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Integrity Wealth Advisors

Latest statistics and disclosures from Integrity Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are FPE, DINT, GNSS, RDVY, BRK.B, and represent 57.05% of Integrity Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY, USFR, FRME, GNSS, PYLD, DINT, GTO, BA, TBIL, AMD.
Started 5 new stock positions in Aeluma, PYLD, FRME, TBIL, AMD.
Reduced shares in these 10 stocks: SMIG, JAKK, SPTI, UUUU, AAPL, CVGW, BEEM, CTRA, SPMO, GOOGL.
Sold out of its positions in GOOGL, BSGM, CVGW, SPMO, IOVA, JAKK, XLC, TPET.
Integrity Wealth Advisors was a net buyer of stock by $2.5M.
Integrity Wealth Advisors has $137M in assets under management (AUM), dropping by -0.57%.
Central Index Key (CIK): 0001951908

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Positions held by Integrity Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Integrity Wealth Advisors

Integrity Wealth Advisors holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	16.1	$22M		1.2M	17.59	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	12.7	$17M	+2%	749k	23.11	View chart
Genasys (GNSS)	11.7	$16M	+4%	7.0M	2.27	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	9.7	$13M	+25%	227k	58.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.9	$9.4M		18k	532.58	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	5.8	$7.9M	-6%	278k	28.58	View chart
Alphabet Cap Stk Cl C (GOOG)	5.3	$7.3M	+2%	47k	156.23	View chart
Apple (AAPL)	3.0	$4.1M	-8%	19k	222.15	View chart
Etf Ser Solutions Bahl Gaynor Sml (SMIG)	2.6	$3.5M	-31%	123k	28.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.1	$2.9M	+2%	57k	50.71	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	1.6	$2.2M	-5%	59k	37.69	View chart
International Business Machines (IBM)	1.5	$2.0M		8.2k	248.71	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.4	$1.9M	+111%	38k	50.33	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.1	$1.4M	+37%	31k	46.93	View chart
Beam Global (BEEM)	1.0	$1.4M	-20%	694k	2.04	View chart
Boeing Company (BA)	1.0	$1.4M	+36%	8.2k	170.55	View chart
Amgen (AMGN)	0.9	$1.2M	+4%	3.9k	311.55	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.8	$1.1M		50k	22.98	View chart
Amazon (AMZN)	0.8	$1.1M	+9%	6.0k	190.28	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.8	$1.1M		46k	24.86	View chart
Calamos Lng/shrt Eq & Dyn (CPZ)	0.6	$835k	+5%	54k	15.56	View chart
Microsoft Corporation (MSFT)	0.6	$817k	-8%	2.2k	375.40	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$806k	-7%	16k	49.16	View chart
First Merchants Corporation (FRME)	0.6	$768k	NEW	19k	40.44	View chart
Walt Disney Company (DIS)	0.6	$757k	-3%	7.7k	98.71	View chart
Energy Fuels Com New (UUUU)	0.5	$739k	-39%	196k	3.78	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.5	$731k		63k	11.60	View chart
Tesla Motors (TSLA)	0.5	$726k	+37%	2.8k	259.16	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.5	$674k	+28%	11k	63.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$643k	+52%	2.2k	288.14	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.5	$627k	+2%	46k	13.63	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$579k	+43%	4.4k	132.23	View chart
Meta Platforms Cl A (META)	0.4	$550k	-2%	955.00	576.37	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.4	$538k		24k	22.57	View chart
Chevron Corporation (CVX)	0.4	$535k		3.2k	167.33	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.3	$475k	+4%	12k	40.70	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$465k	+2%	19k	24.44	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$461k	+119%	7.3k	63.01	View chart
NVIDIA Corporation (NVDA)	0.3	$452k		4.2k	108.41	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.3	$440k	-18%	18k	24.85	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$430k	NEW	16k	26.35	View chart
Cabot Oil & Gas Corporation (CTRA)	0.3	$349k	-46%	12k	28.90	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$341k	NEW	6.8k	50.01	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.2	$331k		5.2k	63.41	View chart
Bank of America Corporation (BAC)	0.2	$329k		7.9k	41.73	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.2	$326k	-3%	16k	20.14	View chart
Wells Fargo & Company (WFC)	0.2	$317k	-13%	4.4k	71.79	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$302k	-21%	7.1k	42.52	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$300k	-8%	5.9k	50.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$261k	-11%	3.7k	69.74	View chart
Advanced Micro Devices (AMD)	0.2	$259k	NEW	2.5k	102.74	View chart
India Fund (IFN)	0.2	$254k	+9%	16k	15.77	View chart
Home Depot (HD)	0.2	$239k		650.00	366.92	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.2	$237k	-16%	12k	19.87	View chart
Proshares Tr Bitcoin Etf (BITO)	0.2	$220k	-7%	12k	18.32	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.2	$207k	-3%	2.2k	92.53	View chart
Veren Com New (VRN)	0.1	$185k	-43%	25k	7.38	View chart
Usio (USIO)	0.1	$124k	-10%	85k	1.46	View chart
Aeluma	0.1	$114k	NEW	16k	7.21	View chart
Denison Mines Corp (DNN)	0.1	$78k	-3%	60k	1.30	View chart

Past Filings by Integrity Wealth Advisors

SEC 13F filings are viewable for Integrity Wealth Advisors going back to 2024

Integrity Wealth Advisors 2025 Q1 filed June 2, 2025
Integrity Wealth Advisors 2024 Q4 filed Feb. 13, 2025

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