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Christina Duncan

@Integrity Wealth Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$171.39MTotal holdings92
Assets growth rate11.48%Assets growth rate (2-Q avg)5.95%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Wealth Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Integrity Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 171.39M in assets, with a quarterly growth rate of 11.48% and a 2-quarter average growth rate of 5.95%. The portfolio is managed by Christina Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -0.85%
6.2%
$10.611M
27,638 shares@ $383.93 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -0.54%
2.95%
$5.048M
96,838 shares@ $52.14 avg price
QUSSpdr Ser Tr
Recent Activity
Decreased -5.61%
2.83%
$4.836M
30,698 shares@ $157.55 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -10.66%
2.37%
$4.053M
62,607 shares@ $64.75 avg price
AAPLApple Inc
Recent Activity
Decreased -0.27%
2.26%
$3.858M
16,557 shares@ $233.0 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.86%
2.23%
$3.81M
18,977 shares@ $200.79 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -0.6%
1.95%
$3.339M
88,892 shares@ $37.56 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -0.11%
1.84%
$3.151M
76,337 shares@ $41.29 avg price
SPIPSpdr Ser Tr
Recent Activity
Decreased -12.27%
1.65%
$2.827M
107,573 shares@ $26.28 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.8%
1.52%
$2.59M
54,134 shares@ $47.86 avg price