Integrated Advisors Network LLC

SEC CIK: 0001660177
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Positions: 703; +16 vs. Q4 2024
Portfolio value: $1.98B; −$108.4M (−5.2%) vs. Q4 2024
Filed: Apr 15, 2025; SEC

Holdings of Integrated Advisors Network LLC in Q1 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
TSMTaiwan Semiconductor Manufacturing Co Ltd	ADR	12,050	$2.00M	0.1%	−9,182−43.2%	Reduced	History
WisdomTree Tr97717Y527	FLOATNG RAT TREA	40,245	$2.03M	0.1%	+4,280+11.9%	Added	–
GBTCGrayscale Bitcoin Trust ETF	ETF	31,575	$2.06M	0.1%	−567−1.8%	Reduced	History
DISWalt Disney Co	Stock	21,228	$2.10M	0.1%	+139+0.7%	Added	History
iShares Tr46436E718	0-3 MTH TREASURY	20,924	$2.11M	0.1%	+13,366+176.8%	Added	–
JPMorgan Ultra-Short Income ETF46641Q837	ETF	42,067	$2.13M	0.1%	+7,737+22.5%	Added	–
State Street Communication Services Select Sector SPDR ETF81369Y852	ETF	22,412	$2.16M	0.1%	−14,204−38.8%	Reduced	–
NLYAnnaly Capital Management Inc	REIT	108,083	$2.20M	0.1%	+108,083	New	History
BlackRock ETF Trust09290C103	ISHARES US EQUIT	46,202	$2.25M	0.1%	+30,182+188.4%	Added	–
AMTAmerican Tower Corp	REIT	10,456	$2.28M	0.1%	+390+3.9%	Added	History
Northern LTS FD Tr IV66537J408	NATL SEC EME ETF	87,832	$2.28M	0.1%	+9,468+12.1%	Added	–
AVBAvalonbay Communities Inc	COM	10,619	$2.28M	0.1%	+10,619	New	History
IBMInternational Business Machines Corp	Stock	9,186	$2.28M	0.1%	+203+2.3%	Added	History
VLOValero Energy Corp	Stock	17,494	$2.31M	0.1%	−4,130−19.1%	Reduced	History
NEENextera Energy Inc	Stock	32,662	$2.32M	0.1%	−42,427−56.5%	Reduced	History
SDGRSchrodinger, Inc.	COM	117,464	$2.32M	0.1%	+279+0.2%	Added	History
iShares Tr464287432	20 YR TR BD ETF	25,730	$2.34M	0.1%	−2,027−7.3%	Reduced	–
iShares Tr464288513	IBOXX HI YD ETF	29,838	$2.35M	0.1%	−24,757−45.3%	Reduced	–
TFCTruist Financial Corp	COM	57,264	$2.36M	0.1%	+50,948+806.6%	Added	History
Invesco Exchange Traded FD T46137V621	FINL PFD ETF	165,573	$2.36M	0.1%	+7,233+4.6%	Added	–
ETEnergy Transfer LP	COM UT LTD PTN	127,291	$2.37M	0.1%	+22,214+21.1%	Added	History
QCOMQualcomm Inc	Stock	15,467	$2.38M	0.1%	−3,334−17.7%	Reduced	History
iShares S&P 500 Value ETF464287408	ETF	12,627	$2.41M	0.1%	+10,783+584.8%	Added	–
iShares Inc464286319	EM MKTS DIV ETF	88,355	$2.41M	0.1%	+301+0.3%	Added	–
iShares Tr46435U853	BROAD USD HIGH	65,590	$2.41M	0.1%	+1,304+2.0%	Added	–
ORLYO Reilly Automotive Inc	Stock	1,692	$2.42M	0.1%	−43−2.5%	Reduced	History
LAMRLamar Advertising Co	REIT	21,367	$2.43M	0.1%	+17,686+480.5%	Added	History
TAT&T Inc.	Stock	86,148	$2.44M	0.1%	−1,773−2.0%	Reduced	History
EOGEOG Resources Inc	Stock	19,088	$2.45M	0.1%	−2,252−10.6%	Reduced	History
J P Morgan Exchange Traded F46641Q654	ULTRA SHT MUNCPL	49,256	$2.50M	0.1%	−924−1.8%	Reduced	–
RTXRTX Corp	Stock	19,220	$2.55M	0.1%	−478−2.4%	Reduced	History
ETHEGrayscale Ethereum Staking ETF	ETF	170,164	$2.59M	0.1%	+98,940+138.9%	Added	History
PNCPNC Financial Services Group, Inc.	Stock	14,846	$2.61M	0.1%	−3,887−20.7%	Reduced	History
DHRDanaher Corp	Stock	12,749	$2.61M	0.1%	−906−6.6%	Reduced	History
Vanguard Total International Bond ETF92203J407	ETF	53,772	$2.63M	0.1%	−240−0.4%	Reduced	–
ENBEnbridge Inc	Stock	59,710	$2.65M	0.1%	+45,380+316.7%	Added	History
Ssga Active ETF Tr78467V608	ST STR BL LN ETF	64,380	$2.65M	0.1%	−1,875−2.8%	Reduced	–
PLTRPalantir Technologies Inc.	Stock	32,482	$2.74M	0.1%	−313−1.0%	Reduced	History
State Street Industrial Select Sector SPDR ETF81369Y704	ETF	21,156	$2.77M	0.1%	−1,050−4.7%	Reduced	–
LMTLockheed Martin Corp	Stock	6,224	$2.78M	0.1%	−5,019−44.6%	Reduced	History
EMREmerson Electric Co	Stock	25,570	$2.80M	0.1%	−1,896−6.9%	Reduced	History
CNPCenterpoint Energy Inc	COM	78,170	$2.83M	0.1%	+78,170	New	History
iShares Tr464287689	RUSSELL 3000 ETF	8,967	$2.85M	0.1%	−164−1.8%	Reduced	–
Fidelity High Dividend ETF316092840	ETF	57,554	$2.85M	0.1%	+38,385+200.2%	Added	–
American Centy ETF Tr025072687	AVANTIS SHFXDINC	61,158	$2.86M	0.1%	+298+0.5%	Added	–
iShares MSCI USA Quality Factor ETF46432F339	ETF	16,899	$2.89M	0.1%	+8,410+99.1%	Added	–
Vanguard Morningstar Growth ETF922908736	ETF	7,818	$2.90M	0.1%	−564−6.7%	Reduced	–
BABoeing Co	Stock	17,211	$2.94M	0.1%	+178+1.0%	Added	History
XELXcel Energy Inc	Stock	41,538	$2.94M	0.1%	+41,538	New	History
OGSONE Gas, Inc.	COM	39,066	$2.95M	0.1%	+39,066	New	History
MAAMid America Apartment Communities Inc.	COM	17,729	$2.97M	0.2%	+17,729	New	History
Fidelity MSCI Information Technology Index ETF316092808	ETF	18,522	$2.99M	0.2%	+11,325+157.4%	Added	–
SHELShell plc	ADR	41,251	$3.02M	0.2%	+30,943+300.2%	Added	History
IAUiShares Gold Trust	ETF	51,384	$3.03M	0.2%	+5,584+12.2%	Added	History
NFGNational Fuel Gas Co	Stock	38,454	$3.05M	0.2%	−13,683−26.2%	Reduced	History
First Tr Exchange-Traded FD33738D309	SENIOR LN FD	67,279	$3.07M	0.2%	+3,313+5.2%	Added	–
BLKBlackRock, Inc.	Stock	3,263	$3.09M	0.2%	−4,374−57.3%	Reduced	History
Vanguard Real Estate ETF922908553	ETF	34,248	$3.10M	0.2%	−3,512−9.3%	Reduced	–
GSGoldman Sachs Group Inc	Stock	5,677	$3.10M	0.2%	−8,897−61.0%	Reduced	History
CICigna Group	Stock	9,509	$3.13M	0.2%	−994−9.5%	Reduced	History
SLBSLB Limited	Stock	75,163	$3.14M	0.2%	+66,907+810.4%	Added	History
Vanguard Mun BD FDS922907746	TAX EXEMPT BD	65,069	$3.23M	0.2%	−70,467−52.0%	Reduced	–
iShares Tr464287440	7-10 YR TRSY BD	34,041	$3.25M	0.2%	−28,727−45.8%	Reduced	–
ORCLOracle Corp	Stock	23,249	$3.25M	0.2%	−21,196−47.7%	Reduced	History
SPGSimon Property Group Inc.	REIT	19,764	$3.28M	0.2%	+903+4.8%	Added	History
MSMorgan Stanley	Stock	28,996	$3.38M	0.2%	−41,124−58.6%	Reduced	History
State Street Consumer Staples Select Sector SPDR ETF81369Y308	ETF	42,128	$3.44M	0.2%	+9,603+29.5%	Added	–
ABTAbbott Laboratories	Stock	26,003	$3.45M	0.2%	+6,131+30.9%	Added	History
ProShares Tr74348A467	S&P 500 DV ARIST	33,946	$3.47M	0.2%	−60,746−64.2%	Reduced	–
iShares Tr464288281	JPMORGAN USD EMG	38,613	$3.50M	0.2%	+184+0.5%	Added	–
TSNTyson Foods, Inc.	Stock	55,419	$3.54M	0.2%	+55,419	New	History
EXCExelon Corp	Stock	76,807	$3.54M	0.2%	+60,958+384.6%	Added	History
iShares Tr46435G524	INTL DIV GRWTH	49,323	$3.57M	0.2%	+49,323	New	–
SBUXStarbucks Corp	Stock	36,569	$3.59M	0.2%	−761−2.0%	Reduced	History
MRKMerck & Co., Inc.	Stock	40,214	$3.61M	0.2%	−8,808−18.0%	Reduced	History
iShares Russell Midcap ETF464287499	ETF	42,729	$3.63M	0.2%	+424+1.0%	Added	–
AMGNAmgen Inc	Stock	12,262	$3.82M	0.2%	−27−0.2%	Reduced	History
CSCOCisco Systems, Inc.	Stock	62,062	$3.83M	0.2%	+2,365+4.0%	Added	History
CRMSalesforce, Inc.	Stock	14,311	$3.84M	0.2%	+2,800+24.3%	Added	History
iShares Core MSCI Emerging Markets ETF46434G103	ETF	72,729	$3.93M	0.2%	+1,697+2.4%	Added	–
Vanguard Intermediate-Term Bond ETF921937819	ETF	51,528	$3.95M	0.2%	−210.0%	Reduced	–
TTDTrade Desk, Inc.	Stock	72,129	$3.95M	0.2%	+3,528+5.1%	Added	History
GLDMWorld Gold Trust	SPDR GLD MINIS	63,774	$3.95M	0.2%	+1,269+2.0%	Added	History
iShares Tr46435G425	ESG AWR MSCI USA	32,438	$3.95M	0.2%	−1,487−4.4%	Reduced	–
iShares Core MSCI Total International Stock ETF46432F834	ETF	57,289	$4.00M	0.2%	−625−1.1%	Reduced	–
OKEONEOK Inc	COM	40,673	$4.04M	0.2%	−5,511−11.9%	Reduced	History
MDTMedtronic plc	Stock	45,058	$4.05M	0.2%	−3,150−6.5%	Reduced	History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407	ETF	20,593	$4.07M	0.2%	−5,530−21.2%	Reduced	–
BACBank of America Corp	Stock	97,698	$4.08M	0.2%	−69,881−41.7%	Reduced	History
iShares Tr46429B291	A RATE CP BD ETF	87,383	$4.15M	0.2%	+13,046+17.5%	Added	–
GOOGAlphabet Inc.	Stock	26,642	$4.16M	0.2%	+392+1.5%	Added	History
iShares Russell 1000 Growth ETF464287614	ETF	11,686	$4.22M	0.2%	+788+7.2%	Added	–
CVSCVS Health Corp	Stock	62,545	$4.24M	0.2%	+38,678+162.1%	Added	History
Schwab U.S. Large-Cap ETF808524201	ETF	192,342	$4.25M	0.2%	+103+0.1%	Added	–
LOWLowes Companies Inc	Stock	18,283	$4.26M	0.2%	+2,775+17.9%	Added	History
VanEck Morningstar Wide Moat ETF92189F643	ETF	49,099	$4.32M	0.2%	−3,886−7.3%	Reduced	–
TXNTexas Instruments Inc	Stock	24,475	$4.40M	0.2%	−1,950−7.4%	Reduced	History
SCHWSchwab Charles Corp	Stock	56,357	$4.41M	0.2%	+41,565+281.0%	Added	History
State Street Financial Select Sector SPDR ETF81369Y605	ETF	89,519	$4.46M	0.2%	−23,996−21.1%	Reduced	–
ZTSZoetis Inc.	Stock	27,167	$4.47M	0.2%	−537−1.9%	Reduced	History

Options (7)

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 2025
Security	Class	Puts	Calls
NVDANVIDIA Corp	Stock	–	$2.33M
Invesco QQQ Trust Series I46090E103	ETF	–	$1.41M
LLYEli Lilly & Co	Stock	–	$1.24M
VanEck ETF Trust92189F106	GOLD MINERS ETF	–	$413.7K
COPConocoPhillips	Stock	$52.5K	–
BABAAlibaba Group Holding Ltd	ADR	–	$26.4K
SLViShares Silver Trust	ETF	–	$15.5K

Sold out since Q4 2024 (73)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Integrated Advisors Network LLC sold out since Q4 2024
Security	Class	Shares in Q4 2024	Value in Q4 2024	% of portfolio in Q4 2024	History
MTNVail Resorts Inc	COM	19,399	$3.64M	0.2%	History
iShares Tr464287713	US TELECOM ETF	51,884	$1.39M	0.1%	–
iShares Semiconductor ETF464287523	ETF	6,422	$1.38M	0.1%	–
ETREntergy Corp	COM	18,228	$1.38M	0.1%	History
iShares Tr464287788	U.S. FINLS ETF	12,260	$1.36M	0.1%	–
HPQHP Inc	Stock	27,836	$908.3K	<0.1%	History
ProShares Tr74347R404	PSHS ULT MCAP400	11,447	$777.1K	<0.1%	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	29,494	$744.7K	<0.1%	–
NCLHNorwegian Cruise Line Holdings Ltd.	SHS	27,852	$716.6K	<0.1%	History
UVXYProShares Trust II	ULTRA VIX SHORT	34,500	$714.8K	<0.1%	History
Vanguard Morningstar Small-Cap Growth ETF922908595	ETF	2,355	$659.5K	<0.1%	–
GTESGates Industrial Corp Ltd.	ORD SHS	31,585	$649.7K	<0.1%	History
JLLJones Lang Lasalle Inc	COM	2,347	$594.1K	<0.1%	History
SLGNSilgan Holdings Inc	COM	10,477	$545.3K	<0.1%	History
Invesco Exch Traded FD Tr II46138E628	KBW BK ETF	8,247	$538.9K	<0.1%	–
iShares Tr46435G219	INVT GRAD SY ETF	12,105	$537.0K	<0.1%	–
ProShares Ultrapro Short S&P50074349Y845	ETF	23,500	$529.5K	<0.1%	–
LDOSLeidos Holdings, Inc.	COM	3,642	$524.7K	<0.1%	History
XYZBlock, Inc.	CL A	6,068	$515.8K	<0.1%	History
BTGB2GOLD Corp	COM	203,500	$496.5K	<0.1%	History
iShares Inc46434G822	MSCI JAPAN ETF	7,154	$480.0K	<0.1%	–
iShares Tr46435G268	RUSEL 2500 ETF	6,894	$468.8K	<0.1%	–
CMCCommercial Metals Co	Stock	8,972	$445.0K	<0.1%	History
CGAUCenterra Gold Inc.	COM	69,600	$396.0K	<0.1%	History
VanEck ETF Trust92189H409	HIGH YLD MUNIETF	7,597	$394.4K	<0.1%	–
OCSLOaktree Specialty Lending Corp	COM	22,855	$349.2K	<0.1%	History
CCJCameco Corp	Stock	6,460	$332.0K	<0.1%	History
GFIGold Fields Ltd	SPONSORED ADR	25,072	$331.0K	<0.1%	History
NVONovo Nordisk A S	ADR	3,791	$326.1K	<0.1%	History
RRXRegal Rexnord Corp	COM	2,057	$319.1K	<0.1%	History
IONQIonQ, Inc.	COM	7,576	$316.4K	<0.1%	History
Vanguard Scottsdale FDS92206C680	VNG RUS1000GRW	2,945	$304.2K	<0.1%	–
SPDR Series Trust78464A607	ST STR DOW REIT	3,047	$301.2K	<0.1%	–
GOLFAcushnet Holdings Corp.	COM	4,047	$287.7K	<0.1%	History
iShares Tr46435G516	ESG AW MSCI EAFE	3,737	$284.5K	<0.1%	–
AHRAmerican Healthcare REIT, Inc.	COM SHS	9,888	$281.0K	<0.1%	History
Etfis Ser Tr I26923G806	VIRTUS REAVES UT	4,406	$280.9K	<0.1%	–
Vanguard Scottsdale FDS92206C813	LG-TERM COR BD	3,655	$273.3K	<0.1%	–
Invesco S&P 500 Quality ETF46137V241	ETF	4,002	$268.3K	<0.1%	–
CRICarters Inc	COM	4,796	$259.9K	<0.1%	History
DXCMDexcom Inc	COM	3,275	$254.7K	<0.1%	History
OMCOmnicom Group Inc.	COM	2,945	$253.4K	<0.1%	History
SPDR Series Trust78464A789	ST STR SP INS	4,459	$252.0K	<0.1%	–
FDXFedEx Corp	Stock	879	$247.2K	<0.1%	History
ARMArm Holdings PLC	ADR	2,002	$247.0K	<0.1%	History
COINCoinbase Global, Inc.	COM CL A	967	$240.1K	<0.1%	History
BAHBooz Allen Hamilton Holding Corp	CL A	1,857	$239.0K	<0.1%	History
BLDRBuilders FirstSource, Inc.	Stock	1,650	$235.8K	<0.1%	History
CHWYChewy, Inc.	CL A	7,021	$235.1K	<0.1%	History
CPRTCopart Inc	COM	4,058	$232.9K	<0.1%	History
Vanguard BD Index FDS921937793	LONG TERM BOND	3,392	$232.1K	<0.1%	–
RJFRaymond James Financial Inc	COM	1,494	$232.1K	<0.1%	History
OCOwens Corning	Stock	1,361	$231.8K	<0.1%	History
iShares Tr464287234	MSCI EMG MKT ETF	5,502	$230.1K	<0.1%	–
MARMarriott International Inc	Stock	805	$224.6K	<0.1%	History
OMFOneMain Holdings, Inc.	COM	4,236	$220.8K	<0.1%	History
ULUnilever PLC	SPON ADR NEW	3,865	$219.2K	<0.1%	History
ProShares Tr74347G135	ULTRAPRO SRT DOW	4,300	$217.8K	<0.1%	–
Victory Portfolios II92647N667	VICSHS DV AC ETF	4,258	$216.4K	<0.1%	–
DBXDropbox, Inc.	CL A	7,105	$213.4K	<0.1%	History
EWEdwards Lifesciences Corp	Stock	2,873	$212.7K	<0.1%	History
First Tr Exchng Traded FD VI33740U703	FT VEST DEEP ETF	8,159	$208.2K	<0.1%	–
MLMMartin Marietta Materials Inc	COM	402	$207.9K	<0.1%	History
STTState Street Corp	COM	2,107	$206.8K	<0.1%	History
State Street SPDR S&P Biotech ETF78464A870	ETF	2,281	$205.4K	<0.1%	–
ProShares Tr74347B680	S&P MDCP 400 DIV	2,538	$204.7K	<0.1%	–
RMDResmed Inc	COM	890	$203.6K	<0.1%	History
ADSKAutodesk, Inc.	COM	686	$202.7K	<0.1%	History
PEverpure, Inc.	CL A	3,284	$201.7K	<0.1%	History
MPWRMonolithic Power Systems, Inc.	COM	340	$201.2K	<0.1%	History
ACVAACV Auctions Inc.	COM CL A	9,266	$200.1K	<0.1%	History
iShares Global Clean Energy ETF464288224	ETF	16,344	$186.0K	<0.1%	–
PRCHPorch Group, Inc.	COM	15,915	$78.3K	<0.1%	History