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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
GOOGAlphabet Inc
Recent Activity
Increased 15.39%
0.45%
$767,520
4,591 shares@ $167.18 avg price
IWOIshares Tr
Recent Activity
Increased 0.09%
0.42%
$705,643
2,485 shares@ $283.97 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 6.76%
0.41%
$685,905
8,752 shares@ $78.38 avg price
AORIshares Tr
Recent Activity
Increased 11.99%
0.38%
$641,961
10,837 shares@ $59.24 avg price
IVEIshares Tr
Recent Activity
Increased 0.84%
0.37%
$617,428
3,131 shares@ $197.2 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 0.94%
0.36%
$614,151
21,127 shares@ $29.07 avg price
AVGEAmerican Centy Etf Tr
Recent Activity
Increased 14.31%
0.31%
$529,431
7,167 shares@ $73.88 avg price
IVWIshares Tr
Recent Activity
Increased 4.52%
0.27%
$447,841
4,677 shares@ $95.76 avg price
AOAIshares Tr
Recent Activity
Increased 9.01%
0.25%
$413,821
5,244 shares@ $78.92 avg price
AVMAAmerican Centy Etf Tr
Recent Activity
Increased 13.62%
0.24%
$396,246
6,627 shares@ $59.8 avg price