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Asset Manager ← All Institutions

Integrated Advisors Network LLC

8117 PRESTON RD SUITE 300, DALLAS, TX 75225 • 855-729-4222

Q2 2025 · Filed 2025-08-12
Market Value
$2.2B
+13.8%
Holdings
784
+20
New Purchases
90
Added To
318
Closed
57
Reduced
291
Top 10 Concentration
21.9%
Turnover
18.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IUSV 0.84% 0.10% +0.74% $19M
BSCP 0.71% 0.00% +0.71% $16M
AVGO 1.20% 0.53% +0.67% $26M
NVDA 2.29% 1.68% +0.61% $50M
VV 0.54% 0.03% +0.51% $12M
PLTR 0.54% 0.14% +0.40% $12M
ORCL 0.43% 0.17% +0.27% $10M
SHOP 0.34% 0.08% +0.26% $7M
MRVL 0.27% 0.01% +0.26% $6M
CCJ 0.25% 0.00% +0.25% $6M
VOO 1.41% 1.17% +0.24% $31M
DELL 0.25% 0.03% +0.23% $6M
MSFT 1.81% 1.59% +0.21% $40M
JEPI 0.73% 0.52% +0.21% $16M
RSP 0.53% 0.33% +0.20% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JAAA 0.37% 2.09% -1.72% $8M
SPY 3.42% 4.73% -1.31% $75M
IVV 4.60% 5.16% -0.56% $101M
AAPL 2.29% 2.82% -0.53% $50M
DIA 0.16% 0.56% -0.40% $4M
IBDQ 0.20% 0.53% -0.33% $4M
ABBV 0.31% 0.58% -0.27% $7M
FLOT 0.16% 0.43% -0.26% $4M
CVX 0.30% 0.53% -0.23% $7M
KO 0.17% 0.36% -0.19% $4M
IVW 0.36% 0.54% -0.19% $8M
ACN 0.11% 0.30% -0.19% $2M
AGG 0.29% 0.48% -0.18% $6M
TSN 0.00% 0.18% -0.18% $0
PEP 0.10% 0.28% -0.18% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 60.7%
Technology 12.8%
Industrials 5.6%
Healthcare 5.0%
Consumer Cyclical 3.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $796M 36.1%
Large Cap 465 $1.2B 52.2%
Mid Cap 143 $172M 7.8%
Small Cap 77 $69M 3.1%
Micro Cap 26 $17M 0.8%

Portfolio Analytics

Avg Market Cap
$112.6B
Median Market Cap
$26.2B
Avg P/E
32.8
Median P/E
24.2
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
453
# ETFs / Funds
331

Top Holdings (784 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 4.60% 163,252 $101M $620.90 $1M -14,563 -8.2%
2 SPY 3.42% 122,055 $75M $617.85 -$16M -41,564 -25.4%
3 AAPL 2.29% 245,955 $50M $205.17 -$4M +371 +0.1%
4 NVDA 2.29% 318,744 $50M $157.99 $18M +19,089 +6.4%
5 BIL 1.83% 440,468 $40M $91.73 $3M +34,189 +8.4%
6 MSFT 1.81% 80,070 $40M $497.41 $9M -2,104 -2.6%
7 BX 1.49% 220,210 $33M $149.58 $5M +16,956 +8.3%
8 AMZN 1.44% 144,518 $32M $219.39 $5M +4,064 +2.9%
9 VOO 1.41% 54,708 $31M $568.03 $8M +10,581 +24.0%
10 QQQ 1.33% 53,039 $29M $551.64 $500K -8,290 -13.5%
11 AVGO 1.20% 95,587 $26M $275.65 $16M +34,322 +56.0%
12 VIG 0.97% 104,010 $21M $204.67 $1M -509 -0.5%
13 IEFA 0.91% 241,194 $20M $83.48 $2M +2,597 +1.1%
14 GOOGL 0.90% 112,861 $20M $176.23 $2M -4,586 -3.9%
15 SCHD 0.87% 723,110 $19M $26.50 -$621K +15,554 +2.2%
16 XLK 0.86% 74,490 $19M $253.23 $4M +3,649 +5.2%
17 IUSV 0.84% 195,674 $19M $94.63 $17M +175,357 +863.1%
18 CAT 0.83% 46,879 $18M $388.21 $3M +2,102 +4.7%
19 JPM 0.82% 62,274 $18M $289.91 $2M -2,514 -3.9%
20 COST 0.73% 16,198 $16M $989.93 $1M +583 +3.7%
21 VYM 0.73% 120,233 $16M $133.31 $3M +20,373 +20.4%
22 JEPI 0.73% 281,896 $16M $56.85 $6M +106,040 +60.3%
23 TSLA 0.71% 49,594 $16M $317.66 $3M +790 +1.6%
24 BSCP 0.71% 755,333 $16M $20.68 +755,333 NEW
25 META 0.69% 20,545 $15M $738.10 $4M +1,464 +7.7%
26 VTI 0.67% 48,462 $15M $303.93 $2M +1,158 +2.5%
27 MUB 0.64% 135,969 $14M $104.48 $480K +5,794 +4.5%
28 IJH 0.62% 221,335 $14M $62.02 -$1M -33,386 -13.1%
29 DFAC 0.61% 374,658 $13M $35.84 $1M +4,045 +1.1%
30 IEUR 0.60% 199,161 $13M $66.20 $774K -7,160 -3.5%
31 PANW 0.58% 62,529 $13M $204.64 $2M +1,471 +2.4%
32 PODD 0.58% 40,458 $13M $314.18 $3M +2,229 +5.8%
33 CRWD 0.55% 23,869 $12M $509.32 $4M +91 +0.4%
34 BRK-B 0.55% 24,865 $12M $485.77 $79K +2,334 +10.4%
35 PLTR 0.54% 87,929 $12M $136.32 $9M +55,447 +170.7%
36 VV 0.54% 41,733 $12M $285.30 $11M +39,473 +1746.6%
37 SCHG 0.54% 405,091 $12M $29.21 $2M +8,643 +2.2%
38 RSP 0.53% 64,360 $12M $181.74 $5M +27,503 +74.6%
39 URI 0.52% 15,320 $12M $753.42 $2M +163 +1.1%
40 VYMI 0.51% 139,631 $11M $80.11 -$21K -12,445 -8.2%
41 GLD 0.50% 36,324 $11M $304.83 $2M +3,105 +9.3%
42 CYBR 0.50% 27,135 $11M $406.88 $4M +4,958 +22.4%
43 SCHV 0.49% 387,017 $11M $27.67 -$2M -94,325 -19.6%
44 DGRO 0.46% 158,002 $10M $63.94 -$686K -16,629 -9.5%
45 SUB 0.45% 94,218 $10M $106.34 $3M +29,544 +45.7%
46 AVO 0.45% 841,040 $10M $11.72 $1M +40
47 IWM 0.45% 45,658 $10M $215.79 -$753K -7,503 -14.1%
48 VWO 0.45% 198,651 $10M $49.46 $666K -3,719 -1.8%
49 ORCL 0.43% 43,652 $10M $218.63 $6M +20,403 +87.8%
50 EFA 0.43% 105,761 $9M $89.39 $4M +36,578 +52.9%
51 VCSH 0.42% 117,149 $9M $79.50 $3M +40,252 +52.4%
52 XLV 0.42% 68,537 $9M $134.79 -$1M -4,262 -5.8%
53 LLY 0.42% 11,760 $9M $779.52 $101K +783 +7.1%
54 VEA 0.41% 157,868 $9M $57.01 -$783K -34,607 -18.0%
55 V 0.40% 24,728 $9M $355.05 -$75K -539 -2.1%
56 IWB 0.40% 25,657 $9M $339.57 $887K +145 +0.6%
57 MA 0.39% 15,411 $9M $561.94 $450K +433 +2.9%
58 FTNT 0.39% 81,180 $9M $105.72 $1M +7,483 +10.2%
59 XLF 0.37% 156,377 $8M $52.37 $4M +66,858 +74.7%
60 JAAA 0.37% 160,009 $8M $50.75 -$32M -637,343 -79.9%
61 VCIT 0.37% 97,879 $8M $82.92 -$155K -3,286 -3.2%
62 MS 0.36% 57,089 $8M $140.86 $5M +28,093 +96.9%
63 IVW 0.36% 71,395 $8M $110.10 -$3M -42,025 -37.0%
64 XLY 0.35% 35,456 $8M $217.33 $4M +14,863 +72.2%
65 GS 0.34% 10,669 $8M $707.75 $4M +4,992 +87.9%
66 EMB 0.34% 80,249 $7M $92.62 $4M +41,636 +107.8%
67 SHOP 0.34% 64,333 $7M $115.35 $6M +48,908 +317.1%
68 VO 0.34% 26,440 $7M $279.83 $443K -457 -1.7%
69 VGSH 0.34% 125,747 $7M $58.78 -$642K -11,126 -8.1%
70 PG 0.33% 45,723 $7M $159.32 -$3M -12,249 -21.1%
71 LQD 0.33% 66,288 $7M $109.61 -$863K -8,504 -11.4%
72 CSCO 0.32% 102,164 $7M $69.38 $3M +40,102 +64.6%
73 FBTC 0.32% 74,591 $7M $93.99 $956K -9,539 -11.3%
74 SPAB 0.32% 272,936 $7M $25.60 -$427K -17,377 -6.0%
75 NFLX 0.32% 5,209 $7M $1,339.08 $2M +136 +2.7%
76 BND 0.31% 93,548 $7M $73.63 $403K +5,251 +6.0%
77 BAC 0.31% 145,421 $7M $47.32 $3M +47,723 +48.9%
78 ABBV 0.31% 36,831 $7M $185.62 -$4M -16,627 -31.1%
79 WMT 0.31% 69,477 $7M $97.78 $1M +5,232 +8.1%
80 IJR 0.31% 61,989 $7M $109.29 $216K -736 -1.2%
81 SCHA 0.31% 266,923 $7M $25.30 $397K -4,362 -1.6%
82 CVX 0.30% 46,179 $7M $143.19 -$4M -15,202 -24.8%
83 FTSM 0.30% 109,706 $7M $59.87 $1M +24,554 +28.8%
84 HD 0.30% 17,843 $7M $366.64 -$510K -1,399 -7.3%
85 BLK 0.30% 6,202 $7M $1,049.19 $3M +2,939 +90.1%
86 AGG 0.29% 65,354 $6M $99.20 -$3M -28,299 -30.2%
87 IWR 0.29% 70,442 $6M $91.97 $3M +27,713 +64.9%
88 DFAX 0.28% 211,074 $6M $29.37 $757K +3,356 +1.6%
89 VB 0.28% 26,119 $6M $236.98 $2M +5,099 +24.3%
90 HYG 0.28% 75,634 $6M $80.65 $4M +45,796 +153.5%
91 SHY 0.27% 72,592 $6M $82.86 -$195K -2,472 -3.3%
92 VGIT 0.27% 99,967 $6M $59.81 -$248K -4,871 -4.7%
93 MRVL 0.27% 76,903 $6M $77.40 $6M +73,088 +1915.8%
94 BUFR 0.27% 185,356 $6M $31.80 $342K -1,641 -0.9%
95 TTD 0.27% 81,134 $6M $71.99 $2M +9,005 +12.5%
96 TSM 0.26% 25,572 $6M $226.49 $4M +13,522 +112.2%
97 XLE 0.26% 68,001 $6M $84.81 -$1M -6,820 -9.1%
98 XOM 0.26% 53,304 $6M $107.80 -$229K +3,059 +6.1%
99 VEU 0.26% 84,990 $6M $67.22 $625K +1,120 +1.3%
100 PVAL 0.25% 139,675 $6M $40.23 $485K +4,858 +3.6%

Options Breakdown

9 Calls $1M Call Value 1 Puts $0 Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 2,000 $1M NEW
NEM 1,000 $58K NEW
DELL 200 $25K NEW
NVDA 100 $16K
GDX $0 SOLD
QQQ $0 SOLD
SLV $0 SOLD
LLY $0 SOLD
BABA $0 SOLD

Top Puts

SymbolSharesValueStatus
COP $0 SOLD

New Positions

SymbolValue% Port
BSCP $16M 0.71%
CCJ $6M 0.25%
LEU $4M 0.17%
EEM $3M 0.15%
REGL $3M 0.15%
CRWV $3M 0.15%
RJF $3M 0.15%
DHI $3M 0.14%
CAAA $3M 0.13%
CG $3M 0.13%
STT $3M 0.12%
UMBF $3M 0.12%
IYZ $2M 0.11%
HII $2M 0.10%
WPM $2M 0.09%

Sold Out Positions

SymbolValue% Port
OGS —%
AVB —%
NFG —%
DECK —%
EMD —%
CFG —%
WU —%
BRSP —%
FNV —%
OTIS —%
DVN —%
YELP —%
CNP —%
DOLE —%
STWD —%
View SEC EDGAR Filings for Integrated Advisors Network LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms