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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 $231,344,437
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 125,493 $51,391,846 22.21%
2.
Schwab Strategic Trust
 FNDF 276,860 $21,077,357 9.11%
3.
Vanguard Tax-Managed Fds
 310,735 $14,884,188 6.43%
4.
Ishares Trust
 IEF 172,261 $10,116,860 4.37%
5.
Schwab Strategic Trust
 FNDF 242,591 $8,966,178 3.87%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)