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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
SPLGSpdr Ser Tr
Recent Activity
Decreased -4.19%
1.13%
$1.925M
28,508 shares@ $67.52 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -18.05%
1.07%
$1.827M
6,432 shares@ $284.06 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.26%
1.05%
$1.785M
4,148 shares@ $430.35 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -4.09%
0.97%
$1.66M
2,884 shares@ $575.61 avg price
DFNMDimensional Etf Trust
Recent Activity
Decreased -15%
0.92%
$1.566M
32,266 shares@ $48.55 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -10.6%
0.79%
$1.351M
29,686 shares@ $45.52 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -36.74%
0.47%
$789,897
13,073 shares@ $60.43 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -6.2%
0.39%
$667,134
4,023 shares@ $165.83 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.54%
0.38%
$644,210
1,400 shares@ $460.15 avg price
IXUSIshares Tr
Recent Activity
Decreased -10.77%
0.35%
$589,261
8,113 shares@ $72.64 avg price