Portfolio (Quarterly)
Guide ↗
Integrity Wealth Solutions LLC
· CIK 0002006918| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 2,232 | $1.5M | 0.60% | SOLD |
| 2 | SCHD | SCHWAB STRATEGIC TR | — | 30,053 | $824K | 0.33% | SOLD |
| 3 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 950 | $314K | 0.12% | SOLD |
| 4 | SLV | ISHARES SILVER TR | Financial Services | 4,817 | $310K | 0.12% | SOLD |
| 5 | CTAS | CINTAS CORP | Industrials | 1,366 | $257K | 0.10% | SOLD |
| 6 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,188 | $254K | 0.10% | SOLD |
| 7 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 8,926 | $234K | 0.09% | SOLD |
| 8 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,196 | $230K | 0.09% | SOLD |
| 9 | NFLX | NETFLIX INC | Communication Services | 2,380 | $223K | 0.09% | SOLD |
| 10 | EFV | ISHARES TR | — | 2,834 | $202K | 0.08% | SOLD |
| 11 | — | FUBOTV INC | — | 32,417 | $82K | 0.03% | SOLD |
Sector Allocation
Financial Services
37.2%
Technology
34.1%
Consumer Cyclical
14.7%
Communication Services
6.3%
Industrials
4.3%
Consumer Defensive
1.9%
Utilities
0.7%
Real Estate
0.7%
Healthcare
0.1%