Intentional Wealth Strategies, LLC
Top Portfolio Positions
822 positions ·
$24,980,573 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
4,542 | $2,621,551 | 10.49% | |
| IAU |
Ishares Gold Trust
|
22,943 | $2,022,654 | 8.10% | |
| AAPL |
Apple Inc.
Technology
|
5,674 | $1,440,004 | 5.76% | |
| SIVR |
abrdn Silver ETF Trust
|
9,071 | $649,574 | 2.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,141 | $615,665 | 2.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
878 | $570,998 | 2.29% | |
| AVGO |
Broadcom Inc.
Technology
|
1,574 | $487,168 | 1.95% | |
| MSFT |
Microsoft Corp
Technology
|
1,212 | $448,646 | 1.80% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,662 | $406,259 | 1.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,348 | $396,527 | 1.59% |
Holdings in IMOS
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,653 | 158 | Shares | Sole | 2026-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||