Integrated-Advisors-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PKST",
  "ENVX",
  "ARES",
  "NVR",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  "TROW",
  "NLY",
  null,
  "GIL",
  "EXAS",
  null,
  null,
  "RF",
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  "MU",
  null,
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  null,
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  "ACN",
  null,
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  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  null,
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  null,
  "ALL",
  "GOOGL",
  "PXF",
  "AXP",
  "SCHH",
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "KR",
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  "OKE",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "DOC",
  null,
  null,
  null,
  null,
  "REG",
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  "PANW",
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  null,
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  "VGSH",
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
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  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "MKC",
  null,
  null,
  null,
  "AMGN",
  null,
  "PKG",
  null,
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  null,
  "RELY",
  null,
  "ROK",
  "TFSL",
  null,
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  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
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  "NOW",
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  "RS",
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  "SRE",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
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  "VO",
  "NEM",
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  "MET",
  "HL",
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  "VV",
  "PCTY",
  "VOE",
  "OGE",
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  "AB",
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  null,
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  null,
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  "IWV",
  "HR",
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  null,
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  "VCIT",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "NFG",
  "AON",
  "VNOM",
  "GM",
  "SF",
  "STWD",
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  "AXON",
  "APH",
  "AMD",
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  "AVB",
  "EL",
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  "FI",
  "DRI",
  "IP",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  null,
  "DHY",
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  "IFF",
  null,
  "NFGC",
  "UA",
  "PEG",
  "VIGI",
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  "MSI",
  "SCHB",
  null,
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  null,
  "IVE",
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  "RMBS",
  null,
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  null,
  null,
  null,
  "OGS",
  null,
  "VEU",
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  "VLO",
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  null,
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  null,
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  "VOT",
  "BSV",
  "VB",
  "VOO",
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  "VTV",
  "VRSN",
  "V",
  "VST",
  "WBD",
  "WMT",
  "WBA",
  "WU",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  null,
  null,
  "XEL",
  "WDAY",
  "YUM",
  "XYL",
  "YELP",
  "IUSG",
  null,
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  null,
  null,
  "NXST",
  "JHG",
  "AEM",
  "SCHD",
  "ET",
  "SOFI",
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  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JD",
  "MSCI",
  "NSC",
  null,
  "NXPI",
  "MFC",
  null,
  "SO",
  null,
  null,
  "TTD",
  "PPL",
  "TGNA",
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  null,
  null,
  "RDDT",
  "DIA",
  "ORI",
  "SPOT",
  null,
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  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  "IUSV",
  null,
  "GEV",
  "MELI",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "SPYV",
  null,
  "GWW",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "SYF",
  "NUE",
  null,
  null,
  null,
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  "OZK",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BMRN",
  null,
  "BA",
  "BMY",
  "BFAM",
  "BF-B",
  "CPB",
  "CDNS",
  "CVNA",
  "CARR",
  "CBRE",
  "CASY",
  "CNP",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
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  "DHR",
  "DELL",
  "DE",
  "DHT",
  "DVN",
  "FANG",
  null,
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  null,
  null,
  "DFAX",
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  "DOLE",
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  null,
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  "EFA",
  "J",
  "ADI",
  "MCO",
  "USMV",
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  null,
  "IWM",
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  "DIS",
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  "ETN",
  "GOOG",
  "XOM",
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  "LLY",
  "TSLA",
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  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
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  "QUAL",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 703
Total Value: 1908188138
Accession Number: 0001085146-25-002099
Form Type: 13F-HR
CIK: integrated-advisors-network
Manager Name: Integrated-Advisors-Network

Data Enrichment

70% identified

494 identified209 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

703 positions • $1.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:47.3K

Value:$13.0M

% of Portfolio:0.7% ($13.0M/$1.9B)

921946406

VYM|921946406

Shares:99.9K

Value:$12.9M

% of Portfolio:0.7% ($12.9M/$1.9B)

808524409

Shares:481.3K

Value:$12.8M

% of Portfolio:0.7% ($12.8M/$1.9B)

Tesla, Inc.

TSLA|88160R101

Shares:48.8K

Value:$12.6M

% of Portfolio:0.7% ($12.6M/$1.9B)

46434V738

Shares:206.3K

Value:$12.4M

% of Portfolio:0.7% ($12.4M/$1.9B)

25434V708

DFAC|25434V708

Shares:370.6K

Value:$12.2M

% of Portfolio:0.6% ($12.2M/$1.9B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:22.5K

Value:$12.0M

% of Portfolio:0.6% ($12.0M/$1.9B)

921946794

VYMI|921946794

Shares:152.1K

Value:$11.2M

% of Portfolio:0.6% ($11.2M/$1.9B)

AbbVie Inc.

ABBV|00287Y109

Shares:53.5K

Value:$11.2M

% of Portfolio:0.6% ($11.2M/$1.9B)

Meta Platforms, Inc.

META|30303M102

Shares:19.1K

Value:$11.0M

% of Portfolio:0.6% ($11.0M/$1.9B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:25.8K

Value:$10.8M

% of Portfolio:0.6% ($10.8M/$1.9B)

46434V621

DGRO|46434V621

Shares:174.6K

Value:$10.8M

% of Portfolio:0.6% ($10.8M/$1.9B)

81369Y209

Shares:72.8K

Value:$10.6M

% of Portfolio:0.6% ($10.6M/$1.9B)

464287655

IWM|464287655

Shares:53.2K

Value:$10.6M

% of Portfolio:0.6% ($10.6M/$1.9B)

464287309

IVW|464287309

Shares:113.4K

Value:$10.5M

% of Portfolio:0.6% ($10.5M/$1.9B)

Palo Alto Networks Inc

PANW|697435105

Shares:61.1K

Value:$10.4M

% of Portfolio:0.5% ($10.4M/$1.9B)

46434VBD1

Shares:408.8K

Value:$10.3M

% of Portfolio:0.5% ($10.3M/$1.9B)

CHEVRON CORP

CVX|166764100

Shares:61.4K

Value:$10.3M

% of Portfolio:0.5% ($10.3M/$1.9B)

Broadcom Inc.

AVGO|11135F101

Shares:61.3K

Value:$10.3M

% of Portfolio:0.5% ($10.3M/$1.9B)

46641Q332

Shares:175.9K

Value:$10.0M

% of Portfolio:0.5% ($10.0M/$1.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	47.3K	QoQ -0.95% (-458) YoY +8.82% (+3.8K)	All Managers (Combined)	$13.0M	0.7% ($13.0M/$1.9B)	QoQ -6.07% (-$840.8K) YoY +15.08% (+$1.7M)
(VYMcusip921946406)	99.9K	QoQ -25.56% (-34.3K) YoY -20.58% (-25.9K)	All Managers (Combined)	$12.9M	0.7% ($12.9M/$1.9B)	QoQ -24.76% (-$4.2M) YoY -15.34% (-$2.3M)
(cusip808524409)✕	481.3K	QoQ +0.90% (+4.3K) YoY +196.00% (+318.7K)	All Managers (Combined)	$12.8M	0.7% ($12.8M/$1.9B)	QoQ +2.88% (+$358.6K) YoY +3.55% (+$438.8K)
Tesla, Inc.(TSLAcusip88160R101)	48.8K	QoQ - YoY -2.87% (-1.4K)	All Managers (Combined)	$12.6M	0.7% ($12.6M/$1.9B)	QoQ +6163.88% (+$12.4M) YoY +43.18% (-$3.8M)
(cusip46434V738)✕	206.3K	QoQ NEW(+206.3K) YoY NEW(+206.3K)	All Managers (Combined)	$12.4M	0.7% ($12.4M/$1.9B)	QoQ NEW(+$12.4M) YoY NEW(+$12.4M)
(DFACcusip25434V708)	370.6K	QoQ -5.55% (-21.8K) YoY -1.55% (-5.9K)	All Managers (Combined)	$12.2M	0.6% ($12.2M/$1.9B)	QoQ -9.92% (-$1.3M) YoY +1.64% (-$198.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	22.5K	QoQ -10.87% (-2.8K) YoY -4.98% (-1.2K)	All Managers (Combined)	$12.0M	0.6% ($12.0M/$1.9B)	QoQ +4.71% (-$540.2K) YoY +20.33% (-$2.0M)
(VYMIcusip921946794)	152.1K	QoQ +5.18% (+7.5K) YoY +0.64% (+982)	All Managers (Combined)	$11.2M	0.6% ($11.2M/$1.9B)	QoQ +14.19% (+$1.4M) YoY +7.80% (+$811.2K)
AbbVie Inc.(ABBVcusip00287Y109)	53.5K	QoQ +25.48% (+10.9K) YoY +16.70% (+7.7K)	All Managers (Combined)	$11.2M	0.6% ($11.2M/$1.9B)	QoQ +47.95% (+$3.6M) YoY +34.27% (+$2.9M)
Meta Platforms, Inc.(METAcusip30303M102)	19.1K	QoQ -17.47% (-4.0K) YoY -19.04% (-4.5K)	All Managers (Combined)	$11.0M	0.6% ($11.0M/$1.9B)	QoQ -18.76% (-$2.5M) YoY -3.90% (-$447.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	25.8K	QoQ +110.59% (+13.6K) YoY +223.67% (+17.8K)	All Managers (Combined)	$10.8M	0.6% ($10.8M/$1.9B)	QoQ +107.81% (+$5.6M) YoY +241.68% (+$7.7M)
(DGROcusip46434V621)	174.6K	QoQ +37.62% (+47.7K) YoY -30.03% (-74.9K)	All Managers (Combined)	$10.8M	0.6% ($10.8M/$1.9B)	QoQ +38.61% (+$3.0M) YoY -25.54% (-$3.7M)
(cusip81369Y209)✕	72.8K	QoQ +7.61% (+5.2K) YoY +43.93% (+22.2K)	All Managers (Combined)	$10.6M	0.6% ($10.6M/$1.9B)	QoQ +14.21% (+$1.3M) YoY +42.25% (+$3.2M)
(IWMcusip464287655)	53.2K	QoQ +0.20% (-109) YoY +10.44% (+5.0K)	All Managers (Combined)	$10.6M	0.6% ($10.6M/$1.9B)	QoQ -9.53% (-$1.1M) YoY +4.76% (+$482.3K)
(IVWcusip464287309)	113.4K	QoQ +196.12% (+75.1K) YoY +1327.56% (+105.5K)	All Managers (Combined)	$10.5M	0.6% ($10.5M/$1.9B)	QoQ +170.74% (+$6.6M) YoY +1469.45% (+$9.9M)
Palo Alto Networks Inc(PANWcusip697435105)	61.1K	QoQ -24.15% (-19.4K) YoY +1.83% (-1.1K)	All Managers (Combined)	$10.4M	0.5% ($10.4M/$1.9B)	QoQ -28.87% (-$4.2M) YoY -38.84% (-$6.6M)
(cusip46434VBD1)✕	408.8K	QoQ +35.02% (+106.0K) YoY +1636.78% (+385.3K)	All Managers (Combined)	$10.3M	0.5% ($10.3M/$1.9B)	QoQ +35.56% (+$2.7M) YoY +1660.56% (+$9.7M)
CHEVRON CORP(CVXcusip166764100)	61.4K	QoQ -1.44% (-898) YoY -6.80% (-4.5K)	All Managers (Combined)	$10.3M	0.5% ($10.3M/$1.9B)	QoQ +13.83% (-$1.2M) YoY -1.15% (-$120.5K)
Broadcom Inc.(AVGOcusip11135F101)	61.3K	QoQ -40.76% (-42.2K) YoY +605.16% (-52.6K)	All Managers (Combined)	$10.3M	0.5% ($10.3M/$1.9B)	QoQ -57.21% (-$13.7M) YoY -10.92% (-$1.3M)
(cusip46641Q332)✕	175.9K	QoQ -49.58% (-172.9K) YoY -58.12% (-244.1K)	All Managers (Combined)	$10.0M	0.5% ($10.0M/$1.9B)	QoQ -49.92% (-$10.0M) YoY -58.64% (-$14.2M)