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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
SSNCSs&c Technologies Hldgs Inc Com
Recent Activity
Increased 14.8%
0.36%
$1.768M
23,326 shares@ $75.79 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 5.54%
0.35%
$1.696M
12,633 shares@ $134.3 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 435.3%
0.34%
$1.648M
9,828 shares@ $167.65 avg price
BMYBristol-myers Squibb Co Com
Recent Activity
Increased 4.23%
0.33%
$1.623M
352,410 shares@ $4.61 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Increased 2.84%
0.31%
$1.516M
14,932 shares@ $101.53 avg price
DISDisney Walt Co Com
Recent Activity
Increased 11.63%
0.3%
$1.478M
70,653 shares@ $20.92 avg price
FDSFactset Resh Sys Inc Com
Recent Activity
Increased 16.18%
0.3%
$1.456M
3,031 shares@ $480.28 avg price
BUDAnheuser Busch Inbev Sa Nv Sponsored Adr
Recent Activity
Increased 1.63%
0.3%
$1.452M
28,993 shares@ $50.07 avg price
EEMIshares Msci Emerging Markets Etf
Recent Activity
Increased 1.43%
0.29%
$1.415M
53,533 shares@ $26.43 avg price
PFEPfizer Inc Com
Recent Activity
Increased 18.09%
0.28%
$1.392M
133,305 shares@ $10.45 avg price