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 2025-06-30 (474 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days -1.2% · 6 months +1.2% · 1 year -13.7% · all -13.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 19.5% · long · since 2025-09-30
- 808524797 · 9.3% · long · since 2025-09-30
- 921943858 · 6.6% · long · since 2025-09-30
- 025072604 · 4.6% · long · since 2026-06-30
- 464287481 · 4.4% · long · since 2025-09-30
- 808524805 · 4.3% · long · since 2025-09-30
- 922908637 · 3.9% · long · since 2025-09-30
- 025072802 · 3.6% · long · since 2025-09-30
- 922908736 · 3.1% · long · since 2025-09-30
- 78464A409 · 2.5% · long · since 2025-09-30
- 025072877 · 2.0% · long · since 2025-09-30
- 46434G863 · 2.0% · long · since 2025-09-30