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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
DARDarling Ingredients Inc Com
Recent Activity
Decreased -9.46%
0.08%
$366,244
10,871 shares@ $33.7 avg price
GEGe Aerospace Com New
Recent Activity
Decreased -0.36%
0.08%
$363,102
2,177 shares@ $166.8 avg price
NTAPNetapp Inc Com
Recent Activity
Decreased -8.77%
0.07%
$343,945
2,963 shares@ $116.08 avg price
HLTHilton Worldwide Hldgs Inc Com
Recent Activity
Decreased -3.1%
0.07%
$339,351
1,373 shares@ $247.17 avg price
DHRDanaher Corporation Com
Recent Activity
Decreased -14.15%
0.07%
$317,468
1,383 shares@ $229.56 avg price
RHIRobert Half Inc. Com
Recent Activity
Decreased -8.8%
0.07%
$311,645
4,423 shares@ $70.47 avg price
ACIAlbertsons Cos Inc Common Stock
Recent Activity
Decreased -8.8%
0.07%
$306,305
15,596 shares@ $19.64 avg price
NFLXNetflix Inc Com
Recent Activity
Decreased -7.47%
0.06%
$297,700
334 shares@ $891.32 avg price
HPHelmerich & Payne Inc Com
Recent Activity
Decreased -11.45%
0.06%
$294,136
9,186 shares@ $32.03 avg price
SWKSSkyworks Solutions Inc Com
Recent Activity
Decreased -8.71%
0.06%
$287,855
3,246 shares@ $88.68 avg price