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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 $293,080,771
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 116,490 $64,260,407 21.93%
2.
Schwab Strategic Trust
 FNDF 992,513 $26,301,585 8.97%
3.
Vanguard Tax-Managed Fds
 373,695 $21,304,346 7.27%
4.
Schwab Strategic Trust
 FNDF 613,702 $13,562,791 4.63%
5.
Vanguard Index Fds - LARGE CAP ETF
 44,210 $12,613,032 4.3%
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)