Top 31 Integrated Financial Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 21.13% | 120.0K | $30.4M | +2.54%(+2.97K) | $215.98(+38.38%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 21.09% | 174.1K | $30.4M | -0.35%(-615) | $135.14(+67.11%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 16.45% | 76.5K | $23.7M | +3.85%(+2.83K) | $227.23(+83.42%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.76% | 33.9K | $9.7M | +6.35%(+2.02K) | $175.26(+129.73%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.89% | 26.9K | $5.6M | +21.16%(+4.70K) | $212.37(+27.20%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.12% | 79.3K | $4.5M | +10.06%(+7.25K) | $56.88(-1.66%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 3.12% | 11.3K | $4.5M | +48.75%(+3.69K) | $540.73(-16.13%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.98% | 21.1K | $4.3M | -1.22%(-260) | $122.99(+262.24%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 2.82% | 2.3K | $4.1M | +11.28%(+238) | $2261.99(-30.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.66% | 10.3K | $3.8M | +12.93%(+1.18K) | $447.83(-9.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.26% |
| Top 20 Holdings Unweighted | +4.64% | +14.58% |
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