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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
CNMDConmed Corp Com
Recent Activity
Decreased -37.23%
0.05%
$209,085
3,055 shares@ $68.45 avg price
GEVGe Vernova Inc Com
Recent Activity
Decreased -22.71%
0.05%
$208,213
633 shares@ $328.94 avg price
MSIMotorola Solutions Inc Com New
Recent Activity
Decreased -11.31%
0.05%
$202,919
439 shares@ $462.24 avg price
CLBCore Laboratories Inc Com
Recent Activity
Decreased -37.66%
0.04%
$175,766
10,154 shares@ $17.32 avg price
XPROExpro Group Holdings Nv Com
Recent Activity
Decreased -40.94%
0.04%
$155,526
12,472 shares@ $12.48 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Decreased -0.39%
0.02%
$98,362
88,470 shares@ $1.12 avg price
BABAAlibaba Group Hldg Ltd Sponsored Ads
Recent Activity
Decreased -0.02%
0.02%
$91,486
49,340 shares@ $1.86 avg price
GSKGsk Plc Sponsored Adr
Recent Activity
Decreased -0.13%
0.02%
$80,583
67,455 shares@ $1.2 avg price
TTETotalenergies Se Sponsored Ads
Recent Activity
Decreased -0.68%
0.02%
$56,683
15,113 shares@ $3.76 avg price
LMTLockheed Martin Corp Com
Recent Activity
Decreased -0.59%
0.01%
$48,496
14,550 shares@ $3.34 avg price