IW

INTEGRITY WEALTH ADVISORS, INC.

13F
INTEGRITY WEALTH ADVISORS, INC.
Last update 2025-06-02 60 Stocks (5 new)
Value $136.00 Mil Turnover 7 %
Countries:
Top Holdings: FPE(16.05%)DINT(12.69%)GNSS(11.70%)RDVY(9.73%)BRK.B(6.88%)
Summary Stock Picks Current Portfolio
INTEGRITY WEALTH ADVISORS, INC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FPE
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
1,245,179
21,902.7
-0.65%
16.050
-0.10%
0.380
+5.24%
+3.98%
5,979.2
 
DINT
Davis Select International ETF
749,161
17,313.1
+2.36%
12.690
+0.29%
7.950
+20.19%
+19.64%
248.2
 
GNSS
Genasys Inc
7,030,712
15,959.7
+4.81%
11.700
+0.54%
15.570
-3.88%
-23.85%
89.4
Hardware
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
226,879
13,281.5
+25.29%
9.730
+1.96%
0.100
+15.73%
+7.40%
15,206.2
 
BRK.B
Berkshire Hathaway Inc
17,631
9,389.9
+0.33%
6.880
+0.02%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
277,929
7,943.2
-6.42%
5.820
-0.39%
0.090
+0.85%
+4.19%
8,675.4
 
GOOG
Alphabet Inc
46,462
7,258.9
+2.18%
5.320
+0.11%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
AAPL
Apple Inc
18,476
4,104.4
-8.44%
3.010
-0.31%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SMIG
Bahl & Gaynor Small/Mid Cap Income Growth ETF
Bahl & Gaynor Small/Mid Cap Income Growth ETF
123,203
3,515.0
-31.06%
2.580
-1.18%
0.340
+8.32%
+2.24%
1,117.4
 
JAAA
Janus Henderson AAA CLO ETF
56,980
2,889.5
+2.57%
2.120
+0.05%
0.010
+2.08%
+2.58%
22,301.2
 

INTEGRITY WEALTH ADVISORS, INC.'s Historical Top Holdings Breakdowns

INTEGRITY WEALTH ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Add
Add
+1.96%
●
57.22 ($60.78) 63.39
$63.07
3.77%
Add 25.29%
226,879
45,789
SMIG
Bahl & Gaynor Small/Mid Cap Income Growth ETF
Bahl & Gaynor Small/Mid Cap Income Growth ETF
2025-03-31
Reduce
Reduce
-1.18%
●
27.88 ($29.3) 30.57
$29.49
0.65%
Reduce -31.06%
123,203
-55,505
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+0.74%
●
50.29 ($50.4) 50.5
$50.44
0.08%
Add 111.25%
38,094
20,061
FRME
First Merchants Corp
2025-03-31
New Buy
New Buy
+0.56%
●
37.99 ($41.65) 45.25
$40.61
-2.50%
New holding
19,000
19,000
GNSS
Genasys Inc
2025-03-31
Add
Add
+0.54%
●
2.12 ($2.77) 3.56
$1.98
-28.52%
Add 4.81%
7,030,712
322,373
JAKK
Jakks Pacific Inc
2025-03-31
Sold Out
Sold Out
-0.40%
●
24.45 ($28.29) 34.93
$19.69
-30.40%
Sold Out
0
-19,531
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.39%
●
27.64 ($28.14) 28.58
$28.50
1.28%
Reduce -6.42%
277,929
-19,065
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.31%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -8.44%
18,476
-1,704
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+0.31%
●
25.77 ($26.17) 26.48
$26.34
0.65%
New holding
16,303
16,303
DINT
Davis Select International ETF
2025-03-31
Add
Add
+0.29%
●
20.94 ($22.83) 24.54
$26.13
14.45%
Add 2.36%
749,161
17,247

INTEGRITY WEALTH ADVISORS, INC. Total Holding History ($B)

To

INTEGRITY WEALTH ADVISORS, INC.'s Asset Allocation

To

INTEGRITY WEALTH ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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INTEGRITY WEALTH ADVISORS, INC.'s Hypothetical Growth since 2025-03-31

INTEGRITY WEALTH ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

INTEGRITY WEALTH ADVISORS, INC.'s Holdings Heat Map

Size field:

INTEGRITY WEALTH ADVISORS, INC.'s Holdings Bubble Chart

INTEGRITY WEALTH ADVISORS, INC. News

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