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Integrated Financial Solutions, Inc.

Portfolio Manager
Integrated Financial Solutions, Inc.
Performance
-13.40% (2026 Q1)
AUM (13F)
$144.06M
# of Holdings
31
Performance Rank
Allocation (Top 20)
96.68%

Integrated Financial Solutions, Inc. Holdings Map

Top 31 Integrated Financial Solutions, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
21.13%120.0K$30.4M
+2.54%(+2.97K)
2025-Q1: 0 shares2025-Q2: 119.5K shares2025-Q3: 123.8K shares2025-Q4: 117.0K shares2026-Q1: 120.0K shares
$215.98(+38.38%)
2026-03-31
NVDA
NVIDIA CORPORATION
21.09%174.1K$30.4M
-0.35%(-615)
2025-Q1: 0 shares2025-Q2: 169.4K shares2025-Q3: 173.1K shares2025-Q4: 174.7K shares2026-Q1: 174.1K shares
$135.14(+67.11%)
2026-03-31
AVGO
BROADCOM INC
16.45%76.5K$23.7M
+3.85%(+2.83K)
2025-Q1: 0 shares2025-Q2: 74.5K shares2025-Q3: 75.3K shares2025-Q4: 73.7K shares2026-Q1: 76.5K shares
$227.23(+83.42%)
2026-03-31
GOOGL
ALPHABET INC
6.76%33.9K$9.7M
+6.35%(+2.02K)
2025-Q1: 0 shares2025-Q2: 30.0K shares2025-Q3: 33.5K shares2025-Q4: 31.8K shares2026-Q1: 33.9K shares
$175.26(+129.73%)
2026-03-31
AMZN
AMAZON COM INC
3.89%26.9K$5.6M
+21.16%(+4.70K)
2025-Q1: 0 shares2025-Q2: 15.7K shares2025-Q3: 18.9K shares2025-Q4: 22.2K shares2026-Q1: 26.9K shares
$212.37(+27.20%)
2026-03-31
JEPI
J P MORGAN EXCHANGE TRADED F
3.12%79.3K$4.5M
+10.06%(+7.25K)
2025-Q1: 0 shares2025-Q2: 53.2K shares2025-Q3: 54.3K shares2025-Q4: 72.1K shares2026-Q1: 79.3K shares
$56.88(-1.66%)
2026-03-31
APP
APPLOVIN CORP
3.12%11.3K$4.5M
+48.75%(+3.69K)
2025-Q1: 0 shares2025-Q2: 2.0K shares2025-Q3: 4.4K shares2025-Q4: 7.6K shares2026-Q1: 11.3K shares
$540.73(-16.13%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
2.98%21.1K$4.3M
-1.22%(-260)
2025-Q1: 0 shares2025-Q2: 45.1K shares2025-Q3: 45.8K shares2025-Q4: 21.3K shares2026-Q1: 21.1K shares
$122.99(+262.24%)
2026-03-31
MELI
MERCADOLIBRE INC
2.82%2.3K$4.1M
+11.28%(+238)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 918 shares2025-Q4: 2.1K shares2026-Q1: 2.3K shares
$2261.99(-30.95%)
2026-03-31
MSFT
MICROSOFT CORP
2.66%10.3K$3.8M
+12.93%(+1.18K)
2025-Q1: 0 shares2025-Q2: 7.5K shares2025-Q3: 9.0K shares2025-Q4: 9.2K shares2026-Q1: 10.3K shares
$447.83(-9.52%)
2026-03-31

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