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Integrated Advisors Network LLC Top Holdings and 13F Report (2025)

About Integrated Advisors Network LLC

Investment Activity

  • Integrated Advisors Network LLC has $2.21 billion in total holdings as of June 30, 2025.
  • Integrated Advisors Network LLC owns shares of 737 different stocks, but just 195 companies or ETFs make up 80% of its holdings.
  • Approximately 16.58% of the portfolio was purchased this quarter.
  • About 12.35% of the portfolio was sold this quarter.
  • This quarter, Integrated Advisors Network LLC has purchased 703 new stocks and bought additional shares in 319 stocks.
  • Integrated Advisors Network LLC sold shares of 295 stocks and completely divested from 59 stocks this quarter.

Largest Holdings

Apple
$50,462,502
NVIDIA
$50,374,206

Largest New Holdings this Quarter

46138J825 - Invesco BulletShares 2025 Corporate Bond ETF
$15,620,287 Holding
13321L108 - Cameco
$5,605,776 Holding
15643U104 - Centrus Energy
$3,773,508 Holding
464287234 - iShares MSCI Emerging Markets ETF
$3,310,250 Holding

Largest Purchases this Quarter

iShares Core S&P U.S. Value ETF
175,357 shares (about $16.59M)
Invesco BulletShares 2025 Corporate Bond ETF
755,333 shares (about $15.62M)
Vanguard Large-Cap ETF
39,473 shares (about $11.26M)
Broadcom
34,322 shares (about $9.46M)
PALANTIR TECHNOLOGIES INC
55,447 shares (about $7.56M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF
637,343 shares (about $32.35M)
ProShares UltraShort S&P500
1,550,377 shares (about $25.81M)
SPDR S&P 500 ETF Trust
39,564 shares (about $24.44M)
iShares Core S&P 500 ETF
14,563 shares (about $9.04M)
SPDR Dow Jones Industrial Average ETF Trust
17,771 shares (about $7.83M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIntegrated Advisors Network LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$101,363,018$9,042,153 -8.2%163,2524.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$76,647,674$24,444,711 -24.2%124,0553.5%Finance
Apple Inc. stock logo
AAPL
Apple
$50,462,502$76,118 0.2%245,9552.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$50,374,206$365,115 -0.7%318,8442.3%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$40,404,174$3,136,160 8.4%440,4681.8%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$39,827,743$1,046,554 -2.6%80,0701.8%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$32,939,080$2,536,284 8.3%220,2101.5%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$31,705,879$891,603 2.9%144,5181.4%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$31,075,546$6,010,279 24.0%54,7081.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$29,258,286$6,227,984 -17.6%53,0391.3%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$26,348,485$9,460,834 56.0%95,5871.2%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$21,287,738$104,177 -0.5%104,0101.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$20,134,897$216,798 1.1%241,1940.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,889,513$808,192 -3.9%112,8610.9%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$19,162,428$412,181 2.2%723,1100.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$18,862,994$924,031 5.2%74,4900.9%ETF
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$18,516,642$16,594,043 863.1%195,6740.8%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$18,199,044$816,024 4.7%46,8790.8%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$18,053,896$728,835 -3.9%62,2740.8%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$16,034,850$577,128 3.7%16,1980.7%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$16,028,209$2,715,916 20.4%120,2330.7%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$16,025,814$6,028,384 60.3%281,8960.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$15,754,010$250,951 1.6%49,5940.7%Auto/Tires/Trucks
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$15,620,287$15,620,287 New Holding755,3330.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,164,342$1,080,584 7.7%20,5450.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$14,729,096$351,952 2.4%48,4620.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$14,206,017$605,356 4.5%135,9690.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,727,208$2,070,601 -13.1%221,3350.6%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$13,427,750$144,973 1.1%374,6580.6%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$13,184,459$473,992 -3.5%199,1610.6%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$12,795,933$301,025 2.4%62,5290.6%Computer and Technology
Insulet Corporation stock logo
PODD
Insulet
$12,711,245$700,316 5.8%40,4580.6%Medical
CrowdStrike stock logo
CRWD
CrowdStrike
$12,156,876$46,348 0.4%23,8690.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,078,626$1,133,783 10.4%24,8650.5%Finance
PALANTIR TECHNOLOGIES INC
$11,986,482$7,558,535 170.7%87,9290.5%CL A
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$11,906,418$11,261,640 1,746.6%41,7330.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,832,718$252,462 2.2%405,0910.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$11,696,700$4,998,358 74.6%64,3600.5%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$11,542,352$122,807 1.1%15,3200.5%Construction
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$11,185,845$996,969 -8.2%139,6310.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,072,608$946,494 9.3%36,3240.5%Finance
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$11,040,689$2,017,311 22.4%27,1350.5%Computer and Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$10,708,754$2,609,971 -19.6%387,0170.5%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$10,102,630$1,063,256 -9.5%158,0020.5%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$10,019,103$3,141,697 45.7%94,2180.5%ETF
Mission Produce, Inc. stock logo
AVO
Mission Produce
$9,856,989$469 0.0%841,0400.4%Consumer Staples
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$9,852,451$1,619,058 -14.1%45,6580.4%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,825,271$183,942 -1.8%198,6510.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$9,543,617$4,460,699 87.8%43,6520.4%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$9,453,989$3,269,712 52.9%105,7610.4%Finance
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$9,313,366$3,200,041 52.3%117,1490.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$9,238,146$574,478 -5.9%68,5370.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,167,148$558,915 -5.7%11,7600.4%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,000,042$1,972,942 -18.0%157,8680.4%ETF
Visa Inc. stock logo
V
Visa
$8,779,791$191,374 -2.1%24,7280.4%Business Services
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,712,313$49,237 0.6%25,6570.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$8,660,064$243,320 2.9%15,4110.4%Business Services
Fortinet, Inc. stock logo
FTNT
Fortinet
$8,582,350$791,103 10.2%81,1800.4%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$8,189,461$3,501,352 74.7%156,3770.4%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$8,120,464$32,345,186 -79.9%160,0090.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$8,116,156$272,476 -3.2%97,8790.4%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$8,041,518$3,957,161 96.9%57,0890.4%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$7,860,539$4,626,923 -37.1%71,3950.4%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$7,705,565$3,230,139 72.2%35,4560.3%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,550,997$3,533,094 87.9%10,6690.3%Finance
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$7,432,659$3,856,325 107.8%80,2490.3%ETF
Shopify Inc. stock logo
SHOP
Shopify
$7,420,774$5,641,509 317.1%64,3330.3%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$7,398,676$127,882 -1.7%26,4400.3%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$7,391,415$653,987 -8.1%125,7470.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$7,284,581$1,951,509 -21.1%45,7230.3%Consumer Staples
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$7,265,775$932,117 -11.4%66,2880.3%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,088,145$2,782,279 64.6%102,1640.3%Computer and Technology
FIDELITY WISE ORIGIN BITCOIN
$7,010,809$896,571 -11.3%74,5910.3%SHS
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$6,987,165$444,851 -6.0%272,9360.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$6,975,268$182,115 2.7%5,2090.3%Consumer Discretionary
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,887,930$386,631 5.9%93,5480.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$6,881,320$2,258,252 48.8%145,4210.3%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$6,836,626$3,086,329 -31.1%36,8310.3%Medical
Walmart Inc. stock logo
WMT
Walmart
$6,793,433$511,583 8.1%69,4770.3%Retail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$6,774,729$80,437 -1.2%61,9890.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$6,753,162$110,359 -1.6%266,9230.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$6,612,354$2,176,769 -24.8%46,1790.3%Energy
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$6,568,111$1,470,051 28.8%109,7060.3%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$6,541,902$512,925 -7.3%17,8430.3%Retail/Wholesale
BLACKROCK INC
$6,507,054$3,083,559 90.1%6,2020.3%COM
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$6,483,138$2,807,270 -30.2%65,3540.3%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$6,478,524$2,548,754 64.9%70,4420.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$6,199,249$98,566 1.6%211,0740.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,189,580$1,208,341 24.3%26,1190.3%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$6,099,857$3,693,432 153.5%75,6340.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$6,014,975$204,830 -3.3%72,5920.3%Manufacturing
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$5,979,027$291,335 -4.6%99,9670.3%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$5,952,318$5,657,036 1,915.8%76,9030.3%Computer and Technology
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$5,894,332$52,184 -0.9%185,3560.3%ETF
The Trade Desk stock logo
TTD
Trade Desk
$5,840,836$648,270 12.5%81,1340.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,791,836$3,062,616 112.2%25,5720.3%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,767,139$578,402 -9.1%68,0010.3%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$5,746,138$329,758 6.1%53,3040.3%Energy
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$5,713,020$75,286 1.3%84,9900.3%ETF
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$5,619,130$195,438 3.6%139,6750.3%ETF

Showing largest 100 holdings. View all holdings.
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