Integrity Wealth Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Integrity Wealth Advisors, Inc.

CIK Number: 0001951908

143.1M
Market Value
57
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jun 2, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 FPE First Trust Pre...
18.07
-0.14% 1.25M -0.65% 21.9M 17.7 16.05% Share
2 DINT Davis Select In...
26.46
-0.15% 749.16K +2.36% 17.31M 21.87 12.69% Share
3 GNSS Genasys Inc.
1.94
-5.83% 7.03M +4.81% 15.96M 2.58 11.70% Share
4 RDVY First Trust Ris...
65.74
-0.24% 226.88K +25.29% 13.28M 59.02 9.73% Share
5 BRK-B Berkshire Hatha...
503.29
+0.69% 17.63K +0.33% 9.39M 453.54 6.88% Share
6 SPTI SPDR Portfolio ...
28.91
+0.05% 277.93K -6.42% 7.94M 27.88 5.82% Share
7 GOOG Alphabet Inc.
213.53
+0.55% 46.46K +2.18% 7.26M 189.71 5.32% Share
8 AAPL Apple Inc.
232.14
-0.18% 18.48K -8.44% 4.1M 250.42 3.01% Share
9 SMIG AAM Bahl & Gayn...
29.85
-0.1% 123.2K -31.06% 3.52M 29.1 2.58% Share
10 JAAA Janus Henderson...
50.82
+0.06% 56.98K +2.57% 2.89M 50.71 2.12% Share
11 DWLD Davis Select Wo...
43.81
-0.36% 59.14K -5.97% 2.23M 36.31 1.63% Share
12 IBM International B...
243.48
-0.92% 8.22K -1.39% 2.04M 219.83 1.50% Share
13 USFR WisdomTree Floa...
50.29
+0.04% 38.09K +111.25% 1.92M 50.33 1.41% Share
14 GTO Invesco Total R...
47.05
-0.12% 30.54K +37.06% 1.43M 46.54 1.05% Share
15 BEEM Beam Global
2.74
-3.86% 693.69K -12.75% 1.42M 3.17 1.04% Share
16 BA The Boeing Comp...
234.75
-0.6% 8.22K +36.25% 1.4M 175.28 1.03% Share
17 AMGN Amgen Inc.
287.71
+0.74% 3.9K +4.03% 1.22M 262.61 0.89% Share
18 GOVT iShares U.S. Tr...
22.98
-0.09% 49.95K -1.03% 1.15M 22.98 0.84% Share
19 AMZN Amazon.com, Inc...
229.00
-1.12% 6K +9.79% 1.14M 216.79 0.84% Share
20 SCHR Schwab Intermed...
25.14
+0.08% 45.82K +0.46% 1.14M 24.29 0.83% Share
21 MSFT Microsoft Corpo...
506.69
-0.58% 2.17K -8.38% 816.49K 421.5 0.60% Share
22 LMBS First Trust Low...
49.61
-0.04% 16.4K -7.61% 806.03K 48.67 0.59% Share
23 FRME First Merchants...
41.52
-0.24% 19K +100.00% 768.36K 40.44 0.56% Share
24 DIS The Walt Disney...
118.42
+0.66% 7.67K -3.13% 756.64K 111.35 0.55% Share
25 UUUU Energy Fuels In...
11.58
-0.86% 195.61K -6.25% 738.84K 5.13 0.54% Share
26 TSLA Tesla, Inc.
333.98
-3.47% 2.8K +37.02% 726.17K 364.75 0.53% Share
27 JPEF JPMorgan Equity...
72.57
-0.64% 10.59K +28.73% 674.29K 66.34 0.49% Share
28 GLD SPDR Gold Share...
318.05
+0.96% 2.23K +52.63% 643.42K 258 0.47% Share
29 PDBC Invesco Optimum...
13.25
+0.15% 46K +2.31% 627K 13 0.46% Share
30 BABA Alibaba Group H...
135.04
+12.94% 4.38K +43.66% 578.64K 99.21 0.42% Share
31 META Meta Platforms,...
738.70
-1.65% 955 -2.05% 550.43K 585.51 0.40% Share
32 NFLT Virtus Newfleet...
22.95
-0.21% 23.81K -1.61% 537.46K 22.45 0.39% Share
33 CVX Chevron Corpora...
160.71
+0.87% 3.2K -0.12% 535.29K 144.84 0.39% Share
34 RWJ Invesco S&P Sma...
47.82
-0.19% 11.66K +4.12% 474.69K 45.56 0.35% Share
35 FLMI Franklin Dynami...
24.18
+0.08% 19.03K +2.68% 465K 24.44 0.34% Share
36 CIBR First Trust NAS...
73.14
-1.06% 7.32K +119.68% 461.34K 63.2 0.34% Share
37 NVDA NVIDIA Corporat...
174.24
-3.29% 4.17K +1.39% 452.05K 133.94 0.33% Share
38 FCG First Trust Nat...
24.07
-0.08% 17.68K -18.47% 439.46K 24.63 0.32% Share
39 PYLD PIMCO ETF Trust...
26.68
-0.02% 16.3K +100.00% 429.58K 26.35 0.31% Share
40 CTRA Coterra Energy ...
24.45
+0.29% 12.07K -1.24% 348.89K 25.54 0.26% Share
41 TBIL US Treasury 3 M...
50.02
+0.08% 6.83K +100.00% 341.32K 50.01 0.25% Share
42 JIG JPMorgan Intern...
71.89
-0.7% 5.22K -0.27% 330.92K 62.45 0.24% Share
43 BAC Bank of America...
50.76
+0.53% 7.89K -1.55% 329.27K 43.95 0.24% Share
44 MUST Columbia Multi-...
20.03
-0.15% 16.18K -3.08% 325.73K 20.31 0.24% Share
45 WFC Wells Fargo & C...
82.19
+0.26% 4.41K -13.92% 316.59K 70.24 0.23% Share
46 SHYG iShares 0-5 Yea...
43.20
-0.16% 7.1K -21.92% 301.98K 42.61 0.22% Share
47 JPST JPMorgan Ultra-...
50.73
+0.04% 5.93K -8.46% 300.17K 50.37 0.22% Share
48 AVDV Avantis Interna...
85.77
-0.08% 3.74K -11.78% 261.11K 65.08 0.19% Share
49 AMD Advanced Micro ...
162.63
-3.53% 2.52K +100.00% 258.49K 102.74 0.19% Share
50 HD The Home Depot,...
406.64
-0.2% 650 -0.15% 238.5K 388.99 0.17% Share
51 FSMB First Trust Sho...
20.02
+0.13% 11.93K -16.71% 237.07K 19.84 0.17% Share
52 BITO ProShares Bitco...
19.53
-3.56% 12K -7.69% 219.84K 22.78 0.16% Share
53 PSR Invesco Active ...
93.14
+0.67% 2.24K -3.53% 207.36K 90.29 0.15% Share
54 VRN Veren Inc.
6.01
0.00% 25.1K +7.86% 185.22K 5.25 0.14% Share
55 USIO Usio, Inc.
1.48
+0.82% 84.95K -10.53% 124.03K 1.46 0.09% Share
56 ALMU Aeluma, Inc.
22.79
+6.59% 15.85K +100.00% 114.28K 7.21 0.08% Share
57 DNN Denison Mines C...
2.31
+5.00% 59.7K -3.14% 77.61K 1.8 0.06% Share