Integrity Financial Corp /WA

Q1 2025 13F Holdings

  • Location
    jackson, WY
  • Num holdings

    278

  • Value ($000)

    $176,430

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001917704
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$14.71M
8 %

26,216

SPHQ
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
$10.91M
6 %

164,416

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$10.79M
6 %

22,972

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
$8.70M
5 %

219,141

AAPL
AAPL

APPLE INC

COM
$7.50M
4 %

33,759

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$7.05M
4 %

120,468

BUFD
BUFD

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$6.29M
4 %

252,266

BRO
BRO

BROWN & BROWN INC

COM
$4.45M
3 %

35,774

---

FIRST TR EXCHANGE-TRADED FD

SENIOR LN FD
$3.81M
2 %

83,426

---

FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED
$3.40M
2 %

114,647

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