Integrated Investment Consultants, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$348M
Signature - Title
Dena Soule - Managing Partner
Location
40950 Woodward Ave, Suite 350, Bloomfield Hills, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 259 $348M $0 $0 IWF, IWP, IWD, SCHD, IEFA 13F-HR 7/19/2024, 11:12 AM
Q1 2024 259 $363M +$37.3M -$12.9M +$24.4M IWF, IWP, IWD, SCHD, IEFA 13F-HR 4/18/2024, 11:23 AM
Q4 2023 234 $316M +$30.8M -$19.2M +$11.5M IWF, IWP, SCHD, IWD, IEFA Restatement 5/28/2024, 11:31 AM
Q3 2023 225 $275M +$11.3M -$40.5M -$29.3M IWF, SCHD, IWP, IWD, IMCG Restatement 5/28/2024, 11:30 AM
Q2 2023 266 $316M +$13.5M -$30.6M -$17.1M IWF, SCHD, IWP, IWD, SKY 13F-HR 7/18/2023, 04:49 PM
Q1 2023 271 $318M +$20.9M -$22M -$1.02M IWP, IWF, IVV, SCHD, SKY 13F-HR 7/18/2023, 05:06 PM
Q4 2022 247 $296M +$53.1M -$26.8M +$26.3M IWP, SCHD, IWF, IVV, IWD 13F-HR 2/13/2023, 07:01 PM
Q3 2022 225 $251M +$18.9M -$25.8M -$6.88M IWF, IWP, IWD, IVV, SCHD 13F-HR 11/21/2022, 01:54 PM
Q2 2022 233 $276M +$19.5M -$50.6M -$31.1M IWF, IWP, IWD, IVV, SCHD 13F-HR 7/19/2022, 01:43 PM
Q1 2022 284 $356M +$39M -$35.9M +$3.05M IWF, IWP, IWD, IVV, IAU 13F-HR 5/16/2022, 11:17 AM
Q4 2021 291 $374M +$54.3M -$40.6M +$13.7M IWF, IWP, IWD, IVV, IAU 13F-HR 1/10/2022, 02:16 PM
Q3 2021 281 $341M +$19.6M -$13.4M +$6.25M IWF, IWP, IWD, GVI, IAU 13F-HR 10/28/2021, 12:56 PM
Q2 2021 279 $338M +$50.9M -$16.5M +$34.4M IWF, IWP, IWD, GVI, IAU 13F-HR 7/21/2021, 03:55 PM
Q1 2021 254 $290M +$43.4M -$25.8M +$17.5M IWF, IWD, IWP, GVI, IAUXXXX 13F-HR 4/20/2021, 02:36 PM
Q4 2020 239 $262M +$37.4M -$6.41M +$31M IWF, IWP, IWD, IAUXXXX, IVV 13F-HR 2/9/2021, 02:17 PM
Q3 2020 197 $211M +$26.6M -$40.5M -$13.9M IWF, IWP, IWD, IAUXXXX, IVV 13F-HR 10/26/2020, 04:59 PM
Q2 2020 166 $209M +$20.9M -$13.4M +$7.51M IWF, IWP, IWD, SDCCQ, IAUXXXX 13F-HR 8/4/2020, 02:24 PM
Q1 2020 138 $161M +$24.2M -$33M -$8.83M IWF, IWD, IWP, SDCCQ, VEA 13F-HR 5/22/2020, 05:30 PM
Q4 2019 175 $221M +$25.2M -$5.93M +$19.3M IWF, IWD, IWP, IWN, IVV 13F-HR 1/29/2020, 12:41 PM
Q3 2019 157 $194M +$9.44M -$11.8M -$2.37M IWF, IWD, IWP, IWN, IVV 13F-HR 10/21/2019, 04:25 PM
Q2 2019 150 $194M +$6.62M -$4.89M +$1.73M IWF, IWD, IWP, IWN, IVV 13F-HR 7/16/2019, 09:26 AM
Q1 2019 150 $188M +$13.4M -$36M -$22.6M IWF, IWD, IWP, IWN, IVV 13F-HR 4/26/2019, 12:51 PM
Q4 2018 160 $187M +$20.7M -$15M +$5.63M IWF, IWD, IVV, IWP, IWN 13F-HR 2/4/2019, 03:16 PM
Q3 2018 182 $206M +$9.32M -$3.06M +$6.26M IWF, IWD, IVV, IWP, IWN 13F-HR 10/29/2018, 10:09 AM
Q2 2018 164 $191M +$1.25M -$67.5M -$66.2M IWF, IWD, IVV, IWP, IWN Restatement 8/9/2018, 01:36 PM
Q1 2018 838 $253M +$27.9M -$14M +$13.9M IWF, IWD, IVV, IWP, SPY 13F-HR 4/12/2018, 12:20 PM
Q3 2017 638 $230M +$5.23M -$4.48M +$756K IWF, IWD, IVV, IWP, SPY 13F-HR 10/26/2017, 02:41 PM
Q2 2017 584 $222M +$3.67M -$5.35M -$1.68M IWF, IWD, IVV, IWP, SPY 13F-HR 7/13/2017, 11:59 AM
Q1 2017 579 $219M +$4.67M -$4.93M -$258K IWF, IWD, IVV, IWP, SPY 13F-HR 4/4/2017, 10:22 AM
Q4 2016 577 $209M +$11.8M -$6.98M +$4.83M IWD, IWF, IVV, IWP, SPY 13F-HR 1/18/2017, 04:58 PM
Q3 2016 586 $194M +$9.28M -$6.35M +$2.93M IWF, IWD, IVV, SPY, IWP 13F-HR 10/14/2016, 03:50 PM
Q2 2016 591 $177M +$18.1M -$6.82M +$11.3M IWF, IVV, SPY, IWP, IWN 13F-HR 7/5/2016, 12:47 PM
Q1 2016 589 $174M +$44.5M -$7.49M +$37M IWF, IWD, IVV, SPY, VWO 13F-HR 4/12/2016, 10:31 AM
Q4 2015 118 $127M $0 $0 IWF, IWD, IVV, VWO, SPY 13F-HR 2/16/2016, 11:18 AM