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Deann Cross

@Integrity Financial Corp Wa

Latest period2024 - Q3ReportedManaged Assets$170.511MTotal holdings219
Assets growth rate6.67%Assets growth rate (2-Q avg)8.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Financial Corp Wa's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 219 positions.

Assets under management

The assets under management (AUM) of Integrity Financial Corp Wa over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 170.511M in assets, with a quarterly growth rate of 6.67% and a 2-quarter average growth rate of 8.15%. The portfolio is managed by Deann Cross, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
YSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.17%
$289,084
12,668 shares@ $22.83 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.17%
$283,165
1,165 shares@ $243.07 avg price
INTCIntel Corp
Recent Activity
New Position
0.16%
$257,487
10,976 shares@ $23.46 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.12%
$203,148
3,729 shares@ $54.48 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.01%
$11,053
231 shares@ $47.85 avg price
BSVVanguard Bd Index Fds
Recent Activity
New Position
0.01%
$10,781
137 shares@ $78.7 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.01%
$7,354
31 shares@ $237.23 avg price
BLVVanguard Bd Index Fds
Recent Activity
New Position
0.01%
$5,337
71 shares@ $75.17 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$5,059
161 shares@ $31.43 avg price
XMESpdr Ser Tr
Recent Activity
New Position
0.01%
$1,147
18 shares@ $63.73 avg price