INTEGRIS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 41K | $10.44M |
 | CAT | 25K | $12.04M |
 | AFRM | 22K | $1.63M |
 | FAST | 16K | $786.41K |
 | MSFT | 15K | $7.64M |
 | BAC | 11K | $556.52K |
 | NEE | 10K | $756.56K |
 | CSCO | 9K | $627.80K |
 | PG | 9K | $1.32M |
 | JNJ | 8K | $1.51M |
 | T | 8K | $225.16K |
 | XOM | 7K | $813.72K |
 | ALL | 7K | $1.42M |
 | XEL | 6K | $511.32K |
 | PEP | 6K | $887.71K |
 | CVX | 6K | $878.33K |
 | MS | 5K | $831.48K |
 | ABBV | 5K | $1.19M |
 | VZ | 5K | $214.54K |
 | COF | 5K | $1.01M |
Apple Inc.
AAPL
Shares Held
41K
Value
$10.44M
Caterpillar Inc.
CAT
Shares Held
25K
Value
$12.04M
Affirm Holdings, Inc.
AFRM
Shares Held
22K
Value
$1.63M
Fastenal Company
FAST
Shares Held
16K
Value
$786.41K
Microsoft Corporation
MSFT
Shares Held
15K
Value
$7.64M
Bank of America Corporation
BAC
Shares Held
11K
Value
$556.52K
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$756.56K
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$627.80K
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.32M
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.51M
AT&T Inc.
T
Shares Held
8K
Value
$225.16K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$813.72K
The Allstate Corporation
ALL
Shares Held
7K
Value
$1.42M
Xcel Energy Inc.
XEL
Shares Held
6K
Value
$511.32K
PepsiCo, Inc.
PEP
Shares Held
6K
Value
$887.71K
Chevron Corporation
CVX
Shares Held
6K
Value
$878.33K
Morgan Stanley
MS
Shares Held
5K
Value
$831.48K
AbbVie Inc.
ABBV
Shares Held
5K
Value
$1.19M
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$214.54K
Capital One Financial Corporation
COF
Shares Held
5K
Value
$1.01M