Long-term investor

Intergy Private Wealth, LLC @intergyprivatewealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911342).

Record

  • Tracked since 2025-12-31 (249 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.7% · 6 months n/a · 1 year n/a · all +12.6%
  • Max drawdown n/a · win rate 13% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • QQQ · 19.5% · long · since 2025-12-31
  • 808524797 · 9.0% · long · since 2025-12-31
  • 921943858 · 6.6% · long · since 2025-12-31
  • 464287481 · 4.5% · long · since 2025-12-31
  • 025072604 · 4.5% · long · since 2026-06-30
  • 808524805 · 4.3% · long · since 2025-12-31
  • 922908637 · 3.8% · long · since 2025-12-31
  • 025072802 · 3.3% · long · since 2025-12-31
  • 922908736 · 2.9% · long · since 2025-12-31
  • 78464A409 · 2.5% · long · since 2025-12-31
  • 025072877 · 2.2% · long · since 2025-12-31
  • 46434G863 · 2.1% · long · since 2025-12-31

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