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 101–116 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USB | US BANCORP DEL | 4K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC | 3K | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| FDEM | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 995 | $100K–$500K | SH |
| CB | CHUBB LIMITED | 699 | $100K–$500K | SH |
| AMGN | AMGEN INC | 659 | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 335 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 354 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| CX | CEMEX SAB DE CV | 16K | $100K–$500K | SH |
| VALE | VALE S A | 14K | $100K–$500K | SH |
| SAN | BANCO SANTANDER S.A. | 15K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 15K | $50K–$100K | SH |
| BBDO | BANCO BRADESCO S A | 11K | $15K–$50K | SH |