INTEGRITY WEALTH ADVISORS, INC.
Filing Date
Global Rank
#6,547
/ 8,232
▲ 290
Top Industry
Scientific & Technical Instruments
25.2%
3Y Alpha vs SPY
-17.6%
Period ended 2 months ago
Filed May 14, 2026 · 31d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.6%
SPY
+23.4%
Annualised alpha
-17.6%
Max drawdown
−27.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.8%
−0.7 pts
Top 5
64.6%
+2.9 pts
Top 10
79.8%
+1.4 pts
HHI
1,183
Diversified+48
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.7% | $22,672,581 |
| Financial Services | 21.6% | $10,298,630 |
| Industrials | 11.0% | $5,226,084 |
| Energy | 8.1% | $3,846,108 |
| Consumer Cyclical | 5.1% | $2,431,658 |
| Healthcare | 2.3% | $1,088,975 |
| Communication Services | 1.7% | $796,335 |
| Unclassified | 1.6% | $781,949 |
| Utilities | 0.9% | $437,982 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GNSS | Genasys Inc. | +1,034,710 | 6,487,209 | $11,806,720 | |
| STEX | Streamex Corp. | +52,269 | 115,743 | $130,789 | |
| CPZ | Calamos Long/Short Equity & Dynamic Income Trust | +10,399 | 57,058 | $774,277 | |
| UUUU | Energy Fuels Inc | +7,545 | 125,720 | $2,294,390 | |
| BA | Boeing Co | +4,064 | 25,892 | $5,153,284 | |
| IBM | International Business Machines Corp | +3,563 | 9,405 | $2,279,677 | |
| BRK-B | Berkshire Hathaway Inc | +3,524 | 17,376 | $8,326,579 | |
| BAC | Bank Of America Corp /De/ | +2,576 | 7,795 | $380,006 | |
| NVDA | Nvidia Corp | +2,422 | 6,858 | $1,196,035 | |
| AAPL | Apple Inc. | +1,675 | 12,514 | $3,175,928 | |
| TSLA | Tesla, Inc. | +757 | 2,345 | $871,753 | |
| MSFT | Microsoft Corp | +649 | 2,782 | $1,029,812 | |
| WFC | Wells Fargo & Company/Mn | +248 | 4,175 | $332,371 | |
| MU | Micron Technology Inc | +246 | 2,628 | $887,843 | |
| AMGN | Amgen Inc | +231 | 3,095 | $1,088,975 | |
| META | Meta Platforms, Inc. | +125 | 838 | $479,444 | |
| HD | Home Depot, Inc. | +66 | 703 | $231,209 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BEEM | Beam Global | −171,857 | 1,112,388 | $1,635,210 | |
| DNN | Denison Mines Corp. | −30,804 | 28,896 | $102,002 | |
| SLV | iShares Silver Trust | −8,740 | 3,860 | $263,020 | |
| CTRA | Coterra Energy Inc. | −617 | 10,302 | $362,012 | |
| AMZN | Amazon Com Inc | −513 | 4,896 | $1,019,689 | |
| BABA | Alibaba Group Holding Ltd | −245 | 2,463 | $309,007 | |
| GLD | Spdr Gold Trust | −166 | 1,206 | $518,929 | |
| GOOGL | Alphabet Inc. | −4 | 1,102 | $316,891 | |
| INTC | Intel Corp | −2 | 9,774 | $431,326 | |
| No positions match the current search. | |||||
5 positions ·
$3,846,108 total
· Energy only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| UUUU |
Energy Fuels Inc
Energy
|
Added | 125,720 | $2,294,390 | 59.65% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,411 | $705,735 | 18.35% | |
| BP |
Bp PLC
Energy
|
Held | 8,127 | $381,969 | 9.93% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Reduced | 10,302 | $362,012 | 9.41% | |
| DNN |
Denison Mines Corp.
Energy
|
Reduced | 28,896 | $102,002 | 2.65% |