Integrity Wealth Partners, LLC

CIK 2121884 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$111.1M
13F मूल्य के अनुसार 9443 में से #8188 · शीर्ष 86.7%
पोजीशन
99
तिथि अनुसार
31 मार्च 2026 Q1 2026 के अनुसार डेटा
शीर्ष 10 होल्डिंग्स का भार
46.67%
शीर्ष 25 होल्डिंग्स का भार
67.10%
1% से ऊपर की स्थितियाँ
27
स्थितियों की प्रभावी संख्या
32.7

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

नई स्थितियाँ
99
बढ़ाया
0
घटा हुआ
0
बंद
0
इस पृष्ठ पर

क्षेत्रवार विवरण

Technology
13.0%
Financial Services
1.1%
Communication Services
1.1%
Retail
0.7%
Consumer Staples
0.4%
Industrials
0.4%
Healthcare
0.4%
Consumer Discretionary
0.3%
Energy
0.2%
अन्य/अनमैप्ड
82.3%

पूर्ण पोर्टफोलियो 99 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
JEPI $9340247 8.41% 164789 ऊपर ×1
DFAC $7975658 7.18% 205241 ऊपर ×1
AAPL Apple Inc. - Common Stock $7198237 6.48% 28363 ऊपर ×1
SPYI $5603270 5.04% 113495 ऊपर ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $4941576 4.45% 89005 ऊपर ×1
FTHI First Trust BuyWrite Income ETF $4723434 4.25% 205814 ऊपर ×1
TLT iShares 20+ Year Treasury Bond ETF $3716879 3.35% 42876 ऊपर ×1
PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest $3015237 2.71% 233197 ऊपर ×1
MAGS $2742877 2.47% 47340 ऊपर ×1
VTI $2596485 2.34% 8094 ऊपर ×1
SPY SPY $2298019 2.07% 3534 ऊपर ×1
IAUI $1976579 1.78% 34756 ऊपर ×1
QUAL $1936600 1.74% 10096 ऊपर ×1
MSFT Microsoft Corporation - Common Stock $1683582 1.52% 4548 ऊपर ×1
GRNY $1474163 1.33% 61758 ऊपर ×1
SPDW $1445389 1.30% 31664 ऊपर ×1
XLSR $1429404 1.29% 24756 ऊपर ×1
ACWI iShares MSCI ACWI ETF $1401719 1.26% 10130 ऊपर ×1
SPYG $1381047 1.24% 14105 ऊपर ×1
LRCX Lam Research Corporation - Common Stock $1351270 1.22% 6324 ऊपर ×1
ZECP $1346366 1.21% 39798 ऊपर ×1
SCHG $1277757 1.15% 43864 ऊपर ×1
ORCL Oracle Corporation Common Stock $1248817 1.12% 8489 ऊपर ×1
IQLT $1237183 1.11% 26761 ऊपर ×1
TTEQ T. Rowe Price Technology ETF $1212303 1.09% 40067 ऊपर ×1
NAC Nuveen California Quality Municipal Income Fund $1117585 1.01% 95930 ऊपर ×1
SPEM $1116676 1.01% 23805 ऊपर ×1
IWF $1099420 0.99% 2578 ऊपर ×1
VEA $1054460 0.95% 16455 ऊपर ×1
BTCI $992312 0.89% 30272 ऊपर ×1
IJR $940930 0.85% 7569 ऊपर ×1
IMCG $923182 0.83% 11720 ऊपर ×1
AGG $857395 0.77% 8637 ऊपर ×1
INTC Intel Corporation - Common Stock $844030 0.76% 19126 ऊपर ×1
NVDA NVIDIA Corporation - Common Stock $839273 0.76% 4812 ऊपर ×1
NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 $824128 0.74% 73386 ऊपर ×1
V Visa Inc. $812431 0.73% 2688 ऊपर ×1
VO $806770 0.73% 2809 ऊपर ×1
SPYM $804883 0.72% 10516 ऊपर ×1
URTH $792558 0.71% 4403 ऊपर ×1
FTCS First Trust Capital Strength ETF $787448 0.71% 8489 ऊपर ×1
GLD $764625 0.69% 1777 ऊपर ×1
GOOGL Alphabet Inc. - Class A Common Stock $753913 0.68% 2622 ऊपर ×1
BBN BlackRock Taxable Municipal Bond Trust Common Shares of Beneficial Interest $717059 0.65% 44345 ऊपर ×1
ETH $706722 0.64% 35290 ऊपर ×1
SCHD $668971 0.60% 21805 ऊपर ×1
ACWV $657366 0.59% 5501 ऊपर ×1
NXG NXG NextGen Infrastructure Income Fund Common Shares of Beneficial Interest $578723 0.52% 10536 ऊपर ×1
BTT BlackRock Municipal 2030 Target Term Trust $564935 0.51% 24887 ऊपर ×1
SMIZ $555012 0.50% 14972 ऊपर ×1
USMV $516963 0.47% 5574 ऊपर ×1
QUIZ $508735 0.46% 18870 ऊपर ×1
MNST Monster Beverage Corporation - Common Stock $478236 0.43% 6600 ऊपर ×1
SPMD $470387 0.42% 7943 ऊपर ×1
UBER Uber Technologies, Inc. Common Stock $465747 0.42% 6475 ऊपर ×1
IVV $452740 0.41% 693 ऊपर ×1
IJH $432530 0.39% 6405 ऊपर ×1
AMZN Amazon.com, Inc. - Common Stock $431535 0.39% 2072 ऊपर ×1
SPYV $428749 0.39% 7578 ऊपर ×1
FVAL $419356 0.38% 6043 ऊपर ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $411330 0.37% 486 ऊपर ×1
LGLV $403102 0.36% 2263 ऊपर ×1
AMD Advanced Micro Devices, Inc. - Common Stock $402385 0.36% 1978 ऊपर ×1
NOW ServiceNow, Inc. Common Stock $398754 0.36% 3814 ऊपर ×1
SPSM $397024 0.36% 8224 ऊपर ×1
DYNF $395042 0.36% 6790 ऊपर ×1
VXF $392966 0.35% 1909 ऊपर ×1
FISR $382997 0.34% 14891 ऊपर ×1
VMBS Vanguard Mortgage-Backed Securities ETF $370154 0.33% 7884 ऊपर ×1
COST Costco Wholesale Corporation - Common Stock $351740 0.32% 353 ऊपर ×1
PKW Invesco BuyBack Achievers ETF $349648 0.31% 2664 ऊपर ×1
IWR $340305 0.31% 3500 ऊपर ×1
SPIB $336138 0.30% 10022 ऊपर ×1
MCD McDonald's Corporation Common Stock $324539 0.29% 1044 ऊपर ×1
DFUS $324271 0.29% 4573 ऊपर ×1
NBB Nuveen Taxable Municipal Income Fund Common Shares of Beneficial Interest $315139 0.28% 20124 ऊपर ×1
PY Principal Value ETF $307549 0.28% 5973 ऊपर ×1
VGSH Vanguard Short-Term Treasury ETF $302535 0.27% 5168 ऊपर ×1
VLU $300967 0.27% 1400 ऊपर ×1
GOOG Alphabet Inc. - Class C Capital Stock $294313 0.26% 1026 ऊपर ×1
IOO $290207 0.26% 2399 ऊपर ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $278809 0.25% 825 ऊपर ×1
SCHE $268543 0.24% 8150 ऊपर ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $261490 0.24% 3160 ऊपर ×1
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Common Shares of Beneficial Interest $254374 0.23% 17543 ऊपर ×1
AMGN Amgen Inc. - Common Stock $244184 0.22% 694 ऊपर ×1
AVGO Broadcom Inc. - Common Stock $238273 0.21% 770 ऊपर ×1
GWX $234507 0.21% 5553 ऊपर ×1
VOE $215262 0.19% 1168 ऊपर ×1
SPAB $214132 0.19% 8358 ऊपर ×1
CVX Chevron Corporation Common Stock $212068 0.19% 1025 ऊपर ×1
JNJ Johnson & Johnson Common Stock $209591 0.19% 857 ऊपर ×1
META Meta Platforms, Inc. - Class A Common Stock $209467 0.19% 366 ऊपर ×1
VWO $205579 0.19% 3804 ऊपर ×1
IBIT iShares Bitcoin Trust ETF $204432 0.18% 5321 ऊपर ×1
IVW $200982 0.18% 1777 ऊपर ×1
VCSH Vanguard Short-Term Corporate Bond ETF $200315 0.18% 2527 ऊपर ×1
BHK Blackrock Core Bond Trust $192800 0.17% 21048 ऊपर ×1
IGR CBRE Global Real Estate Income Fund Common Shares of Beneficial Interest $129003 0.12% 29386 ऊपर ×1

सबसे बड़े नए दांव

इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।

सुरक्षा मूल्य शेयर % पोर्टफोलियो का
JEPI $9340247 164789 8.41%
DFAC $7975658 205241 7.18%
AAPL $7198237 28363 6.48%
SPYI $5603270 113495 5.04%
JEPQ $4941576 89005 4.45%
FTHI $4723434 205814 4.25%
TLT $3716879 42876 3.35%
PDO $3015237 233197 2.71%
MAGS $2742877 47340 2.47%
VTI $2596485 8094 2.34%
SPY $2298019 3534 2.07%
IAUI $1976579 34756 1.78%
QUAL $1936600 10096 1.74%
MSFT $1683582 4548 1.52%
GRNY $1474163 61758 1.33%