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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
AMZNAmazon Com Inc
Recent Activity
Increased 51.21%
1.11%
$1.887M
10,125 shares@ $186.33 avg price
VPLSVanguard Malvern Fds
Recent Activity
Increased 14.45%
1.08%
$1.841M
23,205 shares@ $79.32 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 19.34%
0.78%
$1.322M
41,598 shares@ $31.79 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 1.33%
0.75%
$1.271M
24,054 shares@ $52.86 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.82%
0.71%
$1.214M
2,488 shares@ $488.13 avg price
VNQVanguard Index Fds
Recent Activity
Increased 18.1%
0.63%
$1.074M
10,937 shares@ $98.24 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.37%
0.62%
$1.048M
18,831 shares@ $55.63 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.56%
0.51%
$873,240
6,148 shares@ $142.04 avg price
IWFIshares Tr
Recent Activity
Increased 0.14%
0.5%
$840,643
2,239 shares@ $375.46 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.52%
0.46%
$777,941
1,470 shares@ $529.22 avg price