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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
CLColgate Palmolive Co Com
Recent Activity
Increased 88.46%
0.28%
$1.364M
25,566 shares@ $53.37 avg price
KOCoca Cola Co Com
Recent Activity
Increased 268.63%
0.27%
$1.299M
20,864 shares@ $62.27 avg price
MCKMckesson Corp Com
Recent Activity
Increased 3.88%
0.26%
$1.253M
2,198 shares@ $569.92 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 0.88%
0.26%
$1.25M
5,392 shares@ $231.84 avg price
ACNAccenture Plc Ireland Shs Class A
Recent Activity
Increased 225.03%
0.25%
$1.22M
3,468 shares@ $351.8 avg price
ZBRAZebra Technologies Corporation Cl A
Recent Activity
Increased 15.06%
0.25%
$1.198M
3,103 shares@ $386.23 avg price
ULTAUlta Beauty Inc Com
Recent Activity
Increased 2.97%
0.23%
$1.138M
11,855 shares@ $95.99 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 6.99%
0.23%
$1.114M
5,850 shares@ $190.44 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 4.1%
0.23%
$1.099M
9,541 shares@ $115.22 avg price
HLIHoulihan Lokey Inc Cl A
Recent Activity
Increased 0.09%
0.22%
$1.089M
16,188 shares@ $67.26 avg price