Portfolio (Quarterly)
Guide ↗
INTEGRITY WEALTH ADVISORS, INC.
· CIK 0001951908| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EIX | EDISON INTL | Utilities | 5,985.0 | $438K | 0.26% | NEW | — | $73.18 | -22.4% |
| 2 | IREN | IREN LIMITED | Financial Services | 7,000.0 | $240K | 0.14% | NEW | — | $34.28 | +30.3% |
| 3 | SHYG | ISHARES TR | — | 5,119.0 | $217K | 0.13% | NEW | — | $42.31 | -0.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
54.7%
Industrials
14.1%
Energy
11.7%
Financial Services
6.9%
Consumer Cyclical
6.4%
Healthcare
2.9%
Communication Services
2.1%
Utilities
1.2%