IA

Integrated Advisors Network LLC

13F
Integrated Advisors Network LLC
Last update 2024-10-25 701 Stocks (69 new)
Value $2.11 Bil Turnover 12 %
Countries:
Portfolio Report
Integrated Advisors Network LL... Top Holdings of 2024-09-30 View Full List
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
+6.95%
+21.99%
547129.359
 
SPY
S&P 500 ETF TRUST ETF
139,541
80063.040
+2.17%
3.790
+0.08%
0.010
+7.01%
+22.03%
601198.993
 
AAPL
Apple Inc
258,160
60151.220
-1.29%
2.840
-0.04%
0.000
+5.29%
+19.97%
3498471.924
Hardware
MSFT
Microsoft Corp
99,212
42690.810
-0.46%
2.020
-0.01%
0.000
+2.46%
+15.65%
3215616.773
Software
NVDA
NVIDIA Corp
350,559
42571.900
-13.27%
2.010
-0.34%
0.000
+34.19%
+181.11%
3414085.400
Semiconductors
IJH
iShares Core S&P Mid-Cap ETF
564,617
35186.950
+0.52%
1.660
+0.01%
0.040
+1.82%
+13.15%
92381.458
 
BX
Blackstone Inc
223,162
34172.770
+649.95%
1.620
+1.40%
0.030
+21.99%
+34.38%
133180.853
Asset Management
QQQ
INVESCO QQQ Trust
69,716
34026.420
-4.77%
1.610
-0.09%
0.010
+8.49%
+21.21%
299391.597
 
AMZN
Amazon.com Inc
175,975
32789.340
+9.96%
1.550
+0.14%
0.000
+6.10%
+26.89%
2023545.295
Retail - Cyclical
SCHD
Schwab US Dividend Equity ETF
1,002,645
28251.160
+184.95%
1.340
+0.87%
0.010
+2.10%
+11.03%
63147.153
 

Integrated Advisors Network LLC's Historical Top Holdings Breakdowns

Integrated Advisors Network LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BX
Blackstone Inc2024-09-30Add
+1.40%
120.77 ($138.73) 159.66
$171.54
23.65%
Add 649.95%
223,162
193,405
SDS
ProShares UltraShort S&P500 -2x Shares2024-09-30Add
+1.05%
20.63 ($22.52) 25.65
$20.39
-9.46%
Add 5141.15%
1,099,751
1,078,768
SCHD
Schwab US Dividend Equity ETF2024-09-30Add
+0.87%
25.67 ($27.24) 28.35
$28.18
3.45%
Add 184.95%
1,002,645
216,925
JEPI
JPMorgan Equity Premium Income ETF2024-09-30Reduce
-0.51%
54.98 ($57.52) 59.51
$59.15
2.83%
Reduce -39.31%
268,822
-174,091
EXPI
eXp World Holdings Inc2024-09-30Reduce
-0.42%
10.51 ($12.88) 14.73
$12.81
-0.54%
Reduce -56.59%
564,938
-736,411
SCHV
Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.41%
24.48 ($25.69) 26.79
$26.70
3.93%
Add 201.57%
482,193
107,433
PODD
Insulet Corp2024-09-30Add
+0.38%
180.69 ($205.35) 239.01
$230.53
12.26%
Add 142.05%
58,153
34,128
SCHG
Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.35%
23.16 ($25.16) 26.42
$26.70
6.12%
Add 288.52%
383,852
71,263
NVDA
NVIDIA Corp2024-09-30Reduce
-0.34%
98.91 ($118.12) 134.91
$139.18
17.83%
Reduce -13.27%
350,559
-53,653
NOBL
ProShares S&P 500 Dividend Aristocrats ETF2024-09-30Add
+0.34%
95.1 ($101.53) 106.76
$104.47
2.90%
Add 297.29%
90,578
67,779

Integrated Advisors Network LLC Total Holding History ($B)

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Integrated Advisors Network LLC's Asset Allocation

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Integrated Advisors Network LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Integrated Advisors Network LLC's Hypothetical Growth since 2024-09-30

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Year Portfolio % % Excess Gain %

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