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Latest Integrated Investment Consultants, LLC Stock Portfolio

$363Million– No. of Holdings #259

About Integrated Investment Consultants, LLC and 13F Hedge Fund Stock Holdings

Integrated Investment Consultants, LLC is a hedge fund based in BLOOMFIELD HILLS, MI. On 18-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $779.6 Millions. In it's latest 13F Holdings report, Integrated Investment Consultants, LLC reported an equity portfolio of $363.4 Millions as of 30 Jun, 2024.

The top stock holdings of Integrated Investment Consultants, LLC are AGG, AGG, . The fund has invested 7.6% of it's portfolio in ISHARES RUSSELL 1000 GROWTH ETF and 5.6% of portfolio in ISHARES RUSSELL MID-CAP GROWTH ETF.

They significantly reduced their stock positions in NVIDIA CORPORATION COM (NVDA).
Integrated Investment Consultants, LLC Equity Portfolio Value
Last Reported on: 19 Jul, 2024

Integrated Investment Consultants, LLC Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by Integrated Investment Consultants, LLC

Additions

No additions were made to existing positions by Integrated Investment Consultants, LLC

Reductions

Ticker% Reduced
nvidia corporation com-90.00

Integrated Investment Consultants, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Integrated Investment Consultants, LLC

Sector Distribution

Sector%
Others62.7
Technology10.1
Financial Services6.2
Industrials4.8
Healthcare4.1
Consumer Cyclical3.7
Communication Services3.1
Consumer Defensive1.4
Real Estate1.1
Energy1.1

Market Cap. Distribution

Category%
UNALLOCATED62.7
MEGA-CAP14.7
LARGE-CAP13.2
MID-CAP7.1
SMALL-CAP2.3

Stocks belong to which Index?

Index%
Others68.6
S&P 50024
RUSSELL 20007.3
Top 5 Winners (%)%
NVDA
nvidia corporation com
86.7 %
Top 5 Winners ($)$
NVDA
nvidia corporation com
1.2 M
Top 5 Losers (%)%
Top 5 Losers ($)$

Integrated Investment Consultants, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Integrated Investment Consultants, LLC

Last Reported on: 19 Jul, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions