IF
| |
Integrity Financial Corp /WA13F | |
| Integrity Financial Corp /WA | |
| Last update 2025-05-12 | 278 Stocks (44 new) |
| Value $176.00 Mil | Turnover 7 % |
Integrity Financial Corp /WA Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 26,216 | 14,709.6 | +0.24% | 8.340 | +0.02% | 0.000 | +22.72% | +7.92% | 648,753.6 | ||
SPHQ | Invesco S&P 500 Quality ETF | 164,416 | 10,907.4 | +0.10% | 6.180 | +0.01% | 0.090 | +16.07% | +7.16% | 14,513.0 | ||
QQQ | INVESCO QQQ Trust | 22,972 | 10,788.7 | +3.07% | 6.110 | +0.18% | 0.000 | +30.41% | +10.64% | 359,714.8 | ||
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 219,141 | 8,697.7 | +0.74% | 4.930 | +0.04% | 0.090 | +9.55% | +16.87% | 11,894.9 | ||
AAPL | Apple Inc | 33,759 | 7,498.9 | +7.62% | 4.250 | +0.30% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 120,468 | 7,052.2 | +1.02% | 4.000 | +0.04% | 0.050 | +18.23% | +7.30% | 15,333.5 | ||
BUFD | FT Vest Laddered Deep Buffer ETF | 252,266 | 6,294.0 | -1.64% | 3.570 | -0.06% | 0.500 | +12.67% | +4.86% | 1,359.4 | ||
BRO | Brown & Brown Inc | 35,774 | 4,450.3 | 0% | 2.520 | 0% | 0.010 | -9.51% | +0.74% | 33,803.0 | Insurance | |
FTSL | FIRST TR EXCHANGE4 | 83,426 | 3,808.4 | -0.70% | 2.160 | -0.02% | 0.160 | +3.40% | +3.32% | 2,399.1 | ||
BUFR | FT Vest Laddered Buffer ETF | 114,647 | 3,403.9 | -1.65% | 1.930 | -0.03% | 0.050 | +15.01% | +5.64% | 7,046.4 |
Integrity Financial Corp /WA's Historical Top Holdings Breakdowns
Integrity Financial Corp /WA's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.23% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 176.42% | 6,623 | 4,227 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.55% | 106.98 ($126.74) 149.43 | $171.38 | 35.22% | Reduce -36.14% | 12,616 | -7,139 | |
GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
| 2025-03-31 | New Buy New Buy | +0.31% | 34.88 ($36.16) 36.95 | $37.86 | 4.70% | New holding | 15,347 | 15,347 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.30% | 209.68 ($231.67) 247.1 | $212.48 | -8.28% | Add 7.62% | 33,759 | 2,389 | |
DFEB |
FT Vest U.S. Equity Deep Buffer ETF - February
FT Vest U.S. Equity Deep Buffer ETF - February
| 2025-03-31 | Add Add | +0.26% | 41.74 ($42.93) 43.57 | $45.05 | 4.94% | Add 52.36% | 31,733 | 10,905 | |
FJAN |
FT Vest U.S. Equity Buffer ETF - January
FT Vest U.S. Equity Buffer ETF - January
| 2025-03-31 | Add Add | +0.25% | 43.79 ($45.75) 46.83 | $48.19 | 5.33% | Add 29.03% | 44,462 | 10,004 | |
TBIL | US Treasury 3 Month Bill ETF | 2025-03-31 | New Buy New Buy | +0.24% | 49.85 ($49.94) 50.04 | $49.93 | -0.02% | New holding | 8,418 | 8,418 | |
QCOM | Qualcomm Inc | 2025-03-31 | New Buy New Buy | +0.21% | 151.94 ($163) 175.86 | $158.97 | -2.47% | New holding | 2,464 | 2,464 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.20% | 156.06 ($183.12) 207.71 | $191.15 | 4.39% | Add 33.44% | 9,015 | 2,259 | |
EMR | Emerson Electric Co | 2025-03-31 | New Buy New Buy | +0.19% | 108.64 ($120.56) 131.17 | $142.91 | 18.54% | New holding | 3,075 | 3,075 |
Integrity Financial Corp /WA Total Holding History ($B)
Integrity Financial Corp /WA's Asset Allocation
Integrity Financial Corp /WA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Integrity Financial Corp /WA's Hypothetical Growth since 2025-03-31
Integrity Financial Corp /WA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Integrity Financial Corp /WA's Holdings Heat Map
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Integrity Financial Corp /WA's Holdings Bubble Chart
Integrity Financial Corp /WA News
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