Integrity Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Integrity Wealth Advisors, Inc.Investment ActivityIntegrity Wealth Advisors, Inc. has $143.10 million in total holdings as of June 30, 2025.Integrity Wealth Advisors, Inc. owns shares of 64 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.18% of the portfolio was purchased this quarter.About 5.87% of the portfolio was sold this quarter.This quarter, Integrity Wealth Advisors, Inc. has purchased 60 new stocks and bought additional shares in 23 stocks.Integrity Wealth Advisors, Inc. sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings First Trust Preferred Securities and Income ETF $20,553,397Davis Select International ETF $19,909,582First Trust Rising Dividend Achievers ETF $17,971,737Genasys $11,987,976Berkshire Hathaway $8,105,560 Largest New Holdings this Quarter 92189F676 - VanEck Semiconductor ETF $896,877 Holding595112103 - Micron Technology $821,584 Holding128246105 - Calavo Growers $513,772 Holding281020107 - Edison International $427,506 Holding33738R704 - First Trust RBA American Industrial Renaissance ETF $228,327 Holding Largest Purchases this Quarter First Trust Rising Dividend Achievers ETF 59,568 shares (about $3.74M)First Trust Nasdaq Cybersecurity ETF 25,702 shares (about $1.94M)VanEck Semiconductor ETF 3,216 shares (about $896.88K)Micron Technology 6,665 shares (about $821.58K)J P MORGAN EXCHANGE TRADED F 7,738 shares (about $542.74K) Largest Sales this Quarter First Trust Preferred Securities and Income ETF 90,495 shares (about $1.61M)Alphabet 8,819 shares (about $1.56M)Apple 2,652 shares (about $544.14K)SPDR Portfolio Intermediate Term Treasury ETF 17,358 shares (about $499.39K)Berkshire Hathaway 945 shares (about $459.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntegrity Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFPEFirst Trust Preferred Securities and Income ETF$20,553,397$1,610,813 ▼-7.3%1,154,68414.4%ETFDINTDavis Select International ETF$19,909,582$536,259 ▲2.8%769,89813.9%ETFRDVYFirst Trust Rising Dividend Achievers ETF$17,971,737$3,737,307 ▲26.3%286,44712.6%ManufacturingGNSSGenasys$11,987,976$175,154 ▼-1.4%6,929,4678.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$8,105,560$459,053 ▼-5.4%16,6865.7%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$7,496,656$499,392 ▼-6.2%260,5715.2%ETFGOOGAlphabet$6,677,721$1,564,456 ▼-19.0%37,6434.7%Computer and TechnologySMIGAAM Bahl & Gaynor Small/Mid Cap Income Growth ETF$3,769,124$214,703 ▲6.0%130,6452.6%ETFAAPLApple$3,246,791$544,141 ▼-14.4%15,8242.3%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$3,157,162$265,423 ▲9.2%62,2102.2%ETFDWLDDavis Select Worldwide ETF$2,612,047$161,204 ▲6.6%63,0311.8%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$2,496,030$1,942,616 ▲351.0%33,0241.7%ManufacturingIBMInternational Business Machines$2,270,911$151,846 ▼-6.3%7,7021.6%Computer and TechnologyBABoeing$2,092,366$370,658 ▲21.5%9,9861.5%AerospaceUSFRWisdomTree Floating Rate Treasury Fund$1,748,102$168,496 ▼-8.8%34,7451.2%FinanceUUUUEnergy Fuels$1,647,261$522,493 ▲46.5%286,4791.2%Basic MaterialsMSFTMicrosoft$1,608,141$526,265 ▲48.6%3,2331.1%Computer and TechnologyAMZNAmazon.com$1,340,036$23,475 ▲1.8%6,1080.9%Retail/WholesaleJ P MORGAN EXCHANGE TRADED F$1,285,665$542,743 ▲73.1%18,3300.9%EQUITY FOCUS ETFGOVTiShares U.S. Treasury Bond ETF$1,175,840$27,944 ▲2.4%51,1670.8%ETFGTOInvesco Total Return Bond ETF$1,080,298$351,815 ▼-24.6%23,0390.8%ETFBEEMBeam Global$1,047,520$34,732 ▲3.4%717,4790.7%Auto/Tires/TrucksAMGNAmgen$1,047,035$42,161 ▼-3.9%3,7500.7%MedicalSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,034,140$112,835 ▼-9.8%41,3160.7%ETFDISWalt Disney$956,621$6,077 ▲0.6%7,7140.7%Consumer DiscretionarySMHVanEck Semiconductor ETF$896,877$896,877 ▲New Holding3,2160.6%ManufacturingTSLATesla$872,614$17,471 ▼-2.0%2,7470.6%Auto/Tires/TrucksMUMicron Technology$821,584$821,584 ▲New Holding6,6650.6%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$819,438$11,773 ▲1.5%16,6350.6%ManufacturingSPROTT PHYSICAL SILVER TR$769,553$2,179 ▼-0.3%62,8720.5%TR UNITNVDANVIDIA$685,522$26,397 ▲4.0%4,3370.5%Computer and TechnologyCPZCalamos Long/Short Equity & Dynamic Income Term Trust$649,132$221,852 ▼-25.5%39,9950.5%METAMeta Platforms$645,119$59,788 ▼-8.5%8740.5%Computer and TechnologyGLDSPDR Gold Shares$611,490$69,197 ▼-10.2%2,0060.4%FinanceRWJInvesco S&P SmallCap 600 Revenue ETF$556,796$51,905 ▲10.3%12,8620.4%ETFBABAAlibaba Group$555,028$58,746 ▲11.8%4,8940.4%Retail/WholesalePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$551,930$47,922 ▼-8.0%42,3260.4%ManufacturingNFLTVirtus Newfleet Multi-Sector Bond ETF$529,109$14,543 ▼-2.7%23,1760.4%ETFCVGWCalavo Growers$513,772$513,772 ▲New Holding19,3220.4%Consumer StaplesCVXChevron$473,828$15,751 ▲3.4%3,3090.3%EnergyFLMIFranklin Dynamic Municipal Bond ETF$450,096$11,475 ▼-2.5%18,5530.3%ETFEIXEdison International$427,506$427,506 ▲New Holding8,2850.3%UtilitiesBACBank of America$418,878$45,480 ▲12.2%8,8510.3%FinanceFCGFirst Trust Natural Gas ETF$406,251$2,427 ▼-0.6%17,5790.3%ETFAMDAdvanced Micro Devices$395,334$38,313 ▲10.7%2,7860.3%Computer and TechnologyJIGJPMorgan International Growth ETF$367,919$5,292 ▼-1.4%5,1450.3%ETFAELUMA INC$353,511$94,046 ▲36.2%21,5950.2%COMWFCWells Fargo & Company$349,964$3,365 ▼-1.0%4,3680.2%FinanceBITOProShares Bitcoin ETF$346,968$88,839 ▲34.4%16,1300.2%ETFMUSTColumbia Multi-Sector Municipal Income ETF$314,274$11,207 ▼-3.4%15,6200.2%ETFCTRACoterra Energy$305,956$431 ▼-0.1%12,0550.2%EnergySHYGiShares 0-5 Year High Yield Corporate Bond ETF$304,655$1,726 ▼-0.6%7,0620.2%ETFAVDVAvantis International Small Cap Value ETF$286,914$9,910 ▼-3.3%3,6190.2%ETFHDHome Depot$238,5950.0%6500.2%Retail/WholesaleAIRRFirst Trust RBA American Industrial Renaissance ETF$228,327$228,327 ▲New Holding2,8050.2%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$217,044$20,442 ▼-8.6%10,9040.2%ETFGOOGLAlphabet$213,434$213,434 ▲New Holding1,2110.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$202,904$97,649 ▼-32.5%4,0020.1%ETFIFNIndia Fund$202,840$63,525 ▼-23.8%12,2710.1%FinanceCRWDCrowdStrike$200,160$200,160 ▲New Holding3930.1%Computer and TechnologyFTEKFuel Tech$176,400$176,400 ▲New Holding70,0000.1%IndustrialsCORE SCIENTIFIC INC NEW$162,600$162,600 ▲New Holding15,0000.1%*W EXP 01/23/202AMPLIFY ETF TR$148,163$148,163 ▲New Holding10,0110.1%AMPLIFY JUNIOR SDNNDenison Mine$108,6540.0%59,7000.1%Basic MaterialsFRMEFirst Merchants$0$768,360 ▼-100.0%00.0%FinancePYLDPIMCO Multi Sector Bond Active ETF$0$429,584 ▼-100.0%00.0%ETFTBILUS Treasury 3 Month Bill ETF$0$341,319 ▼-100.0%00.0%ETFPSRInvesco Active U.S. Real Estate ETF$0$207,364 ▼-100.0%00.0%ETFVEREN INC$0$185,225 ▼-100.0%00.0%COM NEWUSIOUsio$0$124,030 ▼-100.0%00.0%Business ServicesShowing 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.
MarketBeat All Access