Integrated Financial Solutions, Inc. - Portfolio overview

Integrated Financial Solutions, Inc. has 35 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 19.85%
2. NVDA - NVIDIA CORPORATION, 19.82%
3. AVGO - BROADCOM INC, 15.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.