Intergy Private Wealth, LLC - Q12026 Holdings

Intergy Private Wealth, LLC holds 123 stocks with a total portfolio value of $ 340.96M as of Q12026. In Q12026, Intergy Private Wealth, LLC added 10 new positions, increased stakes in 73 stocks, reduced 29 holdings, and fully exited 3 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 20.11% of the total portfolio.