Integrated Investment Consultants, LLC
Top Portfolio Positions
198 positions ·
$191,416,612 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UWMC |
UWM Holdings Corp
Financial Services
|
5,371,664 | $19,445,422 | 10.16% | |
| AAPL |
Apple Inc.
Technology
|
41,493 | $10,530,504 | 5.50% | |
| MSFT |
Microsoft Corp
Technology
|
24,366 | $9,019,557 | 4.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
19,822 | $5,700,011 | 2.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,355 | $5,399,304 | 2.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,837 | $5,100,539 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,343 | $3,403,753 | 1.78% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
27,551 | $3,314,108 | 1.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,555 | $3,269,779 | 1.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
14,195 | $3,087,268 | 1.61% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UWMC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,445,422 | 5,371,664 | Shares | Other | 2026-06-01 | |
| 2025-12-31 | $23,411,034 | 5,344,985 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $32,630,025 | 5,357,968 | Shares | Sole | 2025-11-18 | |
| 2025-03-31 | $631,476 | 115,655 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $563,015 | 95,914 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $857,861 | 100,688 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $646,943 | 93,354 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $677,750 | 93,354 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,186,821 | 165,989 | Shares | Sole | 2024-05-28 | |
| 2023-09-30 | $817,957 | 168,651 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $911,495 | 162,767 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $936,553 | 190,744 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $1,564,885 | 472,775 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,047,700 | 357,577 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $1,277,030 | 360,743 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $301,630 | 66,585 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,181,865 | 1,044,234 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $87,736 | 12,624 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $106,360 | 12,587 | Shares | Sole | 2021-07-21 | |
| No 13F history on record for this holder in this stock. | ||||||