Investments: Integrity Wealth Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Integrity Wealth Partners, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q1
Investment ($)QoQ ($)QoQ (%)
80.555.837 $+53.526.634 $
+147,4 %
J P MORGAN EXCHANGE-TRADED F9.340.247 $+8.285.787 $
+785,8 %
iSHARES TRUST7.480.577 $+7.480.577 $
Apple Inc.AAPL7.198.237 $+7.198.237 $
ISHARES TR5.339.068 $+397.492 $
+8,0 %
J P MORGAN EXCHANGE TRADED F4.941.576 $+3.040.198 $
+159,9 %
FIRST TRUST EXCHANGE-TRADED FUND VI4.723.434 $+4.723.434 $
SPDR SER TR4.400.291 $+2.185.020 $
+98,6 %
PIMCO Dynamic Income Opportunities FundPDO3.015.237 $+3.015.237 $
MONEY CONCEPTS CAPITAL CORP2.742.877 $+2.742.877 $
SCHWAB STRATEGIC TR2.215.271 $+1.907.722 $
+620,3 %
ZACKS TRUST1.901.378 $-7.438.869 $
-79,6 %
SSGA Active Trust1.812.401 $+1.812.401 $
MICROSOFT CORPMSFT1.683.582 $+1.683.582 $
LAM RESEARCH CORPLRCX1.351.270 $+1.351.270 $
ORACLE CORPORCL1.248.817 $+1.248.817 $
PNC FINANCIAL SERVICES GROUP, INC.PNC1.237.183 $+1.237.183 $
VANGUARD GROUP INC1.134.494 $+1.134.494 $
Nuveen California Quality Municipal Income FundNAC1.117.585 $+1.117.585 $
VANGUARD TAX-MANAGED INTL FD1.054.460 $+267.012 $
+33,9 %
Alphabet Inc.GOOGL1.048.226 $+1.048.226 $
INTEL CORPINTC844.030 $+844.030 $
NVIDIA CORPNVDA839.273 $+839.273 $
Karpus Management, Inc.824.128 $+824.128 $
VISA INC.V812.431 $+812.431 $
ISHARES INC792.558 $-4.546.510 $
-85,2 %
FIRST TR EXCHANGE-TRADED FD787.448 $+787.448 $
SPDR GOLD TRUSTGLD764.625 $+764.625 $
BlackRock Taxable Municipal Bond TrustBBN717.059 $+717.059 $
Grayscale Ethereum Staking Mini ETFETH706.722 $+706.722 $
NXG NextGen Infrastructure Income FundNXG578.723 $+578.723 $
BlackRock Municipal 2030 Target Term TrustBTT564.935 $+564.935 $
HARBOUR INVESTMENTS, INC.508.735 $+508.735 $
Monster Beverage CorpMNST478.236 $+478.236 $
Uber Technologies, IncUBER465.747 $+465.747 $
AMAZON COM INCAMZN431.535 $+431.535 $
Fidelity Wise Origin Bitcoin FundFBTC419.356 $+419.356 $
GOLDMAN SACHS GROUP INCGS411.330 $+411.330 $
ADVANCED MICRO DEVICES INCAMD402.385 $+402.385 $
ServiceNow, Inc.NOW398.754 $+398.754 $
COSTCO WHOLESALE CORP /NEWCOST351.740 $+351.740 $
INVESCO EXCHANGE TRADED FD T349.648 $-442.910 $
-55,9 %
MCDONALDS CORPMCD324.539 $+324.539 $
Nuveen Taxable Municipal Income FundNBB315.139 $+315.139 $
PRINCIPAL EXCHANGE-TRADED FD307.549 $-42.099 $
-12,0 %
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM278.809 $+278.809 $
Guggenheim Taxable Municipal Bond & Investment Grade Debt TrustGBAB254.374 $+254.374 $
AMGEN INCAMGN244.184 $+244.184 $
Broadcom Inc.AVGO238.273 $+238.273 $
CHEVRON CORPCVX212.068 $+212.068 $
JOHNSON & JOHNSONJNJ209.591 $+209.591 $
Meta Platforms, Inc.META209.467 $+209.467 $
iShares Bitcoin Trust ETFIBIT204.432 $+204.432 $
BLACKROCK CORE BOND TRUSTBHK192.800 $+192.800 $
CBRE GLOBAL REAL ESTATE INCOME FUNDIGR129.003 $+129.003 $
80.555.837 $+53.526.634 $
+147,4 %
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