Integrated Investment Consultants
Latest statistics and disclosures from Integrated Investment Consultants's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, IWP, UWMC, IWD, NEAR, and represent 27.93% of Integrated Investment Consultants's stock portfolio.
- Added to shares of these 10 stocks: UWMC (+$33M), AROC (+$11M), VIOV (+$9.4M), JMST, IVV, NEAR, IWN, VONV, VONG, ADBE.
- Started 26 new stock positions in TEL, FLRN, ENSG, AROC, SSB, AFL, UWMC, IEMG, MDGL, GRMN.
- Reduced shares in these 10 stocks: CCSI, IWF, JPST, VNT, META, FOXA, GOOGL, SUSA, MSFT, MEAR.
- Sold out of its positions in AIN, ANSS, CSL, CTAS, CBRL, DOCN, FCPT, FOXA, GWRE, ESGD. JPST, LH, MAR, PGR, South State Corporation, VIRT, WBD, CLVT, CHKP.
- Integrated Investment Consultants was a net buyer of stock by $48M.
- Integrated Investment Consultants has $605M in assets under management (AUM), dropping by 18.76%.
- Central Index Key (CIK): 0001665337
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Portfolio Holdings for Integrated Investment Consultants
Integrated Investment Consultants holds 326 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 8.6 | $52M | -3% | 111k | 468.41 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 7.8 | $47M | 332k | 142.41 |
|
|
| Uwm Holdings Corporation Com Cl A Stock (UWMC) | 5.4 | $33M | NEW | 5.4M | 6.09 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 3.1 | $19M | 97k | 192.76 |
|
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| Ishares Short Duration Bond Active Etf Etf (NEAR) | 3.0 | $18M | +11% | 354k | 51.28 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 2.8 | $17M | +4% | 195k | 87.31 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 2.5 | $15M | -2% | 561k | 27.30 |
|
| Uber Technologies Stock (UBER) | 2.5 | $15M | 154k | 97.97 |
|
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 2.5 | $15M | +6% | 123k | 120.50 |
|
| Microsoft Corp Stock (MSFT) | 2.2 | $13M | -5% | 26k | 517.93 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 2.1 | $12M | +18% | 19k | 669.30 |
|
| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 2.0 | $12M | +380% | 125k | 95.22 |
|
| Apple Stock (AAPL) | 1.9 | $11M | 45k | 254.63 |
|
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| Archrock Stock (AROC) | 1.9 | $11M | NEW | 427k | 26.31 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.8 | $11M | 179k | 59.92 |
|
|
| Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) | 1.7 | $10M | +3% | 128k | 80.80 |
|
| Ishares International Dividend Active Etf Etf (BIDD) | 1.6 | $9.8M | 350k | 27.99 |
|
|
| Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 1.4 | $8.7M | 186k | 46.81 |
|
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 1.4 | $8.4M | 263k | 31.91 |
|
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| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $8.0M | -3% | 25k | 315.45 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 1.2 | $7.4M | +2% | 109k | 68.08 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 1.1 | $6.4M | +28% | 36k | 176.81 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 1.1 | $6.4M | +9% | 11k | 600.39 |
|
| Vanguard Value Etf Etf (VTV) | 1.1 | $6.4M | 34k | 186.49 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 1.0 | $6.3M | -12% | 26k | 243.09 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.8 | $5.1M | -7% | 8.3k | 612.35 |
|
| Amazon Stock (AMZN) | 0.8 | $4.9M | -3% | 22k | 219.50 |
|
| Vanguard Russell 1000 Value Etf Etf (VONV) | 0.8 | $4.8M | +24% | 54k | 89.37 |
|
| Vanguard Growth Etf Etf (VUG) | 0.8 | $4.8M | -9% | 10k | 479.61 |
|
| Champion Homes Stock (SKY) | 0.8 | $4.7M | 62k | 76.37 |
|
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| Spdr Gold Shares Etf (GLD) | 0.6 | $3.9M | +12% | 11k | 355.47 |
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| Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) | 0.6 | $3.7M | -16% | 72k | 50.51 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.6 | $3.5M | -22% | 4.8k | 734.38 |
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| Nvidia Corporation Stock (NVDA) | 0.6 | $3.5M | 19k | 186.58 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $3.3M | -12% | 6.5k | 502.74 |
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| Broadcom Stock (AVGO) | 0.5 | $3.1M | 9.4k | 329.94 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.5 | $2.9M | +4% | 54k | 53.40 |
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| Illinois Tool Wks Stock (ITW) | 0.5 | $2.8M | 11k | 260.71 |
|
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| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.5 | $2.8M | NEW | 55k | 51.04 |
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| Abbvie Stock (ABBV) | 0.4 | $2.6M | 11k | 231.54 |
|
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| Consensus Cloud Solutions Stock (CCSI) | 0.4 | $2.5M | -48% | 85k | 29.37 |
|
| Mcdonalds Corp Stock (MCD) | 0.4 | $2.5M | 8.1k | 303.90 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $2.0M | 8.4k | 243.55 |
|
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| Sherwin Williams Stock (SHW) | 0.3 | $2.0M | 5.9k | 346.22 |
|
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.3 | $2.0M | 20k | 100.25 |
|
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| Tapestry Stock (TPR) | 0.3 | $1.9M | 17k | 113.22 |
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| Schwab Charles Corp Stock (SCHW) | 0.3 | $1.9M | -21% | 20k | 95.50 |
|
| Automatic Data Processing Stock (ADP) | 0.3 | $1.9M | -5% | 6.3k | 293.50 |
|
| Vontier Corporation Stock (VNT) | 0.3 | $1.8M | -38% | 44k | 41.97 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.3 | $1.8M | +6% | 20k | 93.37 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.3 | $1.8M | 13k | 140.95 |
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| Sun Cmntys Reit (SUI) | 0.3 | $1.7M | 14k | 129.00 |
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| Abbott Labs Stock (ABT) | 0.3 | $1.7M | 13k | 133.94 |
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| Ss&c Technologies Hldgs Stock (SSNC) | 0.3 | $1.7M | -25% | 20k | 88.76 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.3 | $1.7M | -2% | 14k | 120.72 |
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| International Business Machs Stock (IBM) | 0.3 | $1.7M | 5.9k | 282.16 |
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| Cisco Sys Stock (CSCO) | 0.3 | $1.6M | +3% | 24k | 68.42 |
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| Eli Lilly & Co Stock (LLY) | 0.3 | $1.6M | 2.2k | 763.00 |
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| Merck & Co Stock (MRK) | 0.3 | $1.6M | -4% | 19k | 83.94 |
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| Vanguard S&p 500 Value Etf Etf (VOOV) | 0.3 | $1.6M | 7.8k | 199.47 |
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| Lpl Finl Hldgs Stock (LPLA) | 0.3 | $1.5M | -29% | 4.7k | 332.69 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $1.5M | 8.3k | 185.40 |
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| Vistra Corp Stock (VST) | 0.2 | $1.5M | 7.4k | 195.92 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.2 | $1.3M | 11k | 118.83 |
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| Home Depot Stock (HD) | 0.2 | $1.2M | 3.1k | 405.20 |
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| Rtx Corporation Stock (RTX) | 0.2 | $1.2M | -6% | 7.3k | 167.31 |
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| Walmart Stock (WMT) | 0.2 | $1.2M | -2% | 12k | 103.06 |
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| Costco Whsl Corp Stock (COST) | 0.2 | $1.2M | 1.3k | 925.60 |
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| Pval Etf (PVAL) | 0.2 | $1.2M | +126% | 29k | 42.72 |
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| Stryker Corporation Stock (SYK) | 0.2 | $1.2M | 3.3k | 369.68 |
|
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| Anheuser Busch Inbev Sa Adr (BUD) | 0.2 | $1.2M | -15% | 20k | 59.62 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $1.2M | 11k | 112.75 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.2 | $1.2M | +24% | 22k | 54.18 |
|
| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.2 | $1.2M | 4.0k | 293.76 |
|
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| Chevron Corp Stock (CVX) | 0.2 | $1.1M | 7.4k | 155.29 |
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| Boeing Stock (BA) | 0.2 | $1.1M | 5.1k | 215.82 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $1.1M | 3.2k | 341.40 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.2 | $1.1M | -10% | 5.3k | 206.50 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.2 | $1.1M | +63% | 17k | 65.26 |
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| Procter And Gamble Stock (PG) | 0.2 | $1.1M | 7.1k | 153.67 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $1.1M | 4.4k | 241.96 |
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| Bank America Corp Stock (BAC) | 0.2 | $1.1M | -28% | 21k | 51.59 |
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| Emerson Elec Stock (EMR) | 0.2 | $1.0M | 7.9k | 131.18 |
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| Disney Walt Stock (DIS) | 0.2 | $1.0M | -4% | 9.0k | 114.53 |
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| Adobe Stock (ADBE) | 0.2 | $1.0M | +334% | 2.9k | 352.83 |
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| Oracle Corp Stock (ORCL) | 0.2 | $1.0M | -30% | 3.6k | 281.17 |
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| Kkr & Co Stock (KKR) | 0.2 | $1.0M | -25% | 7.7k | 129.95 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $999k | +4% | 1.5k | 666.08 |
|
| Mckesson Corp Stock (MCK) | 0.2 | $983k | -27% | 1.3k | 772.55 |
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| Pepsico Stock (PEP) | 0.2 | $960k | +4% | 6.8k | 140.46 |
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| Ishares Core U.s. Reit Etf Etf (USRT) | 0.2 | $938k | 16k | 58.72 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.2 | $936k | 2.9k | 328.21 |
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| Progress Software Corp Stock (PRGS) | 0.2 | $935k | +157% | 21k | 43.93 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.2 | $916k | +372% | 1.9k | 490.38 |
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| Medpace Hldgs Stock (MEDP) | 0.1 | $899k | -19% | 1.7k | 514.17 |
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| Ulta Beauty Stock (ULTA) | 0.1 | $895k | -36% | 1.6k | 546.76 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 0.1 | $886k | 4.3k | 205.32 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $881k | +8% | 4.1k | 212.60 |
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| Fidelity Msci Real Estate Index Etf Etf (FREL) | 0.1 | $862k | 31k | 27.81 |
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| Ge Aerospace Stock (GE) | 0.1 | $861k | 2.9k | 300.82 |
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| Salesforce Stock (CRM) | 0.1 | $856k | +18% | 3.6k | 237.00 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $826k | +4% | 2.4k | 345.29 |
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| Ituran Location And Control Stock (ITRN) | 0.1 | $825k | 23k | 35.72 |
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| Victoryshares Core Plus Intermediate Bond Etf Etf (UBND) | 0.1 | $823k | +2% | 37k | 22.05 |
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| Wells Fargo Stock (WFC) | 0.1 | $806k | 9.6k | 83.82 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $801k | 16k | 50.53 |
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| Cms Energy Corp Stock (CMS) | 0.1 | $796k | 11k | 73.25 |
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| Factset Resh Sys Stock (FDS) | 0.1 | $760k | -12% | 2.7k | 286.48 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Ford Mtr Stock (F) | 0.1 | $749k | 63k | 11.96 |
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| Trinet Group Stock (TNET) | 0.1 | $749k | +23% | 11k | 66.89 |
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| Transunion Stock (TRU) | 0.1 | $732k | -30% | 8.7k | 83.78 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $726k | 9.1k | 79.93 |
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| Rockwell Automation Stock (ROK) | 0.1 | $722k | -37% | 2.1k | 349.50 |
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| Masco Corp Stock (MAS) | 0.1 | $714k | -5% | 10k | 70.39 |
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| Veeva Sys Inc Cl A Stock (VEEV) | 0.1 | $714k | 2.4k | 297.91 |
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| Csx Corp Stock (CSX) | 0.1 | $682k | 19k | 35.51 |
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| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.1 | $664k | -13% | 7.4k | 89.37 |
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| Heico Corp Stock (HEI) | 0.1 | $656k | 2.0k | 322.82 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.1 | $653k | -7% | 17k | 39.23 |
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| Netflix Stock (NFLX) | 0.1 | $643k | -2% | 536.00 | 1199.00 |
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| Pfizer Stock (PFE) | 0.1 | $641k | +4% | 25k | 25.48 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.1 | $639k | -23% | 3.5k | 182.42 |
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| Qualcomm Stock (QCOM) | 0.1 | $638k | +15% | 3.8k | 166.36 |
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| Morgan Stanley Stock (MS) | 0.1 | $636k | -13% | 4.0k | 158.95 |
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| Tesla Stock (TSLA) | 0.1 | $635k | 1.4k | 444.72 |
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| Ge Vernova Stock (GEV) | 0.1 | $626k | 1.0k | 614.91 |
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| Zebra Technologies Corporation Cl A Stock (ZBRA) | 0.1 | $610k | -33% | 2.1k | 297.16 |
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| Coca Cola Stock (KO) | 0.1 | $603k | +3% | 9.1k | 66.32 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $594k | 746.00 | 796.40 |
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| Spx Technologies Stock (SPXC) | 0.1 | $587k | 3.1k | 186.78 |
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| The Cigna Group Stock (CI) | 0.1 | $585k | +22% | 2.0k | 288.25 |
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| Amgen Stock (AMGN) | 0.1 | $579k | -40% | 2.1k | 282.20 |
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| American Express Stock (AXP) | 0.1 | $577k | -6% | 1.7k | 332.20 |
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| Caterpillar Stock (CAT) | 0.1 | $572k | 1.2k | 477.18 |
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| Ishares Esg Optimized Msci Usa Etf Etf (SUSA) | 0.1 | $571k | -55% | 4.2k | 135.65 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $569k | +3% | 1.6k | 365.48 |
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| Air Prods & Chems Stock (APD) | 0.1 | $558k | -3% | 2.0k | 272.75 |
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| Fastenal Stock (FAST) | 0.1 | $555k | 11k | 49.04 |
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| Brown & Brown Stock (BRO) | 0.1 | $550k | -26% | 5.9k | 93.79 |
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| Trane Technologies Stock (TT) | 0.1 | $528k | 1.3k | 421.97 |
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| Sysco Corp Stock (SYY) | 0.1 | $526k | 6.4k | 82.35 |
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| Eaton Corp Stock (ETN) | 0.1 | $518k | 1.4k | 374.25 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $503k | 3.0k | 168.47 |
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| Netapp Stock (NTAP) | 0.1 | $501k | +7% | 4.2k | 118.46 |
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| Acuity Stock (AYI) | 0.1 | $491k | 1.4k | 344.39 |
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| Amdocs Stock (DOX) | 0.1 | $490k | -6% | 6.0k | 82.05 |
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| Lkq Corp Stock (LKQ) | 0.1 | $487k | -7% | 16k | 30.54 |
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| State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) | 0.1 | $484k | NEW | 16k | 30.86 |
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| Advanced Energy Inds Stock (AEIS) | 0.1 | $483k | 2.8k | 170.14 |
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| Globe Life Stock (GL) | 0.1 | $483k | 3.4k | 142.97 |
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| United Therapeutics Corp Del Stock (UTHR) | 0.1 | $480k | +32% | 1.1k | 419.21 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $476k | +2% | 4.5k | 106.50 |
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| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.1 | $472k | 11k | 42.79 |
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| Msci Stock (MSCI) | 0.1 | $468k | -23% | 825.00 | 567.42 |
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| Expedia Group Stock (EXPE) | 0.1 | $467k | 2.2k | 213.75 |
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| Ishares Core 60/40 Balanced Allocation Etf Etf (AOR) | 0.1 | $464k | +4% | 385k | 1.21 |
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| Parsons Corp Del Stock (PSN) | 0.1 | $463k | 5.6k | 82.92 |
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| Cbre Group Inc Cl A Stock (CBRE) | 0.1 | $460k | 2.9k | 157.56 |
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| Match Group Stock (MTCH) | 0.1 | $458k | 13k | 35.32 |
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| Costar Group Stock (CSGP) | 0.1 | $456k | 5.4k | 84.37 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.1 | $455k | NEW | 6.9k | 65.92 |
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| Firstcash Holdings Stock (FCFS) | 0.1 | $450k | 2.8k | 158.42 |
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| Intuit Stock (INTU) | 0.1 | $450k | 659.00 | 683.00 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $449k | -8% | 1.6k | 281.86 |
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| Paypal Hldgs Stock (PYPL) | 0.1 | $448k | +9% | 6.7k | 67.06 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $446k | +4% | 9.9k | 45.10 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $433k | 1.8k | 246.60 |
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| Flowserve Corp Stock (FLS) | 0.1 | $430k | 8.1k | 53.14 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $425k | +10% | 756.00 | 562.27 |
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| Gatx Corp Stock (GATX) | 0.1 | $422k | 2.4k | 174.80 |
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| Oreilly Automotive Stock (ORLY) | 0.1 | $421k | 3.9k | 107.81 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $420k | 1.5k | 279.25 |
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| Honeywell Intl Stock (HON) | 0.1 | $420k | 2.0k | 210.50 |
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| Caretrust Reit Reit (CTRE) | 0.1 | $420k | 12k | 34.68 |
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| Palo Alto Networks Stock (PANW) | 0.1 | $413k | 2.0k | 203.62 |
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| Servicenow Stock (NOW) | 0.1 | $413k | 449.00 | 920.50 |
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| Agree Rlty Corp Reit (ADC) | 0.1 | $406k | +10% | 5.7k | 71.04 |
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| Moog Inc Cl A Stock (MOG.A) | 0.1 | $405k | 1.9k | 207.68 |
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| Schwab International Equity Etf Etf (SCHF) | 0.1 | $402k | 17k | 23.28 |
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| Draftkings Inc New Com Cl A Stock (DKNG) | 0.1 | $396k | 11k | 37.40 |
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| Applied Matls Stock (AMAT) | 0.1 | $395k | 1.9k | 204.74 |
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| Corning Stock (GLW) | 0.1 | $395k | -2% | 4.8k | 82.03 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $393k | -10% | 2.9k | 133.90 |
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| Analog Devices Stock (ADI) | 0.1 | $391k | 1.6k | 245.70 |
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| Aar Corp Stock (AIR) | 0.1 | $390k | 4.4k | 89.67 |
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| Tortoise Energy Fund Etf (TNGY) | 0.1 | $388k | 43k | 9.07 |
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| Agnc Invt Corp Reit (AGNC) | 0.1 | $387k | -39% | 40k | 9.79 |
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| Elevance Health Inc Formerly A Stock (ELV) | 0.1 | $384k | +13% | 1.2k | 323.12 |
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| Dropbox Inc Cl A Stock (DBX) | 0.1 | $383k | 13k | 30.21 |
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| Southstate Bk Corp Stock (SSB) | 0.1 | $383k | NEW | 3.9k | 98.87 |
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| L3harris Technologies Stock (LHX) | 0.1 | $381k | -12% | 1.2k | 305.41 |
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| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.1 | $378k | -3% | 3.9k | 95.89 |
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| Tyler Technologies Stock (TYL) | 0.1 | $378k | 722.00 | 523.20 |
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| Siriusxm Holdings Stock (SIRI) | 0.1 | $374k | 16k | 23.27 |
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| Fluor Corp Stock (FLR) | 0.1 | $373k | 8.9k | 42.07 |
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| Fifth Third Bancorp Stock (FITB) | 0.1 | $369k | 8.3k | 44.55 |
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| Comerica Stock (CMA) | 0.1 | $369k | 5.4k | 68.52 |
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| Autozone Stock (AZO) | 0.1 | $369k | -19% | 86.00 | 4290.00 |
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| Howmet Aerospace Stock (HWM) | 0.1 | $369k | -18% | 1.9k | 196.22 |
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| Crown Hldgs Stock (CCK) | 0.1 | $368k | 3.8k | 96.59 |
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| Motorola Solutions Stock (MSI) | 0.1 | $367k | 803.00 | 457.29 |
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| S&p Global Stock (SPGI) | 0.1 | $367k | 754.00 | 486.69 |
|
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| Cheesecake Factory Stock (CAKE) | 0.1 | $365k | 6.7k | 54.64 |
|
|
| Hca Healthcare Stock (HCA) | 0.1 | $364k | -20% | 854.00 | 426.20 |
|
| Flex Ltd Ord Stock (FLEX) | 0.1 | $363k | 6.3k | 57.97 |
|
|
| Stifel Finl Corp Stock (SF) | 0.1 | $362k | -3% | 3.2k | 113.47 |
|
| BP Adr (BP) | 0.1 | $360k | 10k | 34.46 |
|
|
| Casella Waste Sys Inc Cl A Stock (CWST) | 0.1 | $359k | 3.8k | 94.88 |
|
|
| Allison Transmission Hldgs Stock (ALSN) | 0.1 | $359k | 4.2k | 84.88 |
|
|
| Ryder Sys Stock (R) | 0.1 | $359k | 1.9k | 188.64 |
|
|
| Mosaic Stock (MOS) | 0.1 | $359k | 10k | 34.68 |
|
|
| Cleveland-cliffs Stock (CLF) | 0.1 | $356k | 29k | 12.20 |
|
|
| Amkor Technology Stock (AMKR) | 0.1 | $352k | 12k | 28.40 |
|
|
| Umb Finl Corp Stock (UMBF) | 0.1 | $350k | 3.0k | 118.35 |
|
|
| Csw Industrials Stock (CSW) | 0.1 | $349k | NEW | 1.4k | 242.76 |
|
| Pgim Ultra Short Bond Etf Etf (PULS) | 0.1 | $348k | NEW | 7.0k | 49.83 |
|
| Wesco Intl Stock (WCC) | 0.1 | $346k | -23% | 1.6k | 211.50 |
|
| Integer Hldgs Corp Stock (ITGR) | 0.1 | $344k | 3.3k | 103.33 |
|
|
| Danaher Corporation Stock (DHR) | 0.1 | $341k | +9% | 1.7k | 198.20 |
|
| United Cmnty Bks Blairsvle Ga Stock (UCB) | 0.1 | $341k | 11k | 31.35 |
|
|
| Rb Global Stock (RBA) | 0.1 | $340k | 3.1k | 108.36 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $337k | +7% | 4.0k | 84.60 |
|
| Formfactor Stock (FORM) | 0.1 | $333k | 9.2k | 36.42 |
|
|
| Realty Income Corp Reit (O) | 0.1 | $331k | -13% | 5.4k | 60.79 |
|
| Reinsurance Grp Of America Stock (RGA) | 0.1 | $331k | 1.7k | 192.12 |
|
|
| Scotts Miracle-gro Co Cl A Stock (SMG) | 0.1 | $329k | 5.8k | 56.95 |
|
|
| Verizon Communications Stock (VZ) | 0.1 | $328k | +10% | 7.5k | 43.95 |
|
| Corteva Stock (CTVA) | 0.1 | $328k | 4.8k | 67.63 |
|
|
| Colgate Palmolive Stock (CL) | 0.1 | $327k | 4.1k | 79.93 |
|
|
| United Bankshares Inc West Va Stock (UBSI) | 0.1 | $326k | 8.8k | 37.21 |
|
|
| Trustmark Corp Stock (TRMK) | 0.1 | $324k | 8.2k | 39.60 |
|
|
| Hexcel Corp Stock (HXL) | 0.1 | $322k | 5.1k | 62.70 |
|
|
| Becton Dickinson & Co Stock (BDX) | 0.1 | $322k | -2% | 1.7k | 187.18 |
|
| Builders Firstsource Stock (BLDR) | 0.1 | $319k | 2.6k | 121.27 |
|
|
| Repligen Corp Stock (RGEN) | 0.1 | $316k | 2.4k | 133.67 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $314k | -26% | 2.2k | 141.77 |
|
| Franklin Elec Stock (FELE) | 0.1 | $314k | 3.3k | 95.20 |
|
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.1 | $313k | 5.2k | 60.03 |
|
|
| General Dynamics Corp Stock (GD) | 0.1 | $313k | +9% | 918.00 | 341.00 |
|
| Plexus Corp Stock (PLXS) | 0.1 | $312k | 2.2k | 144.69 |
|
|
| Rollins Stock (ROL) | 0.1 | $312k | 5.3k | 58.74 |
|
|
| Blackstone Stock (BX) | 0.1 | $310k | +12% | 1.8k | 170.85 |
|
| Texas Instrs Stock (TXN) | 0.1 | $309k | -5% | 1.7k | 183.73 |
|
| At&t Stock (T) | 0.1 | $308k | -10% | 11k | 28.24 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $308k | 542.00 | 568.80 |
|
|
| One Gas Stock (OGS) | 0.1 | $308k | 3.8k | 80.94 |
|
|
| Box Inc Cl A Stock (BOX) | 0.1 | $307k | 9.5k | 32.27 |
|
|
| Enersys Stock (ENS) | 0.1 | $303k | 2.7k | 112.96 |
|
|
| Oceaneering Intl Stock (OII) | 0.0 | $300k | 12k | 24.78 |
|
|
| Grand Canyon Ed Stock (LOPE) | 0.0 | $298k | 1.4k | 219.52 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $298k | 399.00 | 746.63 |
|
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $295k | 5.6k | 53.03 |
|
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $289k | NEW | 1.2k | 236.06 |
|
| Cabot Corp Stock (CBT) | 0.0 | $289k | 3.8k | 76.05 |
|
|
| Meritage Homes Corp Stock (MTH) | 0.0 | $287k | 4.0k | 72.43 |
|
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $282k | 1.5k | 189.67 |
|
|
| Idexx Labs Stock (IDXX) | 0.0 | $280k | 438.00 | 638.89 |
|
|
| Darling Ingredients Stock (DAR) | 0.0 | $277k | 9.0k | 30.87 |
|
|
| Albertsons Cos Stock (ACI) | 0.0 | $277k | 16k | 17.51 |
|
|
| Littelfuse Stock (LFUS) | 0.0 | $276k | 1.1k | 259.01 |
|
|
| First Merchants Corp Stock (FRME) | 0.0 | $274k | 7.3k | 37.70 |
|
|
| Enterprise Finl Svcs Corp Stock (EFSC) | 0.0 | $271k | 4.7k | 57.98 |
|
|
| Stag Indl Reit (STAG) | 0.0 | $271k | 7.7k | 35.29 |
|
|
| Dt Midstream Stock (DTM) | 0.0 | $271k | -19% | 2.4k | 113.06 |
|
| Raymond James Finl Stock (RJF) | 0.0 | $270k | -21% | 1.6k | 172.60 |
|
| Atlantic Un Bankshares Corp Stock (AUB) | 0.0 | $268k | 7.6k | 35.29 |
|
|
| Everus Constr Group Stock (ECG) | 0.0 | $268k | NEW | 3.1k | 85.75 |
|
| Allstate Corp Stock (ALL) | 0.0 | $265k | -18% | 1.2k | 214.67 |
|
| Willis Towers Watson Stock (WTW) | 0.0 | $264k | -15% | 765.00 | 345.46 |
|
| Wolverine World Wide Stock (WWW) | 0.0 | $261k | NEW | 9.5k | 27.44 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.0 | $261k | 283.00 | 920.64 |
|
|
| Madrigal Pharmaceuticals Stock (MDGL) | 0.0 | $260k | NEW | 567.00 | 458.66 |
|
| Agilent Technologies Stock (A) | 0.0 | $259k | -11% | 2.0k | 128.35 |
|
| Affirm Hldgs Inc Com Cl A Stock (AFRM) | 0.0 | $257k | +33% | 257k | 1.00 |
|
| 3M Stock (MMM) | 0.0 | $256k | 1.7k | 155.18 |
|
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $255k | +2% | 263.00 | 968.00 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $255k | -16% | 1.3k | 200.92 |
|
| Jbt Marel Corporation Stock (JBTM) | 0.0 | $254k | -16% | 1.8k | 140.45 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.0 | $253k | +5% | 2.3k | 110.60 |
|
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $253k | 4.7k | 53.87 |
|
|
| Rocket Cos Inc Com Cl A Stock (RKT) | 0.0 | $253k | NEW | 13k | 19.38 |
|
| Pentair Stock (PNR) | 0.0 | $248k | -21% | 2.2k | 110.76 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.0 | $248k | 945.00 | 262.33 |
|
|
| Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) | 0.0 | $248k | NEW | 4.9k | 50.75 |
|
| United Rentals Stock (URI) | 0.0 | $246k | NEW | 258.00 | 954.64 |
|
| Ubs Group Stock (UBS) | 0.0 | $245k | 6.0k | 41.00 |
|
|
| Expro Group Holdings Nv Stock | 0.0 | $244k | 21k | 11.88 |
|
|
| Jpmorgan Active Growth Etf Etf (JGRO) | 0.0 | $243k | 2.6k | 93.75 |
|
|
| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $242k | NEW | 1.1k | 219.53 |
|
| Reliance Stock (RS) | 0.0 | $240k | -22% | 856.00 | 280.83 |
|
| Aflac Stock (AFL) | 0.0 | $239k | NEW | 2.1k | 111.70 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $237k | -7% | 3.3k | 71.53 |
|
| Electronic Arts Stock (EA) | 0.0 | $232k | -40% | 1.2k | 201.70 |
|
| Chubb Stock (CB) | 0.0 | $232k | -21% | 823.00 | 282.25 |
|
| Delta Air Lines Inc Del Stock (DAL) | 0.0 | $230k | -19% | 4.1k | 56.76 |
|
| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.0 | $229k | 6.0k | 38.02 |
|
|
| Intel Corp Stock (INTC) | 0.0 | $224k | NEW | 6.7k | 33.55 |
|
| Fedex Corp Stock (FDX) | 0.0 | $223k | 945.00 | 235.80 |
|
|
| Paycom Software Stock (PAYC) | 0.0 | $223k | 1.1k | 208.14 |
|
|
| Micron Technology Stock (MU) | 0.0 | $222k | -25% | 1.3k | 167.32 |
|
| Cts Corp Stock (CTS) | 0.0 | $221k | 5.5k | 39.94 |
|
|
| Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) | 0.0 | $221k | 4.1k | 54.09 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $220k | NEW | 453.00 | 485.00 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $219k | -27% | 3.5k | 62.47 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $219k | -17% | 2.9k | 75.39 |
|
| Truist Finl Corp Stock (TFC) | 0.0 | $217k | -16% | 4.8k | 45.72 |
|
| Verisk Analytics Stock (VRSK) | 0.0 | $215k | 853.00 | 251.50 |
|
|
| Caci Intl Inc Cl A Stock (CACI) | 0.0 | $214k | -22% | 428.00 | 498.78 |
|
| Kinsale Cap Group Stock (KNSL) | 0.0 | $213k | NEW | 500.00 | 425.26 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $211k | -17% | 955.00 | 220.84 |
|
| Pool Corp Stock (POOL) | 0.0 | $211k | -32% | 680.00 | 310.07 |
|
| Blue Bird Corp Stock (BLBD) | 0.0 | $211k | -33% | 3.7k | 57.55 |
|
| Northeast Bk Portland Me Stock (NBN) | 0.0 | $211k | NEW | 2.1k | 100.16 |
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.0 | $208k | 2.2k | 96.46 |
|
|
| Ensign Group Stock (ENSG) | 0.0 | $207k | NEW | 1.2k | 172.77 |
|
| Garmin Stock (GRMN) | 0.0 | $206k | NEW | 838.00 | 246.22 |
|
| Fiserv Stock (FI) | 0.0 | $202k | -20% | 1.6k | 128.93 |
|
| Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB) | 0.0 | $201k | NEW | 4.3k | 46.54 |
|
| Aes Corp Stock (AES) | 0.0 | $195k | 15k | 13.16 |
|
|
| Enovix Corporation Stock (ENVX) | 0.0 | $168k | +26% | 17k | 9.97 |
|
| Sonos Stock (SONO) | 0.0 | $161k | -20% | 10k | 15.80 |
|
| Sabre Corp Stock (SABR) | 0.0 | $145k | 79k | 1.83 |
|
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.0 | $45k | NEW | 45k | 1.00 |
|
| Denison Mines Corp Stock (DNN) | 0.0 | $41k | 15k | 2.75 |
|
|
| Franklin U.s. Large Cap Multifactor Index Etf Etf (FLQL) | 0.0 | $17k | NEW | 17k | 1.00 |
|
Past Filings by Integrated Investment Consultants
SEC 13F filings are viewable for Integrated Investment Consultants going back to 2015
- Integrated Investment Consultants 2025 Q3 filed Nov. 18, 2025
- Integrated Investment Consultants 2025 Q2 filed Aug. 14, 2025
- Integrated Investment Consultants 2025 Q1 restated filed May 14, 2025
- Integrated Investment Consultants 2025 Q1 filed May 7, 2025
- Integrated Investment Consultants 2024 Q4 restated filed Feb. 14, 2025
- Integrated Investment Consultants 2024 Q4 filed Jan. 15, 2025
- Integrated Investment Consultants 2024 Q3 filed Nov. 12, 2024
- Integrated Investment Consultants 2024 Q2 filed July 19, 2024
- Integrated Investment Consultants 2023 Q3 restated filed May 28, 2024
- Integrated Investment Consultants 2023 Q4 restated filed May 28, 2024
- Integrated Investment Consultants 2024 Q1 filed April 18, 2024
- Integrated Investment Consultants 2023 Q4 filed Jan. 23, 2024
- Integrated Investment Consultants 2023 Q3 filed Oct. 17, 2023
- Integrated Investment Consultants 2023 Q2 filed July 18, 2023
- Integrated Investment Consultants 2023 Q1 filed July 18, 2023
- Integrated Investment Consultants 2022 Q4 filed Feb. 14, 2023