CIK 1911342
Intergy Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
116
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWO | ISHARES TR | 3K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| USRT | ISHARES TR | 15K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| IJH | ISHARES TR | 12K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO | 2K | $500K+ | SH |
| ICF | ISHARES TR | 13K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| IAGG | ISHARES TR | 14K | $500K+ | SH |
| CADE | CADENCE BANK | 14K | $500K+ | SH |
| VENU | VENU HLDG CORP | 70K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| NSP | INSPERITY INC | 12K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| IEF | ISHARES TR | 5K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 11K | $100K–$500K | SH |
| SHV | ISHARES TR | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 779 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 387 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| MUB | ISHARES TR | 4K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| JNK | SPDR SER TR | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 6K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| IGSB | ISHARES TR | 6K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 517 | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| FALN | ISHARES TR | 9K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 440 | $100K–$500K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 13K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| SYM | SYMBOTIC INC | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 682 | $100K–$500K | SH |