| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALRN | Exit | AILERON THERAPEUTICS INC | $0 | – | -31,807 | -100.0% | -0.02% | – |
| AMRN | Exit | AMARIN CORP PLCspons adr new | $0 | – | -17,520 | -100.0% | -0.06% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,341 | -100.0% | -0.11% | – |
| IVLU | Exit | ISHARES TRmsci intl vlu ft | $0 | – | -8,499 | -100.0% | -0.12% | – |
| VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -985 | -100.0% | -0.12% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -1,930 | -100.0% | -0.12% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -5,571 | -100.0% | -0.13% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,582 | -100.0% | -0.13% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,272 | -100.0% | -0.13% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,783 | -100.0% | -0.13% | – |
| ORI | Exit | OLD REP INTL CORP | $0 | – | -10,694 | -100.0% | -0.14% | – |
| DE | Exit | DEERE & CO | $0 | – | -700 | -100.0% | -0.14% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -5,562 | -100.0% | -0.16% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -1,288 | -100.0% | -0.16% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,974 | -100.0% | -0.17% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -576 | -100.0% | -0.17% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,828 | -100.0% | -0.18% | – |
| BA | Exit | BOEING CO | $0 | – | -1,298 | -100.0% | -0.18% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,425 | -100.0% | -0.18% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,076 | -100.0% | -0.19% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -7,527 | -100.0% | -0.21% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,076 | -100.0% | -0.21% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,035 | -100.0% | -0.21% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,993 | -100.0% | -0.22% | – |
| XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -6,239 | -100.0% | -0.23% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -188 | -100.0% | -0.23% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,227 | -100.0% | -0.24% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,635 | -100.0% | -0.24% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -4,028 | -100.0% | -0.24% | – |
| IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -1,783 | -100.0% | -0.25% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -3,383 | -100.0% | -0.25% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -211 | -100.0% | -0.26% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -3,288 | -100.0% | -0.29% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -8,536 | -100.0% | -0.30% | – |
| BX | Exit | BLACKSTONE GROUP INC | $0 | – | -7,442 | -100.0% | -0.31% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -7,222 | -100.0% | -0.32% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -7,064 | -100.0% | -0.32% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,764 | -100.0% | -0.33% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,614 | -100.0% | -0.38% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -2,180 | -100.0% | -0.40% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -10,503 | -100.0% | -0.40% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -3,784 | -100.0% | -0.40% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -14,073 | -100.0% | -0.41% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,348 | -100.0% | -0.42% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -12,717 | -100.0% | -0.43% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -10,537 | -100.0% | -0.44% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -9,000 | -100.0% | -0.46% | – |
| KO | Exit | COCA COLA CO | $0 | – | -17,177 | -100.0% | -0.50% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -9,199 | -100.0% | -0.51% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -10,519 | -100.0% | -0.69% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -32,778 | -100.0% | -0.82% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -6,149 | -100.0% | -0.86% | – |
| PBD | Exit | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $0 | – | -56,089 | -100.0% | -0.97% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -20,341 | -100.0% | -1.12% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -26,931 | -100.0% | -1.14% | – |
| DVY | Exit | ISHARES TRselect divid etf | $0 | – | -18,441 | -100.0% | -1.16% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -659 | -100.0% | -1.21% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -23,394 | -100.0% | -1.33% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -7,418 | -100.0% | -1.36% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -71,315 | -100.0% | -1.36% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -21,884 | -100.0% | -1.41% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -46,732 | -100.0% | -1.65% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -16,209 | -100.0% | -1.66% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -16,453 | -100.0% | -2.00% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -29,758 | -100.0% | -2.10% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -9,524 | -100.0% | -2.14% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -30,008 | -100.0% | -2.32% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -41,148 | -100.0% | -2.45% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -51,500 | -100.0% | -2.64% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -73,040 | -100.0% | -2.74% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -62,633 | -100.0% | -2.74% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -19,697 | -100.0% | -2.86% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -89,015 | -100.0% | -3.60% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -43,359 | -100.0% | -3.66% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -57,659 | -100.0% | -4.52% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -20,479 | -100.0% | -4.61% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -37,036 | -100.0% | -4.96% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -108,730 | -100.0% | -5.11% | – |
| AAPL | Exit | APPLE INC | $0 | – | -82,413 | -100.0% | -5.97% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -114,855 | -100.0% | -7.14% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -68,434 | -100.0% | -9.57% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q1 2021 | 9.8% |
| ISHARES TR | 6 | Q1 2021 | 8.5% |
| APPLE INC | 6 | Q1 2021 | 8.8% |
| ISHARES TR | 6 | Q1 2021 | 6.2% |
| ISHARES TR | 6 | Q1 2021 | 5.0% |
| ISHARES TR | 6 | Q1 2021 | 4.4% |
| ISHARES TR | 6 | Q1 2021 | 4.0% |
| ISHARES TR | 6 | Q1 2021 | 5.1% |
| SPDR S&P 500 ETF TR | 6 | Q1 2021 | 3.6% |
| SELECT SECTOR SPDR TR | 6 | Q1 2021 | 3.4% |
View Integer Wealth Advisors Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-04-12 |
| 13F-HR | 2021-01-07 |
| 13F-HR | 2020-10-19 |
| 13F-HR | 2020-07-10 |
| 13F-HR | 2020-05-11 |
| 13F-HR | 2020-02-05 |
View Integer Wealth Advisors Group 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)
View complete filings history.