IA
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Integrated Advisors Network LLC13F | |
| Integrated Advisors Network LLC | |
| Last update 2024-10-25 | 701 Stocks (69 new) |
| Value $2.11 Bil | Turnover 12 % |
| Portfolio Report | |
Integrated Advisors Network LL... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 174,564 | 100692.200 | +3.56% | 4.760 | +0.16% | 0.020 | +6.62% | +22.20% | 548049.583 | ||
SPY | S&P 500 ETF TRUST ETF | 139,541 | 80063.040 | +2.17% | 3.790 | +0.08% | 0.010 | +6.68% | +22.20% | 602048.949 | ||
AAPL | Apple Inc | 258,160 | 60151.220 | -1.29% | 2.840 | -0.04% | 0.000 | +7.21% | +21.69% | 3548645.576 | Hardware | |
MSFT | Microsoft Corp | 99,212 | 42690.810 | -0.46% | 2.020 | -0.01% | 0.000 | +0.52% | +14.09% | 3172348.353 | Software | |
NVDA | NVIDIA Corp | 350,559 | 42571.900 | -13.27% | 2.010 | -0.34% | 0.000 | +24.30% | +183.81% | 3446955.600 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 564,617 | 35186.950 | +0.52% | 1.660 | +0.01% | 0.040 | +2.08% | +13.19% | 92410.917 | ||
BX | Blackstone Inc | 223,162 | 34172.770 | +649.95% | 1.620 | +1.40% | 0.030 | +21.01% | +33.15% | 131961.930 | Asset Management | |
QQQ | INVESCO QQQ Trust | 69,716 | 34026.420 | -4.77% | 1.610 | -0.09% | 0.010 | +7.00% | +20.97% | 298800.510 | ||
AMZN | Amazon.com Inc | 175,975 | 32789.340 | +9.96% | 1.550 | +0.14% | 0.000 | +3.23% | +23.99% | 1977259.845 | Retail - Cyclical | |
SCHD | Schwab US Dividend Equity ETF | 1,002,645 | 28251.160 | +184.95% | 1.340 | +0.87% | 0.010 | +3.02% | +11.58% | 63460.872 |
Integrated Advisors Network LLC's Historical Top Holdings Breakdowns
Integrated Advisors Network LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BX | Blackstone Inc | 2024-09-30 | Add | +1.40% | 120.77 ($138.73) 159.66 | $169.97 | 22.52% | Add 649.95% | 223,162 | 193,405 | |
SDS | ProShares UltraShort S&P500 -2x Shares | 2024-09-30 | Add | +1.05% | 20.63 ($22.52) 25.65 | $20.32 | -9.77% | Add 5141.15% | 1,099,751 | 1,078,768 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +0.87% | 25.67 ($27.24) 28.35 | $28.32 | 3.96% | Add 184.95% | 1,002,645 | 216,925 | |
JEPI | JPMorgan Equity Premium Income ETF | 2024-09-30 | Reduce | -0.51% | 54.98 ($57.52) 59.51 | $59.36 | 3.20% | Reduce -39.31% | 268,822 | -174,091 | |
EXPI | eXp World Holdings Inc | 2024-09-30 | Reduce | -0.42% | 10.51 ($12.88) 14.73 | $12.97 | 0.70% | Reduce -56.59% | 564,938 | -736,411 | |
SCHV | Schwab U.S. Large-Cap Value ETF | 2024-09-30 | Add | +0.41% | 24.48 ($25.69) 26.79 | $26.88 | 4.63% | Add 201.57% | 482,193 | 107,433 | |
PODD | Insulet Corp | 2024-09-30 | Add | +0.38% | 180.69 ($205.35) 239.01 | $233.37 | 13.64% | Add 142.05% | 58,153 | 34,128 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add | +0.35% | 23.16 ($25.16) 26.42 | $26.61 | 5.76% | Add 288.52% | 383,852 | 71,263 | |
NVDA | NVIDIA Corp | 2024-09-30 | Reduce | -0.34% | 98.91 ($118.12) 134.91 | $140.52 | 18.96% | Reduce -13.27% | 350,559 | -53,653 | |
NOBL | ProShares S&P 500 Dividend Aristocrats ETF | 2024-09-30 | Add | +0.34% | 95.1 ($101.53) 106.76 | $105.46 | 3.87% | Add 297.29% | 90,578 | 67,779 |
Integrated Advisors Network LLC Total Holding History ($B)
Integrated Advisors Network LLC's Asset Allocation
Integrated Advisors Network LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Integrated Advisors Network LLC's Hypothetical Growth since 2024-09-30
Integrated Advisors Network LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Integrated Advisors Network LLC's Holdings Heat Map
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Integrated Advisors Network LLC's Holdings Bubble Chart
Integrated Advisors Network LLC News
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