Integrated Financial Solutions, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Integrated Financial Solutions, Inc. | Institutional Filer | ▼ 49.36% | $144.1M | 31 |
Current Portfolio Holdings
Showing all 31 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 120K | $30.4M | 21.12% |
| 2 | NVDA | NVIDIA Corporation | Technology | 174K | $30.4M | 21.08% |
| 3 | AVGO | Broadcom Inc. | Technology | 77K | $23.7M | 16.44% |
| 4 | GOOGL | Alphabet Inc. | Technology | 34K | $9.7M | 6.76% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 27K | $5.7M | 3.93% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 79K | $4.5M | 3.12% |
| 7 | APP | AppLovin Corporation | Technology | 11K | $4.5M | 3.11% |
| 8 | AMD | Advanced Micro Devices, Inc. | Technology | 21K | $4.3M | 2.98% |
| 9 | MELI | MercadoLibre, Inc. | Consumer Cyclical | 2K | $4.1M | 2.82% |
| 10 | MSFT | Microsoft Corporation | Technology | 10K | $3.8M | 2.66% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.4M | 2.35% |
| 12 | META | Meta Platforms, Inc. | Technology | 4K | $2.5M | 1.70% |
| 13 | ALAB | Astera Labs, Inc. Common Stock | Technology | 22K | $2.4M | 1.64% |
| 14 | RH | Rh | Consumer Cyclical | 16K | $2.3M | 1.59% |
| 15 | CRWD | CrowdStrike Holdings, Inc. | Technology | 4K | $1.6M | 1.12% |
Showing 1 to 15 of 31 holdings