0001750852-23-000014.txt : 20231108
0001750852-23-000014.hdr.sgml : 20231108
20231108121047
ACCESSION NUMBER: 0001750852-23-000014
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231108
DATE AS OF CHANGE: 20231108
EFFECTIVENESS DATE: 20231108
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Integris Wealth Management, LLC
CENTRAL INDEX KEY: 0001750852
IRS NUMBER: 204165321
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22833
FILM NUMBER: 231386799
BUSINESS ADDRESS:
STREET 1: 435 WASHINGTON ST. STE. A
CITY: MONTEREY
STATE: CA
ZIP: 93940
BUSINESS PHONE: 8313331717
MAIL ADDRESS:
STREET 1: 435 WASHINGTON ST. STE. A
CITY: MONTEREY
STATE: CA
ZIP: 93940
13F-HR
1
primary_doc.xml
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0001750852
XXXXXXXX
09-30-2023
09-30-2023
false
Integris Wealth Management, LLC
435 Washington St. Ste. A
Monterey
CA
93940
13F HOLDINGS REPORT
028-22833
000111336
801-66376
N
Kevin R. Mahoney
Chief Compliance Officer
831-333-1717
/s/ Kevin R. Mahoney
Monterey
CA
11-08-2023
0
84
305059109
INFORMATION TABLE
2
infotable.xml
3M CO
COM
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SOLE
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ABBOTT LABS
COM
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ABBVIE INC
COM
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SH
SOLE
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0
4390
AIRBNB INC
COM CL A
009066101
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1979
SH
SOLE
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0
1979
ALLSTATE CORP
COM
020002101
738865
6632
SH
SOLE
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0
6632
ALPHABET INC
CAP STK CL A
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SOLE
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0
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ALPHABET INC
CAP STK CL C
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2091
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2091
AMAZON COM INC
COM
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2431
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2431
APPLE INC
COM
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38585
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38585
APPLIED MATLS INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
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COM
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C H ROBINSON WORLDWIDE INC
COM NEW
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NATIONAL MUN ETF
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PFD AND INCM SEC
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