Integrated Advisors Network LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Integrated Advisors Network LLC reported 703 stock positions worth $2.0 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.6%) and Apple (AAPL, 2.8%). Compared with Q4 2024, it opened 89 new positions, sold out of 73, added to 246 and reduced 337. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +1272%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001660177
- Portfolio Value
- $2.0B (Q1 2025)
- SEC Filing
- 0001085146-25-002099 ↗ filed Apr 15, 2025
Holdings Value
Holdings 703 stocks · $2.0B
| IVV iShares Core S&P 500 ETF | 5.05% | 177,815 | $99.9M | Add +3.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.63% | 163,619 | $91.5M | Add +4.6% |
| AAPL Apple Inc. | 2.76% | 245,584 | $54.6M | Reduce -10.4% |
| JAAA Janus Henderson Aaa Clo ETF | 2.05% | 797,352 | $40.4M | Add +1272.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.89% | 406,279 | $37.3M | Reduce -2.3% |
| PROSHARES TR | 1.75% | 1,608,792 | $34.5M | Add +533.7% |
| NVDA Nvidia Corp. | 1.64% | 299,655 | $32.5M | Reduce -11.1% |
| MSFT Microsoft Corp. | 1.56% | 82,174 | $30.8M | Reduce -16.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.45% | 61,329 | $28.8M | Reduce -5.0% |
| BX Blackstone Inc. | 1.44% | 203,254 | $28.4M | Reduce -8.8% |
| AMZN Amazon.com Inc. | 1.35% | 140,454 | $26.7M | Reduce -23.0% |
| VOO Vanguard S&P 500 ETF | 1.15% | 44,127 | $22.7M | Add +6.7% |
| VIG Vanguard Dividend Apprec ETF | 1.03% | 104,519 | $20.3M | Add +9.8% |
| SCHD Schwab US DVD Equity ETF | 1.00% | 707,556 | $19.8M | Reduce -34.1% |
| GOOGL Alphabet Inc. Class A | 0.92% | 117,447 | $18.2M | Reduce -12.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.91% | 238,597 | $18.0M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.80% | 64,788 | $15.9M | Reduce -17.5% |
| IJH iShares Core S&P Midcap ETF | 0.75% | 254,721 | $14.9M | Reduce -51.6% |
| COST Costco Wholesale Corp. | 0.75% | 15,615 | $14.8M | Reduce -4.9% |
| CAT Caterpillar Inc. | 0.75% | 44,777 | $14.8M | Reduce -24.1% |
| XLK SS Technology Select Sector | 0.74% | 70,841 | $14.6M | Reduce -11.8% |
| MUB iShares National Muni Bond E | 0.69% | 130,175 | $13.7M | Add +19.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 47,304 | $13.0M | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 0.65% | 99,860 | $12.9M | Reduce -25.6% |
| SCHV Schwab US Large-Cap Value | 0.65% | 481,342 | $12.8M | Add +0.9% |
| TSLA Tesla Inc. | 0.64% | 48,804 | $12.6M | Reduce -1.0% |
| IEUR iShares Core MSCI Europe ETF | 0.63% | 206,321 | $12.4M | New |
| DFAC Dimensional US Core Equity 2 | 0.62% | 370,613 | $12.2M | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 22,531 | $12.0M | Reduce -10.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.57% | 152,076 | $11.2M | Add +5.2% |
| ABBV Abbvie Inc. | 0.57% | 53,458 | $11.2M | Add +25.5% |
| META Meta Platforms Inc. Class A | 0.56% | 19,081 | $11.0M | Reduce -17.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.55% | 25,810 | $10.8M | Add +110.6% |
| DGRO iShares Core Dividend Growth | 0.55% | 174,631 | $10.8M | Add +37.6% |
| XLV SS Health Care Select Sector | 0.54% | 72,799 | $10.6M | Add +7.6% |
| IWM iShares Russell 2000 ETF | 0.54% | 53,161 | $10.6M | Add +0.2% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 113,420 | $10.5M | Add +196.1% |
| PANW Palo Alto Networks Inc. | 0.53% | 61,058 | $10.4M | Reduce -24.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.52% | 408,839 | $10.3M | Add +35.0% |
| CVX Chevron Corp. | 0.52% | 61,381 | $10.3M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.52% | 61,265 | $10.3M | Reduce -40.8% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 175,856 | $10.0M | Reduce -49.6% |
| PODD Insulet Corp. | 0.51% | 38,229 | $10.0M | Reduce -41.9% |
| SCHG Schwab US Large-Cap Growth | 0.50% | 396,448 | $9.9M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.50% | 57,972 | $9.9M | Reduce -4.3% |
| VEA Vanguard Ftse Developed ETF | 0.49% | 192,475 | $9.8M | Add +2.2% |
| GLD SPDR Gold Shares | 0.48% | 33,219 | $9.6M | Reduce -6.3% |
| URI United Rentals Inc. | 0.48% | 15,157 | $9.5M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.47% | 93,653 | $9.3M | Add +42.5% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 202,370 | $9.2M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.46% | 10,977 | $9.1M | Reduce -4.7% |
| V Visa Inc. Class A | 0.45% | 25,267 | $8.9M | Reduce -11.5% |
| AVO Mission Produce Inc. | 0.45% | 841,000 | $8.8M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 23,778 | $8.4M | Reduce -24.8% |
| VCIT Vanguard Int-Term Corporate | 0.42% | 101,165 | $8.3M | Reduce -0.3% |
| FLOT iShares Floating Rate Bond E | 0.42% | 162,000 | $8.3M | Add +1095.7% |
| MA Mastercard Inc. Class A | 0.42% | 14,978 | $8.2M | Reduce -3.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.41% | 74,792 | $8.1M | Add +8.7% |
| VGSH Vanguard Short-Term Treasury | 0.41% | 136,873 | $8.0M | Add +36.8% |
| IWB iShares Russell 1000 ETF | 0.40% | 25,512 | $7.8M | Add +9.3% |
| HON Honeywell International Inc. | 0.39% | 36,782 | $7.8M | Add +6.0% |
| CYBR Cyberark Software Ltd./Israel | 0.38% | 22,177 | $7.5M | Reduce -1.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.38% | 290,313 | $7.4M | Reduce -3.8% |
| FTNT Fortinet Inc. | 0.36% | 73,697 | $7.1M | Reduce -7.5% |
| HD Home Depot Inc. | 0.36% | 19,242 | $7.1M | Reduce -4.1% |
| KO The Coca-Cola Co. | 0.35% | 97,771 | $7.0M | Add +87.6% |
| XLE SS Energy Select Sector | 0.35% | 74,821 | $7.0M | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.35% | 26,897 | $7.0M | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.35% | 130,755 | $6.8M | Add +325.8% |
| SUB iShares Short-Term National | 0.35% | 64,674 | $6.8M | Reduce -22.1% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 62,725 | $6.6M | Reduce -8.1% |
| BND Vanguard Total Bond Market | 0.33% | 88,297 | $6.5M | Add +6.7% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 36,857 | $6.4M | Reduce -31.3% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 271,285 | $6.4M | Reduce -0.0% |
| VGIT Vanguard Intermediate-Term T | 0.32% | 104,838 | $6.2M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 75,064 | $6.2M | Reduce -22.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 76,897 | $6.1M | Add +3.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.31% | 84,130 | $6.1M | Add +1.9% |
| XOM Exxon Mobil Corp. | 0.30% | 50,245 | $6.0M | Reduce -3.2% |
| ACN Accenture PLC Class A | 0.29% | 18,470 | $5.8M | Add +11.4% |
| EFA iShares MSCI Eafe ETF | 0.29% | 69,183 | $5.7M | Add +10.0% |
| WMT Walmart Inc. | 0.29% | 64,245 | $5.6M | Reduce -3.1% |
| RELY Remitly Global Inc. | 0.28% | 269,495 | $5.6M | No change |
| MBB iShares MBS ETF | 0.28% | 59,254 | $5.6M | Add +66.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.28% | 186,997 | $5.6M | Add +5.5% |
| DFAX Dimensional World Ex US Core | 0.28% | 207,718 | $5.4M | Reduce -3.0% |
| PEP Pepsico Inc. | 0.27% | 35,757 | $5.4M | Add +107.1% |
| JNJ Johnson & Johnson | 0.27% | 31,976 | $5.3M | Add +17.4% |
| PVAL Putnam Focused LRG Cap Value | 0.26% | 134,817 | $5.1M | Reduce -2.2% |
| FTSM First Trust Enh Short Mat FD | 0.26% | 85,152 | $5.1M | Add +31.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.26% | 83,870 | $5.1M | Add +1.4% |
| EQIX Equinix Inc. | 0.25% | 5,991 | $4.9M | Reduce -2.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.25% | 201,743 | $4.9M | Add +29.3% |
| DVY iShares Select Dividend ETF | 0.24% | 35,752 | $4.8M | Reduce -28.1% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 60,896 | $4.8M | Reduce -1.5% |
| UNP Union Pacific Corp. | 0.24% | 20,169 | $4.8M | Reduce -10.6% |
| UNH Unitedhealth Group Inc. | 0.24% | 9,051 | $4.7M | Reduce -6.0% |
| NFLX Netflix Inc. | 0.24% | 5,073 | $4.7M | Reduce -31.3% |
| MO Altria Group Inc. | 0.24% | 78,346 | $4.7M | Add +152.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.24% | 62,697 | $4.7M | Reduce -6.9% |
Options reported separately and not counted above: NVDA calls ($2.3M), QQQ calls ($1.4M), LLY calls ($1.2M), GDX calls ($414K), COP puts ($53K), BABA calls ($26K), SLV calls ($15K).
Portfolio Sells Q4 2024 → Q1 2025
| IJH iShares Core S&P Midcap ETF | Reduce -51.6% | 0.75% | −0.82 |
| AVGO Broadcom Inc. | Reduce -40.8% | 0.52% | −0.63 |
| AMZN Amazon.com Inc. | Reduce -23.0% | 1.35% | −0.57 |
| AAPL Apple Inc. | Reduce -10.4% | 2.76% | −0.53 |
| NVDA Nvidia Corp. | Reduce -11.1% | 1.64% | −0.53 |
| JEPI JPMorgan Equity Premium Inco | Reduce -49.6% | 0.51% | −0.45 |
| MSFT Microsoft Corp. | Reduce -16.3% | 1.56% | −0.42 |
| SCHD Schwab US DVD Equity ETF | Reduce -34.1% | 1.00% | −0.41 |
| BX Blackstone Inc. | Reduce -8.8% | 1.44% | −0.41 |
| PODD Insulet Corp. | Reduce -41.9% | 0.51% | −0.32 |
| TSLA Tesla Inc. | Reduce -1.0% | 0.64% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -12.4% | 0.92% | −0.30 |
| VST Vistra Corp. | Reduce -94.2% | 0.02% | −0.28 |
| CAT Caterpillar Inc. | Reduce -24.1% | 0.75% | −0.28 |
| NOBL Proshares S&P 500 Dividend A | Reduce -64.2% | 0.18% | −0.28 |
| MS Morgan Stanley | Reduce -58.6% | 0.17% | −0.25 |
| GS Goldman Sachs Group Inc. | Reduce -61.0% | 0.16% | −0.24 |
| IUSV iShares Core S&P U.S. Value | Reduce -73.3% | 0.09% | −0.24 |
| XLRE SS Real Estate Select Sector | Reduce -82.4% | 0.06% | −0.23 |
| SF Stifel Financial Corp. | Reduce -94.9% | 0.01% | −0.22 |
| BLK BlackRock Inc. | Reduce -57.3% | 0.16% | −0.22 |
| DELL Dell Technologies -C | Reduce -87.4% | 0.03% | −0.21 |
| COF Capital One Financial Corp. | Reduce -85.5% | 0.04% | −0.21 |
| ORCL Oracle Corp. | Reduce -47.7% | 0.16% | −0.19 |
| PANW Palo Alto Networks Inc. | Reduce -24.2% | 0.53% | −0.18 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.17 |
| PRU Prudential Financial Inc. | Reduce -80.1% | 0.04% | −0.17 |
| CEG Constellation Energy | Reduce -82.2% | 0.04% | −0.17 |
| VYM Vanguard High DVD Yield ETF | Reduce -25.6% | 0.65% | −0.17 |
| KRE SS SPDR S&P Regional Bank | Reduce -70.0% | 0.07% | −0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -52.0% | 0.16% | −0.16 |
| XLK SS Technology Select Sector | Reduce -11.8% | 0.74% | −0.16 |
| GLW Corning Inc. | Reduce -72.2% | 0.06% | −0.15 |
| BAC Bank of America Corp. | Reduce -41.7% | 0.21% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -56.5% | 0.12% | −0.14 |
| NTAP Netapp Inc. | Reduce -79.5% | 0.03% | −0.14 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.0% | 1.45% | −0.13 |
| RSP Invesco S&P 500 Equal Weight | Reduce -31.3% | 0.32% | −0.13 |
| NXPI NXP Semiconductors NV | Reduce -68.7% | 0.05% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -44.6% | 0.14% | −0.12 |
| IEF iShares 7-10 Year Treasury B | Reduce -45.8% | 0.16% | −0.11 |
| C Citigroup Inc. | Reduce -71.0% | 0.05% | −0.11 |
| DES Wisdomtree US Smallcap Divid | Reduce -81.4% | 0.02% | −0.11 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -43.3% | 0.10% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -17.5% | 0.80% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.8% | 0.42% | −0.10 |
| MAGS Roundhill Magnificent Seven | Reduce -45.8% | 0.09% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -17.5% | 0.56% | −0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -45.4% | 0.12% | −0.09 |
| CMG Chipotle Mexican Grill Inc. | Reduce -58.9% | 0.05% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| JAAA Janus Henderson Aaa Clo ETF | Add +1272.0% | 2.05% | +1.90 |
| PROSHARES TR | Add +533.7% | 1.75% | +1.51 |
| IEUR iShares Core MSCI Europe ETF | New | 0.63% | +0.63 |
| FLOT iShares Floating Rate Bond E | Add +1095.7% | 0.42% | +0.39 |
| IVW iShares S&P 500 Growth ETF | Add +196.1% | 0.53% | +0.35 |
| DIA SS SPDR Dow Jones Indus Avg | Add +110.6% | 0.55% | +0.30 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +325.8% | 0.35% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.6% | 4.63% | +0.23 |
| ABBV Abbvie Inc. | Add +25.5% | 0.57% | +0.20 |
| KO The Coca-Cola Co. | Add +87.6% | 0.35% | +0.20 |
| IVV iShares Core S&P 500 ETF | Add +3.4% | 5.05% | +0.20 |
| IGRO iShares Intl Div Growth ETF | New | 0.18% | +0.18 |
| TSN Tyson Foods Inc. Class A | New | 0.18% | +0.18 |
| DGRO iShares Core Dividend Growth | Add +37.6% | 0.55% | +0.17 |
| SCHW Schwab (charles) Corp. | Add +281.0% | 0.22% | +0.17 |
| AGG iShares Core U.S. Aggregate | Add +42.5% | 0.47% | +0.16 |
| CVS CVS Health Corp. | Add +162.1% | 0.21% | +0.16 |
| MO Altria Group Inc. | Add +152.2% | 0.24% | +0.16 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +35.0% | 0.52% | +0.16 |
| EXC Exelon Corp. | Add +384.6% | 0.18% | +0.15 |
| MAA Mid-America Apartment Comm | New | 0.15% | +0.15 |
| OGS One Gas Inc. | New | 0.15% | +0.15 |
| XEL Xcel Energy Inc. | New | 0.15% | +0.15 |
| PEP Pepsico Inc. | Add +107.1% | 0.27% | +0.15 |
| SLB SLB Ltd. | Add +810.4% | 0.16% | +0.14 |
| CNP Centerpoint Energy Inc. | New | 0.14% | +0.14 |
| MUB iShares National Muni Bond E | Add +19.8% | 0.69% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | Add +9.8% | 1.03% | +0.13 |
| VGSH Vanguard Short-Term Treasury | Add +36.8% | 0.41% | +0.13 |
| MBB iShares MBS ETF | Add +66.7% | 0.28% | +0.12 |
| SHEL Shell PLC-ADR | Add +300.2% | 0.15% | +0.12 |
| AVB Avalonbay Communities Inc. | New | 0.12% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.5% | 0.91% | +0.11 |
| NLY Annaly Capital Management Inc. | New | 0.11% | +0.11 |
| TFC Truist Financial Corp. | Add +806.6% | 0.12% | +0.11 |
| IVE iShares S&P 500 Value ETF | Add +584.8% | 0.12% | +0.10 |
| ENB Enbridge Inc. | Add +316.7% | 0.13% | +0.10 |
| LAMR Lamar Advertising Co. Class A | Add +480.5% | 0.12% | +0.10 |
| BIDD iShares International Divide | New | 0.10% | +0.10 |
| FDVV Fidelity High Dividend ETF | Add +200.3% | 0.14% | +0.10 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +5.2% | 0.57% | +0.10 |
| XLV SS Health Care Select Sector | Add +7.6% | 0.54% | +0.09 |
| FTEC Fidelity MSCI Info Tech Indx | Add +157.4% | 0.15% | +0.09 |
| BALI Is US LRG CP Pre Inc. Act-Usd | New | 0.08% | +0.08 |
| JNK SS SPDR BB High Yield Bond | New | 0.08% | +0.08 |
| OZK Bank Ozk | New | 0.08% | +0.08 |
| JNJ Johnson & Johnson | Add +17.4% | 0.27% | +0.08 |
| HIMU iShares High Yild Muni A ETF | New | 0.08% | +0.08 |
| VOO Vanguard S&P 500 ETF | Add +6.7% | 1.15% | +0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.07% | +0.07 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 5,400 | $2.8Mbefore exit |
| QQQ Invesco QQQ Trust Series 1 | call | New | 3,000 | $1.4M |
| GDX Vaneck Gold Miners ETF | call | New | 9,000 | $414K |
| TSLA Tesla Inc. | call | Sold out | 500 | $202Kbefore exit |
| COP Conocophillips | put | New | 500 | $53K |
| BABA Alibaba Group Holding-SP ADR | call | Reduce -50.0% | 200 | $26K |
| BDX Becton Dickinson and Co. | call | Sold out | 100 | $23Kbefore exit |
| SLV iShares Silver Trust | call | Reduce -98.8% | 500 | $15K |
| BTG B2GOLD Corp. | call | Sold out | 6,000 | $15Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 674 | $2.2B | IVV, SPY, AAPL, NVDA, CAT |
| Q1 2026 | 687 | $1.9B | IVV, SPY, BIL, AAPL, NVDA |
| Q4 2025 | 704 | $2.3B | IVV, SPY, AAPL, NVDA, MSFT |
| Q3 2025 | 766 | $2.4B | IVV, SPY, AAPL, NVDA, MSFT |
| Q2 2025 | 737 | $2.2B | IVV, SPY, AAPL, NVDA, BIL |
| Q1 2025 | 703 | $2.0B | IVV, SPY, AAPL, JAAA, BIL |
| Q4 2024 | 687 | $2.1B | IVV, SPY, AAPL, NVDA, MSFT |
| Q3 2024 | 692 | $2.1B | IVV, SPY, AAPL, MSFT, NVDA |
| Q2 2024 | 676 | $1.9B | IVV, SPY, AAPL, NVDA, MSFT |
| Q1 2024 | 689 | $2.0B | IVV, SPY, NVDA, AAPL, MSFT |