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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
CIThe Cigna Group Com
Recent Activity
Decreased -8%
0.06%
$272,826
988 shares@ $276.14 avg price
AZNAstrazeneca Plc Sponsored Adr
Recent Activity
Decreased -6.57%
0.06%
$264,307
4,034 shares@ $65.52 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Decreased -0.46%
0.06%
$259,897
1,483 shares@ $175.26 avg price
CLVTClarivate Plc Ord Shs
Recent Activity
Decreased -47.57%
0.06%
$257,404
50,670 shares@ $5.09 avg price
ENTGEntegris Inc Com
Recent Activity
Decreased -1.14%
0.06%
$255,674
2,581 shares@ $99.07 avg price
WWWWolverine World Wide Inc Com
Recent Activity
Decreased -23.18%
0.06%
$254,678
11,472 shares@ $22.2 avg price
PHMPulte Group Inc Com
Recent Activity
Decreased -1.16%
0.05%
$231,631
2,127 shares@ $108.91 avg price
SNYSanofi Sponsored Adr
Recent Activity
Decreased -1.99%
0.05%
$229,478
4,758 shares@ $48.23 avg price
LBRDALiberty Broadband Corp Com Ser A
Recent Activity
Decreased -8.85%
0.05%
$227,988
3,066 shares@ $74.37 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Decreased -0.01%
0.05%
$212,598
212,598 shares@ $1.0 avg price