Integrity Investment Advisors, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$130M
Signature - Title
todd moerman - President
Location
Fort Collins, CO
Summary
This page shows a list of all the recent 13F filings made by Integrity Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrity Investment Advisors, LLC reported 51 stock holdings with total value $130M as of Q2 2025. Top holdings included IVV, SPHQ, JEPI, AVUS, and DFCF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 51 $130M +$11.9M -$776K +$11.1M IVV, SPHQ, JEPI, AVUS, DFCF 13F-HR 8/12/2025, 06:29 PM
Q1 2025 45 $109M $0 $0 IVV, JEPI, SPHQ, DFCF, AVUS 13F-HR 5/5/2025, 05:51 PM