Integrated Investment Consultants

Integrated Investment Consultants as of March 31, 2026

Portfolio Holdings for Integrated Investment Consultants

Integrated Investment Consultants holds 261 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Russell 1000 Growth Etf Etf (IWF) 6.5 $31M 72k 426.40
Ishares Short Duration Bond Active Etf Etf (NEAR) 4.8 $23M 444k 50.84
Ishares Russell Mid-cap Growth Etf Etf (IWP) 4.8 $23M 175k 128.12
Uwm Holdings Corporation Com Cl A Stock (UWMC) 4.1 $20M 5.4M 3.62
Ishares Russell 1000 Value Etf Etf (IWD) 4.1 $19M 90k 213.67
Schwab Us Dividend Equity Etf Etf (SCHD) 3.9 $19M 602k 30.68
Ishares Core Msci Eafe Etf Etf (IEFA) 3.9 $18M 202k 90.53
Vanguard Russell 1000 Growth Etf Etf (VONG) 3.1 $15M 132k 109.69
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 2.7 $13M 124k 101.74
Vanguard Ftse Developed Markets Etf Etf (VEA) 2.3 $11M 166k 64.08
Apple Stock (AAPL) 2.2 $11M 42k 253.78
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 2.2 $11M 133k 78.77
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 2.0 $9.3M 198k 46.91
Microsoft Corp Stock (MSFT) 1.9 $9.0M 24k 370.18
Ishares Core S&p 500 Etf Etf (IVV) 1.8 $8.2M 13k 653.19
Ishares Core Dividend Growth Etf Etf (DGRO) 1.7 $7.9M 112k 70.18
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.6 $7.4M 253k 29.13
Vanguard Value Etf Etf (VTV) 1.4 $6.4M 32k 196.20
Ishares Russell 2000 Value Etf Etf (IWN) 1.3 $6.4M 34k 189.59
Vanguard Russell 1000 Value Etf Etf (VONV) 1.2 $5.8M 62k 93.74
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $5.7M 20k 287.56
Jpmorgan Chase & Co Stock (JPM) 1.1 $5.4M 18k 294.15
Invesco Qqq Trust Series I Etf (QQQ) 1.1 $5.1M 8.8k 577.19
Ishares Short Maturity Municipal Bond Active Etf Etf (MEAR) 0.9 $4.4M 86k 50.34
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.9 $4.2M 60k 69.75
Vanguard S&p 500 Etf Etf (VOO) 0.8 $3.7M 6.2k 597.57
Ishares Msci Emerging Markets Etf Etf (EEM) 0.7 $3.5M 61k 56.79
Amazon Stock (AMZN) 0.7 $3.4M 16k 208.28
Merck & Co Stock (MRK) 0.7 $3.3M 28k 120.28
Eli Lilly & Co Stock (LLY) 0.7 $3.3M 3.6k 919.83
Abbvie Stock (ABBV) 0.7 $3.1M 14k 217.46
Exxon Mobil Corp Stock (XOM) 0.7 $3.1M 18k 169.67
International Business Machs Stock (IBM) 0.6 $3.0M 12k 242.39
Walmart Stock (WMT) 0.6 $2.9M 23k 124.28
Cisco Sys Stock (CSCO) 0.6 $2.9M 38k 77.61
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $2.8M 5.8k 479.21
Johnson & Johnson Stock (JNJ) 0.6 $2.8M 11k 244.40
Nvidia Corporation Stock (NVDA) 0.6 $2.7M 15k 174.40
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.6 $2.6M 27k 99.27
Illinois Tool Wks Stock (ITW) 0.5 $2.6M 9.9k 260.29
Meta Platforms Inc Cl A Stock (META) 0.5 $2.6M 4.5k 572.12
Rtx Corporation Stock (RTX) 0.5 $2.6M 13k 192.88
Bank Of Amer Corp Stock (BAC) 0.5 $2.4M 50k 48.74
Mcdonalds Corp Stock (MCD) 0.5 $2.4M 7.7k 310.78
Pepsico Stock (PEP) 0.5 $2.2M 14k 155.31
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $2.1M 7.5k 286.85
Ishares Msci Eafe Etf Etf (EFA) 0.4 $2.0M 21k 97.13
Aflac Stock (AFL) 0.4 $1.9M 18k 109.71
Abbott Laboratories Stock (ABT) 0.4 $1.9M 19k 102.67
Shell Plc Spon Ads Adr (SHEL) 0.4 $1.7M 19k 93.00
Emerson Elec Stock (EMR) 0.4 $1.7M 13k 131.02
Sun Cmntys Reit (SUI) 0.4 $1.7M 13k 125.96
Schwab Charles Corp Stock (SCHW) 0.3 $1.6M 17k 94.00
Pfizer Stock (PFE) 0.3 $1.6M 55k 28.08
Wells Fargo & Co Stock (WFC) 0.3 $1.5M 19k 79.61
Procter & Gamble Stock (PG) 0.3 $1.4M 9.9k 144.42
Broadcom Stock (AVGO) 0.3 $1.3M 4.3k 309.50
Ishares S&p 500 Growth Etf Etf (IVW) 0.3 $1.3M 12k 113.11
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $1.3M 11k 124.31
Colgate Palmolive Stock (CL) 0.3 $1.3M 15k 85.23
Coca Cola Stock (KO) 0.3 $1.3M 17k 76.03
Disney Walt Stock (DIS) 0.3 $1.3M 13k 96.39
Pval Etf (PVAL) 0.3 $1.3M 27k 46.40
Resmed Stock (RMD) 0.3 $1.2M 5.5k 224.50
Target Corp Stock (TGT) 0.3 $1.2M 10k 121.20
Chevron Corporation Stock (CVX) 0.3 $1.2M 5.9k 206.92
Pinnacle West Cap Corp Stock (PNW) 0.3 $1.2M 12k 100.75
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $1.2M 21k 54.05
Ituran Location And Control Stock (ITRN) 0.2 $1.1M 23k 49.01
Vistra Corp Stock (VST) 0.2 $1.1M 7.3k 150.29
Costco Wholesale Corporation Stock (COST) 0.2 $1.1M 1.1k 996.40
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $1.0M 4.0k 257.32
Visa Inc Com Cl A Stock (V) 0.2 $1.0M 3.4k 302.20
Stryker Corporation Stock (SYK) 0.2 $1.0M 3.1k 328.62
Agnc Invt Corp Reit (AGNC) 0.2 $979k 98k 10.03
Ishares Russell 2000 Etf Etf (IWM) 0.2 $976k 3.9k 248.00
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $966k 4.6k 211.17
Bristol-myers Squibb Stock (BMY) 0.2 $961k 16k 60.65
Mckesson Corp Stock (MCK) 0.2 $959k 1.1k 865.50
Proshares Tr Ii Ulsht Bloomb Oil Etf (SCO) 0.2 $946k 114k 8.32
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $945k 16k 59.19
Freeport Mcmoran Inc Cl B Stock (FCX) 0.2 $925k 16k 58.77
Caterpillar Stock (CAT) 0.2 $904k 1.3k 708.50
Victoryshares Core Plus Bond Etf Etf (UBND) 0.2 $862k 40k 21.78
Cms Energy Corp Stock (CMS) 0.2 $847k 11k 77.58
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.2 $834k 31k 26.91
Boeing Stock (BA) 0.2 $829k 4.2k 199.00
Spdr Gold Shares Etf (GLD) 0.2 $822k 1.9k 430.29
Verizon Communications Stock (VZ) 0.2 $804k 16k 50.21
Anheuser Busch Inbev Sa Nv Adr (BUD) 0.2 $794k 11k 69.38
Csx Corp Stock (CSX) 0.2 $788k 19k 41.05
Consensus Cloud Solutions Stock (CCSI) 0.2 $763k 32k 23.74
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $723k 1.9k 390.00
Ulta Beauty Stock (ULTA) 0.2 $718k 1.4k 522.50
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.2 $718k 1.00 718140.00
Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $717k 12k 57.65
Ishares Gold Trust Etf (IAU) 0.1 $703k 8.0k 88.16
Advanced Energy Inds Stock (AEIS) 0.1 $687k 2.1k 323.00
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH) 0.1 $682k 14k 50.62
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $676k 1.0k 650.29
Weyerhaeuser Reit (WY) 0.1 $660k 27k 24.42
Formfactor Stock (FORM) 0.1 $648k 6.7k 97.00
Ge Aerospace Stock (GE) 0.1 $645k 2.3k 283.78
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $631k 4.3k 148.10
Netflix Stock (NFLX) 0.1 $623k 6.5k 96.15
Home Depot Stock (HD) 0.1 $612k 1.9k 328.80
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.1 $611k 7.1k 86.69
Vontier Corporation Stock (VNT) 0.1 $611k 17k 35.47
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $590k 7.4k 79.27
Flowserve Corp Stock (FLS) 0.1 $585k 8.0k 73.50
Ishares Russell 1000 Etf Etf (IWB) 0.1 $574k 1.6k 356.56
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $572k 8.5k 67.53
Lpl Finl Hldgs Stock (LPLA) 0.1 $567k 1.9k 300.83
Corning Stock (GLW) 0.1 $555k 4.1k 136.00
Spx Technologies Stock (SPXC) 0.1 $544k 2.7k 200.00
Moog Inc Cl A Stock (MOG.A) 0.1 $542k 1.8k 293.00
Darling Ingredients Stock (DAR) 0.1 $536k 8.7k 61.87
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $529k 1.6k 320.74
Trane Technologies Stock (TT) 0.1 $518k 1.2k 417.00
Firstcash Holdings Stock (FCFS) 0.1 $512k 2.7k 188.00
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $509k 11k 45.65
Amgen Stock (AMGN) 0.1 $507k 1.4k 351.85
Oracle Corp Stock (ORCL) 0.1 $500k 3.4k 147.17
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.1 $498k 5.0k 100.57
Fastenal Stock (FAST) 0.1 $492k 11k 46.40
BP Adr (BP) 0.1 $491k 10k 47.00
Ishares National Muni Bond Etf Etf (MUB) 0.1 $490k 4.6k 106.16
Analog Devices Stock (ADI) 0.1 $489k 1.5k 318.11
American Express Stock (AXP) 0.1 $484k 1.6k 302.50
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $483k 16k 30.78
Amkor Technology Stock (AMKR) 0.1 $483k 11k 45.00
Honeywell Intl Stock (HON) 0.1 $480k 2.1k 226.00
Ge Vernova Stock (GEV) 0.1 $478k 547.00 872.86
Ishares Esg Optimized Msci Usa Etf Etf (SUSA) 0.1 $469k 3.5k 132.10
Aar Corp Stock (AIR) 0.1 $469k 4.3k 109.46
Taiwan Semiconductor Manufact Adr (TSM) 0.1 $469k 1.4k 337.92
Fifth Third Bancorp Stock (FITB) 0.1 $467k 10k 46.46
Enersys Stock (ENS) 0.1 $461k 2.6k 174.00
Intercontinental Exchange Stock (ICE) 0.1 $449k 2.9k 157.50
Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $445k 3.1k 143.50
Caretrust Reit Reit (CTRE) 0.1 $444k 12k 36.65
Medpace Hldgs Stock (MEDP) 0.1 $439k 914.00 480.20
Agree Rlty Corp Reit (ADC) 0.1 $435k 5.8k 75.38
Plexus Corp Stock (PLXS) 0.1 $430k 2.1k 202.54
Heico Corp Stock (HEI) 0.1 $428k 1.6k 274.20
Schwab International Equity Etf Etf (SCHF) 0.1 $427k 17k 24.75
Oceaneering Intl Stock (OII) 0.1 $421k 12k 35.40
Pgim Ultra Short Bond Etf Etf (PULS) 0.1 $420k 8.5k 49.50
Morgan Stanley Stock (MS) 0.1 $419k 2.5k 164.59
Ss&c Tech Hldgs Stock (SSNC) 0.1 $418k 6.2k 67.54
Veeva Sys Inc Cl A Stock (VEEV) 0.1 $415k 2.4k 175.67
Fluor Corp Stock (FLR) 0.1 $413k 8.9k 46.65
Flex Ltd Ord Stock (FLEX) 0.1 $411k 6.3k 65.44
Hexcel Corp Stock (HXL) 0.1 $409k 5.1k 80.93
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $409k 3.1k 132.90
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $399k 4.0k 100.62
Gatx Corp Stock (GATX) 0.1 $392k 2.3k 170.74
Mastec Stock (MTZ) 0.1 $384k 1.2k 322.00
Ryder Sys Stock (R) 0.1 $383k 1.9k 205.00
Corteva Stock (CTVA) 0.1 $377k 4.5k 83.67
Tesla Stock (TSLA) 0.1 $374k 1.0k 371.76
Everus Constr Group Stock (ECG) 0.1 $362k 3.1k 118.06
Cheesecake Factory Stock (CAKE) 0.1 $361k 6.6k 54.80
Cbre Group Inc Cl A Stock (CBRE) 0.1 $361k 2.7k 135.44
Littelfuse Stock (LFUS) 0.1 $356k 1.0k 339.35
Southstate Bk Corp Stock (SSB) 0.1 $354k 3.8k 92.57
Salesforce Stock (CRM) 0.1 $353k 1.9k 186.75
Expro Group Holdings Nv Stock (XPRO) 0.1 $352k 20k 17.41
S&p Global Stock (SPGI) 0.1 $351k 826.00 425.33
Palo Alto Networks Stock (PANW) 0.1 $351k 2.2k 160.32
Oreilly Automotive Stock (ORLY) 0.1 $347k 3.8k 92.40
Kkr & Co Stock (KKR) 0.1 $347k 3.8k 92.52
United Bankshares Inc West Va Stock (UBSI) 0.1 $346k 8.4k 41.43
Scotts Miracle-gro Co Cl A Stock (SMG) 0.1 $341k 5.6k 60.81
Trustmark Corp Stock (TRMK) 0.1 $340k 8.1k 42.14
United Cmnty Bks Blairsvle Ga Stock (UCB) 0.1 $338k 11k 31.50
Tyler Technologies Stock (TYL) 0.1 $336k 981.00 342.36
Fedex Corp Stock (FDX) 0.1 $336k 943.00 356.12
Realty Income Corp Reit (O) 0.1 $332k 5.4k 61.18
Reinsurance Group Amer Stock (RGA) 0.1 $332k 1.6k 204.00
One Gas Stock (OGS) 0.1 $323k 3.8k 86.09
Danaher Corp Del Stock (DHR) 0.1 $323k 1.7k 189.58
Stifel Finl Corp Stock (SF) 0.1 $323k 4.4k 73.92
Intel Corp Stock (INTC) 0.1 $322k 7.3k 44.12
Umb Finl Corp Stock (UMBF) 0.1 $319k 2.8k 112.67
Rockwell Automation Stock (ROK) 0.1 $315k 878.00 359.00
Servicenow Stock (NOW) 0.1 $315k 3.0k 104.60
Ishares Msci India Etf Etf (INDA) 0.1 $314k 6.7k 46.84
Factset Resh Sys Stock (FDS) 0.1 $312k 1.4k 217.00
Suncor Energy Stock (SU) 0.1 $311k 4.7k 66.11
Monolithic Pwr Sys Stock (MPWR) 0.1 $309k 283.00 1093.35
Benchmark Electrs Stock (BHE) 0.1 $307k 5.5k 56.06
Lam Research Corp Stock (LRCX) 0.1 $300k 1.4k 213.67
Aes Corp Stock (AES) 0.1 $299k 21k 14.09
Franklin Elec Stock (FELE) 0.1 $299k 3.2k 92.00
Parsons Corp Del Stock (PSN) 0.1 $298k 5.5k 54.17
Madrigal Pharmaceuticals Stock (MDGL) 0.1 $297k 568.00 523.00
Howmet Aerospace Stock (HWM) 0.1 $293k 1.3k 230.50
Intuit Stock (INTU) 0.1 $289k 667.00 432.50
Casella Waste Sys Inc Cl A Stock (CWST) 0.1 $287k 3.6k 79.34
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $286k 1.5k 191.89
Rb Global Stock (RBA) 0.1 $285k 3.0k 96.00
Integer Hldgs Corp Stock (ITGR) 0.1 $284k 3.2k 88.00
Five Below Stock (FIVE) 0.1 $283k 1.2k 228.50
Linde Stock (LIN) 0.1 $280k 564.00 495.80
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $278k 5.3k 52.56
First Merchants Corp Stock (FRME) 0.1 $277k 7.1k 38.73
Cabot Corp Stock (CBT) 0.1 $276k 3.7k 75.50
Starbucks Corp Stock (SBUX) 0.1 $272k 3.0k 89.60
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.1 $272k 6.9k 39.43
General Dynamics Corp Stock (GD) 0.1 $268k 781.00 343.22
Atlantic Un Bankshares Corp Stock (AUB) 0.1 $268k 7.5k 35.71
Kla Corp Stock (KLAC) 0.1 $268k 182.00 1472.00
Repligen Corp Stock (RGEN) 0.1 $265k 2.2k 117.82
Stag Industrial Reit (STAG) 0.1 $264k 7.3k 36.06
Unitedhealth Group Stock (UNH) 0.1 $264k 976.00 270.57
Mosaic Stock (MOS) 0.1 $263k 10k 25.50
Seagate Technology Hldngs Plc Ord Stock (STX) 0.1 $262k 669.00 391.76
Cts Corp Stock (CTS) 0.1 $261k 5.5k 47.76
Transunion Stock (TRU) 0.1 $259k 3.7k 69.17
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $253k 1.7k 146.28
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $251k 2.1k 118.47
Archrock Stock (AROC) 0.1 $250k 7.2k 34.78
Enterprise Finl Svcs Corp Stock (EFSC) 0.1 $249k 4.6k 54.00
Timken Stock (TKR) 0.1 $249k 2.5k 100.57
Texas Instrs Stock (TXN) 0.1 $247k 1.3k 194.18
Trinet Group Stock (TNET) 0.1 $247k 6.8k 36.43
Idexx Labs Stock (IDXX) 0.1 $244k 435.00 561.83
Meritage Homes Corp Stock (MTH) 0.1 $242k 3.9k 61.83
Micron Technology Stock (MU) 0.1 $238k 703.00 337.84
Cleveland-cliffs Stock (CLF) 0.1 $237k 28k 8.50
Ensign Group Stock (ENSG) 0.1 $236k 1.2k 201.50
Thermo Fisher Scientific Stock (TMO) 0.0 $235k 478.00 491.50
Ubs Group Stock (UBS) 0.0 $234k 6.0k 39.07
Northeast Bk Portland Me Stock (NBN) 0.0 $232k 2.1k 112.37
West Pharmaceutical Svsc Stock (WST) 0.0 $232k 924.00 251.00
Grand Canyon Ed Stock (LOPE) 0.0 $226k 1.3k 170.03
Helmerich & Payne Stock (HP) 0.0 $225k 6.3k 36.03
Lowes Cos Stock (LOW) 0.0 $224k 947.00 236.26
Box Inc Cl A Stock (BOX) 0.0 $219k 9.3k 23.50
Rollins Stock (ROL) 0.0 $216k 4.1k 53.42
Diodes Stock (DIOD) 0.0 $216k 3.2k 68.25
Cintas Corp Stock (CTAS) 0.0 $213k 1.3k 169.10
Jpmorgan Active Growth Etf Etf (JGRO) 0.0 $212k 2.5k 84.52
Costar Group Stock (CSGP) 0.0 $212k 5.2k 40.33
Verisk Analytics Stock (VRSK) 0.0 $211k 1.1k 190.00
Daktronics Stock (DAKT) 0.0 $210k 11k 19.55
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.0 $206k 2.2k 95.44
Te Connectivity Plc Ord Stock (TEL) 0.0 $205k 980.00 209.02
Ft Vest U.s. Equity Deep Buffer Etf - February Etf (DFEB) 0.0 $205k 4.3k 47.37
Progress Software Corp Stock (PRGS) 0.0 $204k 7.9k 25.67
Keysight Technologies Stock (KEYS) 0.0 $202k 716.00 282.33
Modine Mfg Stock (MOD) 0.0 $201k 927.00 216.50
Wabtec Stock (WAB) 0.0 $201k 802.00 250.00
Wolverine World Wide Stock (WWW) 0.0 $181k 11k 16.25
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $175k 11k 15.83
Sabre Corp Stock (SABR) 0.0 $113k 78k 1.45
Enovix Corporation Stock (ENVX) 0.0 $108k 21k 5.18
Denison Mines Corp Stock (DNN) 0.0 $53k 15k 3.53
Kindercare Learning Companies Stock (KLC) 0.0 $47k 21k 2.22
Nexalin Technology Stock (NXL) 0.0 $3.5k 10k 0.35