INTEGRITY WEALTH ADVISORS, INC.
CIK 1951908 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- FPE16.31%
- GNSS12.80%
- DINT11.75%
- RDVY7.87%
- GOOG6.37%
- SPTI6.09%
- BRK.B5.86%
- SMIG3.82%
- AAPL3.71%
- JAAA2.07%
Share classes counted separately76.65%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FPEFT-PREFERRED SECUR & INC ETFPFD SECS INC ETF View history and evidence | $22.18M | 16.31% | 1.25M shares | Prior unavailable — | — | ↗▾ |
| 02 | GNSSGENASYS INC View history and evidence | $17.41M | 12.80% | 6.71M shares | Prior unavailable — | — | ↗▾ |
| 03 | DINTDAVIS SELECT INTERNATIONALSELCT INTL ETF View history and evidence | $15.98M | 11.75% | 731.91K shares | Prior unavailable — | — | ↗▾ |
| 04 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $10.71M | 7.87% | 181.09K shares | Prior unavailable — | — | ↗▾ |
| 05 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $8.66M | 6.37% | 45.47K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPTISS SPDR P INT TERM TSY ETFPORTFLI INTRMDIT View history and evidence | $8.28M | 6.09% | 296.99K shares | Prior unavailable — | — | ↗▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $7.97M | 5.86% | 17.57K shares | Prior unavailable — | — | ↗▾ |
| 08 | SMIGBAHL & GAYNOR S/M INC GROWTHBAHL GAYNOR SML View history and evidence | $5.20M | 3.82% | 178.71K shares | Prior unavailable — | — | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $5.05M | 3.71% | 20.18K shares | Prior unavailable — | — | ↗▾ |
| 10 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $2.82M | 2.07% | 55.55K shares | Prior unavailable — | — | ↗▾ |
Options overlay 4
$1.21M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
UUUUENERGY FUELS INCCOM NEW View history and evidence | Call | 115.00K | $590.05K | — | ▾ |
CTRACOTERRA ENERGY INC View history and evidence | Call | 10.30K | $263.06K | — | ▾ |
BEEMBEAM GLOBAL View history and evidence | Call | 80.00K | $253.60K | — | ▾ |
3 / 4 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1951908 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Feb 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 137242267
}Research all 67 reported holdings.
This page includes 30 of 67 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.