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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
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 1%
1.65%
$2.818M
45,791 shares@ $61.54 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.59%
1.62%
$2.771M
21,611 shares@ $128.21 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 2.61%
1.54%
$2.631M
20,888 shares@ $125.97 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -1.8%
1.52%
$2.59M
54,134 shares@ $47.86 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 6.9%
1.43%
$2.436M
47,651 shares@ $51.12 avg price
TSLATesla Inc
Recent Activity
Increased 6.07%
1.28%
$2.184M
8,347 shares@ $261.63 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 1.83%
1.26%
$2.143M
25,843 shares@ $82.95 avg price
VBKVanguard Index Fds
Recent Activity
Increased 0.3%
1.18%
$2.009M
7,514 shares@ $267.38 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.03%
1.13%
$1.934M
25,750 shares@ $75.12 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -4.19%
1.13%
$1.925M
28,508 shares@ $67.52 avg price