Integrated Advisors Network LLC
CIK
1660177
City
DALLAS
State / Country
TX
Top Portfolio Positions
388 positions ·
$967,644,503 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
89,222 | $58,024,635 | 6.00% | |
| AAPL |
Apple Inc.
Technology
|
198,303 | $50,327,318 | 5.20% | |
| NVDA |
Nvidia Corp
Technology
|
212,523 | $37,064,011 | 3.83% | |
| CAT |
Caterpillar Inc
Industrials
|
42,672 | $30,231,405 | 3.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
47,919 | $27,657,888 | 2.86% | |
| MSFT |
Microsoft Corp
Technology
|
68,941 | $25,519,889 | 2.64% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
86,548 | $24,887,742 | 2.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
111,377 | $23,196,487 | 2.40% | |
| BX |
Blackstone Inc.
Financial Services
|
193,739 | $22,278,047 | 2.30% | |
| AVGO |
Broadcom Inc.
Technology
|
54,406 | $16,839,201 | 1.74% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,852 | 10,306 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $168,948 | 11,556 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $186,744 | 11,556 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $187,553 | 11,556 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $174,365 | 11,206 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $168,409 | 11,356 | Shares | Sole | 2025-02-25 | |
| No 13F history on record for this holder in this stock. | ||||||