Intergy Private Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Colorado Springs, CO
CIK
0001911342
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 80 242,456 QQQ, SCHD, VEA, SCHF 13F-HR 7/15/2024 000191134224000003
Q1 2024 78 243,086 QQQ, SCHD, VEA, SCHF 13F-HR 4/24/2024 000191134224000002
Q4 2023 73 231,344 QQQ, SCHD, VEA, ICF 13F-HR 1/11/2024 000191134224000001
Q3 2023 71 199,926 QQQ, SCHD, VEA, ICF 13F-HR 10/19/2023 000191134223000002
Q2 2023 73 204,202 QQQ, SCHD, VEA, ICF 13F-HR 8/11/2023 000108514623003280
Q1 2023 69 178,689 QQQ, SCHD, VEA, ICF 13F-HR 5/3/2023 000108514623002039
Q4 2022 64 159,905 QQQ, SCHD, VEA, ICF 13F-HR 1/18/2023 000108514623000199
Q3 2022 62 140,953 QQQ, SCHD, VEA, ICF 13F-HR 10/18/2022 000108514622003492
Q2 2022 61 126,804 QQQ, SCHD, VEA, ICF 13F-HR 7/13/2022 000108514622002384
Q1 2022 49 143,367 QQQ, SCHD, VEA, ICF 13F-HR 4/25/2022 000108514622001530
Q4 2021 48 127,969 QQQ, IVV, VT, DIA 13F-HR 2/17/2022 000108514622001191