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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 $267,972,381
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 119,205 $60,941,284 22.74%
2.
Schwab Strategic Trust
 FNDF 953,962 $26,062,246 9.72%
3.
Vanguard Tax-Managed Fds
 368,981 $17,644,669 6.58%
4.
Schwab Strategic Trust
 FNDF 565,982 $10,470,660 3.9%
5.
Vanguard Index Fds - LARGE CAP ETF
 38,694 $10,435,660 3.89%
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)