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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 $166,906,612
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 174,747 $32,590,270 19.53%
2.
Lululemon Athletica Inc.
 LULU 125 $25,976,025 15.56%
3.
Broadcom Inc.
 AVGO 73,673 $25,498,310 15.28%
4.
Apple Inc.
 AAPL 117,038 $21,817,829 13.07%
5.
Alphabet Inc.
 GOOGL 31,832 $9,963,475 5.97%
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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