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  Name: Integris Wealth Management LLC
  City: Monterey
  State: CA
  Zip: 93940
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $361,745,000
  Total Value Change : $23,857,000
  Securities Held Change : 3
   
All Securities Held : 95
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 16
  Unchanged Positions : 35
  Decreased Positions : 41

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 80 New $943.59 $276,000 306 0.08% 276,000 306 0    Semiconductor - Speci...
   (HD)1 Year Chart         HD Home Depot Inc 88 New $342.73 $238,000 621 0.07% 238,000 621 0    Home Improvement Stores
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 94 New $56.00 $211,000 3,666 0.06% 211,000 3,666 0    N/A

      3 Records Found
  1    
Page 1 of 1
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