Institutional Investor · CIK 0001665337
INTEGRATED INVESTMENT CONSULTANTS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
253
Total Value
$423.52M
Total Shares
9.75M
Latest Filing
Jun 1, 2026
CIK
0001665337
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 71,806 | $30.62M | 0.0068% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 175,231 | $22.45M | 0.1196% | SH | — | View | |
UWM Holdings Corporation(UWMC) | Financial Services | Financial - Mortgages | 2026-03-31 | 2026-06-01 | 5,371,664 | $19.45M | 3.4534% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 89,963 | $19.22M | 0.0279% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-01 | 601,972 | $18.47M | 0.0203% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 132,198 | $14.50M | 0.0301% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 123,477 | $12.56M | 0.7296% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 166,101 | $10.64M | 0.0037% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-01 | 41,493 | $10.53M | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 133,072 | $10.48M | 5.5447% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 198,316 | $9.30M | 0.0588% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-01 | 24,366 | $9.02M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 12,630 | $8.25M | 0.0011% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-01 | 112,432 | $7.89M | 0.0210% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 253,438 | $7.38M | 0.0142% | SH | — | View | |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 32,430 | $6.36M | 0.0029% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 33,544 | $6.36M | 0.0517% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 61,505 | $5.77M | 0.0310% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-01 | 19,822 | $5.70M | 0.0002% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-01 | 18,355 | $5.40M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 8,837 | $5.10M | 0.9071% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 60,251 | $4.20M | 0.0030% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 6,164 | $3.68M | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 61,371 | $3.49M | 0.0133% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-06-01 | 16,343 | $3.40M | 0.0002% | SH | — | View |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-01 | 27,551 | $3.31M | 0.0011% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-01 | 3,555 | $3.27M | 0.0004% | SH | — | View | |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-01 | 14,195 | $3.09M | 0.0008% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-01 | 18,177 | $3.08M | 0.0004% | SH | — | View | |
| Technology | Information Technology Services | 2026-03-31 | 2026-06-01 | 12,296 | $2.98M | 0.0013% | SH | — | View | |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-01 | 23,423 | $2.91M | 0.0003% | SH | — | View |
Cisco Systems, Inc.(CSCO.TO) | Technology | Communication Equipment | 2026-03-31 | 2026-06-01 | 37,487 | $2.91M | 0.0010% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-01 | 5,809 | $2.78M | 0.0003% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-01 | 11,331 | $2.77M | 0.0005% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-06-01 | 15,346 | $2.68M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 26,487 | $2.63M | 0.0019% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-03-31 | 2026-06-01 | 9,906 | $2.58M | 0.0034% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-01 | 4,498 | $2.57M | 0.0002% | SH | — | View |
RTX Corporation(RTX) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-06-01 | 13,324 | $2.57M | 0.0010% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-01 | 50,168 | $2.45M | 0.0007% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-03-31 | 2026-06-01 | 7,705 | $2.39M | 0.0011% | SH | — | View | |
PepsiCo, Inc.(PEP) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-06-01 | 14,191 | $2.20M | 0.0010% | SH | — | View |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-01 | 7,484 | $2.15M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 20,582 | $2.00M | 0.0028% | SH | — | View | |
Aflac Incorporated(AFL) | Financial Services | Insurance - Life | 2026-03-31 | 2026-06-01 | 17,465 | $1.92M | 0.0034% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-03-31 | 2026-06-01 | 18,661 | $1.92M | 0.0011% | SH | — | View |
Shell plc(SHEL) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-01 | 18,794 | $1.75M | 0.0007% | SH | — | View |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-03-31 | 2026-06-01 | 13,339 | $1.75M | 0.0024% | SH | — | View |
| Real Estate | REIT - Residential | 2026-03-31 | 2026-06-01 | 13,124 | $1.65M | 0.0106% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-06-01 | 16,679 | $1.57M | 0.0010% | SH | — | View | |
Pfizer Inc.(PFE) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-01 | 55,332 | $1.55M | 0.0010% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-01 | 18,493 | $1.47M | 0.0006% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-06-01 | 9,943 | $1.44M | 0.0004% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-06-01 | 4,342 | $1.34M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 11,717 | $1.33M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 10,581 | $1.32M | 0.0014% | SH | — | View | |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-06-01 | 14,890 | $1.27M | 0.0019% | SH | — | View | |
| Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-06-01 | 16,593 | $1.26M | 0.0004% | SH | — | View | |
| Communication Services | Entertainment | 2026-03-31 | 2026-06-01 | 13,062 | $1.26M | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 27,004 | $1.25M | 0.0252% | SH | — | View | |
ResMed Inc.(RMD) | Healthcare | Medical - Devices | 2026-03-31 | 2026-06-01 | 5,538 | $1.24M | 0.0038% | SH | — | View |
Target Corporation(TGT) | Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-01 | 10,145 | $1.23M | 0.0022% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-01 | 5,903 | $1.22M | 0.0003% | SH | — | View |
| Utilities | Regulated Electric | 2026-03-31 | 2026-06-01 | 11,800 | $1.19M | 0.0097% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 21,277 | $1.15M | 0.0008% | SH | — | View | |
| Technology | Communication Equipment | 2026-03-31 | 2026-06-01 | 23,000 | $1.13M | 0.1156% | SH | — | View | |
Vistra Corp.(VST) | Utilities | Independent Power Producers | 2026-03-31 | 2026-06-01 | 7,348 | $1.10M | 0.0022% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-03-31 | 2026-06-01 | 1,102 | $1.10M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 4,004 | $1.03M | 0.0035% | SH | — | View | |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-06-01 | 3,376 | $1.02M | 0.0002% | SH | — | View |
Stryker Corporation(SYK) | Healthcare | Medical - Devices | 2026-03-31 | 2026-06-01 | 3,093 | $1.02M | 0.0008% | SH | — | View |
AGNC Investment Corp. 8.75%…(AGNCZ) | Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 97,586 | $978.79K | 0.0085% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 3,936 | $976.13K | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 4,573 | $965.67K | 0.0022% | SH | — | View | |
| Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-01 | 15,841 | $960.76K | 0.0008% | SH | — | View | |
McKesson Corporation(MCK) | Healthcare | Medical - Distribution | 2026-03-31 | 2026-06-01 | 1,108 | $958.82K | 0.0009% | SH | — | View |
iShares Core U.S. REIT…(USRT) | Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 15,969 | $945.21K | 0.0248% | SH | — | View |
| Basic Materials | Copper | 2026-03-31 | 2026-06-01 | 15,746 | $925.55K | 0.0011% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-06-01 | 1,276 | $904.00K | 0.0003% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-01 | 39,596 | $862.40K | 0.0443% | SH | — | View | |
| Utilities | Regulated Electric | 2026-03-31 | 2026-06-01 | 10,922 | $847.33K | 0.0035% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-01 | 31,000 | $834.21K | 0.0780% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-06-01 | 4,167 | $829.36K | 0.0005% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 1,910 | $821.85K | 0.0005% | SH | — | View |
| Communication Services | Telecommunications Services | 2026-03-31 | 2026-06-01 | 16,006 | $803.52K | 0.0004% | SH | — | View | |
| Consumer Defensive | Beverages - Alcoholic | 2026-03-31 | 2026-06-01 | 11,443 | $793.80K | 0.0006% | SH | — | View | |
CSX Corporation(CSX) | Industrials | Railroads | 2026-03-31 | 2026-06-01 | 19,197 | $788.04K | 0.0010% | SH | — | View |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-06-01 | 32,145 | $763.12K | 0.1747% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-03-31 | 2026-06-01 | 1,853 | $723.43K | 0.0002% | SH | — | View | |
Ulta Beauty, Inc.(ULTA) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-06-01 | 1,375 | $718.73K | 0.0032% | SH | — | View |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-01 | 1 | $718.14K | 0.0001% | SH | — | View |
| Consumer Defensive | Food Confectioners | 2026-03-31 | 2026-06-01 | 12,442 | $717.16K | 0.0010% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 7,972 | $702.81K | 0.0010% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-03-31 | 2026-06-01 | 2,127 | $686.40K | 0.0056% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-01 | 1,040 | $676.30K | 0.0001% | SH | — | View | |
| Basic Materials | Paper, Lumber & Forest Products | 2026-03-31 | 2026-06-01 | 27,036 | $660.49K | 0.0037% | SH | — | View | |
FormFactor, Inc.(FORM) | Technology | Semiconductors | 2026-03-31 | 2026-06-01 | 6,678 | $647.70K | 0.0086% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-03-31 | 2026-06-01 | 2,273 | $645.01K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Income | 2026-03-31 | 2026-06-01 | 4,259 | $630.76K | 0.0007% | SH | — | View | |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-03-31 | 2026-06-01 | 6,482 | $623.24K | 0.0002% | SH | — | View |
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