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Probity Advisors, Inc.
Probity Advisors, Inc. is a financial services firm based in Dallas, Texas. It provides customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions, and tax planning. The firm is committed to integrity and honesty in all facets of client relationships.
Investment Strategy
Customized portfolio management with a focus on individual client needs, including discretionary management of accounts based on client objectives and risk tolerance.
Latest 13F Filing Activity
Probity Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 230 equity positions with a total 13F market value of $569M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Probity Advisors, Inc. reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (230)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 9.79% | $55.8M | 506,561 | $71.66 | $110.10 | +$9.3M |
I IVE | ISHARES TR | 9.75% | $55.5M | 283,962 | $164.20 | $195.42 | +$3.2M |
I IEFA | ISHARES TR | 6.52% | $37.1M | 444,717 | $68.84 | $83.48 | +$3.4M |
I IJS | ISHARES TR | 3.02% | $17.2M | 172,767 | $95.09 | $99.49 | +$270.0K |
I IJT | ISHARES TR | 2.48% | $14.1M | 106,082 | $115.77 | $133.04 | +$1.3M |
Industry Allocation
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