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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 2.84%
7.78%
$13.32M
252,229 shares@ $52.81 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -0.85%
6.2%
$10.611M
27,638 shares@ $383.93 avg price
VTVVanguard Index Fds
Recent Activity
Increased 5%
5.47%
$9.359M
53,614 shares@ $174.58 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 4.6%
3.84%
$6.57M
68,471 shares@ $95.96 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 36.76%
3.75%
$6.423M
68,981 shares@ $93.12 avg price
PTRBPgim Etf Tr
Recent Activity
Increased 32.54%
3.16%
$5.405M
126,104 shares@ $42.86 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.01%
2.97%
$5.084M
148,275 shares@ $34.3 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -0.54%
2.95%
$5.048M
96,838 shares@ $52.14 avg price
QUSSpdr Ser Tr
Recent Activity
Decreased -5.61%
2.83%
$4.836M
30,698 shares@ $157.55 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 5.49%
2.6%
$4.443M
162,110 shares@ $27.41 avg price