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Integrity Wealth Advisors, Inc.

SEC CIK
0001951908
Latest filing
May 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
64
+4 vs. Q1 2025
Portfolio value
$143.1M
+$6.63M (+4.9%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Integrity Wealth Advisors, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,154,684$20.6M14.4%−90,495−7.3%Reduced–
Davis Fundamental ETF Tr23908L405SELCT INTL ETF769,898$19.9M13.9%+20,737+2.8%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF286,447$18.0M12.6%+59,568+26.3%Added–
GNSSGenasys Inc.COM6,929,467$12.0M8.4%−101,245−1.4%ReducedHistory
BRK.BBerkshire Hathaway IncStock16,686$8.11M5.7%−945−5.4%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF260,571$7.50M5.2%−17,358−6.2%Reduced–
GOOGAlphabet Inc.Stock37,643$6.68M4.7%−8,819−19.0%ReducedHistory
ETF Ser Solutions26922B832BAHL GAYNOR SML130,645$3.77M2.6%+7,442+6.0%Added–
AAPLApple Inc.Stock15,824$3.25M2.3%−2,652−14.4%ReducedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL62,210$3.16M2.2%+5,230+9.2%Added–
Davis Fundamental ETF Tr23908L306SELECT WRLD WI63,031$2.61M1.8%+3,890+6.6%Added–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF33,024$2.50M1.7%+25,702+351.0%Added–
IBMInternational Business Machines CorpStock7,702$2.27M1.6%−515−6.3%ReducedHistory
BABoeing CoStock9,986$2.09M1.5%+1,769+21.5%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA34,745$1.75M1.2%−3,349−8.8%Reduced–
UUUUEnergy Fuels IncCOM NEW286,479$1.65M1.2%+90,868+46.5%AddedHistory
MSFTMicrosoft CorpStock3,233$1.61M1.1%+1,058+48.6%AddedHistory
AMZNAmazon Com IncStock6,108$1.34M0.9%+107+1.8%AddedHistory
J P Morgan Exchange Traded F46654Q781EQUITY FOCUS ETF18,330$1.29M0.9%+7,738+73.1%Added–
iShares U.S. Treasury Bond ETF46429B267ETF51,167$1.18M0.8%+1,216+2.4%Added–
Invesco Actively Managed Exc46090A804TOTAL RETURN23,039$1.08M0.8%−7,503−24.6%Reduced–
BEEMBeam GlobalCOM717,479$1.05M0.7%+23,789+3.4%AddedHistory
AMGNAmgen IncStock3,750$1.05M0.7%−151−3.9%ReducedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF41,316$1.03M0.7%−4,508−9.8%Reduced–
DISWalt Disney CoStock7,714$956.6K0.7%+49+0.6%AddedHistory
VanEck Semiconductor ETF92189F676ETF3,216$896.9K0.6%+3,216New–
TSLATesla, Inc.Stock2,747$872.6K0.6%−55−2.0%ReducedHistory
MUMicron Technology IncStock6,665$821.6K0.6%+6,665NewHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT16,635$819.4K0.6%+239+1.5%Added–
PSLVSprott Physical Silver TrustPHYSICAL SILVER62,872$769.6K0.5%−178−0.3%ReducedHistory
NVDANVIDIA CorpStock4,337$685.5K0.5%+167+4.0%AddedHistory
CPZCalamos Long/Short Equity & Dynamic Income TrustCOM39,995$649.1K0.5%−13,669−25.5%ReducedHistory
METAMeta Platforms, Inc.Stock874$645.1K0.5%−81−8.5%ReducedHistory
GLDSPDR Gold TrustETF2,006$611.5K0.4%−227−10.2%ReducedHistory
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 60012,862$556.8K0.4%+1,199+10.3%Added–
BABAAlibaba Group Holding LtdADR4,894$555.0K0.4%+518+11.8%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD42,326$551.9K0.4%−3,675−8.0%Reduced–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET23,176$529.1K0.4%−637−2.7%Reduced–
CVGWCalavo Growers IncCOM19,322$513.8K0.4%+19,322NewHistory
CVXChevron CorpStock3,309$473.8K0.3%+110+3.4%AddedHistory
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN18,553$450.1K0.3%−473−2.5%Reduced–
EIXEdison InternationalStock8,285$427.5K0.3%+8,285NewHistory
BACBank of America CorpStock8,851$418.9K0.3%+961+12.2%AddedHistory
First Tr Exchange-Traded FD33733E807NAT GAS ETF17,579$406.3K0.3%−105−0.6%Reduced–
AMDAdvanced Micro Devices IncStock2,786$395.3K0.3%+270+10.7%AddedHistory
J P Morgan Exchange Traded F46641Q324INTERNL GWT5,145$367.9K0.3%−74−1.4%Reduced–
ALMUAeluma, Inc.COM21,595$353.5K0.2%+5,745+36.2%AddedHistory
WFCWells Fargo & CompanyStock4,368$350.0K0.2%−42−1.0%ReducedHistory
ProShares Bitcoin ETF74347G440ETF16,130$347.0K0.2%+4,130+34.4%Added–
Columbia ETF Tr I19761L607MULTI SEC MUNI15,620$314.3K0.2%−557−3.4%Reduced–
CTRACoterra Energy Inc.Stock12,055$306.0K0.2%−17−0.1%ReducedHistory
iShares Tr46434V4070-5YR HI YL CP7,062$304.7K0.2%−40−0.6%Reduced–
American Centy ETF Tr025072802INTL SMCP VLU3,619$286.9K0.2%−125−3.3%Reduced–
HDHome Depot, Inc.Stock650$238.6K0.2%00.0%UnchangedHistory
First Tr Exchange Traded FD33738R704RBA INDL ETF2,805$228.3K0.2%+2,805New–
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN10,904$217.0K0.2%−1,027−8.6%Reduced–
GOOGLAlphabet Inc.Stock1,211$213.4K0.1%+1,211NewHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF4,002$202.9K0.1%−1,926−32.5%Reduced–
IFNAberdeen India Fund, Inc.COM12,271$202.8K0.1%−3,843−23.8%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock393$200.2K0.1%+393NewHistory
FTEKFuel Tech, Inc.COM70,000$176.4K0.1%+70,000NewHistory
CORZWCore Scientific, Inc.*W EXP 01/23/20215,000$162.6K0.1%+15,000NewHistory
Amplify ETF Tr032108649AMPLIFY JUNIOR S10,011$148.2K0.1%+10,011New–
DNNDenison Mines Corp.COM59,700$108.7K0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (6)

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

Positions of Integrity Wealth Advisors, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
FRMEFirst Merchants CorpCOM19,000$768.4K0.6%History
PIMCO ETF Tr72201R585MULTISECTOR BD16,303$429.6K0.3%–
RBB FD Inc74933W452F/M US TREASURY6,825$341.3K0.3%–
Invesco Actively Managed Exc46090A101ACTIVE US REAL2,241$207.4K0.2%–
Veren Inc92340V107COM NEW25,096$185.2K0.1%–
USIOUsio, Inc.COM84,952$124.0K0.1%History