Integrated Investment Consultants, LLC Top Holdings and 13F Report (2025) About Integrated Investment Consultants, LLCInvestment ActivityIntegrated Investment Consultants, LLC has $498.78 million in total holdings as of December 31, 2024.Integrated Investment Consultants, LLC owns shares of 360 different stocks, but just 86 companies or ETFs make up 80% of its holdings.Approximately 14.92% of the portfolio was purchased this quarter.About 7.25% of the portfolio was sold this quarter.This quarter, Integrated Investment Consultants, LLC has purchased 353 new stocks and bought additional shares in 151 stocks.Integrated Investment Consultants, LLC sold shares of 82 stocks and completely divested from 22 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $45,032,574iShares Russell Mid-Cap Growth ETF $42,542,622Schwab US Dividend Equity ETF $15,353,654iShares Russell 1000 Value ETF $14,895,740Apple $12,571,411 Largest New Holdings this Quarter BLACKROCK INTERNATIONAL DIVIDEND ETF $8,962,882 HoldingVanguard Growth ETF $3,977,574 HoldingEmerson Electric $1,815,327 HoldingVanguard S&P 500 Value ETF $1,437,886 HoldingResMed $1,377,857 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 379,922 shares (about $10.38M)BLACKROCK INTERNATIONAL DIVIDEND ETF 363,311 shares (about $8.96M)Schwab U.S. Large-Cap Growth ETF 205,503 shares (about $5.73M)Vanguard Growth ETF 9,691 shares (about $3.98M)iShares Short Duration Bond Active ETF 75,063 shares (about $3.79M) Largest Sales this Quarter iShares Russell Mid-Cap Growth ETF 26,627 shares (about $3.37M)iShares Russell 1000 Growth ETF 6,998 shares (about $2.81M)iShares Intermediate Government/Credit Bond ETF 8,738 shares (about $910.76K)iShares Short Maturity Municipal Bond Active ETF 17,035 shares (about $850.90K)Vistra 5,350 shares (about $737.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIntegrated Investment Consultants, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$45,032,574$2,810,269 ▼-5.9%112,1389.0%ETFIWPiShares Russell Mid-Cap Growth ETF$42,542,622$3,374,972 ▼-7.4%335,6428.5%ETFSCHDSchwab US Dividend Equity ETF$15,353,654$10,379,473 ▲208.7%561,9933.1%ETFIWDiShares Russell 1000 Value ETF$14,895,740$449,245 ▼-2.9%85,6123.0%ETFAAPLApple$12,571,411$2,541 ▼0.0%1,736,2992.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$11,959,224$126,579 ▲1.1%193,9682.4%ETFMSFTMicrosoft$11,438,274$1,629,102 ▲16.6%27,1372.3%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$10,793,364$264,757 ▲2.5%104,4862.2%ETFSKYSkyline Champion$9,299,307$269,938 ▼-2.8%105,5541.9%ConstructionBLACKROCK INTERNATIONAL DIVIDEND ETF$8,962,882$8,962,882 ▲New Holding363,3111.8%ETFNEARiShares Short Duration Bond Active ETF$8,832,703$3,790,682 ▲75.2%174,9051.8%ETFIVViShares Core S&P 500 ETF$8,721,111$85,357 ▼-1.0%14,8151.7%ETFVEAVanguard FTSE Developed Markets ETF$8,631,406$12,911 ▲0.1%180,4981.7%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$8,368,447$73,487 ▲0.9%113,7621.7%ETFMETAMeta Platforms$7,929,907$117 ▲0.0%4,132,9311.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$7,657,450$5,727,369 ▲296.7%274,7561.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,432,086$910,657 ▲16.5%189,7581.3%ETFGVIiShares Intermediate Government/Credit Bond ETF$6,074,941$910,762 ▼-13.0%58,2841.2%ETFVTVVanguard Value ETF$5,803,006$27,088 ▲0.5%34,2761.2%ETFDGROiShares Core Dividend Growth ETF$5,660,394$97,285 ▼-1.7%92,2791.1%ETFJPMJPMorgan Chase & Co.$4,727,096$14,323 ▲0.3%40,2640.9%FinanceQQQInvesco QQQ$4,444,633$154,391 ▲3.6%8,6940.9%FinanceGOOGLAlphabet$4,409,220$35,589 ▲0.8%23,2920.9%Computer and TechnologyIWNiShares Russell 2000 Value ETF$4,263,339$1,090,912 ▲34.4%25,9690.9%ETFCCSIConsensus Cloud Solutions$4,063,501$344,753 ▲9.3%170,3060.8%Computer and TechnologyVUGVanguard Growth ETF$3,977,574$3,977,574 ▲New Holding9,6910.8%ETFAMZNAmazon.com$3,861,045$351,024 ▲10.0%17,5990.8%Retail/WholesaleVOOVanguard S&P 500 ETF$3,736,096$39,872 ▲1.1%6,9340.7%ETFWMTWalmart$3,562,644$2,151,121 ▲152.4%39,4320.7%Retail/WholesaleLLYEli Lilly and Company$3,555,035$10,213 ▲0.3%696,1670.7%MedicalMRKMerck & Co., Inc.$3,438,158$72,325 ▲2.1%626,5930.7%MedicalBRK.BBerkshire Hathaway$3,402,229$651 ▲0.0%297,7790.7%FinanceBACBank of America$3,052,855$1,497,157 ▲96.2%69,4620.6%FinanceABBVAbbVie$3,034,800$145,987 ▲5.1%177,7390.6%MedicalMEARiShares Short Maturity Municipal Bond Active ETF$3,025,222$850,898 ▼-22.0%60,5650.6%ETFGLDSPDR Gold Shares$2,817,1830.0%11,6350.6%FinanceCSCOCisco Systems$2,797,450$561,695 ▲25.1%113,9060.6%Computer and TechnologyIBMInternational Business Machines$2,754,600$735,127 ▲36.4%28,1970.6%Computer and TechnologyITWIllinois Tool Works$2,710,303$19,778 ▼-0.7%10,6890.5%Industrial ProductsXOMExxon Mobil$2,633,378$137,912 ▲5.5%270,1880.5%Oils/EnergyVONVVanguard Russell 1000 Value$2,577,422$508,789 ▲24.6%31,7220.5%ETFVNTVontier$2,460,995$315,721 ▲14.7%67,4800.5%Business ServicesLPLALPL Financial$2,437,397$85,546 ▲3.6%7,4650.5%FinanceABTAbbott Laboratories$2,366,249$216,344 ▲10.1%125,5070.5%MedicalSCHWCharles Schwab$2,175,308$16,315 ▲0.8%105,0660.4%FinanceMCDMcDonald's$2,174,160$495,184 ▲29.5%21,9750.4%Retail/WholesaleVIOVVanguard S&P Small-Cap 600 Value ETF$2,097,362$242,840 ▲13.1%22,4730.4%ETFRTXRTX$1,986,218$1,624,709 ▲449.4%17,1640.4%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$1,947,155$687,522 ▲54.6%20,0940.4%FinanceJNJJohnson & Johnson$1,943,168$189,801 ▲10.8%72,3820.4%MedicalPEPPepsiCo$1,840,059$1,250,224 ▲212.0%12,1010.4%Consumer StaplesAFLAflac$1,830,783$763,412 ▲71.5%41,6680.4%FinanceEMREmerson Electric$1,815,327$1,815,327 ▲New Holding14,6480.4%Industrial ProductsWFCWells Fargo & Company$1,797,161$1,211,008 ▲206.6%25,5860.4%FinanceSSNCSS&C Technologies$1,767,645$227,795 ▲14.8%23,3260.4%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,738,6120.0%107,8800.3%ETFNVDANVIDIA$1,696,492$89,035 ▲5.5%12,6330.3%Computer and TechnologySUISun Communities$1,654,9300.0%13,4580.3%FinancePGProcter & Gamble$1,647,664$1,339,859 ▲435.3%9,8280.3%Consumer StaplesBMYBristol-Myers Squibb$1,623,234$65,830 ▲4.2%352,4100.3%MedicalIVWiShares S&P 500 Growth ETF$1,516,020$41,728 ▲2.8%14,9320.3%ETFDISWalt Disney$1,477,627$153,926 ▲11.6%70,6530.3%Consumer DiscretionaryFDSFactSet Research Systems$1,455,728$202,678 ▲16.2%3,0310.3%Business ServicesBUDAnheuser-Busch InBev SA/NV$1,451,679$23,232 ▲1.6%28,9930.3%Consumer StaplesVOOVVanguard S&P 500 Value ETF$1,437,886$1,437,886 ▲New Holding7,7930.3%ETFEEMiShares MSCI Emerging Markets ETF$1,414,717$19,820 ▲1.4%53,5330.3%FinancePFEPfizer$1,392,062$213,240 ▲18.1%133,3050.3%MedicalRMDResMed$1,377,857$1,377,857 ▲New Holding6,0250.3%MedicalCLColgate-Palmolive$1,364,326$640,378 ▲88.5%25,5660.3%Consumer StaplesKOCoca-Cola$1,299,014$946,617 ▲268.6%20,8640.3%Consumer StaplesMCKMcKesson$1,252,663$46,733 ▲3.9%2,1980.3%MedicalAVGOBroadcom$1,250,081$10,896 ▲0.9%5,3920.3%Computer and TechnologySYKStryker$1,232,977$148,361 ▼-10.7%3,4240.2%MedicalSHELShell$1,229,694$1,229,694 ▲New Holding19,6280.2%Oils/EnergyACNAccenture$1,220,008$844,648 ▲225.0%3,4680.2%Computer and TechnologyZBRAZebra Technologies$1,198,441$156,805 ▲15.1%3,1030.2%Industrial ProductsVCSHVanguard Short-Term Corporate Bond ETF$1,197,4540.0%15,3500.2%ETFSUSAiShares MSCI USA ESG Select ETF$1,190,731$22,373 ▼-1.8%9,7930.2%ETFULTAUlta Beauty$1,137,903$32,731 ▲3.0%11,8550.2%Retail/WholesaleGOOGAlphabet$1,114,074$72,748 ▲7.0%5,8500.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,099,311$43,207 ▲4.1%9,5410.2%ETFHLIHoulihan Lokey$1,088,752$942 ▲0.1%16,1880.2%FinanceCOSTCostco Wholesale$1,084,7350.0%1,1840.2%Retail/WholesaleORCLOracle$1,049,575$15,165 ▲1.5%6,2980.2%Computer and TechnologyTRUTransUnion$1,040,020$135,264 ▲15.0%11,2180.2%Business ServicesGSThe Goldman Sachs Group$1,034,724$191,255 ▲22.7%1,8070.2%FinanceVOTVanguard Mid-Cap Growth ETF$1,031,885$308,525 ▼-23.0%4,0670.2%ETFVSTVistra$1,027,132$737,605 ▼-41.8%7,4500.2%UtilitiesIVEiShares S&P 500 Value ETF$1,015,992$4,390 ▲0.4%5,3230.2%ETFVZVerizon Communications$1,014,262$52,296 ▲5.4%290,9200.2%Computer and TechnologyKMBKimberly-Clark$981,228$981,228 ▲New Holding7,4880.2%Consumer StaplesROKRockwell Automation$971,114$63,445 ▲7.0%3,3980.2%Computer and TechnologyFOXAFOX$969,462$133,546 ▼-12.1%19,9560.2%Consumer DiscretionaryVVisa$937,757$25,285 ▲2.8%2,9670.2%Business ServicesTGTTarget$921,117$921,117 ▲New Holding6,8140.2%Retail/WholesaleUSRTiShares Core U.S. REIT ETF$915,1830.0%15,9690.2%ETFBROBrown & Brown$894,613$62,232 ▲7.5%8,7690.2%FinanceFCXFreeport-McMoRan$877,782$952 ▲0.1%23,0510.2%Basic MaterialsKKRKKR & Co. Inc.$848,412$48,367 ▲6.0%5,7360.2%FinancePSNParsons$838,184$3,506 ▼-0.4%9,0860.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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