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Asset Manager ← All Institutions

INTEGRITY WEALTH ADVISORS, INC.

Q2 2025 · Filed 2025-08-14
Market Value
$143M
+4.9%
Holdings
68
+2
New Purchases
9
Added To
23
Closed
5
Reduced
29
Top 10 Concentration
72.0%
Turnover
20.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RDVY 12.57% 9.75% +2.83% $18M
CIBR 1.75% 0.34% +1.41% $2M
DINT 13.93% 12.70% +1.23% $20M
SMH 0.63% 0.00% +0.63% $897K
UUUU 1.15% 0.54% +0.61% $2M
MU 0.57% 0.00% +0.57% $822K
MSFT 1.13% 0.60% +0.53% $2M
BA 1.46% 1.03% +0.44% $2M
JPEF 0.90% 0.49% +0.40% $1M
CVGW 0.36% 0.00% +0.36% $514K
EIX 0.30% 0.00% +0.30% $428K
DWLD 1.83% 1.64% +0.19% $3M
ALMU 0.25% 0.08% +0.16% $354K
AIRR 0.16% 0.00% +0.16% $228K
GOOGL 0.15% 0.00% +0.15% $213K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GNSS 8.39% 11.71% -3.32% $12M
FPE 14.38% 16.07% -1.69% $21M
BRK-B 5.67% 6.89% -1.22% $8M
AAPL 2.27% 3.01% -0.74% $3M
GOOG 4.67% 5.33% -0.65% $7M
SPTI 5.24% 5.83% -0.58% $7M
FRME 0.00% 0.56% -0.56% $0
PYLD 0.00% 0.32% -0.32% $0
BEEM 0.73% 1.04% -0.31% $1M
GTO 0.76% 1.05% -0.30% $1M
TBIL 0.00% 0.25% -0.25% $0
USFR 1.22% 1.41% -0.18% $2M
AMGN 0.73% 0.89% -0.16% $1M
CPZ 0.45% 0.61% -0.16% $649K
PSR 0.00% 0.15% -0.15% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 17 $29M 20.2%
Large Cap 20 $43M 30.2%
Mid Cap 10 $25M 17.6%
Small Cap 14 $12M 8.3%
Micro Cap 7 $34M 23.6%

Portfolio Analytics

Avg Market Cap
$497.8B
Median Market Cap
$11.7B
Avg P/E
41.0
Median P/E
22.8
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
33
# ETFs / Funds
35

Top Holdings (68 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FPE 14.38% 1,154,684 $21M $17.80 -$1M -90,495 -7.3%
2 DINT 13.93% 769,898 $20M $25.86 $3M +20,737 +2.8%
3 RDVY 12.57% 286,447 $18M $62.74 $5M +59,568 +26.3%
4 GNSS 8.39% 6,929,467 $12M $1.73 -$4M -101,245 -1.4%
5 BRK-B 5.67% 16,686 $8M $485.77 -$1M -945 -5.4%
6 SPTI 5.24% 260,571 $7M $28.77 -$447K -17,358 -6.2%
7 GOOG 4.67% 37,643 $7M $177.40 -$581K -8,819 -19.0%
8 SMIG 2.64% 130,645 $4M $28.85 $254K +7,442 +6.0%
9 AAPL 2.27% 15,824 $3M $205.18 -$858K -2,652 -14.3%
10 JAAA 2.21% 62,210 $3M $50.75 $268K +5,230 +9.2%
11 DWLD 1.83% 63,031 $3M $41.44 $383K +3,890 +6.6%
12 CIBR 1.75% 33,024 $2M $75.58 $2M +25,702 +351.0%
13 IBM 1.59% 7,702 $2M $294.85 $227K -515 -6.3%
14 BA 1.46% 9,986 $2M $209.53 $691K +1,769 +21.5%
15 USFR 1.22% 34,745 $2M $50.31 -$169K -3,349 -8.8%
16 UUUU 1.15% 286,479 $2M $5.75 $908K +90,868 +46.5%
17 MSFT 1.13% 3,233 $2M $497.41 $792K +1,058 +48.6%
18 AMZN 0.94% 6,108 $1M $219.39 $198K +107 +1.8%
19 JPEF 0.90% 18,330 $1M $70.14 $611K +7,738 +73.1%
20 GOVT 0.82% 51,167 $1M $22.98 $28K +1,216 +2.4%
21 GTO 0.76% 23,039 $1M $46.89 -$353K -7,503 -24.6%
22 BEEM 0.73% 717,479 $1M $1.46 -$370K +23,789 +3.4%
23 AMGN 0.73% 3,750 $1M $279.21 -$168K -151 -3.9%
24 SCHR 0.72% 41,316 $1M $25.03 -$105K -4,508 -9.8%
25 DIS 0.67% 7,714 $957K $124.01 $200K +49 +0.6%
26 SMH 0.63% 3,216 $897K $278.88 +3,216 NEW
27 TSLA 0.61% 2,747 $873K $317.66 $146K -55 -2.0%
28 MU 0.57% 6,665 $822K $123.27 +6,665 NEW
29 LMBS 0.57% 16,635 $819K $49.26 $13K +239 +1.5%
30 PSLV 0.54% 62,872 $770K $12.24 $38K -178 -0.3%
31 NVDA 0.48% 4,337 $686K $158.06 $233K +167 +4.0%
32 CPZ 0.45% 39,995 $649K $16.23 -$186K -13,669 -25.5%
33 META 0.45% 874 $645K $738.12 $95K -81 -8.5%
34 GLD 0.43% 2,006 $611K $304.83 -$32K -227 -10.2%
35 RWJ 0.39% 12,862 $557K $43.29 $82K +1,199 +10.3%
36 BABA 0.39% 4,894 $555K $113.41 -$24K +518 +11.8%
37 PDBC 0.39% 42,326 $552K $13.04 -$75K -3,675 -8.0%
38 NFLT 0.37% 23,176 $529K $22.83 -$8K -637 -2.7%
39 CVGW 0.36% 19,322 $514K $26.59 +19,322 NEW
40 CVX 0.33% 3,309 $474K $143.19 -$61K +110 +3.4%
41 FLMI 0.31% 18,553 $450K $24.26 -$15K -473 -2.5%
42 EIX 0.30% 8,285 $428K $51.60 +8,285 NEW
43 BAC 0.29% 8,851 $419K $47.33 $90K +961 +12.2%
44 FCG 0.28% 17,579 $406K $23.11 -$33K -105 -0.6%
45 AMD 0.28% 2,786 $395K $141.90 $137K +270 +10.7%
46 JIG 0.26% 5,145 $368K $71.51 $37K -74 -1.4%
47 ALMU 0.25% 21,595 $354K $16.37 $239K +5,745 +36.2%
48 WFC 0.24% 4,368 $350K $80.12 $33K -42 -0.9%
49 BITO 0.24% 16,130 $347K $21.51 $127K +4,130 +34.4%
50 MUST 0.22% 15,620 $314K $20.12 -$11K -557 -3.4%
51 CTRA 0.21% 12,055 $306K $25.38 -$43K -17 -0.1%
52 SHYG 0.21% 7,062 $305K $43.14 $3K -40 -0.6%
53 AVDV 0.20% 3,619 $287K $79.28 $26K -125 -3.3%
54 HD 0.17% 650 $239K $367.07 $98
55 AIRR 0.16% 2,805 $228K $81.40 +2,805 NEW
56 FSMB 0.15% 10,904 $217K $19.90 -$20K -1,027 -8.6%
57 GOOGL 0.15% 1,211 $213K $176.25 +1,211 NEW
58 JPST 0.14% 4,002 $203K $50.70 -$97K -1,926 -32.5%
59 IFN 0.14% 12,271 $203K $16.53 -$51K -3,843 -23.9%
60 CRWD 0.14% 393 $200K $509.31 +393 NEW
61 FTEK 0.12% 70,000 $176K $2.52 +70,000 NEW
62 SILJ 0.10% 10,011 $148K $14.80 +10,011 NEW
63 DNN 0.08% 59,700 $109K $1.82 $31K
64 USIO —% -$124K -84,952 -100.0% SOLD
65 PSR —% -$207K -2,241 -100.0% SOLD
66 FRME —% -$768K -19,000 -100.0% SOLD
67 PYLD —% -$430K -16,303 -100.0% SOLD
68 TBIL —% -$341K -6,825 -100.0% SOLD

New Positions

SymbolValue% Port
SMH $897K 0.63%
MU $822K 0.57%
CVGW $514K 0.36%
EIX $428K 0.30%
AIRR $228K 0.16%
GOOGL $213K 0.15%
CRWD $200K 0.14%
FTEK $176K 0.12%
SILJ $148K 0.10%

Sold Out Positions

SymbolValue% Port
FRME —%
USIO —%
TBIL —%
PSR —%
PYLD —%
View SEC EDGAR Filings for INTEGRITY WEALTH ADVISORS, INC. →

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