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Home > Institutional Investor > Integrated Financial Solutions, Inc. > Profile

Instuitional Investor - Integrated Financial Solutions, Inc.

Fund Profile
Filing Period:
Fund Name: Integrated Financial Solutions, Inc.
Portfolio Value $117,565,346
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 169,419 $26,766,617 22.77%
2.
Apple Inc.
 AAPL 119,542 $24,526,341 20.86%
3.
Broadcom Inc.
 AVGO 74,469 $20,527,447 17.46%
4.
Advanced Micro Devices Inc
 AMD 45,118 $6,402,244 5.45%
5.
Alphabet Inc.
 GOOGL 29,956 $5,279,318 4.49%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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