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Livermore
Livermore
ZHEN

Integrated Advisors Network LLC

SEC CIK
0001660177
Latest filing
Aug 11, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
737
+34 vs. Q1 2025
Portfolio value
$2.21B
+$236.7M (+12.0%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Integrated Advisors Network LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF163,252$101.4M4.6%−14,563−8.2%Reduced–
SPYSPDR S&P 500 ETF TrustETF122,055$75.4M3.4%−41,564−25.4%ReducedHistory
AAPLApple Inc.Stock245,955$50.5M2.3%+371+0.2%AddedHistory
NVDANVIDIA CorpStock318,744$50.4M2.3%+19,089+6.4%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF440,468$40.4M1.8%+34,189+8.4%Added–
MSFTMicrosoft CorpStock80,070$39.8M1.8%−2,104−2.6%ReducedHistory
BXBlackstone Inc.COM220,210$32.9M1.5%+16,956+8.3%AddedHistory
AMZNAmazon Com IncStock144,518$31.7M1.4%+4,064+2.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF54,708$31.1M1.4%+10,581+24.0%Added–
Invesco QQQ Trust Series I46090E103ETF53,039$29.3M1.3%−8,290−13.5%Reduced–
AVGOBroadcom Inc.Stock95,587$26.3M1.2%+34,322+56.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF104,010$21.3M1.0%−509−0.5%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF241,194$20.1M0.9%+2,597+1.1%Added–
GOOGLAlphabet Inc.Stock112,861$19.9M0.9%−4,586−3.9%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF723,110$19.2M0.9%+15,554+2.2%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF74,490$18.9M0.9%+3,649+5.2%Added–
iShares Core S&P US Value ETF464287663ETF195,674$18.5M0.8%+175,357+863.1%Added–
CATCaterpillar IncStock46,879$18.2M0.8%+2,102+4.7%AddedHistory
JPMJPMorgan Chase & CoStock62,274$18.1M0.8%−2,514−3.9%ReducedHistory
COSTCostco Wholesale CorpStock16,198$16.0M0.7%+583+3.7%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF120,233$16.0M0.7%+20,373+20.4%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM281,896$16.0M0.7%+106,040+60.3%Added–
TSLATesla, Inc.Stock49,594$15.8M0.7%+790+1.6%AddedHistory
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB755,333$15.6M0.7%+755,333New–
METAMeta Platforms, Inc.Stock20,545$15.2M0.7%+1,464+7.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF48,462$14.7M0.7%+1,158+2.4%Added–
iShares Tr464288414NATIONAL MUN ETF135,969$14.2M0.6%+5,794+4.5%Added–
iShares Core S&P Mid-Cap ETF464287507ETF221,335$13.7M0.6%−33,386−13.1%Reduced–
Dimensional U.S. Core Equity 2 ETF25434V708ETF374,658$13.4M0.6%+4,045+1.1%Added–
iShares Core MSCI Europe ETF46434V738ETF199,161$13.2M0.6%−7,160−3.5%Reduced–
PANWPalo Alto Networks IncStock62,529$12.8M0.6%+1,471+2.4%AddedHistory
PODDInsulet CorpStock40,458$12.7M0.6%+2,229+5.8%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock23,869$12.2M0.5%+91+0.4%AddedHistory
BRK.BBerkshire Hathaway IncStock24,865$12.1M0.5%+2,334+10.4%AddedHistory
PLTRPalantir Technologies Inc.Stock87,929$12.0M0.5%+55,447+170.7%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF41,733$11.9M0.5%+39,473+1,746.6%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF405,091$11.8M0.5%+8,643+2.2%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT64,360$11.7M0.5%+27,503+74.6%Added–
URIUnited Rentals, Inc.COM15,320$11.5M0.5%+163+1.1%AddedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF139,631$11.2M0.5%−12,445−8.2%Reduced–
GLDSPDR Gold TrustETF36,324$11.1M0.5%+3,105+9.3%AddedHistory
Cyberark Software LtdM2682V108SHS27,135$11.0M0.5%+4,958+22.4%Added–
Schwab U.S. Large-Cap Value ETF808524409ETF387,017$10.7M0.5%−94,325−19.6%Reduced–
iShares Core Dividend Growth ETF46434V621ETF158,002$10.1M0.5%−16,629−9.5%Reduced–
iShares Tr464288158SHRT NAT MUN ETF94,218$10.0M0.5%+29,544+45.7%Added–
AVOMission Produce, Inc.COM841,040$9.86M0.4%+400.0%AddedHistory
iShares Russell 2000 ETF464287655ETF45,658$9.85M0.4%−7,503−14.1%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF198,651$9.83M0.4%−3,719−1.8%Reduced–
ORCLOracle CorpStock43,652$9.54M0.4%+20,403+87.8%AddedHistory
iShares MSCI Eafe ETF464287465ETF105,761$9.45M0.4%+36,578+52.9%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD117,149$9.31M0.4%+40,252+52.3%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF68,537$9.24M0.4%−4,262−5.9%Reduced–
LLYEli Lilly & CoStock11,760$9.17M0.4%+783+7.1%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF157,868$9.00M0.4%−34,607−18.0%Reduced–
VVisa Inc.Stock24,728$8.78M0.4%−539−2.1%ReducedHistory
iShares Tr464287622RUS 1000 ETF25,657$8.71M0.4%+145+0.6%Added–
MAMastercard IncStock15,411$8.66M0.4%+433+2.9%AddedHistory
FTNTFortinet, Inc.Stock81,180$8.58M0.4%+7,483+10.2%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF156,377$8.19M0.4%+66,858+74.7%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL160,009$8.12M0.4%−637,343−79.9%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF97,879$8.12M0.4%−3,286−3.2%Reduced–
MSMorgan StanleyStock57,089$8.04M0.4%+28,093+96.9%AddedHistory
iShares S&P 500 Growth ETF464287309ETF71,395$7.86M0.4%−42,025−37.1%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF35,456$7.71M0.3%+14,863+72.2%Added–
GSGoldman Sachs Group IncStock10,669$7.55M0.3%+4,992+87.9%AddedHistory
iShares Tr464288281JPMORGAN USD EMG80,249$7.43M0.3%+41,636+107.8%Added–
SHOPShopify Inc.Stock64,333$7.42M0.3%+48,908+317.1%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF26,440$7.40M0.3%−457−1.7%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS125,747$7.39M0.3%−11,126−8.1%Reduced–
PGProcter & Gamble CoStock45,723$7.28M0.3%−12,249−21.1%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF66,288$7.27M0.3%−8,504−11.4%Reduced–
CSCOCisco Systems, Inc.Stock102,164$7.09M0.3%+40,102+64.6%AddedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS74,591$7.01M0.3%−9,539−11.3%ReducedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF272,936$6.99M0.3%−17,377−6.0%Reduced–
NFLXNetflix IncStock5,209$6.98M0.3%+136+2.7%AddedHistory
Vanguard Total Bond Market ETF921937835ETF93,548$6.89M0.3%+5,251+5.9%Added–
BACBank of America CorpStock145,421$6.88M0.3%+47,723+48.8%AddedHistory
ABBVAbbVie Inc.Stock36,831$6.84M0.3%−16,627−31.1%ReducedHistory
WMTWalmart Inc.Stock69,477$6.79M0.3%+5,232+8.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF61,989$6.77M0.3%−736−1.2%Reduced–
Schwab U.S. Small-Cap ETF808524607ETF266,923$6.75M0.3%−4,362−1.6%Reduced–
CVXChevron CorpStock46,179$6.61M0.3%−15,202−24.8%ReducedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW109,706$6.57M0.3%+24,554+28.8%Added–
HDHome Depot, Inc.Stock17,843$6.54M0.3%−1,399−7.3%ReducedHistory
BLKBlackRock, Inc.Stock6,202$6.51M0.3%+2,939+90.1%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF65,354$6.48M0.3%−28,299−30.2%Reduced–
iShares Russell Midcap ETF464287499ETF70,442$6.48M0.3%+27,713+64.9%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF211,074$6.20M0.3%+3,356+1.6%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF26,119$6.19M0.3%+5,099+24.3%Added–
iShares Tr464288513IBOXX HI YD ETF75,634$6.10M0.3%+45,796+153.5%Added–
iShares Tr4642874571 3 YR TREAS BD72,592$6.01M0.3%−2,472−3.3%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS99,967$5.98M0.3%−4,871−4.6%Reduced–
MRVLMarvell Technology, Inc.COM76,903$5.95M0.3%+73,088+1,915.8%AddedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF185,356$5.89M0.3%−1,641−0.9%Reduced–
TTDTrade Desk, Inc.Stock81,134$5.84M0.3%+9,005+12.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR25,572$5.79M0.3%+13,522+112.2%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF68,001$5.77M0.3%−6,820−9.1%Reduced–
XOMExxonMobil Holdings CorpCOM53,304$5.75M0.3%+3,059+6.1%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF84,990$5.71M0.3%+1,120+1.3%Added–
Putnam ETF Trust746729300FOCUSED LAR CAP139,675$5.62M0.3%+4,858+3.6%Added–

Options (4)

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 Q2 2025
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF–$1.24M
NEMNEWMONT CorpStock–$58.3K
DELLDell Technologies Inc.Stock–$24.5K
NVDANVIDIA CorpStock–$15.8K

Sold out since Q1 2025 (59)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Integrated Advisors Network LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
TSNTyson Foods, Inc.Stock55,419$3.54M0.2%History
NFGNational Fuel Gas CoStock38,454$3.05M0.2%History
OGSONE Gas, Inc.COM39,066$2.95M0.1%History
CNPCenterpoint Energy IncCOM78,170$2.83M0.1%History
AVBAvalonbay Communities IncCOM10,619$2.28M0.1%History
CFGCitizens Financial Group IncCOM46,038$1.89M0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF17,039$1.62M0.1%–
ProShares Tr74349Y837SHORT QQQ28,025$1.14M0.1%–
AGQProShares Trust IIULTRA SILVER NEW22,700$1.05M0.1%History
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU60,144$959.3K<0.1%–
Fidelity MSCI Energy Index ETF316092402ETF31,025$792.7K<0.1%–
FNVFranco Nevada CorpStock4,985$785.4K<0.1%History
CVNACarvana Co.CL A3,696$772.8K<0.1%History
iShares Tr46435G250HIGH YLD SYSTM B14,816$697.7K<0.1%–
SKXSkechers USA IncCL A10,455$593.6K<0.1%History
REGRegency Centers CorpCOM8,043$593.3K<0.1%History
SOFISoFi Technologies, Inc.Stock50,524$587.6K<0.1%History
NTAPNetApp, Inc.Stock6,027$529.4K<0.1%History
DFSDiscover Financial ServicesCOM2,556$436.3K<0.1%History
Vanguard Mun BD FDS922907738INTERMEDIATE TRM4,148$409.9K<0.1%–
Nushares ETF Tr67092P821NUVEEN DIVIDEND12,256$391.9K<0.1%–
HESHess CorpStock2,392$382.2K<0.1%History
SBACSba Communications CorpCL A1,546$340.2K<0.1%History
YELPYelp IncCL A9,080$336.2K<0.1%History
HLHecla Mining CoCOM59,500$330.8K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM2,690$321.7K<0.1%History
DVNDevon Energy CorpStock8,534$319.2K<0.1%History
EXASExact Sciences CorpCOM7,036$304.6K<0.1%History
ABNBAirbnb, Inc.Stock2,387$285.2K<0.1%History
Janus Detroit STR Tr47103U753B-BBB CLO ETF5,831$283.8K<0.1%–
LULUlululemon athletica inc.Stock980$277.4K<0.1%History
ProShares Tr74349Y811ULTRA ETHER ETF54,173$275.2K<0.1%–
DECKDeckers Outdoor CorpCOM2,436$272.4K<0.1%History
FIVEFive Below, IncCOM3,622$271.4K<0.1%History
Invesco Exch Traded FD Tr II46138E511PFD ETF23,811$267.2K<0.1%–
Invesco Actively Managed Exc46090A804TOTAL RETURN5,644$264.9K<0.1%–
TGNATegna IncCOM14,523$264.6K<0.1%History
Invesco Exchange Traded FD T46137V266S&P500 PUR GWT6,909$264.3K<0.1%–
HQYHealthequity, Inc.COM2,936$259.5K<0.1%History
PCTYPaylocity Holding CorpCOM1,367$256.1K<0.1%History
DOLEDole plcORD SHS17,531$253.3K<0.1%History
Pacer US Small Cap Cash Cows ETF69374H857ETF6,657$249.6K<0.1%–
EMDWestern Asset Emerging Markets Debt Fund Inc.COM24,500$242.3K<0.1%History
FISVFiserv IncStock1,088$240.3K<0.1%History
GMGeneral Motors CoCOM5,105$240.1K<0.1%History
CHDChurch & Dwight Co IncCOM2,174$239.3K<0.1%History
JDJD.com, Inc.SPON ADS CL A5,466$224.7K<0.1%History
STZConstellation Brands, Inc.Stock1,217$223.4K<0.1%History
Goldman Sachs ETF Tr381430529ACCES TREASURY2,213$221.7K<0.1%–
STWDStarwood Property Trust, Inc.COM11,156$220.6K<0.1%History
OTISOtis Worldwide CorpStock2,063$212.9K<0.1%History
OXYOccidental Petroleum CorpStock4,206$207.6K<0.1%History
GISGeneral Mills IncStock3,449$206.2K<0.1%History
GLPIGaming & Leisure Properties, Inc.COM4,039$205.6K<0.1%History
PUMPProPetro Holding Corp.COM25,748$189.2K<0.1%History
WUWestern Union COStock14,042$148.6K<0.1%History
SSRMSSR Mining Inc.Stock13,200$132.3K<0.1%History
BRSPBrightSpire Capital, Inc.COM CL A12,331$68.6K<0.1%History
DPRODraganfly Inc.COM10,000$27.4K<0.1%History