0001842811-23-000003.txt : 20230515 0001842811-23-000003.hdr.sgml : 20230515 20230515132602 ACCESSION NUMBER: 0001842811-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23920562 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 03-31-2023 03-31-2023 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 05-15-2023 0 81 272217050 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 340977 3244 SH SOLE 0 0 3244 ABBOTT LABS COM 002824100 457403 4517 SH SOLE 0 0 4517 ABBVIE INC COM 00287Y109 679198 4262 SH SOLE 0 0 4262 AIRBNB INC COM CL A 009066101 246188 1979 SH SOLE 0 0 1979 ALLSTATE CORP COM 020002101 734886 6632 SH SOLE 0 0 6632 ALPHABET INC CAP STK CL A 02079K305 252687 2436 SH SOLE 0 0 2436 ALPHABET INC CAP STK CL C 02079K107 243464 2341 SH SOLE 0 0 2341 AMAZON COM INC COM 023135106 255643 2475 SH SOLE 0 0 2475 APPLE INC COM 037833100 2932851 17786 SH SOLE 0 0 17786 AUTOMATIC DATA PROCESSING IN COM 053015103 287638 1292 SH SOLE 0 0 1292 BOEING CO COM 097023105 460974 2170 SH SOLE 0 0 2170 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 302880 3048 SH SOLE 0 0 3048 CATERPILLAR INC COM 149123101 6363583 27808 SH SOLE 0 0 27808 CHEVRON CORP NEW COM 166764100 864636 5299 SH SOLE 0 0 5299 CISCO SYS INC COM 17275R102 479467 9172 SH SOLE 0 0 9172 CONOCOPHILLIPS COM 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