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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
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -2.26%
2.12%
$3.598M
120,391 shares@ $29.9 avg price
DNLWisdomtree Tr
Recent Activity
Decreased -0.72%
1.96%
$3.327M
84,461 shares@ $39.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.67%
1.49%
$2.524M
20,786 shares@ $121.45 avg price
FMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 0.1%
1.35%
$2.295M
54,302 shares@ $42.27 avg price
FNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -8.16%
1.18%
$2.004M
42,489 shares@ $47.18 avg price
YMARFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -17.05%
1.16%
$1.965M
81,014 shares@ $24.26 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.06%
1.13%
$1.926M
10,334 shares@ $186.33 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.3%
1.03%
$1.755M
3,813 shares@ $460.26 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -0.82%
1.03%
$1.75M
38,447 shares@ $45.52 avg price
FJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 23.36%
1.03%
$1.748M
34,596 shares@ $50.53 avg price