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Integrity Wealth Advisors, Inc. Top Holdings and 13F Report (2026)

About Integrity Wealth Advisors, Inc.

Investment Activity

  • Integrity Wealth Advisors, Inc. has $167.74 million in total holdings as of March 31, 2026.
  • Integrity Wealth Advisors, Inc. owns shares of 70 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 18.82% of the portfolio was purchased this quarter.
  • About 2.79% of the portfolio was sold this quarter.
  • This quarter, Integrity Wealth Advisors, Inc. has purchased 72 new stocks and bought additional shares in 44 stocks.
  • Integrity Wealth Advisors, Inc. sold shares of 16 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

281020107 - Edison International
$437,982 Holding
Q4982L109 - IREN
$239,960 Holding

Largest Purchases this Quarter

Davis Select International ETF
92,997 shares (about $2.50M)
First Trust Rising Dividend Achievers ETF
35,008 shares (about $2.39M)
JPMorgan Ultra-Short Income ETF
45,087 shares (about $2.28M)
Invesco Total Return Bond ETF
47,590 shares (about $2.23M)
Genasys
1,034,710 shares (about $1.88M)

Largest Sales this Quarter

iShares Silver Trust
8,740 shares (about $595.54K)
Beam Global
171,857 shares (about $252.63K)
J P MORGAN EXCHANGE TRADED F
2,886 shares (about $207.25K)
iShares U.S. Treasury Bond ETF
7,362 shares (about $168.66K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIntegrity Wealth Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$20,725,575$2,390,346 â–²13.0%303,53812.4%Manufacturing
Davis Select International ETF stock logo
DINT
Davis Select International ETF
$16,719,507$2,503,013 â–²17.6%621,19710.0%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$12,336,343$534,967 â–²4.5%695,0057.4%ETF
Genasys Inc. stock logo
GNSS
Genasys
$11,806,720$1,883,172 â–²19.0%6,487,2097.0%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$8,772,210$1,133,101 â–²14.8%30,5805.2%Computer and Technology
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$8,615,141$2,228,643 â–²34.9%183,9665.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,326,499$1,688,685 â–²25.4%17,3765.0%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$5,896,666$2,281,851 â–²63.1%116,5123.5%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$5,567,685$1,814,071 â–²48.3%110,5363.3%ETF
The Boeing Company stock logo
BA
Boeing
$5,153,285$808,858 â–²18.6%25,8923.1%Aerospace
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$4,511,657$414,223 â–²10.1%157,4202.7%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$4,363,427$1,500,812 â–²52.4%18,3632.6%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$3,576,357$1,473,152 â–²70.0%31,1232.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$3,505,401$1,700,653 â–²94.2%45,7982.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3,280,210$1,503,358 â–²84.6%36,2332.0%ETF
Apple Inc. stock logo
AAPL
Apple
$3,175,819$425,084 â–²15.5%12,5141.9%Computer and Technology
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$2,546,375$335,526 â–²15.2%40,6251.5%Manufacturing
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$2,361,942$905,434 â–²62.2%88,3961.4%Manufacturing
Energy Fuels Inc stock logo
UUUU
Energy Fuels
$2,294,390$137,696 â–²6.4%125,7201.4%Basic Materials
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,279,565$863,593 â–²61.0%9,4051.4%Computer and Technology
DWLD
Davis Select Worldwide ETF
$2,019,115$19,233 â–²1.0%46,0881.2%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$1,991,220$360,492 â–²22.1%29,8221.2%ETF
Beam Global stock logo
BEEM
Beam Global
$1,635,210$252,630 â–¼-13.4%1,112,3881.0%Auto/Tires/Trucks
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$1,472,327$11,967 â–²0.8%55,9820.9%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,436,838$578,598 â–²67.4%21,2770.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,196,035$422,397 â–²54.6%6,8580.7%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,188,540$459,697 â–²63.1%3,1000.7%Manufacturing
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$1,177,795$114,966 â–²10.8%44,9540.7%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,088,976$81,277 â–²8.1%3,0950.6%Medical
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$1,037,089$28,039 â–¼-2.6%20,6020.6%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$1,029,813$240,240 â–²30.4%2,7820.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,019,690$106,843 â–¼-9.5%4,8960.6%Retail/Wholesale
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$1,018,2960.0%40,8790.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$945,601$369,117 â–²64.0%13,5570.6%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$887,844$83,109 â–²10.3%2,6280.5%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$871,754$281,415 â–²47.7%2,3450.5%Auto/Tires/Trucks
Calamos Long/Short Equity & Dynamic Income Term Trust stock logo
CPZ
Calamos Long/Short Equity & Dynamic Income Term Trust
$774,277$141,114 â–²22.3%57,0580.5%
Chevron Corporation stock logo
CVX
Chevron
$705,7360.0%3,4110.4%Energy
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$640,782$188,331 â–²41.6%11,5410.4%ETF
First Trust Natural Gas ETF stock logo
FCG
First Trust Natural Gas ETF
$593,7440.0%18,7360.4%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$590,249$267,729 â–²83.0%11,8500.4%Manufacturing
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$537,336$128,393 â–¼-19.3%31,0240.3%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$518,930$71,428 â–¼-12.1%1,2060.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$479,445$71,516 â–²17.5%8380.3%Computer and Technology
Edison International stock logo
EIX
Edison International
$437,982$437,982 â–²New Holding5,9850.3%Utilities
Intel Corporation stock logo
INTC
Intel
$431,332$88 â–¼0.0%9,7740.3%Computer and Technology
Franklin Dynamic Municipal Bond ETF stock logo
FLMI
Franklin Dynamic Municipal Bond ETF
$405,217$59,198 â–¼-12.7%16,3460.2%ETF
J P MORGAN EXCHANGE TRADED F
$398,924$207,254 â–¼-34.2%5,5550.2%EQUITY FOCUS ETF
BP p.l.c. stock logo
BP
BP
$381,9690.0%8,1270.2%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$380,006$125,580 â–²49.4%7,7950.2%Finance
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$362,012$21,681 â–¼-5.7%10,3020.2%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$332,372$19,743 â–²6.3%4,1750.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$316,891$1,150 â–¼-0.4%1,1020.2%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$309,008$30,738 â–¼-9.0%2,4630.2%Retail/Wholesale
INVESCO ACTIVELY MANAGED EXC
$306,558$66,091 â–²27.5%6,1320.2%S&P 500 EQUAL WE
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$283,643$64,187 â–²29.2%5,6740.2%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$263,020$595,543 â–¼-69.4%3,8600.2%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$255,240$168,663 â–¼-39.8%11,1410.2%ETF
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$249,944$52,674 â–²26.7%5,0630.1%ETF
IREN Limited stock logo
IREN
IREN
$239,960$239,960 â–²New Holding7,0000.1%Finance
Columbia Multi-Sector Municipal Income ETF stock logo
MUST
Columbia Multi-Sector Municipal Income ETF
$239,475$28,242 â–¼-10.5%11,6760.1%ETF
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$235,713$105,492 â–¼-30.9%10,3610.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$231,210$21,707 â–²10.4%7030.1%Retail/Wholesale
AELUMA INC
$230,0310.0%17,5730.1%COM
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$216,585$216,585 â–²New Holding5,1190.1%ETF
Fuel Tech, Inc. stock logo
FTEK
Fuel Tech
$140,300$54,900 â–²64.3%115,0000.1%Industrials
STREAMEX CORP
$130,790$59,064 â–²82.3%115,7430.1%COM
India Fund, Inc. stock logo
IFN
India Fund
$114,6490.0%10,1280.1%Finance
Denison Mine Corp stock logo
DNN
Denison Mine
$102,003$108,738 â–¼-51.6%28,8960.1%Basic Materials
SKYX Platforms Corp. stock logo
SKYX
SKYX Platforms
$72,8000.0%65,0000.0%Business Services
CHENIERE ENERGY INC
$0$1,975,586 â–¼-100.0%00.0%COM NEW
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$0$290,956 â–¼-100.0%00.0%ETF
AMPLIFY ETF TR
$0$268,565 â–¼-100.0%00.0%AMPLIFY JUNIOR S
The Walt Disney Company stock logo
DIS
Walt Disney
$0$208,921 â–¼-100.0%00.0%Consumer Discretionary
Sphere 3D Corp. stock logo
ANY
Sphere 3D
$0$20,237 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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