Integrity Wealth Advisors, Inc.
Long-term investor · CA · @integritywealthadvisorsi
-2.8%
All time
S&P +23.8%
Long-term investor
Integrity Wealth Advisors, Inc. @integritywealthadvisorsi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001951908).
Record
- Tracked since 2025-03-31 (578 days), 166 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -3.9% · 1 year -12.2% · all -2.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 33738R506 · 12.4% · long · since 2025-06-30
- 23908L405 · 8.9% · long · since 2025-06-30
- 02079K107 · 5.7% · long · since 2025-06-30
- BRK-B · 5.4% · long · since 2025-06-30
- 46641Q837 · 5.3% · long · since 2025-06-30
- 46090A804 · 5.3% · long · since 2025-06-30
- 46138G649 · 4.7% · long · since 2025-09-30
- GNSS · 4.7% · long · since 2025-06-30
- 46090A721 · 3.8% · long · since 2026-09-30
- 78464A854 · 3.6% · long · since 2025-12-31
- 33739E108 · 3.2% · long · since 2025-06-30
- 097023105 · 2.9% · long · since 2025-06-30