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Home > Institutional Investor > Intergy Private Wealth, Llc > Profile

Instuitional Investor - Intergy Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Intergy Private Wealth, Llc
Portfolio Value $262,981,542
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 117,536 $55,115,201 20.96%
2.
Schwab Strategic Trust
 FNDF 974,009 $27,233,290 10.36%
3.
Vanguard Tax-Managed Fds
 374,012 $19,011,028 7.23%
4.
Schwab Strategic Trust
 FNDF 588,208 $11,634,754 4.42%
5.
Vanguard Index Fds - LARGE CAP ETF
 41,344 $10,626,547 4.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)