Integrity Wealth Advisors, Inc.
- SEC CIK
- 0001951908
- 最新申報
- 2026/5/14
2024 年第 4 季持倉
持倉截至 2024/12/31,2025/2/13 申報。只含多頭部位。
- 持股檔數
- 63
- 2024 年第 3 季沒有申報
- 總值
- $1.36 億
- 2024 年第 3 季沒有申報
Integrity Wealth Advisors, Inc. 沒有申報 2024 年第 3 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 1,253,288 | $2,218 萬 | 16.3% | – | – | – |
| GNSSGenasys Inc. | COM | 6,708,339 | $1,741 萬 | 12.8% | – | – | 歷史 |
| Davis Fundamental ETF Tr23908L405 | SELCT INTL ETF | 731,914 | $1,598 萬 | 11.8% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 181,090 | $1,071 萬 | 7.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 45,469 | $865.9 萬 | 6.4% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 296,994 | $828.0 萬 | 6.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 17,573 | $796.5 萬 | 5.9% | – | – | 歷史 |
| ETF Ser Solutions26922B832 | BAHL GAYNOR SML | 178,708 | $520.0 萬 | 3.8% | – | – | – |
| AAPLApple Inc. | Stock | 20,180 | $505.3 萬 | 3.7% | – | – | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 55,552 | $281.7 萬 | 2.1% | – | – | – |
| BEEMBeam Global | COM | 795,039 | $252.0 萬 | 1.9% | – | – | 歷史 |
| Davis Fundamental ETF Tr23908L306 | SELECT WRLD WI | 62,896 | $228.4 萬 | 1.7% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 8,333 | $183.2 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,466 | $119.9 萬 | 0.9% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 50,473 | $116.0 萬 | 0.9% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 45,616 | $110.8 萬 | 0.8% | – | – | – |
| UUUUEnergy Fuels Inc | COM NEW | 208,662 | $107.0 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 6,031 | $106.7 萬 | 0.8% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 22,284 | $103.4 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,374 | $100.1 萬 | 0.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,750 | $97.7 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 18,033 | $90.7 萬 | 0.7% | – | – | – |
| DISWalt Disney Co | Stock | 7,913 | $88.1 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 17,747 | $86.4 萬 | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 2,045 | $82.6 萬 | 0.6% | – | – | 歷史 |
| CPZCalamos Long/Short Equity & Dynamic Income Trust | COM | 50,881 | $75.5 萬 | 0.6% | – | – | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 63,050 | $60.8 萬 | 0.4% | – | – | 歷史 |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 44,962 | $58.4 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 975 | $57.1 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 4,113 | $55.2 萬 | 0.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q781 | EQUITY FOCUS ETF | 8,228 | $55.2 萬 | 0.4% | – | – | – |
| JAKKJakks Pacific Inc | COM NEW | 19,531 | $55.0 萬 | 0.4% | – | – | 歷史 |
| Etfis Ser Tr I26923G707 | VIRTUS NEWFLEET | 24,202 | $54.3 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 21,689 | $53.4 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 11,201 | $51.3 萬 | 0.4% | – | – | – |
| CVXChevron Corp | Stock | 3,203 | $46.4 萬 | 0.3% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 18,530 | $45.3 萬 | 0.3% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 9,096 | $38.8 萬 | 0.3% | – | – | – |
| CVGWCalavo Growers Inc | COM | 14,711 | $37.5 萬 | 0.3% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 5,123 | $36.0 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,463 | $35.4 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 8,014 | $35.2 萬 | 0.3% | – | – | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 16,691 | $33.9 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q324 | INTERNL GWT | 5,233 | $32.7 萬 | 0.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,476 | $32.6 萬 | 0.2% | – | – | – |
| CTRACoterra Energy Inc. | Stock | 12,224 | $31.2 萬 | 0.2% | – | – | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 13,000 | $29.6 萬 | 0.2% | – | – | – |
| First Tr Exch Traded FD III33739P830 | SHRT DUR MNG MUN | 14,325 | $28.4 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 4,244 | $27.6 萬 | 0.2% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 3,046 | $25.8 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 651 | $25.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 2,446 | $23.2 萬 | 0.2% | – | – | – |
| IFNAberdeen India Fund, Inc. | COM | 14,673 | $23.1 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,194 | $22.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,333 | $21.1 萬 | 0.2% | – | – | – |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 2,323 | $21.0 萬 | 0.2% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 2,104 | $20.4 萬 | 0.1% | – | – | – |
| USIOUsio, Inc. | COM | 94,952 | $13.9 萬 | 0.1% | – | – | 歷史 |
| Veren Inc92340V107 | COM NEW | 23,267 | $12.0 萬 | 0.1% | – | – | – |
| DNNDenison Mines Corp. | COM | 61,637 | $11.1 萬 | 0.1% | – | – | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 10,395 | $7.69 萬 | 0.1% | – | – | 歷史 |
| STEXStreamex Corp. | COM | 41,000 | $6.11 萬 | <0.1% | – | – | 歷史 |
| TPETTrio Petroleum Corp | COMMON STOCK | 29,000 | $3.51 萬 | <0.1% | – | – | 歷史 |
選擇權(4 檔)
同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。