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Dena Soule

@Integrated Investment Consultants, Llc

Latest period2024 - Q4ReportedManaged Assets$498.78MTotal holdings360
Assets growth rate8.6%Assets growth rate (2-Q avg)17.5%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrated Investment Consultants, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 360 positions.

Assets under management

The assets under management (AUM) of Integrated Investment Consultants, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 498.78M in assets, with a quarterly growth rate of 8.6% and a 2-quarter average growth rate of 17.5%. The portfolio is managed by Dena Soule, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BIDDBlackrock International Dividend Etf
Recent Activity
New Position
1.8%
$8.963M
363,311 shares@ $24.67 avg price
VUGVanguard Growth Etf
Recent Activity
New Position
0.8%
$3.978M
9,691 shares@ $410.44 avg price
EMREmerson Elec Co Com
Recent Activity
New Position
0.37%
$1.815M
14,648 shares@ $123.94 avg price
VOOVVanguard S&p 500 Value Etf
Recent Activity
New Position
0.29%
$1.438M
7,793 shares@ $184.51 avg price
RMDResmed Inc Com
Recent Activity
New Position
0.28%
$1.378M
6,025 shares@ $228.69 avg price
SHELShell Plc Spon Ads
Recent Activity
New Position
0.25%
$1.23M
19,628 shares@ $62.65 avg price
KMBKimberly-clark Corp Com
Recent Activity
New Position
0.2%
$981,228
7,488 shares@ $131.05 avg price
TGTTarget Corp Com
Recent Activity
New Position
0.19%
$921,117
6,814 shares@ $135.19 avg price
DOWDow Inc Com
Recent Activity
New Position
0.17%
$832,938
20,756 shares@ $40.13 avg price
PNWPinnacle West Cap Corp Com
Recent Activity
New Position
0.17%
$830,746
9,800 shares@ $84.77 avg price