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Sharon Medina

Integrity Wealth Advisors, Inc.

Assets Managed
$167.739M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
14.3%(2Q avg: -16.53%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Integrity Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.739M in assets, with a quarterly growth rate of 14.3% and a 2-quarter average growth rate of -16.53%. The portfolio is managed by Sharon Medina, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RDVY
First Trust Rising Dividend
Recent Activity
Increased 13.04%
12.36%
$20.726M
303,538 shares@ $68.29 avg price
DINT
Davis Select International
Recent Activity
Increased 17.61%
9.97%
$16.72M
621,197 shares@ $26.92 avg price
FPE
Ft-preferred Secur & Inc Etf
Recent Activity
Increased 4.54%
7.36%
$12.336M
695,005 shares@ $17.76 avg price
GNSS
Genasys Inc
Recent Activity
Increased 18.98%
7.04%
$11.807M
6.487M shares@ $1.82 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 14.84%
5.23%
$8.772M
30,580 shares@ $286.87 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
Increased 34.9%
5.14%
$8.615M
183,966 shares@ $46.84 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 25.45%
4.97%
$8.326M
17,376 shares@ $479.2 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 63.13%
3.52%
$5.897M
116,512 shares@ $50.61 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 48.33%
3.32%
$5.568M
110,536 shares@ $50.37 avg price
BA
Boeing Co The
Recent Activity
Increased 18.62%
3.08%
$5.153M
25,892 shares@ $199.04 avg price

1-10 of 70