Integrity Wealth Partners, LLC
CIK
2121884
City
WALNUT CREEK
State / Country
CA
Top Portfolio Positions
36 positions ·
$31,064,914 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,363 | $7,198,245 | 23.17% | |
| PDO |
PIMCO Dynamic Income Opportunities Fund
Financial Services
|
233,197 | $3,015,237 | 9.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,534 | $2,298,301 | 7.40% | |
| MSFT |
Microsoft Corp
Technology
|
4,548 | $1,683,533 | 5.42% | |
| LRCX |
Lam Research Corp
Technology
|
6,324 | $1,351,185 | 4.35% | |
| ORCL |
Oracle Corp
Technology
|
8,489 | $1,248,816 | 4.02% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
95,930 | $1,117,584 | 3.60% | |
| INTC |
Intel Corp
Technology
|
19,126 | $844,030 | 2.72% | |
| NVDA |
Nvidia Corp
Technology
|
4,812 | $839,212 | 2.70% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
73,386 | $824,124 | 2.65% |
Holdings in BTT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $564,934 | 24,887 | Shares | Sole | 2026-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||