Integrated Investment Consultants, LLC Top Holdings and 13F Report (2025) About Integrated Investment Consultants, LLCInvestment ActivityIntegrated Investment Consultants, LLC has $502.33 million in total holdings as of March 31, 2025.Integrated Investment Consultants, LLC owns shares of 318 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 13.82% of the portfolio was purchased this quarter.About 7.51% of the portfolio was sold this quarter.This quarter, Integrated Investment Consultants, LLC has purchased 295 new stocks and bought additional shares in 141 stocks.Integrated Investment Consultants, LLC sold shares of 96 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $40,814,425iShares Russell Mid-Cap Growth ETF $40,305,456Skyline Champion $23,449,120Schwab US Dividend Equity ETF $16,554,709iShares Russell 1000 Value ETF $15,591,977 Largest New Holdings this Quarter 824348106 - Sherwin-Williams $4,245,801 Holding053015103 - Automatic Data Processing $2,104,796 Holding009158106 - Air Products and Chemicals $1,300,892 Holding876030107 - Tapestry $1,208,799 Holding893641100 - TransDigm Group $842,424 Holding Largest Purchases this Quarter Skyline Champion 141,904 shares (about $13.45M)iShares Russell Mid-Cap Growth ETF 56,987 shares (about $5.85M)Sherwin-Williams 12,159 shares (about $4.25M)iShares Short Duration Bond Active ETF 82,342 shares (about $4.19M)JPMorgan Chase & Co. 10,155 shares (about $2.49M) Largest Sales this Quarter Walmart 22,388 shares (about $1.97M)iShares MSCI EAFE ETF 22,207 shares (about $1.81M)Aflac 15,617 shares (about $1.74M)International Business Machines 6,588 shares (about $1.64M)RTX 11,380 shares (about $1.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntegrated Investment Consultants, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$40,814,425$322,454 ▲0.8%113,0318.1%ETFIWPiShares Russell Mid-Cap Growth ETF$40,305,456$5,850,019 ▲17.0%392,6298.0%ETFSKYSkyline Champion$23,449,120$13,446,823 ▲134.4%247,4584.7%ConstructionSCHDSchwab US Dividend Equity ETF$16,554,709$841,373 ▲5.4%592,0853.3%ETFIWDiShares Russell 1000 Value ETF$15,591,977$426,039 ▲2.8%88,0173.1%ETFIEFAiShares Core MSCI EAFE ETF$13,305,522$458,514 ▲3.6%175,8832.6%ETFNEARiShares Short Duration Bond Active ETF$13,086,155$4,188,738 ▲47.1%257,2472.6%ETFMSFTMicrosoft$10,806,823$619,774 ▲6.1%28,7882.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$10,693,965$998,700 ▲10.3%115,2492.1%ETFAAPLApple$10,495,814$846,311 ▲8.8%47,2512.1%Computer and TechnologyISHARES INTERNATIONAL DIVIDEND ACTIVE ETF$9,064,374$341,748 ▼-3.6%350,1111.8%ETFVEAVanguard FTSE Developed Markets ETF$8,886,749$287,952 ▼-3.1%174,8331.8%ETFIVViShares Core S&P 500 ETF$8,802,632$478,172 ▲5.7%15,6661.8%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$8,634,860$703,274 ▲8.9%123,8491.7%ETFJPMJPMorgan Chase & Co.$7,307,358$2,491,061 ▲51.7%29,7891.5%FinanceSPEMSPDR Portfolio Emerging Markets ETF$7,043,458$427,322 ▼-5.7%178,9041.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$6,799,800$80,103 ▼-1.2%271,5571.4%ETFVTVVanguard Value ETF$5,856,140$64,778 ▼-1.1%33,9011.2%ETFDGROiShares Core Dividend Growth ETF$5,647,063$53,934 ▼-0.9%91,4061.1%ETFGVIiShares Intermediate Government/Credit Bond ETF$4,982,304$1,196,966 ▼-19.4%46,9941.0%ETFSHWSherwin-Williams$4,245,801$4,245,801 ▲New Holding12,1590.8%Basic MaterialsGOOGLAlphabet$4,192,959$591,041 ▲16.4%27,1140.8%Computer and TechnologyAMZNAmazon.com$4,100,864$752,478 ▲22.5%21,5540.8%Retail/WholesaleQQQInvesco QQQ$4,010,203$66,587 ▼-1.6%8,5520.8%FinanceCCSIConsensus Cloud Solutions$3,930,6630.0%170,3060.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,752,559$96,930 ▲2.7%7,0460.7%FinanceVOOVanguard S&P 500 ETF$3,691,052$127,455 ▲3.6%7,1820.7%ETFVUGVanguard Growth ETF$3,641,823$48,207 ▲1.3%9,8210.7%ETFVONVVanguard Russell 1000 Value$3,625,396$1,007,068 ▲38.5%43,9230.7%ETFMETAMeta Platforms$3,520,984$223,051 ▼-6.0%6,1090.7%Computer and TechnologyABBVAbbVie$3,505,133$117,334 ▲3.5%16,7290.7%MedicalMEARiShares Short Maturity Municipal Bond Active ETF$3,187,979$145,194 ▲4.8%63,4550.6%ETFIWNiShares Russell 2000 Value ETF$3,047,006$873,701 ▼-22.3%20,1820.6%ETFMCDMcDonald's$3,023,292$696,241 ▲29.9%9,6790.6%Retail/WholesaleAVGOBroadcom$2,829,232$1,926,449 ▲213.4%16,8980.6%Computer and TechnologyGLDSPDR Gold Shares$2,793,517$558,992 ▼-16.7%9,6950.6%FinanceITWIllinois Tool Works$2,687,684$36,705 ▲1.4%10,8370.5%IndustrialsLPLALPL Financial$2,347,557$94,543 ▼-3.9%7,1760.5%FinanceCSCOCisco Systems$2,294,625$550,762 ▼-19.4%37,1840.5%Computer and TechnologyVIOVVanguard S&P Small-Cap 600 Value ETF$2,273,160$387,349 ▲20.5%27,0890.5%ETFABTAbbott Laboratories$2,256,908$394,369 ▼-14.9%17,0140.4%MedicalVNTVontier$2,211,199$5,519 ▼-0.2%67,3120.4%Business ServicesPGProcter & Gamble$2,178,138$503,250 ▲30.0%12,7810.4%Consumer StaplesSCHWCharles Schwab$2,177,732$41,958 ▼-1.9%27,8200.4%FinanceADPAutomatic Data Processing$2,104,796$2,104,796 ▲New Holding6,8890.4%Business ServicesSSNCSS&C Technologies$1,939,901$8,520 ▼-0.4%23,2240.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,893,681$93,972 ▼-4.7%19,1440.4%FinanceJNJJohnson & Johnson$1,827,772$332,518 ▼-15.4%11,0210.4%MedicalMRKMerck & Co., Inc.$1,784,703$777,952 ▼-30.4%19,8830.4%MedicalBUDAnheuser-Busch InBev SA/NV$1,752,429$32,381 ▼-1.8%28,4670.3%Consumer StaplesNVDANVIDIA$1,744,488$375,321 ▲27.4%16,0960.3%Computer and TechnologySUISun Communities$1,731,2370.0%13,4580.3%FinanceLLYEli Lilly and Company$1,702,200$1,360,273 ▼-44.4%2,0610.3%MedicalXOMExxon Mobil$1,683,692$953,581 ▼-36.2%14,1570.3%EnergyEEMiShares MSCI Emerging Markets ETF$1,674,977$217,757 ▲14.9%38,3290.3%FinanceVYMVanguard High Dividend Yield ETF$1,661,2630.0%12,8820.3%ETFBACBank of America$1,640,697$1,257,950 ▼-43.4%39,3170.3%FinanceACNAccenture$1,523,066$440,912 ▲40.7%4,8810.3%Computer and TechnologyMCKMcKesson$1,498,076$18,844 ▲1.3%2,2260.3%MedicalWMTWalmart$1,496,265$1,965,406 ▼-56.8%17,0440.3%Retail/WholesaleHDHome Depot$1,483,775$703,227 ▲90.1%4,0490.3%Retail/WholesaleAMGNAmgen$1,463,209$609,956 ▲71.5%4,6970.3%MedicalHLIHoulihan Lokey$1,461,252$458,014 ▲45.7%9,0480.3%FinanceIBMInternational Business Machines$1,459,883$1,638,172 ▼-52.9%5,8710.3%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$1,435,3930.0%7,7930.3%ETFIVWiShares S&P 500 Growth ETF$1,389,935$3,806 ▲0.3%14,9730.3%ETFFDSFactSet Research Systems$1,389,380$11,366 ▲0.8%3,0560.3%Business ServicesUNHUnitedHealth Group$1,384,969$544,245 ▲64.7%2,6440.3%MedicalAPDAir Products and Chemicals$1,300,892$1,300,892 ▲New Holding4,4110.3%Basic MaterialsSYKStryker$1,292,308$17,866 ▲1.4%3,4720.3%MedicalCOSTCostco Wholesale$1,261,558$141,854 ▲12.7%1,3340.3%Retail/WholesaleIWMiShares Russell 2000 ETF$1,222,674$656,721 ▲116.0%6,1290.2%FinanceKOCoca-Cola$1,219,426$274,883 ▼-18.4%17,0260.2%Consumer StaplesEMREmerson Electric$1,215,579$390,428 ▼-24.3%11,0870.2%IndustrialsTPRTapestry$1,208,799$1,208,799 ▲New Holding17,1680.2%Retail/WholesaleDISWalt Disney$1,160,572$97,808 ▼-7.8%11,7590.2%Consumer DiscretionaryIVEiShares S&P 500 Value ETF$1,145,404$130,931 ▲12.9%6,0100.2%ETFIJRiShares Core S&P Small-Cap ETF$1,133,727$136,043 ▲13.6%10,8420.2%ETFSUSAiShares MSCI USA ESG Select ETF$1,098,157$26,765 ▼-2.4%9,5600.2%ETFBROBrown & Brown$1,088,251$2,612 ▼-0.2%8,7480.2%FinanceFOXAFOX$1,086,324$43,186 ▼-3.8%19,1930.2%Consumer DiscretionaryVVisa$1,073,890$33,997 ▲3.3%3,0640.2%Business ServicesCVXChevron$1,045,061$115,765 ▲12.5%6,2470.2%EnergyVOTVanguard Mid-Cap Growth ETF$994,8390.0%4,0670.2%ETFCRMSalesforce$951,615$546,387 ▲134.8%3,5460.2%Computer and TechnologyULTAUlta Beauty$951,1710.0%2,5950.2%Retail/WholesaleGOOGAlphabet$948,160$34,214 ▲3.7%6,0690.2%Computer and TechnologyTRUTransUnion$944,426$13,444 ▲1.4%11,3800.2%Business ServicesUSRTiShares Core U.S. REIT ETF$919,8140.0%15,9690.2%ETFZBRAZebra Technologies$883,000$6,216 ▲0.7%3,1250.2%IndustrialsROKRockwell Automation$877,460$517 ▼-0.1%3,3960.2%Computer and TechnologyVSTVistra$874,9280.0%7,4500.2%UtilitiesFCXFreeport-McMoRan$872,446$265 ▼0.0%23,0440.2%Basic MaterialsBABoeing$865,200$171,062 ▲24.6%5,0730.2%AerospaceFRELFidelity MSCI Real Estate Index ETF$851,5700.0%31,0000.2%ETFCWSTCasella Waste Systems$849,930$1,673 ▲0.2%7,6220.2%Business ServicesTDGTransDigm Group$842,424$842,424 ▲New Holding6090.2%AerospaceITRNIturan Location and Control$835,2600.0%23,0990.2%IndustrialsPEPPepsiCo$829,938$984,530 ▼-54.3%5,5350.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$816,569$462,265 ▼-36.1%288,4760.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
