MondegarAI
INTEGRITY WEALTH ADVISORS, INC.

Q1 2025 · 13F-HR

INTEGRITY WEALTH ADVISORS, INC.holdings as filed

Filed 2025-06-02 · accession 0001172661-25-002434

$136.5M
Reported value
60
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33739E108FPEFIRST TR EXCH TRADED FD III$21.9M16.1%1,245,179CommonNONE
23908L405DINTDAVIS FUNDAMENTAL ETF TR$17.3M12.7%749,161CommonNONE
36872P103GNSSGENASYS INC$16.0M11.7%7,030,712CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$13.3M9.73%226,879CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.4M6.88%17,631CommonNONE
78464A672SPTISPDR SER TR$7.9M5.82%277,929CommonNONE
02079K107GOOGALPHABET INC$7.3M5.32%46,462CommonNONE
037833100AAPLAPPLE INC$4.1M3.01%18,476CommonNONE
26922B832SMIGETF SER SOLUTIONS$3.5M2.58%123,203CommonNONE
47103U845JAAAJANUS DETROIT STR TR$2.9M2.12%56,980CommonNONE
23908L306DWLDDAVIS FUNDAMENTAL ETF TR$2.2M1.63%59,141CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.0M1.50%8,217CommonNONE
97717Y527USFRWISDOMTREE TR$1.9M1.41%38,094CommonNONE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$1.4M1.05%30,542CommonSOLE
07373B109BEEMBEAM GLOBAL$1.4M1.04%693,690CommonNONE
097023105BABOEING CO$1.4M1.03%8,217CommonNONE
031162100AMGNAMGEN INC$1.2M0.89%3,901CommonNONE
46429B267GOVTISHARES TR$1.1M0.84%49,951CommonSOLE
023135106AMZNAMAZON COM INC$1.1M0.84%6,001CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$1.1M0.83%45,824CommonSOLE
12812C106CPZCALAMOS LNG SHR EQT DYNAMIC$835,0140.61%53,664CommonNONE
594918104MSFTMICROSOFT CORP$816,4870.60%2,175CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$806,0270.59%16,396CommonNONE
320817109FRMEFIRST MERCHANTS CORP$768,3600.56%19,000CommonSOLE
254687106DISDISNEY WALT CO$756,6400.55%7,665CommonNONE
292671708UUUUENERGY FUELS INC$738,8390.54%195,611CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$731,3800.54%63,050CommonSOLE
88160R101TSLATESLA INC$726,1670.53%2,802CommonNONE
46654Q781JPEFJ P MORGAN EXCHANGE TRADED F$674,2870.49%10,592CommonSOLE
78463V107GLDSPDR GOLD TR$643,4190.47%2,233CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$626,9950.46%46,001CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$578,6370.42%4,376CommonSOLE
30303M102METAMETA PLATFORMS INC$550,4290.40%955CommonNONE
26923G707NFLTETFIS SER TR I$537,4590.39%23,813CommonSOLE
166764100CVXCHEVRON CORP NEW$535,2940.39%3,199CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$474,6900.35%11,663CommonSOLE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$464,9950.34%19,026CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$461,3370.34%7,322CommonNONE
67066G104NVDANVIDIA CORPORATION$452,0510.33%4,170CommonNONE
33733E807FCGFIRST TR EXCHANGE-TRADED FD$439,4570.32%17,684CommonSOLE
72201R585PYLDPIMCO ETF TR$429,5840.31%16,303CommonSOLE
127097103CTRACOTERRA ENERGY INC$348,8880.26%12,072CommonSOLE
74933W452TBILRBB FD INC$341,3190.25%6,825CommonSOLE
46641Q324JIGJ P MORGAN EXCHANGE TRADED F$330,9220.24%5,219CommonSOLE
060505104BACBANK AMERICA CORP$329,2680.24%7,890CommonNONE
19761L607MUSTCOLUMBIA ETF TR I$325,7250.24%16,177CommonSOLE
949746101WMT2WELLS FARGO CO NEW$316,5930.23%4,410CommonNONE
46434V407SHYGISHARES TR$301,9760.22%7,102CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$300,1710.22%5,928CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$261,1050.19%3,744CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$258,4940.19%2,516CommonSOLE
454089103IFNINDIA FD INC$254,1160.19%16,114CommonNONE
437076102HDHOME DEPOT INC$238,4970.17%650CommonSOLE
33739P830FSMBFIRST TR EXCH TRADED FD III$237,0700.17%11,931CommonSOLE
74347G440BITOPROSHARES TR$219,8400.16%12,000CommonSOLE
46090A101PSRINVESCO ACTIVELY MANAGED EXC$207,3640.15%2,241CommonSOLE
92340V107016VEREN INC$185,2250.14%25,096CommonSOLE
917313108USIOUSIO INC$124,0300.09%84,952CommonSOLE
00776X109ALMUAELUMA INC$114,2790.08%15,850CommonSOLE
248356107DNNDENISON MINES CORP$77,6110.06%59,700CommonSOLE

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.