-02 BND VANGUARD BD INDEX FDS18.0K shares-6.61%2025-12-312026-02-02 AVGE AMERICAN CENTY ETF TR15.3K shares54.03%2025-12-312026-02-02 DFAT DIMENSIONAL ETF TRUST19.1K shares0.00%2025-12-312026-02-02 VNQ VANGUARD INDEX FDS12.8K shares5.12%2025-12-312026-02-02 VB VANGUARD INDEX FDS3.8K shares1.67%2025-12-312026-02-02 IWF ISHARES TR2.0K shares-9.21%2025-12-312026-02-02 AOA ISHARES TR10.1K shares34.58%2025-12-312026-02-02 SPTI SPDR SERIES TRUST30.8K shares1.27%2025-12-312026-02-02 SPSM SPDR SERIES TRUST18.7K shares0.43%2025-12-312026-02-02 META META PLATFORMS INC1.3K shares35.95%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR30.1K sharesnew addition2025-12-312026-02-02 IXUS ISHARES TR9.1K sharesnew addition2025-12-312026-02-02 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-02 IWO ISHARES TR2.2K shares-1.38%2025-12-312026-02-02 AOR ISHARES TR10.8K shares-14.17%2025-12-312026-02-02 IVE ISHARES TR3.3K shares1.96%2025-12-312026-02-02 VONV VANGUARD SCOTTSDALE FDS7.4K shares0.53%2025-12-312026-02-02 CAT CATERPILLAR INC1.2K shares90.82%2025-12-312026-02-02 DFNM DIMENSIONAL ETF TRUST14.0K shares-22.10%2025-12-312026-02-02 VTES VANGUARD WELLINGTON FD6.5K shares0.39%2025-12-312026-02-02 AVMA AMERICAN CENTY ETF TR9.6K shares17.41%2025-12-312026-02-02 SCZ ISHARES TR7.6K shares-4.54%2025-12-312026-02-02 ZDEK INNOVATOR ETFS TRUST20.9K shares0.00%2025-12-312026-02-02 AVEM AMERICAN CENTY ETF TR6.5K shares18.47%2025-12-312026-02-02 DFUS DIMENSIONAL ETF TRUST6.5K shares34.23%2025-12-312026-02-02 MTUM ISHARES TR1.9K shares4.83%2025-12-312026-02-02 SLYV SPDR SERIES TRUST5.3K shares0.57%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC2.6K shares0.00%2025-12-312026-02-02 VV VANGUARD INDEX FDS1.4K shares0.51%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.1.3K shares0.07%2025-12-312026-02-02 SPSB SPDR SERIES TRUST14.0K shares23.40%2025-12-312026-02-02 MELI MERCADOLIBRE INC198 shares8.79%2025-12-312026-02-02 IVW ISHARES TR3.2K shares2.25%2025-12-312026-02-02 AVDV AMERICAN CENTY ETF TR4.0K sharesnew addition2025-12-312026-02-02 IWS ISHARES TR2.6K shares0.00%2025-12-312026-02-02 GS GOLDMAN SACHS GROUP INC411 sharesnew addition2025-12-312026-02-02 DFUV DIMENSIONAL ETF TRUST7.7K shares0.00%2025-12-312026-02-02 BAC BANK AMERICA CORP6.5K shares10.19%2025-12-312026-02-02 AVDS AMERICAN CENTY ETF TR5.1K shares17.71%2025-12-312026-02-02 COST COSTCO WHSL CORP NEW412 shares6.19%2025-12-312026-02-02 TDG TRANSDIGM GROUP INC249 shares0.00%2025-12-312026-02-02 MCH MATTHEWS ASIA FDS11.6K shares1.74%2025-12-312026-02-02 IJR ISHARES TR2.7K shares4.79%2025-12-312026-02-02 HD HOME DEPOT INC921 shares0.22%2025-12-312026-02-02 UNH UNITEDHEALTH GROUP INC950 shares0.53%2025-12-312026-02-02 VT VANGUARD INTL EQUITY INDEX F2.2K sharesnew addition2025-12-312026-02-02 SLV ISHARES SILVER TR4.8K shares0.00%2025-12-312026-02-02 TPLS THORNBURG ETF TR12.2K shares1.42%2025-12-312026-02-02 QUAL ISHARES TR1.5K shares0.13%2025-12-312026-02-02 BROADCOM INC BROADCOM INC871 shares0.11%2025-12-312026-02-02 UBER UBER TECHNOLOGIES INC3.6K shares0.00%2025-12-312026-02-02 VGK VANGUARD INTL EQUITY INDEX F3.3K shares0.94%2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS3.1K shares1.56%2025-12-312026-02-02 CTAS CINTAS CORP1.4K shares0.07%2025-12-312026-02-02 AOM ISHARES TR5.3K shares1.25%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-02-02 UDR UDR INC6.8K shares0.00%2025-12-312026-02-02 WMT WALMART INC2.2K shares0.00%2025-12-312026-02-02 DFSI DIMENSIONAL ETF TRUST5.6K shares-1.86%2025-12-312026-02-02 DFSU DIMENSIONAL ETF TRUST5.5K shares-4.97%2025-12-312026-02-02 SOFI SOFI TECHNOLOGIES INC8.9K sharesnew addition2025-12-312026-02-02 IWM ISHARES TR945 shares-0.84%2025-12-312026-02-02 EL LAUDER ESTEE COS INC2.2K sharesnew addition2025-12-312026-02-02 HYMB SPDR SERIES TRUST9.2K shares1.54%2025-12-312026-02-02 DIA SPDR DOW JONES INDL AVERAGE469 shares-1.68%2025-12-312026-02-02 NFLX NETFLIX INC2.4K shares900.00%2025-12-312026-02-02 SPMO INVESCO EXCH TRADED FD TR II1.8K sharesnew addition2025-12-312026-02-02 MYCM SSGA ACTIVE TR8.3K shares1.58%2025-12-312026-02-02 MYCL SSGA ACTIVE TR8.2K shares1.55%2025-12-312026-02-02 MYCK SSGA ACTIVE TR8.2K shares1.54%2025-12-312026-02-02 MYCJ SSGA ACTIVE TR8.2K shares1.56%2025-12-312026-02-02 NEE NEXTERA ENERGY INC2.6K sharesnew addition2025-12-312026-02-02 MYCI SSGA ACTIVE TR8.2K shares1.53%2025-12-312026-02-02 EFV ISHARES TR2.8K sharesnew addition2025-12-312026-02-02 FUBO FUBOTV INC32.4K shares8.63%2025-12-312026-02-02 HIVE HIVE DIGITAL TECHNOLOGIES LT14.2K shares6.75%2025-12-312026-02-02 SUIG SUI GROUP HOLDINGS LIMITED13.6K sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available