Holdings
Integrated Wealth Management
As of Jun 30, 2026, Integrated Wealth Management reported 24 positions worth US$13.2M. Largest: Apple Inc, Nvidia Corporation and Progressive Corporation (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,874 | US$2.28M | −170 | Jun 30, 2026 |
| Nvidia Corporation | 7,548 | US$1.51M | −295 | Jun 30, 2026 |
| Progressive Corporation (the) | 4,094 | US$894K | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,193 | US$818K | −89 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,180 | US$779K | −20 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,102 | US$739K | −114 | Jun 30, 2026 |
| Broadcom Inc. | 1,476 | US$558K | +6 | Jun 30, 2026 |
| Intel Corporation | 3,558 | US$497K | new | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 979 | US$490K | −5 | Jun 30, 2026 |
| Abbvie Inc. | 1,852 | US$466K | no change | Jun 30, 2026 |