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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
SCZIshares Tr
Recent Activity
Decreased -41.11%
0.32%
$539,085
7,963 shares@ $67.7 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -1.38%
0.31%
$529,291
925 shares@ $572.21 avg price
HYMBSpdr Ser Tr
Recent Activity
Decreased -19.47%
0.3%
$508,596
19,360 shares@ $26.28 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -11.6%
0.3%
$507,364
5,844 shares@ $86.82 avg price
HDHome Depot Inc
Recent Activity
Decreased -15.2%
0.22%
$368,320
909 shares@ $405.2 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -22.68%
0.18%
$302,444
4,024 shares@ $75.17 avg price
VTESVanguard Wellington Fd
Recent Activity
Decreased -23.04%
0.16%
$269,310
2,655 shares@ $101.44 avg price