Inves Trust Portfolio Holdings
Inves Trust
- $360 Billion
- Q4 2024
Inves Trust has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $360 Billion distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5B, Apple Inc. with a value of $10.9B, Jpmorgan Chase & CO with a value of $10.6B, Vanguard Ftse Developed Market with a value of $10.5B, and Eli Lilly & CO with a value of $8.8B.
Examining the 13F form we can see an increase of $360B in the current position value.
Inves Trust is based out at Oklahoma City, OK
Below you can find more details about Inves Trust portfolio as well as his latest detailed transactions.
Portfolio value
$360 Billion
ETFs: $96.8 Billion
Technology: $53.4 Billion
Financial Services: $43.6 Billion
Consumer Defensive: $34.4 Billion
Healthcare: $32.3 Billion
Industrials: $29.3 Billion
Energy: $24.4 Billion
Consumer Cyclical: $13.9 Billion
Other: $26 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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