Integrated Advisors Network LLC

Q3 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
771
Total value ($000)
$2,381,009
Net value change ($000)
+166,328 (7.5%)
New positions
79
Sold out positions
50
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 15,194 30.1%
IVV 9,721 9.6%
GOOGL 7,606 38.2%
AVGO 7,526 28.6%
PANW 6,592 51.5%
XLK 6,580 34.9%
TSLA 6,319 40.1%
URI 5,834 50.5%
RSP 5,687 48.6%
BTU 5,250 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIL -17,378 -43.0%
TTD -5,841 -100.0%
CCJ -5,606 -100.0%
PLTR -5,156 -43.0%
SHOP -5,022 -67.7%
LEU -3,774 -100.0%
TXN -3,659 -67.9%
REGL -3,265 -100.0%
GS -3,180 -42.1%
HCA -3,043 -59.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 741 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type