Invenio Wealth Partners LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S with a value of $17.9B, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.6B, Wisdomtree Tr Us Quality Divid with a value of $11.1B, Wisdomtree Tr U.S. Midcap Divi with a value of $11B, and Jp Morgan Tr Mun ETF (De) with a value of $10.1B.
Examining the 13F form we can see an increase of $16.2B in the current position value, from $186B to 202B.
Invenio Wealth Partners LLC is based out at Coral Gables, FL
Below you can find more details about Invenio Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$202 Billion
ETFs: $162 Billion
Technology: $18.6 Billion
Healthcare: $4.6 Billion
Financial Services: $3.57 Billion
Communication Services: $3.56 Billion
Consumer Cyclical: $2.79 Billion
Consumer Defensive: $2.68 Billion
Industrials: $2.06 Billion
Other: $1.67 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
