IW

Integrity Wealth Solutions LLC

13F
Integrity Wealth Solutions LLC
Last update 2025-04-22 105 Stocks (14 new)
Value $185.00 Mil Turnover 9 %
Countries:
Top Holdings: VEA(7.37%)VUG(5.57%)VTV(5.43%)PTRB(3.47%)GLDM(3.41%)
Summary Stock Picks Current Portfolio
Integrity Wealth Solutions LLC... 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
VEA
Vanguard FTSE Developed Markets ETF
267,389
13,591.4
+0.27%
7.370
+0.02%
0.010
+14.16%
+23.88%
163,588.6
 
VUG
Vanguard Growth ETF
27,725
10,281.0
-0.66%
5.570
-0.04%
0.010
+25.10%
+10.01%
165,393.5
 
VTV
Vanguard Value ETF
57,979
10,015.2
+6.83%
5.430
+0.35%
0.010
+11.15%
+7.87%
135,521.3
 
PTRB
PGIM Total Return Bond ETF
153,437
6,404.4
+6.48%
3.470
+0.21%
1.440
+1.20%
+1.29%
484.4
 
GLDM
SPDR Gold MiniShares Trust
101,612
6,288.8
+2.29%
3.410
+0.08%
0.050
+2.87%
+29.12%
16,262.4
 
AVUV
Avantis U.S. Small Cap Value ETF
70,019
6,103.6
+2.20%
3.310
+0.07%
0.040
+19.00%
+0.93%
17,283.8
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
71,038
5,896.2
+0.52%
3.200
+0.02%
0.180
+16.08%
+1.77%
3,507.5
 
DFAC
Dimensional U.S. Core Equity 2 ETF
150,023
4,949.3
+1.14%
2.680
+0.03%
0.020
+18.17%
+7.50%
36,018.1
 
QUS
SPDR MSCI USA StrategicFactors SM ETF
SPDR MSCI USA StrategicFactors SM ETF
29,296
4,590.4
-1.51%
2.490
-0.04%
0.320
+10.38%
+7.22%
1,575.8
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
174,733
4,523.8
+3.42%
2.450
+0.08%
0.090
+18.19%
+19.38%
6,334.8
 

Integrity Wealth Solutions LLC's Historical Top Holdings Breakdowns

Integrity Wealth Solutions LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Add
Add
+1.70%
●
25.54 ($26.65) 27.64
$25.99
-2.48%
Add 394.18%
144,089
114,932
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-03-31
Sold Out
Sold Out
-1.65%
●
53.99 ($56.33) 58.43
$54.86
-2.61%
Sold Out
0
-53,267
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+0.63%
●
25.77 ($26.17) 26.48
$26.39
0.84%
New holding
44,020
44,020
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Sold Out
Sold Out
-0.48%
●
57.44 ($58.5) 59.4
$59.32
1.40%
Sold Out
0
-14,715
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
2025-03-31
New Buy
New Buy
+0.46%
●
27.64 ($28.14) 28.58
$28.54
1.42%
New holding
29,707
29,707
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.43%
●
663000 ($729331) 801950
$723,120.00
-0.85%
New holding
1
1
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Sold Out
Sold Out
-0.43%
●
73.78 ($75.44) 76.59
$76.76
1.75%
Sold Out
0
-10,220
VPLS
Vanguard Core-Plus Bond ETF
2025-03-31
Add
Add
+0.40%
●
75.18 ($76.71) 77.88
$77.20
0.65%
Add 34.01%
37,072
9,409
VTEI
Vanguard Intermediate-Term Tax-Exempt Bond ETF
Vanguard Intermediate-Term Tax-Exempt Bond ETF
2025-03-31
New Buy
New Buy
+0.36%
●
98.4 ($99.51) 100.5
$98.08
-1.44%
New holding
6,700
6,700
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.35%
●
167.73 ($174.39) 179.21
$180.57
3.54%
Add 6.83%
57,979
3,707

Integrity Wealth Solutions LLC Total Holding History ($B)

To

Integrity Wealth Solutions LLC's Asset Allocation

To

Integrity Wealth Solutions LLC Past Portfolios

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

Top Ranked Articles

  • 1

Integrity Wealth Solutions LLC's Hypothetical Growth since 2025-03-31

Integrity Wealth Solutions LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Integrity Wealth Solutions LLC's Holdings Heat Map

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Integrity Wealth Solutions LLC's Holdings Bubble Chart

Integrity Wealth Solutions LLC News

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