INTEGRITY WEALTH ADVISORS, INC.
CIK
1951908
City
Ventura
State / Country
CA
Top Portfolio Positions
33 positions ·
$47,580,302 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GNSS |
Genasys Inc.
Technology
|
6,487,209 | $11,806,720 | 24.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
17,376 | $8,326,579 | 17.50% | |
| BA |
Boeing Co
Industrials
|
25,892 | $5,153,284 | 10.83% | |
| AAPL |
Apple Inc.
Technology
|
12,514 | $3,175,928 | 6.67% | |
| UUUU |
Energy Fuels Inc
Energy
|
125,720 | $2,294,390 | 4.82% | |
| IBM |
International Business Machines Corp
Technology
|
9,405 | $2,279,677 | 4.79% | |
| BEEM |
Beam Global
Technology
|
1,112,388 | $1,635,210 | 3.44% | |
| NVDA |
Nvidia Corp
Technology
|
6,858 | $1,196,035 | 2.51% | |
| AMGN |
Amgen Inc
Healthcare
|
3,095 | $1,088,975 | 2.29% | |
| MSFT |
Microsoft Corp
Technology
|
2,782 | $1,029,812 | 2.16% |
Portfolio Trend
6 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 | $774,277 | 57,058 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $682,154 | 46,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,442,813 | 89,283 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $649,118 | 39,995 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $835,011 | 53,664 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $754,565 | 50,881 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||