MondegarAI
INTEGRITY WEALTH ADVISORS, INC.

Q4 2024 · 13F-HR

INTEGRITY WEALTH ADVISORS, INC.holdings as filed

Filed 2025-02-13 · accession 0001172661-25-000824

$137.2M
Reported value
67
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33739E108FPEFIRST TR EXCH TRADED FD III$22.2M16.2%1,253,288CommonNONE
36872P103GNSSGENASYS INC$17.4M12.7%6,708,339CommonNONE
23908L405DINTDAVIS FUNDAMENTAL ETF TR$16.0M11.6%731,914CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$10.7M7.80%181,090CommonNONE
02079K107GOOGALPHABET INC$8.7M6.31%45,469CommonNONE
78464A672SPTISPDR SER TR$8.3M6.03%296,994CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M5.80%17,573CommonNONE
26922B832SMIGETF SER SOLUTIONS$5.2M3.79%178,708CommonNONE
037833100AAPLAPPLE INC$5.1M3.68%20,180CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.8M2.05%55,552CommonNONE
07373B109BEEMBEAM GLOBAL$2.5M1.84%795,039CommonNONE
23908L306DWLDDAVIS FUNDAMENTAL ETF TR$2.3M1.66%62,896CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.8M1.33%8,333CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.87%5,466CommonNONE
46429B267GOVTISHARES TR$1.2M0.85%50,473CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$1.1M0.81%45,616CommonNONE
292671708UUUUENERGY FUELS INC$1.1M0.78%208,662CommonNONE
097023105BABOEING CO$1.1M0.78%6,031CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$1.0M0.75%22,284CommonNONE
594918104MSFTMICROSOFT CORP$1.0M0.73%2,374CommonNONE
031162100AMGNAMGEN INC$977,3990.71%3,750CommonNONE
97717Y527USFRWISDOMTREE TR$907,4020.66%18,033CommonNONE
254687106DISDISNEY WALT CO$881,1530.64%7,913CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$863,7460.63%17,747CommonNONE
88160R101TSLATESLA INC$825,8540.60%2,045CommonNONE
12812C106CPZCALAMOS LNG SHR EQT DYNAMIC$754,5660.55%50,881CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$608,4330.44%63,050CommonNONE
292671708UUUUENERGY FUELS INC$590,0500.43%115,000CALLNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$584,0560.43%44,962CommonNONE
30303M102METAMETA PLATFORMS INC$570,8770.42%975CommonNONE
67066G104NVDANVIDIA CORPORATION$552,3310.40%4,113CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$552,1810.40%8,228CommonNONE
47012E403JAKKJAKKS PAC INC$549,7980.40%19,531CommonNONE
26923G707NFLTETFIS SER TR I$543,3350.40%24,202CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$534,2020.39%21,689CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$512,5580.37%11,201CommonNONE
166764100CVXCHEVRON CORP NEW$463,9020.34%3,203CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$452,7800.33%18,530CommonNONE
46434V407SHYGISHARES TR$387,5800.28%9,096CommonNONE
128246105CVGWCALAVO GROWERS INC$375,1320.27%14,711CommonNONE
949746101WMT2WELLS FARGO CO NEW$359,8400.26%5,123CommonNONE
78463V107GLDSPDR GOLD TR$354,2370.26%1,463CommonNONE
060505104BACBANK AMERICA CORP$352,1940.26%8,014CommonNONE
19761L607MUSTCOLUMBIA ETF TR I$338,9930.25%16,691CommonNONE
46641Q324JIGJ P MORGAN EXCHANGE TRADED F$326,7890.24%5,233CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$326,2120.24%6,476CommonNONE
127097103CTRACOTERRA ENERGY INC$312,2070.23%12,224CommonNONE
74347G440BITOPROSHARES TR$296,1400.22%13,000CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$284,2080.21%14,325CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$276,2000.20%4,244CommonNONE
127097103CTRACOTERRA ENERGY INC$263,0620.19%10,300CALLNONE
01609W102BABAALIBABA GROUP HLDG LTD$258,2730.19%3,046CommonNONE
07373B109BEEMBEAM GLOBAL$253,6000.18%80,000CALLNONE
437076102HDHOME DEPOT INC$253,1400.18%651CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$232,3940.17%2,446CommonNONE
454089103IFNINDIA FD INC$231,1000.17%14,673CommonNONE
02079K305GOOGLALPHABET INC$226,0460.16%1,194CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$211,4640.15%3,333CommonNONE
46090A101PSRINVESCO ACTIVELY MANAGED EXC$209,7420.15%2,323CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$203,6880.15%2,104CommonNONE
917313108USIOUSIO INC$138,6300.10%94,952CommonNONE
92340V107016VEREN INC$119,5920.09%23,267CommonNONE
248356107DNNDENISON MINES CORP$110,9470.08%61,637CommonNONE
92340V107016VEREN INC$107,9400.08%21,000CALLNONE
462260100IOVAIOVANCE BIOTHERAPEUTICS INC$76,9230.06%10,395CommonNONE
09073N300STEXBIOSIG TECHNOLOGIES INC$61,0900.04%41,000CommonNONE
89669L207TPETTRIO PETROLEUM CORP$35,0900.03%29,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.