0001750852-24-000001.txt : 20240209 0001750852-24-000001.hdr.sgml : 20240209 20240209091237 ACCESSION NUMBER: 0001750852-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240209 DATE AS OF CHANGE: 20240209 EFFECTIVENESS DATE: 20240209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Integris Wealth Management, LLC CENTRAL INDEX KEY: 0001750852 ORGANIZATION NAME: 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: 24611717 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 X0202 13F-HR LIVE false false false 0001750852 XXXXXXXX 12-31-2023 12-31-2023 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 831-333-1717 /s/ Kevin R. Mahoney Monterey CA 02-09-2024 0 92 337885855 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 317356 2903 SH SOLE 0 0 2903 ABBOTT LABS COM 002824100 497198 4517 SH SOLE 0 0 4517 ABBVIE INC COM 00287Y109 687411 4436 SH SOLE 0 0 4436 ALLSTATE CORP COM 020002101 928340 6632 SH SOLE 0 0 6632 ALPHABET INC CAP STK CL C 02079K107 294685 2091 SH SOLE 0 0 2091 ALPHABET INC CAP STK CL A 02079K305 301452 2158 SH SOLE 0 0 2158 AMAZON COM INC COM 023135106 333661 2196 SH SOLE 0 0 2196 APPLE INC COM 037833100 7693888 39962 SH SOLE 0 0 39962 APPLIED MATLS INC COM 038222105 231761 1430 SH SOLE 0 0 1430 AUTOMATIC DATA PROCESSING IN COM 053015103 291213 1250 SH SOLE 0 0 1250 BANK AMERICA CORP COM 060505104 414922 12323 SH SOLE 0 0 12323 BOEING CO COM 097023105 575538 2208 SH SOLE 0 0 2208 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 263317 3048 SH SOLE 0 0 3048 CATERPILLAR INC COM 149123101 7834664 26498 SH SOLE 0 0 26498 CHEVRON CORP NEW COM 166764100 815206 5465 SH SOLE 0 0 5465 CISCO SYS INC 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