Long-term investor
Integrated Financial Solutions, Inc. @integratedfinancialsolut
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002086529).
Record
- Tracked since 2025-12-31 (261 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 18.9% · long · since 2025-12-31
- NVDA · 18.8% · long · since 2025-12-31
- AVGO · 15.7% · long · since 2025-12-31
- GOOGL · 6.6% · long · since 2025-12-31
- AMD · 5.7% · long · since 2025-12-31
- ALAB · 4.0% · long · since 2025-12-31
- AMZN · 3.5% · long · since 2025-12-31
- APP · 3.4% · long · since 2025-12-31
- JEPI · 2.6% · long · since 2025-12-31
- GEV · 2.3% · long · since 2025-12-31
- MSFT · 2.2% · long · since 2025-12-31
- SPY · 2.0% · long · since 2025-12-31