$375 Million is the total value of Integrated Investment Consultants, LLC's 332 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFetf | $32,077,000 | +6.1% | 104,966 | -4.8% | 8.56% | -3.4% |
IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $30,221,000 | +26.4% | 264,308 | +23.0% | 8.06% | +15.1% |
IWD | Sell | ISHARES RUSSELL 1000 VALUE ETFetf | $21,906,000 | -1.0% | 130,449 | -7.7% | 5.84% | -9.9% |
IVV | Buy | ISHARES CORE S&P 500 ETFetf | $20,691,000 | +146.6% | 43,377 | +122.7% | 5.52% | +124.5% |
IAU | Sell | ISHARES GOLD TRUSTetf | $11,229,000 | -3.1% | 322,579 | -7.0% | 3.00% | -11.8% |
AAPL | Buy | APPLE INC COMstock | $10,920,000 | +27.0% | 61,494 | +1.2% | 2.91% | +15.6% |
SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFetf | $10,454,000 | +38.8% | 129,330 | +27.5% | 2.79% | +26.4% |
GVI | Sell | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $10,191,000 | -41.4% | 89,586 | -40.7% | 2.72% | -46.6% |
MSFT | Buy | MICROSOFT CORP COMstock | $7,177,000 | +24.7% | 21,341 | +4.5% | 1.92% | +13.5% |
VTV | Sell | VANGUARD VALUE INDEX FUNDetf | $7,151,000 | -10.2% | 48,611 | -17.4% | 1.91% | -18.3% |
UWMC | Buy | UWM HOLDINGS CORPORATION COM CL Astock | $6,182,000 | +6925.0% | 1,044,234 | +8171.8% | 1.65% | +6242.3% |
QQQ | Sell | INVESCO QQQ TRUSTetf | $5,841,000 | -9.2% | 14,680 | -18.3% | 1.56% | -17.3% |
BSV | Sell | VANGUARD SHORT-TERM BOND INDEX FUNDetf | $5,214,000 | -46.2% | 64,512 | -45.5% | 1.39% | -51.1% |
IWN | Buy | ISHARES RUSSELL 2000 VALUE ETFetf | $5,023,000 | +32.8% | 33,379 | +28.6% | 1.34% | +20.8% |
VOO | Sell | VANGUARD S&P 500 ETFetf | $4,356,000 | -13.5% | 9,977 | -21.8% | 1.16% | -21.2% |
GLD | Sell | SPDR GOLD SHARESetf | $3,925,000 | +0.7% | 22,957 | -3.3% | 1.05% | -8.3% |
VGIT | New | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETFetf | $3,452,000 | – | 51,934 | +100.0% | 0.92% | – |
SPEM | New | SPDR PORTFOLIO EMERGING MARKETS ETFetf | $3,225,000 | – | 77,739 | +100.0% | 0.86% | – |
VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $3,199,000 | +8.4% | 62,657 | +7.2% | 0.85% | -1.3% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $3,188,000 | -5.3% | 10,661 | -13.6% | 0.85% | -13.7% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $3,158,000 | -6.8% | 19,944 | -3.7% | 0.84% | -15.1% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $2,967,000 | +2.6% | 1,024 | -5.4% | 0.79% | -6.6% |
SUI | SUN CMNTYS INC COMreit | $2,940,000 | +13.5% | 14,000 | 0.0% | 0.78% | +3.3% | |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $2,933,000 | +9.0% | 11,885 | -8.7% | 0.78% | -0.6% |
VOT | Sell | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $2,646,000 | -30.3% | 10,393 | -35.3% | 0.71% | -36.5% |
VONG | Buy | VANGUARD RUSSELL 1000 GROWTH ETFetf | $2,637,000 | +14.7% | 33,571 | +2.9% | 0.70% | +4.5% |
AMZN | Buy | AMAZON COM INC COMstock | $2,521,000 | +9.9% | 756 | +8.3% | 0.67% | +0.1% |
SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFetf | $2,513,000 | +1125.9% | 34,383 | +1149.4% | 0.67% | +1016.7% |
IEFA | New | ISHARES CORE MSCI EAFE ETFetf | $2,483,000 | – | 33,262 | +100.0% | 0.66% | – |
PAAS | PAN AMERN SILVER CORP COMstock | $1,873,000 | +7.3% | 75,000 | 0.0% | 0.50% | -2.2% | |
DOCN | Sell | DIGITALOCEAN HLDGS INC COMstock | $1,819,000 | -26.6% | 22,650 | -29.0% | 0.48% | -33.2% |
VIOV | Sell | VANGUARD S&P SMALL-CAP 600 VALUE ETFetf | $1,667,000 | +2.5% | 9,235 | -1.2% | 0.44% | -6.7% |
PFE | Sell | PFIZER INC COMstock | $1,627,000 | +35.4% | 27,550 | -1.4% | 0.43% | +23.3% |
IJR | Sell | ISHARES S&P SMALL-CAP FUNDetf | $1,599,000 | -22.9% | 13,964 | -26.5% | 0.43% | -29.8% |
GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $1,522,000 | +19.7% | 526 | +10.3% | 0.41% | +9.1% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $1,506,000 | +6.6% | 24,864 | -0.8% | 0.40% | -2.9% |
MRK | Sell | MERCK & CO INC COMstock | $1,460,000 | +1.2% | 19,051 | -0.8% | 0.39% | -7.8% |
SYK | Sell | STRYKER CORPORATION COMstock | $1,445,000 | -16.1% | 5,403 | -17.3% | 0.39% | -23.6% |
VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $1,417,000 | +9.1% | 5,868 | +0.3% | 0.38% | -0.8% |
IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,399,000 | +495.3% | 25,972 | +504.6% | 0.37% | +440.6% |
IVW | Sell | ISHARES S&P 500 GROWTH ETFetf | $1,333,000 | +11.6% | 15,927 | -1.4% | 0.36% | +1.7% |
ABT | Sell | ABBOTT LABS COMstock | $1,330,000 | +4.1% | 9,452 | -12.6% | 0.36% | -5.3% |
DIS | Buy | DISNEY WALT CO COMstock | $1,319,000 | 0.0% | 8,514 | +9.2% | 0.35% | -9.0% |
FB | Buy | META PLATFORMS INC CL Astock | $1,308,000 | +5.8% | 3,888 | +6.8% | 0.35% | -3.6% |
ABBV | Sell | ABBVIE INC COMstock | $1,295,000 | +12.0% | 9,567 | -10.7% | 0.35% | +2.1% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $1,293,000 | +92.4% | 10,009 | +90.1% | 0.34% | +75.1% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $1,279,000 | -7.2% | 7,473 | -12.4% | 0.34% | -15.6% |
ROKU | Buy | ROKU INC COM CL Astock | $1,274,000 | -9.5% | 5,585 | +24.4% | 0.34% | -17.5% |
ONDS | Buy | ONDAS HLDGS INC COM NEWstock | $1,206,000 | -25.2% | 179,675 | +2.0% | 0.32% | -31.9% |
AGG | Sell | ISHARES CORE U.S. AGGREGATE BOND ETFetf | $1,176,000 | -26.1% | 10,307 | -25.6% | 0.31% | -32.6% |
CSCO | Buy | CISCO SYS INC COMstock | $1,165,000 | +23.8% | 18,383 | +6.3% | 0.31% | +12.7% |
VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $1,164,000 | -5.2% | 22,404 | -1.5% | 0.31% | -13.6% |
TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $1,132,000 | +5.9% | 9,414 | -1.7% | 0.30% | -3.5% |
TOLZ | New | PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETFetf | $1,070,000 | – | 22,364 | +100.0% | 0.28% | – |
ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $1,037,000 | -6.4% | 2,501 | -27.8% | 0.28% | -14.8% |
BX | Buy | BLACKSTONE INC COMstock | $1,038,000 | +42.8% | 8,023 | +28.4% | 0.28% | +30.0% |
HD | Sell | HOME DEPOT INC COMstock | $1,037,000 | +18.5% | 2,499 | -6.3% | 0.28% | +8.2% |
PEP | Buy | PEPSICO INC COMstock | $1,008,000 | +22.9% | 5,805 | +6.5% | 0.27% | +12.1% |
ASML | Sell | ASML HOLDING N V N Y REGISTRY SHSadr | $1,009,000 | 0.0% | 1,267 | -6.4% | 0.27% | -9.1% |
JMIA | Buy | JUMIA TECHNOLOGIES AG SPONSORED ADSadr | $991,000 | -30.5% | 86,908 | +13.3% | 0.26% | -36.8% |
APTV | Sell | APTIV PLC SHSstock | $987,000 | -4.6% | 5,986 | -13.8% | 0.26% | -13.2% |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $976,000 | -3.0% | 16,734 | 0.0% | 0.26% | -11.9% | |
CWST | Buy | CASELLA WASTE SYS INC CL Astock | $972,000 | +18.5% | 11,384 | +5.5% | 0.26% | +7.9% |
VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $958,000 | -3.4% | 8,258 | -15.3% | 0.26% | -12.0% |
DKNG | DRAFTKINGS INC COM CL Astock | $960,000 | -43.0% | 34,952 | 0.0% | 0.26% | -48.1% | |
TEAM | ATLASSIAN CORP PLC CL Astock | $945,000 | -2.7% | 2,480 | 0.0% | 0.25% | -11.6% | |
INTU | Sell | INTUIT COMstock | $924,000 | +1.4% | 1,436 | -14.9% | 0.25% | -7.5% |
COST | Sell | COSTCO WHSL CORP NEW COMstock | $925,000 | +18.3% | 1,630 | -6.3% | 0.25% | +7.9% |
XOM | Buy | EXXON MOBIL CORP COMstock | $923,000 | +9.5% | 15,086 | +5.3% | 0.25% | -0.4% |
VALE | Buy | VALE S A SPONSORED ADSadr | $918,000 | +76.9% | 65,488 | +76.0% | 0.24% | +61.2% |
IVE | Buy | ISHARES S&P 500 VALUE ETFetf | $916,000 | +8.0% | 5,850 | +0.4% | 0.24% | -1.6% |
IBN | Sell | ICICI BANK LIMITED ADRadr | $912,000 | -13.6% | 46,080 | -17.6% | 0.24% | -21.4% |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $901,000 | +9.5% | 2 | 0.0% | 0.24% | -0.4% | |
NVDA | Sell | NVIDIA CORPORATION COMstock | $890,000 | +25.4% | 3,025 | -11.7% | 0.24% | +13.9% |
GMAB | Sell | GENMAB A/S SPONSORED ADSadr | $889,000 | -9.8% | 22,490 | -0.3% | 0.24% | -18.0% |
NLSN | Buy | NIELSEN HLDGS PLC SHS EURstock | $852,000 | +11.1% | 41,543 | +4.0% | 0.23% | +0.9% |
VTIP | Buy | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFetf | $832,000 | -0.8% | 16,189 | +1.5% | 0.22% | -9.8% |
UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $831,000 | +30.9% | 1,654 | +1.8% | 0.22% | +19.4% |
IWM | Sell | ISHARES RUSSELL 2000 ETFetf | $831,000 | +0.2% | 3,734 | -1.5% | 0.22% | -8.6% |
MCD | Buy | MCDONALDS CORP COMstock | $819,000 | +22.4% | 3,055 | +10.2% | 0.22% | +11.7% |
CTLT | Sell | CATALENT INC COMstock | $812,000 | -20.5% | 6,342 | -17.5% | 0.22% | -27.4% |
CVX | Buy | CHEVRON CORP NEW COMstock | $792,000 | +82.1% | 6,749 | +57.6% | 0.21% | +66.1% |
HLI | Sell | HOULIHAN LOKEY INC CL Astock | $788,000 | +12.3% | 7,615 | -0.1% | 0.21% | +1.9% |
DHR | Buy | DANAHER CORPORATION COMstock | $777,000 | +14.8% | 2,363 | +6.3% | 0.21% | +4.5% |
PFF | New | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $769,000 | – | 19,500 | +100.0% | 0.20% | – |
DAR | Sell | DARLING INGREDIENTS INC COMstock | $757,000 | -3.8% | 10,931 | -0.1% | 0.20% | -12.6% |
RKT | New | ROCKET COS INC COM CL Astock | $753,000 | – | 53,802 | +100.0% | 0.20% | – |
CSX | Buy | CSX CORP COMstock | $740,000 | +27.4% | 19,682 | +0.8% | 0.20% | +15.9% |
CCMP | Sell | CMC MATERIALS INC COMstock | $717,000 | +55.2% | 3,743 | -0.1% | 0.19% | +41.5% |
V | Buy | VISA INC COM CL Astock | $712,000 | -0.7% | 3,284 | +2.1% | 0.19% | -9.5% |
FORM | Sell | FORMFACTOR INC COMstock | $710,000 | +22.4% | 15,519 | -0.1% | 0.19% | +11.2% |
SBUX | Sell | STARBUCKS CORP COMstock | $705,000 | -11.3% | 6,023 | -16.4% | 0.19% | -19.3% |
IMCG | Buy | ISHARES MORNINGSTAR MID-CAP GROWTH ETFetf | $696,000 | +19.0% | 9,509 | +12.0% | 0.19% | +8.8% |
FELE | Sell | FRANKLIN ELEC INC COMstock | $685,000 | +18.3% | 7,245 | -0.1% | 0.18% | +7.6% |
VB | Buy | VANGUARD SMALL-CAP INDEX FUNDetf | $674,000 | +16.8% | 2,984 | +13.1% | 0.18% | +6.5% |
AMGN | Buy | AMGEN INC COMstock | $659,000 | +6.1% | 2,930 | +0.4% | 0.18% | -3.3% |
XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $656,000 | -43.1% | 3,773 | -51.1% | 0.18% | -48.2% |
NFLX | Buy | NETFLIX INC COMstock | $654,000 | +2.3% | 1,085 | +3.6% | 0.17% | -7.0% |
VEU | Sell | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $646,000 | -27.7% | 10,546 | -28.1% | 0.17% | -34.4% |
MPWR | Sell | MONOLITHIC PWR SYS INC COMstock | $645,000 | -12.4% | 1,308 | -13.8% | 0.17% | -20.4% |
INTC | Buy | INTEL CORP COMstock | $642,000 | +13.6% | 12,473 | +17.6% | 0.17% | +3.0% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $636,000 | -29.2% | 1,122 | -28.0% | 0.17% | -35.4% |
PINS | Sell | PINTEREST INC CL Astock | $634,000 | -40.7% | 17,455 | -16.9% | 0.17% | -46.2% |
MOH | Sell | MOLINA HEALTHCARE INC COMstock | $631,000 | +8.2% | 1,985 | -7.5% | 0.17% | -1.8% |
CNMD | Sell | CONMED CORP COMstock | $629,000 | +8.3% | 4,435 | -0.1% | 0.17% | -1.2% |
VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $608,000 | +0.5% | 12,293 | +1.7% | 0.16% | -8.5% |
CHNG | Buy | CHANGE HEALTHCARE INC COMstock | $604,000 | +5.8% | 28,250 | +3.5% | 0.16% | -3.6% |
KKR | Buy | KKR & CO INC COMstock | $586,000 | +69.4% | 7,860 | +38.4% | 0.16% | +54.5% |
MD | Sell | MEDNAX INC COMstock | $585,000 | -4.4% | 21,496 | -0.1% | 0.16% | -12.8% |
LFUS | Sell | LITTELFUSE INC COMstock | $585,000 | +14.9% | 1,859 | -0.1% | 0.16% | +4.7% |
BRO | Buy | BROWN & BROWN INC COMstock | $584,000 | +52.1% | 8,311 | +20.1% | 0.16% | +38.1% |
ECL | Sell | ECOLAB INC COMstock | $575,000 | -28.4% | 2,451 | -36.3% | 0.15% | -34.9% |
AXP | Buy | AMERICAN EXPRESS CO COMstock | $572,000 | +29.4% | 3,496 | +32.6% | 0.15% | +17.7% |
PG | Buy | PROCTER AND GAMBLE CO COMstock | $571,000 | +42.8% | 3,487 | +21.7% | 0.15% | +29.9% |
TWLO | New | TWILIO INC CL Astock | $566,000 | – | 2,150 | +100.0% | 0.15% | – |
AVGO | Sell | BROADCOM INC COMstock | $560,000 | +31.5% | 842 | -4.2% | 0.15% | +19.2% |
FAST | Sell | FASTENAL CO COMstock | $555,000 | +10.3% | 8,669 | -11.0% | 0.15% | +0.7% |
TDY | Sell | TELEDYNE TECHNOLOGIES INC COMstock | $550,000 | -6.0% | 1,260 | -7.4% | 0.15% | -14.0% |
CMCSA | Sell | COMCAST CORP NEW CL Astock | $547,000 | -14.3% | 10,876 | -4.7% | 0.15% | -21.9% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $546,000 | -12.2% | 819 | -24.7% | 0.15% | -19.8% |
SMG | Sell | SCOTTS MIRACLE-GRO CO CL Astock | $545,000 | -40.2% | 3,388 | -45.6% | 0.14% | -45.7% |
GLBE | New | GLOBAL E ONLINE LTD SHSstock | $538,000 | – | 8,486 | +100.0% | 0.14% | – |
TSLA | Buy | TESLA INC COMstock | $536,000 | +67.5% | 507 | +22.8% | 0.14% | +52.1% |
STAG | Sell | STAG INDL INC COMreit | $537,000 | +22.0% | 11,192 | -0.1% | 0.14% | +10.9% |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $534,000 | -15.6% | 3,997 | -12.3% | 0.14% | -23.2% |
LOW | Sell | LOWES COS INC COMstock | $523,000 | +21.6% | 2,024 | -4.7% | 0.14% | +11.1% |
SIVR | Sell | ABERDEEN STANDARD PHYSICAL SILVER SHARES ETFetf | $522,000 | -18.6% | 23,285 | -22.4% | 0.14% | -26.1% |
MLCO | Buy | MELCO RESORTS AND ENTMNT LTD ADRadr | $521,000 | +4.6% | 51,120 | +5.2% | 0.14% | -4.8% |
SPLG | SPDR PORTFOLIO S&P 500 ETFetf | $514,000 | +10.8% | 9,200 | 0.0% | 0.14% | +0.7% | |
FISV | Sell | FISERV INC COMstock | $514,000 | -38.0% | 4,955 | -35.2% | 0.14% | -43.6% |
GLOB | Sell | GLOBANT S A COMstock | $513,000 | +10.3% | 1,633 | -1.3% | 0.14% | +0.7% |
RJF | Sell | RAYMOND JAMES FINL INC COMstock | $509,000 | +8.5% | 5,072 | -0.1% | 0.14% | -0.7% |
SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $508,000 | +10.7% | 3,100 | 0.0% | 0.14% | +0.7% | |
GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $506,000 | +15.8% | 11,483 | +0.5% | 0.14% | +5.5% |
BAC | Buy | BK OF AMERICA CORP COMstock | $505,000 | +12.5% | 11,349 | +7.3% | 0.14% | +2.3% |
VCSH | New | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $494,000 | – | 6,080 | +100.0% | 0.13% | – |
SPY | Sell | SPDR S&P 500 ETFetf | $489,000 | -32.7% | 1,030 | -39.2% | 0.13% | -39.0% |
ENTG | Sell | ENTEGRIS INC COMstock | $489,000 | -25.9% | 3,527 | -32.7% | 0.13% | -32.6% |
MTH | Sell | MERITAGE HOMES CORP COMstock | $485,000 | +25.6% | 3,975 | -0.1% | 0.13% | +14.2% |
SE | Buy | SEA LTD SPONSORD ADSadr | $479,000 | +10.4% | 2,137 | +56.8% | 0.13% | +0.8% |
FSLY | Sell | FASTLY INC CL Astock | $480,000 | -29.1% | 13,539 | -19.2% | 0.13% | -35.4% |
New | FIRSTCASH HOLDINGS INC COMstock | $467,000 | – | 6,237 | +100.0% | 0.12% | – | |
HXL | Sell | HEXCEL CORP NEW COMstock | $468,000 | -13.0% | 9,041 | -0.2% | 0.12% | -20.9% |
WST | Buy | WEST PHARMACEUTICAL SVSC INC COMstock | $465,000 | +11.0% | 992 | +0.5% | 0.12% | +0.8% |
BA | Buy | BOEING CO COMstock | $459,000 | -3.0% | 2,282 | +6.1% | 0.12% | -12.2% |
SDC | Buy | SMILEDIRECTCLUB INC CL A COMstock | $459,000 | -49.3% | 195,303 | +14.7% | 0.12% | -54.0% |
SCHW | Buy | SCHWAB CHARLES CORP COMstock | $450,000 | +94.8% | 5,354 | +68.7% | 0.12% | +76.5% |
TKR | Sell | TIMKEN CO COMstock | $446,000 | +5.9% | 6,430 | -0.1% | 0.12% | -3.3% |
ORCL | Sell | ORACLE CORP COMstock | $447,000 | -22.3% | 5,120 | -22.4% | 0.12% | -29.2% |
AIN | Sell | ALBANY INTL CORP CL Astock | $445,000 | +15.0% | 5,028 | -0.1% | 0.12% | +5.3% |
ACI | Sell | ALBERTSONS COS INC COMMON STOCKstock | $442,000 | -37.6% | 14,653 | -35.6% | 0.12% | -43.0% |
SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $442,000 | +0.5% | 11,368 | 0.0% | 0.12% | -8.5% | |
TXN | Buy | TEXAS INSTRS INC COMstock | $440,000 | +10.3% | 2,337 | +12.7% | 0.12% | 0.0% |
CBRE | Sell | CBRE GROUP INC CL Astock | $437,000 | -4.2% | 4,027 | -14.1% | 0.12% | -12.7% |
LPLA | LPL FINL HLDGS INC COMstock | $439,000 | +2.1% | 2,740 | 0.0% | 0.12% | -7.1% | |
ARKK | ARK INNOVATION ETFetf | $440,000 | -14.4% | 4,650 | 0.0% | 0.12% | -22.5% | |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD SHSstock | $436,000 | +10.9% | 1,835 | +8.5% | 0.12% | +0.9% |
ADI | Buy | ANALOG DEVICES INC COMstock | $432,000 | +6.1% | 2,455 | +0.9% | 0.12% | -3.4% |
KO | Buy | COCA COLA CO COMstock | $429,000 | +21.9% | 7,261 | +8.2% | 0.11% | +10.7% |
GATX | Sell | GATX CORP COMstock | $427,000 | +16.0% | 4,099 | -0.1% | 0.11% | +5.6% |
T | Sell | AT&T INC COMstock | $427,000 | -43.0% | 17,339 | -37.5% | 0.11% | -47.9% |
SANM | Sell | SANMINA CORPORATION COMstock | $424,000 | +7.6% | 10,218 | -0.1% | 0.11% | -1.7% |
MMM | Buy | 3M CO COMstock | $424,000 | +45.7% | 2,385 | +43.8% | 0.11% | +32.9% |
SYY | Buy | SYSCO CORP COMstock | $418,000 | +35.7% | 5,319 | +35.5% | 0.11% | +24.4% |
SSB | Sell | SOUTHSTATE CORPORATION COMstock | $415,000 | +7.2% | 5,178 | -0.1% | 0.11% | -1.8% |
SF | Sell | STIFEL FINL CORP COMstock | $416,000 | +3.5% | 5,913 | -0.1% | 0.11% | -5.9% |
PLXS | Sell | PLEXUS CORP COMstock | $414,000 | +7.3% | 4,313 | -0.1% | 0.11% | -2.7% |
TYL | Buy | TYLER TECHNOLOGIES INC COMstock | $413,000 | +19.0% | 768 | +1.6% | 0.11% | +7.8% |
TAP | Buy | MOLSON COORS BEVERAGE CO CL Bstock | $413,000 | +9.3% | 8,915 | +9.4% | 0.11% | -0.9% |
MS | Buy | MORGAN STANLEY COM NEWstock | $405,000 | +20.9% | 4,127 | +20.0% | 0.11% | +10.2% |
AIMC | Sell | ALTRA INDL MOTION CORP COMstock | $406,000 | -7.1% | 7,878 | -0.2% | 0.11% | -15.6% |
CRM | Buy | SALESFORCE COM INC COMstock | $405,000 | -5.6% | 1,595 | +0.9% | 0.11% | -14.3% |
IGIB | New | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $402,000 | – | 6,781 | +100.0% | 0.11% | – |
R | Sell | RYDER SYS INC COMstock | $397,000 | -0.5% | 4,817 | -0.1% | 0.11% | -9.4% |
Buy | GENERAL ELECTRIC CO COM NEWstock | $396,000 | -3.2% | 4,197 | +5.7% | 0.11% | -11.7% | |
CBRL | Sell | CRACKER BARREL OLD CTRY STORE COMstock | $397,000 | -8.1% | 3,088 | -0.1% | 0.11% | -16.5% |
VGLT | Buy | VANGUARD LONG-TERM GOVERNMENT BOND ETFetf | $394,000 | +5.1% | 4,409 | +3.2% | 0.10% | -4.5% |
ICF | Buy | ISHARES COHEN & STEERS REIT ETFetf | $391,000 | +51.0% | 5,140 | +29.7% | 0.10% | +36.8% |
FDX | Buy | FEDEX CORP COMstock | $387,000 | +40.7% | 1,495 | +19.0% | 0.10% | +27.2% |
C | Buy | CITIGROUP INC COM NEWstock | $387,000 | -13.4% | 6,411 | +0.7% | 0.10% | -21.4% |
BOX | New | BOX INC CL Astock | $387,000 | – | 14,776 | +100.0% | 0.10% | – |
LH | Sell | LABORATORY CORP AMER HLDGS COM NEWstock | $383,000 | -9.2% | 1,218 | -18.9% | 0.10% | -17.7% |
ENS | Sell | ENERSYS COMstock | $382,000 | +6.1% | 4,831 | -0.1% | 0.10% | -2.9% |
FAX | ABERDEEN ASIA-PACIFIC INCOME F COMcef | $382,000 | -8.0% | 100,000 | 0.0% | 0.10% | -16.4% | |
BEN | Buy | FRANKLIN RESOURCES INC COMstock | $383,000 | +49.0% | 11,444 | +32.3% | 0.10% | +36.0% |
VEEV | Sell | VEEVA SYS INC CL A COMstock | $378,000 | -20.3% | 1,481 | -10.0% | 0.10% | -27.3% |
HTLF | Sell | HEARTLAND FINL USA INC COMstock | $380,000 | +5.3% | 7,505 | -0.1% | 0.10% | -4.7% |
SRCL | Sell | STERICYCLE INC COMstock | $375,000 | -15.2% | 6,291 | -3.3% | 0.10% | -23.1% |
FRME | Sell | FIRST MERCHANTS CORP COMstock | $371,000 | 0.0% | 8,865 | -0.1% | 0.10% | -9.2% |
ORLY | Sell | OREILLY AUTOMOTIVE INC COMstock | $369,000 | -25.0% | 522 | -35.2% | 0.10% | -31.9% |
CSGP | Sell | COSTAR GROUP INC COMstock | $366,000 | -9.4% | 4,633 | -1.3% | 0.10% | -16.9% |
HI | HILLENBRAND INC COMstock | $369,000 | +21.8% | 7,100 | 0.0% | 0.10% | +10.1% | |
SDY | SPDR S&P DIVIDEND ETFetf | $364,000 | +10.0% | 2,820 | 0.0% | 0.10% | 0.0% | |
MANT | Sell | MANTECH INTERNATIONAL CORP CL Astock | $365,000 | -3.9% | 5,001 | -0.1% | 0.10% | -12.6% |
PEB | Sell | PEBBLEBROOK HOTEL TR COMreit | $365,000 | -0.3% | 16,322 | -0.2% | 0.10% | -9.3% |
SPTN | Buy | SPARTANNASH CO COMstock | $364,000 | +17.8% | 14,131 | +0.0% | 0.10% | +6.6% |
CBT | Sell | CABOT CORP COMstock | $363,000 | +12.0% | 6,465 | -0.1% | 0.10% | +2.1% |
IJK | Buy | ISHARES S&P MID-CAP 400 GROWTH ETFetf | $362,000 | +8.1% | 4,243 | +0.2% | 0.10% | -1.0% |
EFSC | Sell | ENTERPRISE FINL SVCS CORP COMstock | $360,000 | +3.7% | 7,646 | -0.1% | 0.10% | -5.9% |
AEIS | Sell | ADVANCED ENERGY INDS COMstock | $361,000 | +3.7% | 3,961 | -0.1% | 0.10% | -5.9% |
EL | Sell | LAUDER ESTEE COS INC CL Astock | $361,000 | -10.2% | 974 | -27.4% | 0.10% | -18.6% |
PSN | Sell | PARSONS CORP DEL COMstock | $360,000 | -0.3% | 10,692 | -0.1% | 0.10% | -9.4% |
SABR | Sell | SABRE CORP COMstock | $361,000 | -27.5% | 42,043 | -0.0% | 0.10% | -34.2% |
EPAM | Buy | EPAM SYS INC COMstock | $355,000 | +57.1% | 531 | +33.8% | 0.10% | +43.9% |
CNQ | New | CANADIAN NAT RES LTD COMstock | $357,000 | – | 8,460 | +100.0% | 0.10% | – |
UBSI | Sell | UNITED BANKSHARES INC WEST VA COMstock | $344,000 | -0.6% | 9,488 | -0.1% | 0.09% | -8.9% |
ATUS | Buy | ALTICE USA INC CL Astock | $343,000 | +10.3% | 21,200 | +41.3% | 0.09% | +1.1% |
OFC | Sell | CORPORATE OFFICE PPTYS TR SH BEN INTreit | $344,000 | +3.6% | 12,306 | -0.1% | 0.09% | -5.2% |
MYGN | Sell | MYRIAD GENETICS INC COMstock | $342,000 | -14.5% | 12,385 | -0.1% | 0.09% | -22.2% |
CDK | Buy | CDK GLOBAL INC COMstock | $339,000 | -0.9% | 8,121 | +1.1% | 0.09% | -10.0% |
PAYC | Sell | PAYCOM SOFTWARE INC COMstock | $336,000 | -17.4% | 810 | -1.3% | 0.09% | -24.4% |
WMT | Buy | WALMART INC COMstock | $336,000 | +11.6% | 2,324 | +7.7% | 0.09% | +2.3% |
ROP | Sell | ROPER TECHNOLOGIES INC COMstock | $333,000 | -32.7% | 678 | -38.9% | 0.09% | -38.6% |
MOGA | Sell | MOOG INC CL Astock | $326,000 | +6.2% | 4,024 | -0.1% | 0.09% | -3.3% |
MSBI | Buy | MIDLAND STS BANCORP INC ILL COMstock | $326,000 | +0.3% | 13,163 | +0.1% | 0.09% | -8.4% |
CAT | Sell | CATERPILLAR INC COMstock | $321,000 | +2.2% | 1,551 | -5.3% | 0.09% | -6.5% |
ICE | Sell | INTERCONTINENTAL EXCHANGE INC COMstock | $321,000 | -18.9% | 2,349 | -32.0% | 0.09% | -25.9% |
INFO | Buy | IHS MARKIT LTD SHSstock | $323,000 | +14.5% | 2,431 | +0.4% | 0.09% | +3.6% |
AIR | New | AAR CORP COMstock | $321,000 | – | 8,214 | +100.0% | 0.09% | – |
WWW | Sell | WOLVERINE WORLD WIDE INC COMstock | $319,000 | -3.3% | 11,061 | -0.1% | 0.08% | -12.4% |
TSLA | TESLA INC COMput | $317,000 | +36.1% | 300 | 0.0% | 0.08% | +25.0% | |
AMG | Sell | AFFILIATED MANAGERS GROUP INC COMstock | $313,000 | -6.8% | 1,900 | -14.6% | 0.08% | -14.3% |
VUG | VANGUARD GROWTH INDEX FUNDetf | $311,000 | +10.7% | 968 | 0.0% | 0.08% | +1.2% | |
COF | Buy | CAPITAL ONE FINL CORP COMstock | $312,000 | +28.9% | 2,149 | +43.6% | 0.08% | +16.9% |
LLY | Buy | LILLY ELI & CO COMstock | $307,000 | +23.3% | 1,113 | +3.2% | 0.08% | +12.3% |
NKE | Buy | NIKE INC CL Bstock | $309,000 | +27.2% | 1,853 | +11.0% | 0.08% | +15.5% |
BDX | Sell | BECTON DICKINSON & CO COMstock | $303,000 | -17.0% | 1,203 | -19.0% | 0.08% | -24.3% |
NTR | NUTRIEN LTD COMstock | $304,000 | +16.0% | 4,038 | 0.0% | 0.08% | +5.2% | |
NOW | Buy | SERVICENOW INC COMstock | $302,000 | +6.0% | 466 | +1.7% | 0.08% | -3.6% |
GOVT | Buy | ISHARES U.S. TREASURY BOND ETFetf | $305,000 | +12.1% | 11,434 | +11.4% | 0.08% | +1.2% |
IDXX | Buy | IDEXX LABS INC COMstock | $303,000 | +7.4% | 460 | +1.5% | 0.08% | -2.4% |
XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDetf | $298,000 | -8.0% | 8,199 | -10.9% | 0.08% | -15.8% |
VBR | Sell | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $301,000 | -49.9% | 1,682 | -52.7% | 0.08% | -54.5% |
HEI | Sell | HEICO CORP NEW COMstock | $300,000 | +8.3% | 2,077 | -1.0% | 0.08% | -1.2% |
VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $291,000 | +31.1% | 1,692 | +17.1% | 0.08% | +20.0% |
VRSK | Sell | VERISK ANALYTICS INC COMstock | $293,000 | +12.7% | 1,280 | -1.2% | 0.08% | +2.6% |
ISRG | Buy | INTUITIVE SURGICAL INC COM NEWstock | $292,000 | +4.7% | 813 | +189.3% | 0.08% | -4.9% |
FIVE | FIVE BELOW INC COMstock | $293,000 | +17.2% | 1,415 | 0.0% | 0.08% | +6.8% | |
IUSV | ISHARES CORE S&P U.S. VALUE ETFetf | $280,000 | +7.7% | 3,674 | 0.0% | 0.08% | -1.3% | |
RGA | Sell | REINSURANCE GRP OF AMERICA INC COM NEWstock | $281,000 | -1.4% | 2,563 | -0.1% | 0.08% | -10.7% |
ALKS | Buy | ALKERMES PLC SHSstock | $278,000 | +5.7% | 11,930 | +39.9% | 0.07% | -3.9% |
VBFC | Sell | VILLAGE BK & TR FINL CORP COM NEWstock | $273,000 | +7.9% | 4,819 | -1.6% | 0.07% | -1.4% |
ANSS | Sell | ANSYS INC COMstock | $272,000 | +15.7% | 679 | -1.5% | 0.07% | +5.8% |
GS | Buy | GOLDMAN SACHS GROUP INC COMstock | $274,000 | +9.6% | 716 | +8.3% | 0.07% | 0.0% |
UPS | New | UNITED PARCEL SERVICE INC CL Bstock | $273,000 | – | 1,273 | +100.0% | 0.07% | – |
CFG | CITIZENS FINL GROUP INC COMstock | $268,000 | +0.8% | 5,671 | 0.0% | 0.07% | -7.7% | |
DTE | DTE ENERGY CO COMstock | $268,000 | +7.2% | 2,240 | 0.0% | 0.07% | -1.4% | |
SCS | Sell | STEELCASE INC CL Astock | $266,000 | -7.6% | 22,689 | -0.1% | 0.07% | -15.5% |
RBA | Sell | RITCHIE BROS AUCTIONEERS COMstock | $267,000 | -2.2% | 4,363 | -1.3% | 0.07% | -11.2% |
DXCM | New | DEXCOM INC COMstock | $263,000 | – | 490 | +100.0% | 0.07% | – |
BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDetf | $264,000 | -1.9% | 3,013 | 0.0% | 0.07% | -11.4% | |
EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $264,000 | +1.5% | 12,000 | 0.0% | 0.07% | -7.9% | |
CHRW | New | C H ROBINSON WORLDWIDE INC COM NEWstock | $261,000 | – | 2,425 | +100.0% | 0.07% | – |
BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $257,000 | -1.5% | 4,121 | -6.5% | 0.07% | -9.2% |
EBS | Sell | EMERGENT BIOSOLUTIONS INC COMstock | $260,000 | -13.0% | 5,972 | -0.1% | 0.07% | -21.6% |
AMED | New | AMEDISYS INC COMstock | $253,000 | – | 1,562 | +100.0% | 0.07% | – |
LOPE | GRAND CANYON ED INC COMstock | $252,000 | -2.7% | 2,944 | 0.0% | 0.07% | -11.8% | |
AON | Sell | AON PLC SHS CL Astock | $242,000 | -16.8% | 804 | -20.9% | 0.06% | -23.5% |
SAND | SANDSTORM GOLD LTD COM NEWstock | $242,000 | +7.6% | 39,000 | 0.0% | 0.06% | -1.5% | |
TRMK | Sell | TRUSTMARK CORP COMstock | $242,000 | +0.8% | 7,446 | -0.1% | 0.06% | -7.1% |
RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $241,000 | +17.6% | 2,080 | +5.7% | 0.06% | +6.7% |
LBRDK | Sell | LIBERTY BROADBAND CORP COM SER Cstock | $241,000 | -7.7% | 1,494 | -1.1% | 0.06% | -15.8% |
SPY | New | SPDR S&P 500 ETFput | $237,000 | – | 500 | +100.0% | 0.06% | – |
PLD | New | PROLOGIS INC. COMreit | $237,000 | – | 1,411 | +100.0% | 0.06% | – |
JWA | WILEY JOHN & SONS INC CL Astock | $235,000 | +9.8% | 4,100 | 0.0% | 0.06% | 0.0% | |
MAR | Buy | MARRIOTT INTL INC NEW CL Astock | $233,000 | +15.3% | 1,410 | +3.4% | 0.06% | +5.1% |
VIVO | Sell | MERIDIAN BIOSCIENCE INC COMstock | $232,000 | +5.9% | 11,374 | -0.0% | 0.06% | -3.1% |
PANW | Sell | PALO ALTO NETWORKS INC COMstock | $231,000 | -14.8% | 415 | -26.5% | 0.06% | -21.5% |
AA | New | ALCOA CORP COMstock | $231,000 | – | 3,869 | +100.0% | 0.06% | – |
HMN | Sell | HORACE MANN EDUCATORS CORP NEW COMstock | $230,000 | -2.5% | 5,934 | -0.1% | 0.06% | -11.6% |
CMA | COMERICA INC COMstock | $225,000 | +8.2% | 2,581 | 0.0% | 0.06% | -1.6% | |
ROL | Sell | ROLLINS INC COMstock | $222,000 | -4.3% | 6,484 | -1.3% | 0.06% | -13.2% |
PRU | Buy | PRUDENTIAL FINL INC COMstock | $218,000 | +5.3% | 2,014 | +2.2% | 0.06% | -4.9% |
TT | Sell | TRANE TECHNOLOGIES PLC SHSstock | $216,000 | +0.5% | 1,071 | -13.9% | 0.06% | -7.9% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $216,000 | -13.9% | 4,506 | -16.5% | 0.06% | -21.6% |
PYPL | Sell | PAYPAL HLDGS INC COMstock | $215,000 | -40.9% | 1,138 | -18.7% | 0.06% | -46.7% |
JKHY | Sell | HENRY JACK & ASSOC INC COMstock | $215,000 | +1.4% | 1,285 | -0.5% | 0.06% | -8.1% |
APD | Sell | AIR PRODS & CHEMS INC COMstock | $214,000 | -32.3% | 704 | -43.0% | 0.06% | -38.7% |
EWBC | EAST WEST BANCORP INC COMstock | $213,000 | +1.4% | 2,705 | 0.0% | 0.06% | -8.1% | |
BL | Sell | BLACKLINE INC COMstock | $214,000 | -13.4% | 2,068 | -1.3% | 0.06% | -20.8% |
MAS | New | MASCO CORP COMstock | $209,000 | – | 2,978 | +100.0% | 0.06% | – |
MMX | MAVERIX METALS INC COM NEWstock | $209,000 | -2.8% | 48,000 | 0.0% | 0.06% | -11.1% | |
IJS | New | ISHARES S&P SMALL-CAP 600 VALUE ETFetf | $207,000 | – | 1,980 | +100.0% | 0.06% | – |
HLT | New | HILTON WORLDWIDE HLDGS INC COMstock | $205,000 | – | 1,317 | +100.0% | 0.06% | – |
FCX | New | FREEPORT-MCMORAN INC CL Bstock | $196,000 | – | 4,695 | +100.0% | 0.05% | – |
WU | Buy | WESTERN UN CO COMstock | $189,000 | -11.7% | 10,612 | +0.1% | 0.05% | -20.6% |
AROC | Sell | ARCHROCK INC COMstock | $175,000 | -9.8% | 23,438 | -0.1% | 0.05% | -17.5% |
MVO | MV OIL TR TR UNITSstock | $177,000 | +2.3% | 20,000 | 0.0% | 0.05% | -7.8% | |
CGC | New | CANOPY GROWTH CORP COMstock | $157,000 | – | 18,025 | +100.0% | 0.04% | – |
FCX | New | FREEPORT-MCMORAN INC CL Bcall | $108,000 | – | 2,600 | +100.0% | 0.03% | – |
EQX | Sell | EQUINOX GOLD CORP COMstock | $81,000 | -65.4% | 12,000 | -66.1% | 0.02% | -68.1% |
RIG | TRANSOCEAN LTD REG SHSstock | $30,000 | -28.6% | 11,000 | 0.0% | 0.01% | -33.3% | |
ITRG | INTEGRA RES CORP COM NEWstock | $22,000 | -4.3% | 10,000 | 0.0% | 0.01% | -14.3% | |
DNN | DENISON MINES CORP COMstock | $21,000 | -4.5% | 15,000 | 0.0% | 0.01% | 0.0% | |
ARKK | ARK INNOVATION ETFcall | $19,000 | -13.6% | 200 | 0.0% | 0.01% | -16.7% | |
FSLY | Exit | FASTLY INC CL Acall | $0 | – | -500 | -100.0% | -0.01% | – |
CBTG | Exit | CABOT GROWTH ETFetf | $0 | – | -8,116 | -100.0% | -0.06% | – |
EMR | Exit | EMERSON ELEC CO COMstock | $0 | – | -2,167 | -100.0% | -0.06% | – |
APAM | Exit | ARTISAN PARTNERS ASSET MGMT IN CL Astock | $0 | – | -4,445 | -100.0% | -0.06% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP COMstock | $0 | – | -2,575 | -100.0% | -0.06% | – |
XLE | Exit | ENERGY SELECT SECTOR SPDR FUNDetf | $0 | – | -4,248 | -100.0% | -0.06% | – |
URI | Exit | UNITED RENTALS INC COMstock | $0 | – | -715 | -100.0% | -0.07% | – |
IAU | Exit | ISHARES GOLD TRUSTcall | $0 | – | -7,500 | -100.0% | -0.07% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETFetf | $0 | – | -566 | -100.0% | -0.08% | – |
WAT | Exit | WATERS CORP COMstock | $0 | – | -850 | -100.0% | -0.09% | – |
EBAY | Exit | EBAY INC. COMstock | $0 | – | -4,369 | -100.0% | -0.09% | – |
HBAN | Exit | HUNTINGTON BANCSHARES INC COMstock | $0 | – | -27,382 | -100.0% | -0.12% | – |
FHN | Exit | FIRST HORIZON CORPORATION COMstock | $0 | – | -26,178 | -100.0% | -0.12% | – |
FREL | Exit | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $0 | – | -16,259 | -100.0% | -0.14% | – |
GOGO | Exit | GOGO INC COMstock | $0 | – | -30,080 | -100.0% | -0.15% | – |
FCFS | Exit | FIRSTCASH INC COMstock | $0 | – | -6,245 | -100.0% | -0.16% | – |
VXF | Exit | VANGUARD EXTENDED MARKET INDEX FUNDetf | $0 | – | -3,442 | -100.0% | -0.18% | – |
XSOE | Exit | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $0 | – | -56,305 | -100.0% | -0.62% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 31 | Q3 2023 | 12.8% |
ISHARES TR | 31 | Q3 2023 | 11.2% |
ISHARES TR | 31 | Q3 2023 | 8.8% |
ISHARES TR | 31 | Q3 2023 | 9.4% |
ISHARES TR | 31 | Q3 2023 | 5.1% |
VANGUARD TAX MANAGED INTL FD | 31 | Q3 2023 | 5.0% |
APPLE INC COM | 31 | Q3 2023 | 3.2% |
VANGUARD INTL EQUITY INDEX F | 31 | Q3 2023 | 6.1% |
VANGUARD VALUE INDEX FUND | 31 | Q3 2023 | 2.8% |
MICROSOFT CORP COM | 31 | Q3 2023 | 2.5% |
View Integrated Investment Consultants, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-23 |
13F-HR | 2023-10-17 |
13F-HR | 2023-07-18 |
13F-HR | 2023-07-18 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-21 |
13F-HR | 2022-07-19 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-10 |
13F-HR | 2021-10-28 |
View Integrated Investment Consultants, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
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