Integrity Wealth Solutions LLC
Q4 2024 13F Holdings
- Locationdenver, CO
- Num holdings
96
- Value ($000)
$178,525
- Date Filed01/22/2025
- Form type13F-HR
- CIK0002006918
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $12.75M | 7 % | 266,675 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.45M | 6 % | 27,908 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.19M | 5 % | 54,272 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.61M | 4 % | 68,512 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $6.39M | 4 % | 70,670 | ||
PTRB PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $5.93M | 3 % | 144,094 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.40M | 3 % | 40,186 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $5.16M | 3 % | 99,336 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.13M | 3 % | 148,330 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $4.61M | 3 % | 29,745 |
Rows Per Page
1 - 10 of 9610
- 10
- 50
- 100