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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
LOPEGrand Canyon Ed Inc Com
Recent Activity
New Position
0.05%
$222,440
1,358 shares@ $163.8 avg price
PAYCPaycom Software Inc Com
Recent Activity
New Position
0.05%
$219,318
1,070 shares@ $204.98 avg price
HMNHorace Mann Educators Corp New Com
Recent Activity
New Position
0.05%
$216,432
5,517 shares@ $39.24 avg price
MAMastercard Incorporated Cl A
Recent Activity
New Position
0.05%
$205,362
390 shares@ $526.57 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
New Position
0.05%
$202,384
698 shares@ $289.95 avg price
XLFFinancial Select Sector Spdr Fund
Recent Activity
New Position
0.05%
$201,729
4,174 shares@ $48.33 avg price
MDYSpdr S&p Midcap 400 Etf Trust
Recent Activity
New Position
0.04%
$159,993
27,514 shares@ $5.82 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.02%
$54,284
10,910 shares@ $4.98 avg price
MDYGSpdr S&p 400 Mid Cap Growth Etf
Recent Activity
New Position
0.01%
$18,712
18,097 shares@ $1.04 avg price