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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
SCTXXSchwab Charles Family Fd Amt Tax Free Mny
Recent Activity
Exited
0%
$18.204M
18.204M shares@ $1.0 avg price
PAASPan Amern Silver Corp Com
Recent Activity
Exited
0%
$837,722
40,140 shares@ $20.88 avg price
BILSpdr Bloomberg 1-3 Month T-bill Etf
Recent Activity
Exited
0%
$375,320
4,088 shares@ $91.82 avg price
DIODDiodes Inc Com
Recent Activity
Exited
0%
$344,420
5,374 shares@ $64.1 avg price
IDXXIdexx Labs Inc Com
Recent Activity
Exited
0%
$328,393
650 shares@ $505.22 avg price
MSMMsc Indl Direct Inc Cl A
Recent Activity
Exited
0%
$320,487
3,724 shares@ $86.06 avg price
LSTRLandstar Sys Inc Com
Recent Activity
Exited
0%
$317,679
1,682 shares@ $188.87 avg price
POSTPost Hldgs Inc Com
Recent Activity
Exited
0%
$283,703
2,451 shares@ $115.75 avg price
ATUSAltice Usa Inc Cl A
Recent Activity
Exited
0%
$283,454
115,225 shares@ $2.47 avg price
APAMArtisan Partners Asset Mgmt In Cl A
Recent Activity
Exited
0%
$265,335
6,125 shares@ $43.32 avg price