Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
25
1
4
0
0
0
12
1
1
INTEGRYS WEALTH ADVISORS LLC

Time Period2017-12-31

Total Holdings71

Total Value ($x1000)205,922
Activities
New5

Increased22

Unchanged24

Decreased20

Sold Out1

Top 10 Stock Holdingstotal 76.97%
VYM18.93

VUG16.67

ABBV9.28

IWS7.85

VBR6.02

 
VBK5.61

ABT5

DON3.75

IVV2.15

DES1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VYM
18.93%
HIGH DIV YLD
VUG
16.67%
GROWTH ETF
ABBV
9.28%
COM
IWS
7.85%
RUS MDCP VAL ETF
VBR
6.02%
SM CP VAL ETF
VBK
5.61%
SML CP GRW ETF
ABT
5%
COM
DON
3.75%
MIDCAP DIVI FD
IVV
2.15%
CORE S&P500 ETF
DES
1.71%
SMALLCAP DIVID
IJK
1.54%
S&P MC 400GR ETF
NVRO
1.28%
COM
VO
1.27%
MID CAP ETF
BAX
1.19%
COM
WPC
1.16%
COM
VWO
1.15%
FTSE EMR MKT ETF
AAPL
1.14%
COM
WBA
1.13%
COM
SPY
0.88%
TR UNIT
PG
0.86%
COM
KR
0.82%
COM
VB
0.8%
SMALL CP ETF
MMP
0.52%
COM UNIT RP LP
MA
0.45%
CL A
CME
0.43%
COM
BAC
0.34%
COM
T
0.34%
COM
MMM
0.33%
COM
HDV
0.33%
HIGH DIVIDND ETF
EW
0.31%
COM
BRK.B
0.31%
CL B NEW
GE
0.31%
COM
MCD
0.29%
COM
VTV
0.29%
VALUE ETF
XOM
0.28%
COM
VEA
0.27%
FTSE DEV MKT ETF
DE
0.27%
COM
VDC
0.24%
CONSUM STP ETF
VNQ
0.23%
REIT ETF
SNA
0.21%
COM
NEE
0.2%
COM
TXN
0.18%
COM
IBM
0.18%
COM
WEC
0.17%
COM
PSX
0.16%
COM
MO
0.16%
COM
ATVI
0.15%
COM
CMCSA
0.15%
CL A
JNJ
0.15%
COM
TSLX
0.15%
COM
VHT
0.15%
HEALTH CAR ETF
TLP
0.15%
COM UNIT L P
WMGI
0.14%
ORD SHS 0.03 PAR
HD
0.14%
COM
XHB
0.14%
S&P HOMEBUILD
AMZN
0.13%
COM
PEP
0.13%
COM
CVX
0.12%
COM
VZ
0.12%
COM
V
0.12%
COM CL A
JPM
0.12%
COM
VOT
0.11%
MCAP GR IDXVIP
TSLA
0.11%
COM
MDLZ
0.11%
CL A
LFUS
0.11%
COM
NSC
0.11%
COM
WFC
0.1%
COM
PM
0.1%
COM
GLD
0.1%
GOLD SHS
ICLN
0.05%
GL CLEAN ENE ETF
AXAS
0.04%
COM
SHPG
0.13%
SPONSORED ADR