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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
AUGMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$1,011
32 shares@ $31.6 avg price
SMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$516
21 shares@ $24.58 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$71
1 shares@ $71.0 avg price
SCHKSchwab Strategic Tr
Recent Activity
New Position
0.01%
$55
1 shares@ $55.0 avg price