Top 50 Integrity Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 8.41% | 164.8K | $9.3M | new | $56.96(-0.44%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.18% | 205.2K | $8.0M | new | $39.23(+12.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.48% | 28.4K | $7.2M | new | $262.82(+17.43%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 5.04% | 113.5K | $5.6M | new | $50.95(+4.14%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.45% | 89.0K | $4.9M | new | $56.82(+4.52%) | 2026-03-31 | |
| FTHI | FIRST TR EXCHANGE TRADED FD | 4.25% | 205.8K | $4.7M | new | $23.29(+1.83%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.35% | 42.9K | $3.7M | new | $86.93(-1.63%) | 2026-03-31 | |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 2.71% | 233.2K | $3.0M | new | $13.39(-1.01%) | 2026-03-31 | |
| MAGS | LISTED FDS TR | 2.47% | 47.3K | $2.7M | new | $61.95(+5.08%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.34% | 8.1K | $2.6M | new | $328.04(+12.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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