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| Happy Holidays!! thanks for using AUM13F!! |
| Integras Partners LLC
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| CRD # | 172979 |
| SEC # | 801-80657 |
| CIK # | 0002055384 |
| AUM | $232.0 M (2025-02-19) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 404-941-2800 |
| Address | 3180 North Point Parkway Alpharetta, GA 30005 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055384 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| NRG Energy Inc | 4.5 | ||
| Cisco Systems Inc | 3.2 | ||
| Home Depot Inc | 3.2 | ||
| Wal Mart Stores Inc | 3.1 | ||
| Cheniere Energy Inc | 3.0 | ||
| Gilead Sciences Inc | 2.9 | ||
| Microsoft Corp | 2.9 | ||
| AbbVie Inc | 2.9 | ||
| Exxon Mobil Corp | 2.8 | ||
| Sysco Corp | 2.8 | ||
| Colgate Palmolive Co | 2.7 | ||
| McDonalds Corp | 2.7 | ||
| Lockheed Martin Corp | 2.7 | ||
| Amgen Inc | 2.7 | ||
| BHP Billiton Ltd | 2.7 | ||
| US Bancorp de | 2.6 | ||
| Cummins Inc | 2.6 | ||
| Griffon Corp | 2.6 | ||
| Illinois Tool Works Inc | 2.6 | ||
| Bristol Myers Squibb Co | 2.2 | ||
| Ares Capital Corp | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 40.6 |
| (b) Individuals (high net worth individuals) | 82 | 191.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 232.0 |
| By Discretionary | ||
| Discretionary | 584 | 232.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 584 | 232.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.9 | |
| Total | 584 | 232.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055384] |
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|---|---|---|
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CA | 0.2 |
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Timecapital Investor Advisory Services Inc
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M&B Investment Advisors LLC
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OH | 0.2 |
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Capital Financial Advisors of New York LLC
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Impactfolio LLC
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CO | 0.2 |
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Fisher & Wiens Wealth Management LLC
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CA | 0.2 |
|
Fingerlakes Wealth Management Inc
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|
NY | 0.2 |
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Vermillion & White Wealth Management Group LLC
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|
PA | 0.2 |