Integrated Advisors Network LLC

SEC CIK: 0001660177
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 6, 2024. Long positions only; changes compare share counts with Q4 2023.

Positions: 690; +35 vs. Q4 2023
Portfolio value: $1.96B; +$192.2M (+10.9%) vs. Q4 2023
Filed: May 6, 2024; SEC

Holdings of Integrated Advisors Network LLC in Q1 2024
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
CMCSAComcast Corp	Stock	58,036	$2.52M	0.1%	−12,896−18.2%	Reduced	History
ETNEaton Corp plc	Stock	8,048	$2.52M	0.1%	−23,091−74.2%	Reduced	History
iShares Inc464286319	EM MKTS DIV ETF	98,040	$2.56M	0.1%	−1,260−1.3%	Reduced	–
State Street Industrial Select Sector SPDR ETF81369Y704	ETF	20,531	$2.59M	0.1%	+1,592+8.4%	Added	–
ABTAbbott Laboratories	Stock	22,869	$2.60M	0.1%	+1,994+9.6%	Added	History
J P Morgan Exchange Traded F46641Q654	ULTRA SHT MUNCPL	51,629	$2.62M	0.1%	−1,679−3.1%	Reduced	–
Vanguard Total International Bond ETF92203J407	ETF	54,557	$2.68M	0.1%	+43+0.1%	Added	–
American Centy ETF Tr025072687	AVANTIS SHFXDINC	58,042	$2.69M	0.1%	+738+1.3%	Added	–
Invesco Nasdaq 100 ETF46138G649	ETF	14,747	$2.69M	0.1%	−28,955−66.3%	Reduced	–
VNOMViper Energy, Inc.	COM	70,650	$2.72M	0.1%	+4,134+6.2%	Added	History
Listed FDS Tr53656G498	ROUN MA SEVE ETF	70,524	$2.76M	0.1%	+70,524	New	–
Fidelity MSCI Health Care Index ETF316092600	ETF	40,102	$2.80M	0.1%	−419−1.0%	Reduced	–
iShares Tr464287689	RUSSELL 3000 ETF	9,531	$2.86M	0.1%	−100−1.0%	Reduced	–
GLDMWorld Gold Trust	SPDR GLD MINIS	65,487	$2.88M	0.1%	−6,315−8.8%	Reduced	History
ELVElevance Health, Inc.	Stock	5,661	$2.94M	0.2%	+2,053+56.9%	Added	History
PNWPinnacle West Capital Corp	COM	39,513	$2.95M	0.2%	+1,102+2.9%	Added	History
NVONovo Nordisk A S	ADR	23,455	$3.01M	0.2%	+14,977+176.7%	Added	History
IQVIQVIA Holdings Inc.	Stock	11,955	$3.02M	0.2%	−47−0.4%	Reduced	History
EMREmerson Electric Co	Stock	27,020	$3.06M	0.2%	−607−2.2%	Reduced	History
Ssga Active ETF Tr78467V608	ST STR BL LN ETF	73,590	$3.10M	0.2%	+2,867+4.1%	Added	–
IBITiShares Bitcoin Trust ETF	ETF	76,998	$3.12M	0.2%	+76,998	New	History
EOGEOG Resources Inc	Stock	24,404	$3.12M	0.2%	−31,057−56.0%	Reduced	History
DIASPDR Dow Jones Industrial Average ETF Trust	UT SER 1	7,974	$3.17M	0.2%	+2,311+40.8%	Added	History
DHRDanaher Corp	Stock	12,966	$3.24M	0.2%	+1,077+9.1%	Added	History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407	ETF	17,680	$3.25M	0.2%	+1,785+11.2%	Added	–
ALVAutoliv Inc	COM	27,006	$3.25M	0.2%	+1,896+7.6%	Added	History
KOCoca Cola Co	Stock	53,653	$3.28M	0.2%	+230.0%	Added	History
iShares Tr464288588	MBS ETF	35,679	$3.30M	0.2%	−201−0.6%	Reduced	–
BACBank of America Corp	Stock	88,823	$3.37M	0.2%	−100,506−53.1%	Reduced	History
AOSSmith A O Corp	COM	37,687	$3.37M	0.2%	−411−1.1%	Reduced	History
AMDAdvanced Micro Devices Inc	Stock	18,841	$3.40M	0.2%	−103−0.5%	Reduced	History
iShares Core MSCI Total International Stock ETF46432F834	ETF	50,212	$3.41M	0.2%	+1,759+3.6%	Added	–
Vanguard Real Estate ETF922908553	ETF	39,465	$3.41M	0.2%	+679+1.8%	Added	–
Vanguard Intermediate-Term Bond ETF921937819	ETF	45,893	$3.46M	0.2%	+2,223+5.1%	Added	–
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	59,762	$3.47M	0.2%	−8,558−12.5%	Reduced	–
BBYBest Buy Co Inc	Stock	42,463	$3.48M	0.2%	+42,463	New	History
ZTSZoetis Inc.	Stock	20,611	$3.49M	0.2%	+1,064+5.4%	Added	History
Vanguard Short-Term Bond ETF921937827	ETF	45,749	$3.51M	0.2%	+2,989+7.0%	Added	–
EQIXEquinix Inc	COM	4,268	$3.52M	0.2%	+62+1.5%	Added	History
State Street Communication Services Select Sector SPDR ETF81369Y852	ETF	43,627	$3.56M	0.2%	+5,983+15.9%	Added	–
iShares Russell 1000 Growth ETF464287614	ETF	10,631	$3.58M	0.2%	−4,848−31.3%	Reduced	–
First Tr Exchange-Traded FD33738D309	SENIOR LN FD	77,794	$3.59M	0.2%	+703+0.9%	Added	–
PEPPepsiCo Inc	Stock	20,590	$3.60M	0.2%	−1,561−7.0%	Reduced	History
CSCOCisco Systems, Inc.	Stock	72,559	$3.62M	0.2%	−71,046−49.5%	Reduced	History
iShares Tr464288513	IBOXX HI YD ETF	46,666	$3.63M	0.2%	−1,959−4.0%	Reduced	–
CGCarlyle Group Inc.	COM	79,281	$3.72M	0.2%	+79,281	New	History
iShares Core MSCI Emerging Markets ETF46434G103	ETF	72,639	$3.75M	0.2%	−1,169−1.6%	Reduced	–
WMTWalmart Inc.	Stock	63,266	$3.81M	0.2%	−643−1.0%	ReducedConverted for a 3-for-1 split	History
SCHWSchwab Charles Corp	Stock	52,752	$3.82M	0.2%	+17,445+49.4%	Added	History
iShares Russell Midcap ETF464287499	ETF	46,186	$3.88M	0.2%	−183−0.4%	Reduced	–
CRMSalesforce, Inc.	Stock	12,938	$3.90M	0.2%	−1,591−11.0%	Reduced	History
EMNEastman Chemical Co	Stock	39,170	$3.93M	0.2%	+4,583+13.3%	Added	History
BABoeing Co	Stock	20,383	$3.93M	0.2%	−2,514−11.0%	Reduced	History
AMGNAmgen Inc	Stock	14,008	$3.98M	0.2%	−13,717−49.5%	Reduced	History
iShares Tr46435G425	ESG AWR MSCI USA	34,738	$3.99M	0.2%	−131−0.4%	Reduced	–
SDGRSchrodinger, Inc.	COM	148,459	$4.01M	0.2%	+996+0.7%	Added	History
SFStifel Financial Corp	COM	51,561	$4.03M	0.2%	−502−1.0%	Reduced	History
NFLXNetflix Inc	Stock	6,680	$4.06M	0.2%	+1,758+35.7%	Added	History
ACNAccenture plc	Stock	11,741	$4.07M	0.2%	−106−0.9%	Reduced	History
BXBlackstone Inc.	COM	31,046	$4.08M	0.2%	−41,578−57.3%	Reduced	History
iShares Tr464287432	20 YR TR BD ETF	43,349	$4.10M	0.2%	+4,401+11.3%	Added	–
GOOGAlphabet Inc.	Stock	27,057	$4.12M	0.2%	−1,612−5.6%	Reduced	History
Schwab U.S. Large-Cap ETF808524201	ETF	66,598	$4.13M	0.2%	−1,192−1.8%	Reduced	–
LHXL3HARRIS Technologies, Inc.	Stock	19,799	$4.22M	0.2%	+1,250+6.7%	Added	History
SYYSysco Corp	Stock	52,007	$4.22M	0.2%	+48,849+1,546.8%	Added	History
Alps ETF Tr00162Q452	ALERIAN MLP	89,277	$4.24M	0.2%	−20,174−18.4%	Reduced	–
SBUXStarbucks Corp	Stock	48,171	$4.40M	0.2%	−4,505−8.6%	Reduced	History
LOWLowes Companies Inc	Stock	17,292	$4.40M	0.2%	+72+0.4%	Added	History
CINFCincinnati Financial Corp	COM	35,954	$4.46M	0.2%	+33,035+1,131.7%	Added	History
CICigna Group	Stock	12,406	$4.51M	0.2%	−289−2.3%	Reduced	History
DLRDigital Realty Trust, Inc.	COM	31,548	$4.54M	0.2%	−2,417−7.1%	Reduced	History
iShares Select Dividend ETF464287168	ETF	37,057	$4.56M	0.2%	−1,469−3.8%	Reduced	–
MDTMedtronic plc	Stock	52,828	$4.60M	0.2%	+39,761+304.3%	Added	History
TRVTravelers Companies, Inc.	Stock	20,066	$4.62M	0.2%	−810−3.9%	Reduced	History
MRVLMarvell Technology, Inc.	COM	65,281	$4.63M	0.2%	+48,976+300.4%	Added	History
First Tr Exchange-Traded FD33739Q408	FIRST TR ENH NEW	78,832	$4.70M	0.2%	+16,787+27.1%	Added	–
AXPAmerican Express Co	Stock	21,008	$4.78M	0.2%	−375−1.8%	Reduced	History
NXPINXP Semiconductors N.V.	COM	19,320	$4.79M	0.2%	+14,798+327.2%	Added	History
NTAPNetApp, Inc.	Stock	45,627	$4.79M	0.2%	−1,932−4.1%	Reduced	History
VanEck Morningstar Wide Moat ETF92189F643	ETF	53,467	$4.81M	0.2%	+3,045+6.0%	Added	–
APAMArtisan Partners Asset Management Inc.	CL A	105,700	$4.84M	0.2%	+16,284+18.2%	Added	History
NSCNorfolk Southern Corp	Stock	19,222	$4.90M	0.3%	+13,824+256.1%	Added	History
TXNTexas Instruments Inc	Stock	28,537	$4.97M	0.3%	+20,560+257.7%	Added	History
DOWDow Inc.	Stock	85,946	$4.98M	0.3%	+12,196+16.5%	Added	History
PRUPrudential Financial Inc	Stock	42,421	$4.98M	0.3%	+2,232+5.6%	Added	History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	196,052	$4.99M	0.3%	−861−0.4%	Reduced	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	86,275	$5.05M	0.3%	+29,985+53.3%	Added	–
FASTFastenal Co	Stock	66,336	$5.12M	0.3%	−2,044−3.0%	Reduced	History
iShares Core S&P U.S. Growth ETF464287671	ETF	43,734	$5.13M	0.3%	+3,377+8.4%	Added	–
GDGeneral Dynamics Corp	Stock	18,207	$5.14M	0.3%	+424+2.4%	Added	History
HONHoneywell International Inc	COM	25,175	$5.17M	0.3%	−3,061−10.8%	Reduced	History
iShares MSCI Eafe ETF464287465	ETF	65,595	$5.24M	0.3%	+147+0.2%	Added	–
Vanguard Ftse All-World Ex-US Index Fund922042775	ETF	89,500	$5.25M	0.3%	−3,292−3.5%	Reduced	–
Invesco Exchange Traded FD T46137V431	S&P 500 GARP ETF	49,483	$5.27M	0.3%	+39,641+402.8%	Added	–
BMYBristol Myers Squibb Co	Stock	97,227	$5.27M	0.3%	+65,448+205.9%	Added	History
VZVerizon Communications Inc	Stock	126,006	$5.29M	0.3%	+85,444+210.7%	Added	History
Invesco Exch Traded FD Tr II46138E354	S&P500 LOW VOL	81,492	$5.37M	0.3%	+3,536+4.5%	Added	–
XOMExxonMobil Holdings Corp	COM	46,820	$5.44M	0.3%	−3,334−6.6%	Reduced	History
iShares Core S&P US Value ETF464287663	ETF	60,420	$5.46M	0.3%	−142,975−70.3%	Reduced	–
COFCapital One Financial Corp	Stock	37,519	$5.59M	0.3%	−2,057−5.2%	Reduced	History

Options (11)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Integrated Advisors Network LLC in Q1 2024
Security	Class	Puts	Calls
NVDANVIDIA Corp	Stock	$4.52M	$1.36M
AAPLApple Inc.	Stock	–	$1.71M
VanEck ETF Trust92189F106	GOLD MINERS ETF	–	$1.22M
COSTCostco Wholesale Corp	Stock	–	$1.10M
CRWDCrowdStrike Holdings, Inc.	Stock	–	$801.5K
LLYEli Lilly & Co	Stock	–	$778.0K
SMCISuper Micro Computer, Inc.	COM	$505.0K	–
NKENIKE, Inc.	Stock	–	$375.9K
Advisorshares Tr00768Y313	MSOS 2X DAILY ET	–	$355.9K
ARMArm Holdings PLC	ADR	$312.5K	–
Mag Silver Corp55903Q104	COM	–	$211.6K

Sold out since Q4 2023 (47)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Integrated Advisors Network LLC sold out since Q4 2023
Security	Class	Shares in Q4 2023	Value in Q4 2023	% of portfolio in Q4 2023	History
Invesco Exch Traded FD Tr II46138E537	NATL AMT MUNI	202,725	$4.90M	0.3%	–
OZKBank OZK	COM	78,800	$3.93M	0.2%	History
MDCSekisui House U.S., Inc.	COM	70,333	$3.89M	0.2%	History
CAHCardinal Health Inc	Stock	36,351	$3.66M	0.2%	History
STLAStellantis N.V.	SHS	152,096	$3.55M	0.2%	History
CZRCaesars Entertainment, Inc.	COM	44,391	$2.08M	0.1%	History
BROBrown & Brown, Inc.	Stock	28,979	$2.06M	0.1%	History
State Street SPDR S&P Regional Banking ETF78464A698	ETF	33,962	$1.78M	0.1%	–
EXPEExpedia Group, Inc.	Stock	8,376	$1.27M	0.1%	History
iShares Semiconductor ETF464287523	ETF	2,176	$1.25M	0.1%	–
ZBRAZebra Technologies Corp	CL A	3,686	$1.01M	0.1%	History
Vanguard Consumer Staples ETF92204A207	ETF	5,227	$998.1K	0.1%	–
DBXDropbox, Inc.	CL A	22,769	$671.2K	<0.1%	History
Vanguard Energy ETF92204A306	ETF	5,653	$663.0K	<0.1%	–
QRVOQorvo, Inc.	Stock	5,813	$654.6K	<0.1%	History
ATOAtmos Energy Corp	COM	5,165	$598.6K	<0.1%	History
LDOSLeidos Holdings, Inc.	COM	5,399	$584.4K	<0.1%	History
TXRHTexas Roadhouse, Inc.	COM	4,700	$574.5K	<0.1%	History
NETCloudflare, Inc.	CL A COM	6,853	$570.6K	<0.1%	History
EXPDExpeditors International of Washington Inc	COM	3,877	$493.2K	<0.1%	History
CFCF Industries Holdings, Inc.	COM	5,980	$475.4K	<0.1%	History
EQTEQT Corp	Stock	11,698	$452.2K	<0.1%	History
MANManpowerGroup Inc.	COM	5,276	$419.3K	<0.1%	History
First Tr Exchange-Traded FD33733E104	CAP STRENGTH ETF	4,953	$396.4K	<0.1%	–
MSMMSC Industrial Direct Co Inc	CL A	3,907	$395.6K	<0.1%	History
IONQIonQ, Inc.	COM	29,382	$364.0K	<0.1%	History
FOXAFox Corp	CL A COM	12,069	$358.1K	<0.1%	History
OVVOvintiv Inc.	COM	8,101	$355.8K	<0.1%	History
WPCW. P. Carey Inc.	COM	5,248	$340.1K	<0.1%	History
ProShares Tr74347B110	ULTRAPRO SHORT S	34,700	$298.4K	<0.1%	–
DHIHorton D R Inc	COM	1,746	$265.4K	<0.1%	History
RRCRange Resources Corp	COM	8,691	$264.6K	<0.1%	History
HPEHewlett Packard Enterprise Co	COM	14,258	$242.1K	<0.1%	History
ADMArcher-Daniels-Midland Co	Stock	3,254	$235.0K	<0.1%	History
APTVAptiv PLC	SHS	2,433	$218.3K	<0.1%	History
ETSYEtsy Inc	COM	2,639	$213.9K	<0.1%	History
HUMHumana Inc	Stock	466	$213.5K	<0.1%	History
ULUnilever PLC	SPON ADR NEW	4,320	$209.4K	<0.1%	History
SRCSpirit Realty Capital, Inc.	COM NEW	4,728	$206.6K	<0.1%	History
TOSTToast, Inc.	Stock	10,172	$185.7K	<0.1%	History
Proshares Ultrapro Short Qqq - US ETP74347G432	Exchange-Traded Fund	10,935	$147.1K	<0.1%	–
USALiberty All Star Equity Fund	SH BEN INT	17,055	$109.4K	<0.1%	History
Ares Capital Corp04010LAW3	NOTE 4.625% 3/0	85,000	$89.3K	<0.1%	–
Advisorshares Tr00768Y313	MSOS 2X DAILY ET	16,000	$57.9K	<0.1%	–
IonQ, Inc.46222L116	*W EXP 99/99/999	11,330	$49.9K	<0.1%	–
Western Digital Corp958102AP0	NOTE 1.500% 2/0	50,000	$49.7K	<0.1%	–
NAKNorthern Dynasty Minerals Ltd	COM NEW	130,000	$42.0K	<0.1%	History