Intergy Private Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcolorado springs, CO
- CIK0001911342
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
92 | $267.97M | NDQ, SCHD, VEA, SCHF | 13F-HR | Jan 23, 2025 | 000191134225000001 | ||
88 | $262.55M | NDQ, SCHD, VEA, SCHF | 13F-HR | Oct 17, 2024 | 000191134224000005 | ||
80 | $242.46M | NDQ, SCHD, VEA, SCHF | 13F-HR | Jul 15, 2024 | 000191134224000003 | ||
78 | $243.09M | NDQ, SCHD, VEA, SCHF | 13F-HR | Apr 24, 2024 | 000191134224000002 | ||
73 | $231.34M | NDQ, SCHD, VEA, ICF | 13F-HR | Jan 11, 2024 | 000191134224000001 | ||
71 | $199.93M | NDQ, SCHD, VEA, ICF | 13F-HR | Oct 19, 2023 | 000191134223000002 | ||
73 | $204.20M | NDQ, SCHD, VEA, ICF | 13F-HR | Aug 11, 2023 | 000108514623003280 | ||
69 | $178.69M | NDQ, SCHD, VEA, ICF | 13F-HR | May 4, 2023 | 000108514623002039 | ||
64 | $159.91M | NDQ, SCHD, VEA, ICF | 13F-HR | Jan 19, 2023 | 000108514623000199 | ||
62 | $140.95M | NDQ, SCHD, VEA, ICF | 13F-HR | Oct 19, 2022 | 000108514622003492 | ||
61 | $126.80M | NDQ, SCHD, VEA, ICF | 13F-HR | Jul 13, 2022 | 000108514622002384 | ||
49 | $143.37M | NDQ, SCHD, VEA, ICF | 13F-HR | Apr 25, 2022 | 000108514622001530 | ||
48 | $127.97M | NDQ, IVV, VT, DIA | 13F-HR | Feb 17, 2022 | 000108514622001191 |