Intergy Private Wealth, LLC - Q42025 Holdings

Intergy Private Wealth, LLC holds 116 stocks with a total portfolio value of $ 331.47M as of Q42025. In Q42025, Intergy Private Wealth, LLC added 13 new positions, increased stakes in 60 stocks, reduced 30 holdings, and fully exited 6 positions. The largest holding is Invesco Qqq Tr (QQQ), representing 21.32% of the total portfolio.