Integrity-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BEEM",
  "BABA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  "IFN",
  null,
  "META",
  null,
  null,
  "UUUU",
  "MSFT",
  "FRME",
  null,
  null,
  "AAPL",
  "NVDA",
  "AMGN",
  null,
  null,
  "GLD",
  null,
  "IBM",
  "VRN.TO",
  null,
  "CPZ",
  "USIO",
  null,
  null,
  "AMD",
  null,
  "GNSS",
  "AMZN",
  null,
  null,
  "WFC",
  null,
  "DNN",
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "BRK-B",
  "BA",
  "CVX",
  "CTRA",
  "DIS",
  "GOOG",
  "TSLA",
  null
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-06-02
Total Holdings: 60
Total Value: 136464953
Accession Number: 0001172661-25-002434
Form Type: 13F-HR
CIK: integrity-wealth-advisors
Manager Name: Integrity-Wealth-Advisors

Data Enrichment

48% identified

29 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

60 positions • $136.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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33739E108

Shares:—

Value:$21.9M

% of Portfolio:16.1% ($21.9M/$136.5M)

23908L405

Shares:—

Value:$17.3M

% of Portfolio:12.7% ($17.3M/$136.5M)

Genasys Inc.

GNSS|36872P103

Shares:—

Value:$16.0M

% of Portfolio:11.7% ($16.0M/$136.5M)

33738R506

Shares:—

Value:$13.3M

% of Portfolio:9.7% ($13.3M/$136.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$9.4M

% of Portfolio:6.9% ($9.4M/$136.5M)

78464A672

Shares:—

Value:$7.9M

% of Portfolio:5.8% ($7.9M/$136.5M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$7.3M

% of Portfolio:5.3% ($7.3M/$136.5M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$4.1M

% of Portfolio:3.0% ($4.1M/$136.5M)

26922B832

Shares:—

Value:$3.5M

% of Portfolio:2.6% ($3.5M/$136.5M)

47103U845

Shares:—

Value:$2.9M

% of Portfolio:2.1% ($2.9M/$136.5M)

23908L306

Shares:—

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$136.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:—

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$136.5M)

97717Y527

Shares:—

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$136.5M)

46090A804

Shares:—

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$136.5M)

Beam Global

BEEM|07373B109

Shares:—

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$136.5M)

BOEING CO

BA|097023105

Shares:—

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$136.5M)

AMGEN INC

AMGN|031162100

Shares:—

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$136.5M)

46429B267

Shares:—

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$136.5M)

AMAZON COM INC

AMZN|023135106

Shares:—

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$136.5M)

808524854

Shares:—

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$136.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739E108)✕	—	QoQ - YoY-	All Managers (Combined)	$21.9M	16.1% ($21.9M/$136.5M)	QoQ -1.26% (-$280.5K) YoY-
(cusip23908L405)✕	—	QoQ - YoY-	All Managers (Combined)	$17.3M	12.7% ($17.3M/$136.5M)	QoQ +8.30% (+$1.3M) YoY-
Genasys Inc.(GNSScusip36872P103)	—	QoQ - YoY-	All Managers (Combined)	$16.0M	11.7% ($16.0M/$136.5M)	QoQ -8.30% (-$1.4M) YoY-
(cusip33738R506)✕	—	QoQ - YoY-	All Managers (Combined)	$13.3M	9.7% ($13.3M/$136.5M)	QoQ +24.01% (+$2.6M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY-	All Managers (Combined)	$9.4M	6.9% ($9.4M/$136.5M)	QoQ +17.88% (+$1.4M) YoY-
(cusip78464A672)✕	—	QoQ - YoY-	All Managers (Combined)	$7.9M	5.8% ($7.9M/$136.5M)	QoQ -4.06% (-$337.0K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY-	All Managers (Combined)	$7.3M	5.3% ($7.3M/$136.5M)	QoQ -16.17% (-$1.4M) YoY-
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY-	All Managers (Combined)	$4.1M	3.0% ($4.1M/$136.5M)	QoQ -18.77% (-$949.0K) YoY-
(cusip26922B832)✕	—	QoQ - YoY-	All Managers (Combined)	$3.5M	2.6% ($3.5M/$136.5M)	QoQ -32.40% (-$1.7M) YoY-
(cusip47103U845)✕	—	QoQ - YoY-	All Managers (Combined)	$2.9M	2.1% ($2.9M/$136.5M)	QoQ +2.57% (+$72.4K) YoY-
(cusip23908L306)✕	—	QoQ - YoY-	All Managers (Combined)	$2.2M	1.6% ($2.2M/$136.5M)	QoQ -2.39% (-$54.7K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	—	QoQ - YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$136.5M)	QoQ +11.56% (+$211.9K) YoY-
(cusip97717Y527)✕	—	QoQ - YoY-	All Managers (Combined)	$1.9M	1.4% ($1.9M/$136.5M)	QoQ +111.31% (+$1.0M) YoY-
(cusip46090A804)✕	—	QoQ - YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$136.5M)	QoQ +38.62% (+$399.4K) YoY-
Beam Global(BEEMcusip07373B109)	—	QoQ - YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$136.5M)	QoQ -43.75% (-$1.1M) YoY-
BOEING CO(BAcusip097023105)	—	QoQ - YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$136.5M)	QoQ +31.28% (+$333.9K) YoY-
AMGEN INC(AMGNcusip031162100)	—	QoQ - YoY-	All Managers (Combined)	$1.2M	0.9% ($1.2M/$136.5M)	QoQ +24.34% (+$238.0K) YoY-
(cusip46429B267)✕	—	QoQ - YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$136.5M)	QoQ -1.01% (-$11.8K) YoY-
AMAZON COM INC(AMZNcusip023135106)	—	QoQ - YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$136.5M)	QoQ -4.78% (-$57.3K) YoY-
(cusip808524854)✕	—	QoQ - YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$136.5M)	QoQ +2.81% (+$31.2K) YoY-