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Integris Wealth Management, LLC
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Q1 2025 Filing
Integris Wealth Management, LLC
Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$350.6B
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
VO
VANGUARD INDEX FDS
796
$205.9M
0.06%
102
SPGI
S&P GLOBAL INC
400
$203.2M
0.06%
103
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
15,000
$160.9M
0.05%
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