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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
WYWeyerhaeuser Co Mtn Be Com New
Recent Activity
New Position
0.16%
$760,050
27,000 shares@ $28.15 avg price
MDLZMondelez Intl Inc Cl A
Recent Activity
New Position
0.16%
$749,492
12,548 shares@ $59.73 avg price
MTCHMatch Group Inc New Com
Recent Activity
New Position
0.08%
$358,698
10,966 shares@ $32.72 avg price
IUSGIshares Core S&p U.s. Growth Etf
Recent Activity
New Position
0.06%
$282,044
2,024 shares@ $139.35 avg price
MINTPimco Enhanced Short Maturity Active Exchange-traded Fund
Recent Activity
New Position
0.06%
$280,350
2,794 shares@ $100.35 avg price
WCCWesco Intl Inc Com
Recent Activity
New Position
0.06%
$277,774
1,535 shares@ $180.97 avg price
VGTVanguard Information Technology Etf
Recent Activity
New Position
0.05%
$248,098
399 shares@ $621.8 avg price
CHKPCheck Point Software Tech Ltd Ord
Recent Activity
New Position
0.05%
$238,789
1,279 shares@ $186.7 avg price
LHLabcorp Holdings Inc Com Shs
Recent Activity
New Position
0.05%
$235,053
1,025 shares@ $229.32 avg price
QCOMQualcomm Inc Com
Recent Activity
New Position
0.05%
$226,590
1,475 shares@ $153.63 avg price