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.
- Positions
- 687
- −6 vs. Q3 2024
- Portfolio value
- $2.09B
- +$3.88M (+0.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 100,035 | $5.82M | 0.3% | +46,116+85.5% | Added | – |
| ACNAccenture plc | Stock | 16,585 | $5.83M | 0.3% | +7,975+92.6% | Added | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 26,123 | $5.86M | 0.3% | +9,902+61.0% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 82,760 | $5.95M | 0.3% | −21,939−21.0% | Reduced | – |
| WMTWalmart Inc. | Stock | 66,331 | $5.99M | 0.3% | −549−0.8% | Reduced | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 148,001 | $6.02M | 0.3% | +13,816+10.3% | Added | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 125,489 | $6.04M | 0.3% | +53,950+75.4% | Added | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 104,708 | $6.07M | 0.3% | +13,662+15.0% | Added | – |
| RELYRemitly Global, Inc. | COM | 269,495 | $6.08M | 0.3% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 45,129 | $6.22M | 0.3% | −6,544−12.7% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 74,144 | $6.35M | 0.3% | +129+0.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 65,719 | $6.37M | 0.3% | −5,281−7.4% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 49,755 | $6.53M | 0.3% | +8,087+19.4% | Added | – |
| NFLXNetflix Inc | Stock | 7,383 | $6.58M | 0.3% | +175+2.4% | Added | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 82,573 | $6.74M | 0.3% | −7,308−8.1% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 135,536 | $6.79M | 0.3% | −4,659−3.3% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 271,388 | $7.02M | 0.3% | +9,690+3.7% | AddedConverted for a 2-for-1 split | – |
| iShares Core S&P US Value ETF464287663 | ETF | 75,946 | $7.03M | 0.3% | +34,689+84.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,396 | $7.24M | 0.3% | +431+1.6% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 68,804 | $7.35M | 0.4% | −70,602−50.6% | Reduced | – |
| BACBank of America Corp | Stock | 167,579 | $7.37M | 0.4% | +73,128+77.4% | Added | History |
| ORCLOracle Corp | Stock | 44,445 | $7.41M | 0.4% | +1,344+3.1% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 22,545 | $7.51M | 0.4% | −3,365−13.0% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 23,341 | $7.52M | 0.4% | +125+0.5% | Added | – |
| FTNTFortinet, Inc. | Stock | 79,687 | $7.53M | 0.4% | +201+0.3% | Added | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 301,789 | $7.54M | 0.4% | −13,372−4.2% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 42,602 | $7.57M | 0.4% | +208+0.5% | Added | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 302,792 | $7.58M | 0.4% | +244,822+422.3% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 126,888 | $7.78M | 0.4% | +16,174+14.6% | Added | – |
| HDHome Depot, Inc. | Stock | 20,074 | $7.81M | 0.4% | −796−3.8% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 7,637 | $7.83M | 0.4% | −12−0.2% | Reduced | History |
| HONHoneywell International Inc | COM | 34,706 | $7.84M | 0.4% | +8,539+32.6% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 68,275 | $7.87M | 0.4% | +2,577+3.9% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 96,862 | $7.94M | 0.4% | −1,045−1.1% | Reduced | – |
| TTDTrade Desk, Inc. | Stock | 68,601 | $8.06M | 0.4% | −9,117−11.7% | Reduced | History |
| MAMastercard Inc | Stock | 15,440 | $8.13M | 0.4% | −520−3.3% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 101,512 | $8.15M | 0.4% | +6,704+7.1% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 14,574 | $8.35M | 0.4% | −731−4.8% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 35,443 | $8.58M | 0.4% | +1,391+4.1% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 83,000 | $8.75M | 0.4% | −4,844−5.5% | Reduced | – |
| MSMorgan Stanley | Stock | 70,120 | $8.82M | 0.4% | −7,971−10.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 11,516 | $8.89M | 0.4% | −66−0.6% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 188,318 | $9.01M | 0.4% | +4,355+2.4% | Added | – |
| CVXChevron Corp | Stock | 62,279 | $9.02M | 0.4% | −2,501−3.9% | Reduced | History |
| VVisa Inc. | Stock | 28,550 | $9.02M | 0.4% | −57−0.2% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 210,821 | $9.28M | 0.4% | −18,459−8.1% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 67,648 | $9.31M | 0.4% | +14,816+28.0% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 53,641 | $9.40M | 0.5% | −12,380−18.8% | Reduced | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 94,692 | $9.43M | 0.5% | +4,114+4.5% | Added | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 144,577 | $9.81M | 0.5% | −6,355−4.2% | Reduced | – |
| PGProcter & Gamble Co | Stock | 60,597 | $10.2M | 0.5% | +2,176+3.7% | Added | History |
| URIUnited Rentals, Inc. | COM | 15,229 | $10.7M | 0.5% | −1,424−8.6% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 31,638 | $10.8M | 0.5% | −4,353−12.1% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 402,441 | $11.2M | 0.5% | +18,589+4.8% | AddedConverted for a 4-for-1 split | – |
| BRK.BBerkshire Hathaway Inc | Stock | 25,281 | $11.5M | 0.5% | −394−1.5% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 108,666 | $11.6M | 0.6% | +22,797+26.5% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 53,052 | $11.7M | 0.6% | +1,914+3.7% | Added | – |
| AVOMission Produce, Inc. | COM | 841,000 | $12.1M | 0.6% | −60,000−6.7% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 477,005 | $12.4M | 0.6% | −5,188−1.1% | ReducedConverted for a 3-for-1 split | – |
| METAMeta Platforms, Inc. | Stock | 23,121 | $13.5M | 0.6% | −434−1.8% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 392,407 | $13.6M | 0.7% | +7,105+1.8% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 47,762 | $13.8M | 0.7% | −1,275−2.6% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 80,508 | $14.6M | 0.7% | −10,574−11.6% | ReducedConverted for a 2-for-1 split | History |
| COSTCostco Wholesale Corp | Stock | 16,418 | $15.0M | 0.7% | +333+2.1% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 237,352 | $16.7M | 0.8% | −8,500−3.5% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 134,149 | $17.1M | 0.8% | −3,558−2.6% | Reduced | – |
| PODDInsulet Corp | Stock | 65,769 | $17.2M | 0.8% | +7,616+13.1% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 95,176 | $18.6M | 0.9% | +7,394+8.4% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 80,273 | $18.7M | 0.9% | +12,453+18.4% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 78,531 | $18.8M | 0.9% | −1,580−2.0% | Reduced | History |
| TSLATesla, Inc. | Stock | 49,306 | $19.9M | 1.0% | +1,962+4.1% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 348,801 | $20.1M | 1.0% | +79,979+29.8% | Added | – |
| CATCaterpillar Inc | Stock | 59,016 | $21.4M | 1.0% | +760+1.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 41,354 | $22.3M | 1.1% | +2,004+5.1% | Added | – |
| AVGOBroadcom Inc. | Stock | 103,419 | $24.0M | 1.1% | +10,191+10.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 134,077 | $25.4M | 1.2% | +998+0.7% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,074,033 | $29.3M | 1.4% | +71,388+7.1% | AddedConverted for a 3-for-1 split | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 526,668 | $32.8M | 1.6% | −37,949−6.7% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 64,561 | $33.0M | 1.6% | −5,155−7.4% | Reduced | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 415,634 | $38.0M | 1.8% | +262,125+170.8% | Added | – |
| BXBlackstone Inc. | COM | 222,839 | $38.4M | 1.8% | −323−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 182,397 | $40.0M | 1.9% | +6,422+3.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 98,223 | $41.4M | 2.0% | −989−1.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 337,087 | $45.3M | 2.2% | −13,472−3.8% | Reduced | History |
| AAPLApple Inc. | Stock | 274,104 | $68.6M | 3.3% | +15,944+6.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 156,474 | $91.7M | 4.4% | +16,933+12.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 171,999 | $101.3M | 4.9% | −2,565−1.5% | Reduced | – |
Options (8)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | – | $2.89M |
| Invesco QQQ Trust Series I46090E103 | ETF | $2.76M | – |
| LLYEli Lilly & Co | Stock | – | $1.16M |
| SLViShares Silver Trust | ETF | – | $1.12M |
| TSLATesla, Inc. | Stock | – | $201.9K |
| BABAAlibaba Group Holding Ltd | ADR | – | $33.9K |
| BDXBecton Dickinson & Co | Stock | – | $22.7K |
| BTGB2GOLD Corp | COM | – | $14.6K |
Sold out since Q3 2024 (68)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 53,004 | $9.23M | 0.4% | History |
| AGNTAGNT, Inc. | COM | 564,938 | $7.96M | 0.4% | History |
| COTYCoty Inc. | COM CL A | 604,992 | $5.68M | 0.3% | History |
| NEMNEWMONT Corp | Stock | 85,338 | $4.56M | 0.2% | History |
| OUTOUTFRONT Media Inc. | COM | 182,971 | $3.36M | 0.2% | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 193,965 | $2.40M | 0.1% | – |
| SMCISuper Micro Computer, Inc. | COM | 4,164 | $1.73M | 0.1% | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 13,471 | $1.24M | 0.1% | – |
| First Tr Exchange Traded FD33734X770 | DJ INTL INTRNT | 36,004 | $1.03M | <0.1% | – |
| Amplify ETF Tr032108664 | AMPLIFY CYBERSEC | 15,084 | $1.03M | <0.1% | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 27,475 | $1.02M | <0.1% | – |
| INCYIncyte Corp | COM | 14,631 | $967.1K | <0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 6,320 | $958.2K | <0.1% | – |
| MROMarathon Oil Corp | COM | 32,480 | $864.9K | <0.1% | History |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 32,824 | $827.5K | <0.1% | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 5,483 | $764.9K | <0.1% | – |
| SYYSysco Corp | Stock | 9,729 | $759.4K | <0.1% | History |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 4,491 | $736.3K | <0.1% | – |
| TERTeradyne, Inc | Stock | 5,301 | $710.0K | <0.1% | History |
| AGIAlamos Gold Inc | Stock | 32,900 | $656.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 5,646 | $591.0K | <0.1% | – |
| DOWDow Inc. | Stock | 10,711 | $585.1K | <0.1% | History |
| ILMNIllumina, Inc. | COM | 4,484 | $584.8K | <0.1% | History |
| REAXReal REMAX Group Inc. | COM NEW | 100,000 | $555.0K | <0.1% | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 22,683 | $531.9K | <0.1% | – |
| CROXCrocs, Inc. | COM | 3,569 | $516.8K | <0.1% | History |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 4,568 | $460.0K | <0.1% | – |
| Nuscale PWR Corp67079K118 | *W EXP 05/02/202 | 137,000 | $435.7K | <0.1% | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 1,620 | $428.2K | <0.1% | History |
| HUBGHub Group, Inc. | CL A | 8,323 | $378.3K | <0.1% | History |
| BAXBaxter International Inc | Stock | 9,859 | $374.5K | <0.1% | History |
| SASeabridge Gold Inc | COM | 22,100 | $371.1K | <0.1% | History |
| VIXYProShares Trust II | VIX SH TRM FUTRS | 28,450 | $348.5K | <0.1% | History |
| WHRWhirlpool Corp | Stock | 2,886 | $308.8K | <0.1% | History |
| CAGConagra Brands Inc. | Stock | 9,382 | $305.1K | <0.1% | History |
| PAASPan American Silver Corp | Stock | 14,600 | $304.7K | <0.1% | History |
| KYMRKymera Therapeutics, Inc. | COM | 6,218 | $294.3K | <0.1% | History |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 6,104 | $288.8K | <0.1% | – |
| DNLIDenali Therapeutics Inc. | COM | 9,710 | $282.9K | <0.1% | History |
| iShares Tr464287556 | ISHARES BIOTECH | 1,919 | $279.4K | <0.1% | – |
| MARAMARA Holdings, Inc. | COM | 16,779 | $272.2K | <0.1% | History |
| NVSNovartis AG | ADR | 2,349 | $270.2K | <0.1% | History |
| BOXBox Inc | CL A | 8,052 | $263.5K | <0.1% | History |
| iShares Tr46429B671 | MSCI CHINA ETF | 5,022 | $255.7K | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 955 | $246.0K | <0.1% | History |
| Volatility Shs Tr92864M301 | 2X BITCOIN STRAT | 8,499 | $242.1K | <0.1% | – |
| BGBunge Global SA | COM SHS | 2,497 | $241.3K | <0.1% | History |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 5,041 | $238.0K | <0.1% | – |
| PINCPremier, Inc. | CL A | 11,844 | $236.9K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 1,055 | $232.9K | <0.1% | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 6,605 | $224.7K | <0.1% | – |
| DHIHorton D R Inc | COM | 1,173 | $223.7K | <0.1% | History |
| OTISOtis Worldwide Corp | Stock | 2,130 | $221.4K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 2,990 | $220.8K | <0.1% | History |
| ADMArcher-Daniels-Midland Co | Stock | 3,660 | $218.6K | <0.1% | History |
| BBYBest Buy Co Inc | Stock | 2,111 | $218.1K | <0.1% | History |
| DOCUDocuSign, Inc. | Stock | 3,492 | $216.8K | <0.1% | History |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 5,601 | $213.3K | <0.1% | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 4,054 | $208.6K | <0.1% | History |
| TDWTidewater Inc | COM | 2,890 | $207.5K | <0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 197 | $206.7K | <0.1% | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 5,173 | $206.0K | <0.1% | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,969 | $200.1K | <0.1% | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 18,291 | $198.5K | <0.1% | – |
| BTCGrayscale Bitcoin Mini Trust ETF | SHS | 23,431 | $131.9K | <0.1% | History |
| ETHGrayscale Ethereum Staking Mini ETF | COM UNIT | 43,542 | $106.2K | <0.1% | History |
| BLDPBallard Power Systems Inc. | COM | 33,965 | $61.1K | <0.1% | History |
| DNMRDanimer Scientific, Inc. | COM CL A | 22,700 | $10.3K | <0.1% | History |