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Livermore
Livermore
ZHEN

Integrated Advisors Network LLC

SEC CIK
0001660177
Latest filing
Aug 11, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 25, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
687
−6 vs. Q3 2024
Portfolio value
$2.09B
+$3.88M (+0.2%) vs. Q3 2024
Filed
Feb 25, 2025
SEC
Holdings of Integrated Advisors Network LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AEMAgnico Eagle Mines LtdStock14,037$1.10M0.1%−3,546−20.2%ReducedHistory
Fidelity MSCI Energy Index ETF316092402ETF47,402$1.13M0.1%+5,187+12.3%Added–
MELIMercadolibre IncCOM666$1.13M0.1%−563−45.8%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL27,404$1.13M0.1%−9,179−25.1%Reduced–
SPDR Series Trust78468R101ST SHO TREAS ETF39,158$1.14M0.1%+12,021+44.3%Added–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF64,307$1.14M0.1%+479+0.8%Added–
RFRegions Financial CorpCOM48,937$1.15M0.1%+20,443+71.7%AddedHistory
NVRNVR IncCOM142$1.16M0.1%−2−1.4%ReducedHistory
iShares Russell 2000 Growth ETF464287648ETF4,064$1.17M0.1%−383−8.6%Reduced–
AIGAmerican International Group, Inc.Stock16,316$1.19M0.1%+161+1.0%AddedHistory
PMPhilip Morris International Inc.Stock9,982$1.20M0.1%−465−4.5%ReducedHistory
SHOPShopify Inc.Stock11,308$1.20M0.1%+458+4.2%AddedHistory
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV57,154$1.22M0.1%−9,187−13.8%Reduced–
SYKStryker CorpStock3,415$1.23M0.1%+178+5.5%AddedHistory
AMATApplied Materials IncStock7,571$1.23M0.1%−17,403−69.7%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY33,280$1.24M0.1%−109−0.3%Reduced–
VRTXVertex Pharmaceuticals IncStock3,080$1.24M0.1%−673−17.9%ReducedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK43,436$1.27M0.1%+3,245+8.1%Added–
ELVElevance Health, Inc.Stock3,461$1.28M0.1%−2,481−41.8%ReducedHistory
VRTVertiv Holdings CoCOM CL A11,271$1.28M0.1%−1,801−13.8%ReducedHistory
SPOTSpotify Technology S.A.Stock2,870$1.28M0.1%+154+5.7%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE31,537$1.29M0.1%+825+2.7%Added–
DDominion Energy, IncStock23,963$1.29M0.1%−431−1.8%ReducedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF26,050$1.32M0.1%−358−1.4%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF8,146$1.32M0.1%−367−4.3%Reduced–
Fidelity MSCI Information Technology Index ETF316092808ETF7,197$1.33M0.1%−9,318−56.4%Reduced–
BKNGBooking Holdings Inc.Stock270$1.34M0.1%−6−2.2%ReducedHistory
IRIngersoll Rand Inc.COM14,870$1.35M0.1%−88−0.6%ReducedHistory
iShares Tr464287788U.S. FINLS ETF12,260$1.36M0.1%+3,622+41.9%Added–
ETREntergy CorpCOM18,228$1.38M0.1%−2,744−13.1%ReducedConverted for a 2-for-1 splitHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF57,685$1.38M0.1%+34,110+144.7%Added–
iShares Semiconductor ETF464287523ETF6,422$1.38M0.1%+548+9.3%Added–
iShares Tr464287713US TELECOM ETF51,884$1.39M0.1%+51,884New–
iShares Tr464287150CORE S&P TTL STK10,854$1.40M0.1%−290−2.6%Reduced–
ALLAllstate CorpStock7,312$1.41M0.1%+13+0.2%AddedHistory
EQHEquitable Holdings, Inc.COM30,022$1.42M0.1%−588−1.9%ReducedHistory
TTTrane Technologies plcSHS3,839$1.42M0.1%−784−17.0%ReducedHistory
First Tr Exchng Traded FD VI33740F847FT VEST US EQT30,015$1.44M0.1%+30,015New–
iShares Tr464287739U.S. REAL ES ETF15,489$1.44M0.1%−7,519−32.7%Reduced–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT28,970$1.44M0.1%+41+0.1%Added–
Vanguard Industrials ETF92204A603ETF5,678$1.44M0.1%+352+6.6%Added–
HCAHCA Healthcare, Inc.COM4,899$1.47M0.1%−233−4.5%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF16,566$1.47M0.1%+1,547+10.3%Added–
Schwab U.S. Broad Market ETF808524102ETF65,499$1.49M0.1%+384+0.6%AddedConverted for a 3-for-1 split–
ADPAutomatic Data Processing IncStock5,126$1.50M0.1%+23+0.5%AddedHistory
ITWIllinois Tool Works IncStock5,930$1.50M0.1%+45+0.8%AddedHistory
NSCNorfolk Southern CorpStock6,411$1.50M0.1%+2,357+58.1%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF8,489$1.51M0.1%+561+7.1%Added–
MCKMcKesson CorpStock2,689$1.53M0.1%−22−0.8%ReducedHistory
PFEPfizer IncStock57,770$1.53M0.1%−6,244−9.8%ReducedHistory
VNOMViper Energy, Inc.COM31,440$1.54M0.1%−73,318−70.0%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF55,824$1.55M0.1%+357+0.6%AddedConverted for a 3-for-1 split–
NKENIKE, Inc.Stock20,518$1.55M0.1%+1,911+10.3%AddedHistory
iShares U.S. Medical Devices ETF464288810ETF27,034$1.58M0.1%+1,056+4.1%Added–
NDAQNasdaq, Inc.COM20,417$1.58M0.1%−663−3.1%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS30,711$1.59M0.1%−148−0.5%Reduced–
Pacer US Cash Cows 100 ETF69374H881ETF28,152$1.59M0.1%+2,707+10.6%Added–
TDGTransDigm Group INCCOM1,273$1.61M0.1%−100−7.3%ReducedHistory
SHWSherwin Williams CoCOM4,772$1.62M0.1%−464−8.9%ReducedHistory
MOAltria Group, Inc.Stock31,069$1.62M0.1%−374−1.2%ReducedHistory
WFCWells Fargo & CompanyStock23,469$1.65M0.1%−6,178−20.8%ReducedHistory
MCDMcDonalds CorpStock5,698$1.65M0.1%−160−2.7%ReducedHistory
FSKFS KKR Capital CorpCOM76,240$1.66M0.1%−778−1.0%ReducedHistory
MMM3M CoStock12,920$1.67M0.1%+205+1.6%AddedHistory
Vanguard Morningstar Value ETF922908744ETF9,876$1.67M0.1%+15+0.2%Added–
Fidelity MSCI Health Care Index ETF316092600ETF25,702$1.68M0.1%−1,303−4.8%Reduced–
iShares Tr464289867CORE 60 BALA ETF29,686$1.70M0.1%−1,482−4.8%Reduced–
DUKDuke Energy CORPStock16,047$1.73M0.1%−211−1.3%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF34,330$1.73M0.1%−493−1.4%Reduced–
iShares Tips Bond ETF464287176ETF16,736$1.78M0.1%−288−1.7%Reduced–
WisdomTree Tr97717Y527FLOATNG RAT TREA35,965$1.81M0.1%+1,258+3.6%Added–
UPSUnited Parcel Service IncStock14,495$1.83M0.1%+1,924+15.3%AddedHistory
COPConocoPhillipsStock18,462$1.83M0.1%+4,271+30.1%AddedHistory
ETNEaton Corp plcStock5,561$1.85M0.1%+118+2.2%AddedHistory
AMTAmerican Tower CorpREIT10,066$1.85M0.1%−2,085−17.2%ReducedHistory
ANETArista Networks, Inc.Stock16,876$1.87M0.1%+13,188+357.6%AddedConverted for a 4-for-1 splitHistory
Dimensional U.S. Small Cap ETF25434V500ETF28,757$1.87M0.1%+171+0.6%Added–
CMCSAComcast CorpStock50,290$1.89M0.1%−4,050−7.5%ReducedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF29,782$1.90M0.1%+1,078+3.8%Added–
TSCOTractor Supply CoCOM35,862$1.90M0.1%−1,398−3.8%ReducedConverted for a 5-for-1 splitHistory
MDYSPDR S&P Midcap 400 ETF TrustETF3,374$1.92M0.1%−165−4.7%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV14,686$1.94M0.1%−631−4.1%Reduced–
First Tr Exchng Traded FD VI33740F748FT VEST US EQT41,060$1.95M0.1%−508−1.2%Reduced–
PECOPhillips Edison & Company, Inc.COMMON STOCK52,182$1.95M0.1%−2,856−5.2%ReducedHistory
Northern LTS FD Tr IV66537J408NATL SEC EME ETF78,364$1.96M0.1%+2,478+3.3%Added–
IBMInternational Business Machines CorpStock8,983$1.97M0.1%−7,716−46.2%ReducedHistory
ETHEGrayscale Ethereum Staking ETFETF71,224$2.00M0.1%+26,332+58.7%AddedHistory
TAT&T Inc.Stock87,921$2.00M0.1%+3,173+3.7%AddedHistory
ORLYO Reilly Automotive IncStock1,735$2.06M0.1%+56+3.3%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN105,077$2.06M0.1%+6,931+7.1%AddedHistory
NOWServiceNow, Inc.Stock2,051$2.17M0.1%−147−6.7%ReducedHistory
ABTAbbott LaboratoriesStock19,872$2.25M0.1%+268+1.4%AddedHistory
SDGRSchrodinger, Inc.COM117,185$2.26M0.1%−17,547−13.0%ReducedHistory
IAUiShares Gold TrustETF45,800$2.27M0.1%+8,097+21.5%AddedHistory
iShares Inc464286319EM MKTS DIV ETF88,054$2.27M0.1%−9,993−10.2%Reduced–
RTXRTX CorpStock19,698$2.28M0.1%−276−1.4%ReducedHistory
Invesco Exchange Traded FD T46137V621FINL PFD ETF158,340$2.30M0.1%+19,066+13.7%Added–
DEDeere & CoStock5,453$2.31M0.1%+1,764+47.8%AddedHistory
IQVIQVIA Holdings Inc.Stock11,935$2.35M0.1%−259−2.1%ReducedHistory
DISWalt Disney CoStock21,089$2.35M0.1%−248−1.2%ReducedHistory

Options (8)

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 Q4 2024
SecurityClassPutsCalls
NVDANVIDIA CorpStock–$2.89M
Invesco QQQ Trust Series I46090E103ETF$2.76M–
LLYEli Lilly & CoStock–$1.16M
SLViShares Silver TrustETF–$1.12M
TSLATesla, Inc.Stock–$201.9K
BABAAlibaba Group Holding LtdADR–$33.9K
BDXBecton Dickinson & CoStock–$22.7K
BTGB2GOLD CorpCOM–$14.6K

Sold out since Q3 2024 (68)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Integrated Advisors Network LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CVNACarvana Co.CL A53,004$9.23M0.4%History
AGNTAGNT, Inc.COM564,938$7.96M0.4%History
COTYCoty Inc.COM CL A604,992$5.68M0.3%History
NEMNEWMONT CorpStock85,338$4.56M0.2%History
OUTOUTFRONT Media Inc.COM182,971$3.36M0.2%History
Invesco Exch Traded FD Tr II46138E511PFD ETF193,965$2.40M0.1%–
SMCISuper Micro Computer, Inc.COM4,164$1.73M0.1%History
iShares S&P Mid-Cap 400 Growth ETF464287606ETF13,471$1.24M0.1%–
First Tr Exchange Traded FD33734X770DJ INTL INTRNT36,004$1.03M<0.1%–
Amplify ETF Tr032108664AMPLIFY CYBERSEC15,084$1.03M<0.1%–
Global X FDS37954Y632ARTIFICIAL ETF27,475$1.02M<0.1%–
INCYIncyte CorpCOM14,631$967.1K<0.1%History
iShares Tr464287721U.S. TECH ETF6,320$958.2K<0.1%–
MROMarathon Oil CorpCOM32,480$864.9K<0.1%History
iShares Tr46434VBG4IBONDS DEC24 ETF32,824$827.5K<0.1%–
iShares S&P Small-Cap 600 Growth ETF464287887ETF5,483$764.9K<0.1%–
SYYSysco CorpStock9,729$759.4K<0.1%History
Direxion Shs ETF Tr25459W862DRX S&P500BULL4,491$736.3K<0.1%–
TERTeradyne, IncStock5,301$710.0K<0.1%History
AGIAlamos Gold IncStock32,900$656.0K<0.1%History
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF5,646$591.0K<0.1%–
DOWDow Inc.Stock10,711$585.1K<0.1%History
ILMNIllumina, Inc.COM4,484$584.8K<0.1%History
REAXReal REMAX Group Inc.COM NEW100,000$555.0K<0.1%History
iShares U.S. Treasury Bond ETF46429B267ETF22,683$531.9K<0.1%–
CROXCrocs, Inc.COM3,569$516.8K<0.1%History
ProShares Tr74347R206PSHS ULTRA QQQ4,568$460.0K<0.1%–
Nuscale PWR Corp67079K118*W EXP 05/02/202137,000$435.7K<0.1%–
HIIHuntington Ingalls Industries, Inc.COM1,620$428.2K<0.1%History
HUBGHub Group, Inc.CL A8,323$378.3K<0.1%History
BAXBaxter International IncStock9,859$374.5K<0.1%History
SASeabridge Gold IncCOM22,100$371.1K<0.1%History
VIXYProShares Trust IIVIX SH TRM FUTRS28,450$348.5K<0.1%History
WHRWhirlpool CorpStock2,886$308.8K<0.1%History
CAGConagra Brands Inc.Stock9,382$305.1K<0.1%History
PAASPan American Silver CorpStock14,600$304.7K<0.1%History
KYMRKymera Therapeutics, Inc.COM6,218$294.3K<0.1%History
Goldman Sachs ETF Tr381430479ACCESS INVT GR6,104$288.8K<0.1%–
DNLIDenali Therapeutics Inc.COM9,710$282.9K<0.1%History
iShares Tr464287556ISHARES BIOTECH1,919$279.4K<0.1%–
MARAMARA Holdings, Inc.COM16,779$272.2K<0.1%History
NVSNovartis AGADR2,349$270.2K<0.1%History
BOXBox IncCL A8,052$263.5K<0.1%History
iShares Tr46429B671MSCI CHINA ETF5,022$255.7K<0.1%–
STZConstellation Brands, Inc.Stock955$246.0K<0.1%History
Volatility Shs Tr92864M3012X BITCOIN STRAT8,499$242.1K<0.1%–
BGBunge Global SACOM SHS2,497$241.3K<0.1%History
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,041$238.0K<0.1%–
PINCPremier, Inc.CL A11,844$236.9K<0.1%History
AVYAvery Dennison CorpCOM1,055$232.9K<0.1%History
Kraneshares Trust500767306CSI CHI INTERNET6,605$224.7K<0.1%–
DHIHorton D R IncCOM1,173$223.7K<0.1%History
OTISOtis Worldwide CorpStock2,130$221.4K<0.1%History
GISGeneral Mills IncStock2,990$220.8K<0.1%History
ADMArcher-Daniels-Midland CoStock3,660$218.6K<0.1%History
BBYBest Buy Co IncStock2,111$218.1K<0.1%History
DOCUDocuSign, Inc.Stock3,492$216.8K<0.1%History
Dimensional ETF Trust25434V807INTERNATNAL VAL5,601$213.3K<0.1%–
GLPIGaming & Leisure Properties, Inc.COM4,054$208.6K<0.1%History
TDWTidewater IncCOM2,890$207.5K<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM197$206.7K<0.1%History
VanEck ETF Trust92189F106GOLD MINERS ETF5,173$206.0K<0.1%–
Vanguard World FD921910733ESG US STK ETF1,969$200.1K<0.1%–
ProShares Tr74347B425SHORT S&P 500 NE18,291$198.5K<0.1%–
BTCGrayscale Bitcoin Mini Trust ETFSHS23,431$131.9K<0.1%History
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT43,542$106.2K<0.1%History
BLDPBallard Power Systems Inc.COM33,965$61.1K<0.1%History
DNMRDanimer Scientific, Inc.COM CL A22,700$10.3K<0.1%History