Invst, LLC Incresed Positions in Q4 2024

Invst, LLC

  • $823 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
218K
+ 2954.72%
$78.09 - $80.04 $17M - $17.5M
226K $17.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
264K
+ 5283.58%
$63.58 - $71.15 $16.8M - $18.8M
269K $17.5M
BNDX
Vanguard Total International B

ETFs
352K
+ 287.07%
$48.91 - $50.61 $17.2M - $17.8M
474K $23.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
273K
+ 2388.47%
$61.68 - $67.87 $16.8M - $18.5M
284K $17.7M
XLY
Select Sector Spdr Consumer Di

ETFs
37.4K
+ 1096.54%
$194.8 - $239.43 $7.29M - $8.96M
40.8K $9.16M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24.4K
+ 22.4%
$201.32 - $217.44 $4.92M - $5.31M
133K $27.6M
EFG
Msci Eafe Growth ETF

ETFs
34.8K
+ 23.55%
$96.83 - $106.88 $3.37M - $3.72M
183K $17.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
771K
+ 296.17%
$25.93 - $105.3 $20M - $81.1M
1.03M $28.7M
APP
App Lovin Corp

Technology
551
+ 8.09%
$130.67 - $401.5 $72K - $221K
7.36K $2.38M
MBB
Ishares Tr

ETFs
20.9K
+ 16.58%
$91.26 - $95.82 $1.91M - $2M
147K $13.5M
CRM
Salesforce, Inc.

Technology
415
+ 2.44%
$270.87 - $367.87 $112K - $153K
17.4K $5.82M
AAPL
Apple Inc.

Technology
1.07K
+ 2.33%
$221.69 - $259.02 $237K - $277K
47K $11.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.86K
+ 5.02%
$176.42 - $186.91 $1.21M - $1.28M
143K $25.5M
XLF
Financial Sector Spdr

ETFs
16.6K
+ 52.36%
$44.89 - $51.34 $745K - $852K
48.3K $2.33M
AMZN
Amazon Com Inc

Consumer Cyclical
145
+ 0.57%
$180.88 - $232.93 $26.2K - $33.8K
25.7K $5.64M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
19.4K
+ 66.46%
$50.06 - $55.0 $971K - $1.07M
48.6K $2.44M
DFAU
Dimensional ETF Tr

ETFs
18.1K
+ 27.84%
$39.27 - $42.38 $709K - $765K
82.9K $3.36M
NVDA
Nvidia Corp

Technology
808
+ 1.73%
$117.0 - $148.88 $94.5K - $120K
47.4K $6.37M
GOOGL
Alphabet Inc.

Communication Services
512
+ 2.01%
$161.86 - $196.66 $82.9K - $101K
26K $4.92M
TSLA
Tesla, Inc.

Consumer Cyclical
294
+ 8.74%
$213.65 - $479.86 $62.8K - $141K
3.66K $1.48M
XLK
Technology Sector Spdr

ETFs
2.32K
+ 222.46%
$220.26 - $241.44 $511K - $560K
3.36K $781K
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 0.63%
$205.18 - $250.29 $19.5K - $23.8K
15.1K $3.63M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.18K
+ 68.85%
$83.09 - $89.28 $347K - $373K
10.2K $870K
SYF
Synchrony Financial

Financial Services
239
+ 1.18%
$49.01 - $68.55 $11.7K - $16.4K
20.6K $1.34M
GDDY
Go Daddy Inc.

Technology
74
+ 0.99%
$153.16 - $209.03 $11.3K - $15.5K
7.52K $1.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
356
+ 4.32%
$567.81 - $607.81 $202K - $216K
8.6K $5.04M
EFV
Msci Eafe Value ETF

ETFs
35K
+ 11.55%
$51.78 - $57.15 $1.81M - $2M
338K $17.7M
DIS
Walt Disney CO

Communication Services
151
+ 0.84%
$92.39 - $117.6 $14K - $17.8K
18.2K $2.03M
DFS
Discover Financial Services

Financial Services
153
+ 2.11%
$136.3 - $182.67 $20.9K - $27.9K
7.41K $1.28M
IVE
Ishares S&P 500 Value ETF

ETFs
3.37K
+ 5.58%
$189.5 - $206.17 $639K - $696K
63.8K $12.2M
IEMG
Ishares Inc

ETFs
4.88K
+ 7.01%
N/A
74.6K $4M
EXPE
Expedia Group, Inc.

Consumer Cyclical
98
+ 1.58%
$146.47 - $191.01 $14.4K - $18.7K
6.29K $1.17M
AXP
American Express CO

Financial Services
81
+ 0.9%
$267.35 - $305.57 $21.7K - $24.8K
9.05K $2.69M
STRL
Sterling Construction CO Inc

Industrials
366
+ 5.32%
$142.94 - $199.03 $52.3K - $72.8K
7.24K $1.22M
SLM
Slm Corp

Financial Services
703
+ 1.75%
$21.37 - $28.14 $15K - $19.8K
40.9K $1.13M
GM
General Motors CO

Consumer Cyclical
424
+ 2.03%
$44.82 - $60.2 $19K - $25.5K
21.3K $1.13M
VUG
Vanguard Growth ETF

ETFs
40
+ 0.59%
$378.79 - $428.11 $15.2K - $17.1K
6.84K $2.81M
AVGO
Broadcom Inc.

Technology
67
+ 2.22%
$159.67 - $250.0 $10.7K - $16.8K
3.09K $716K
DFAI
Dimensional ETF Tr

ETFs
8.24K
+ 33.13%
$29.0 - $31.6 $239K - $260K
33.1K $966K
RH
Rh

Consumer Cyclical
93
+ 4.14%
$311.9 - $446.04 $29K - $41.5K
2.34K $921K
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.83K
+ 19.4%
$46.75 - $47.8 $179K - $183K
23.6K $1.11M
SKYW
Skywest Inc

Industrials
782
+ 14.47%
$83.51 - $115.11 $65.3K - $90K
6.19K $619K
FOXA
Fox Corp

Communication Services
909
+ 5.2%
$41.35 - $49.99 $37.6K - $45.4K
18.4K $892K
META
Meta Platforms, Inc.

Communication Services
114
+ 2.33%
$554.08 - $632.68 $63.2K - $72.1K
5K $2.95M
CFG
Citizens Financial Group Inc

Financial Services
535
+ 1.18%
$39.92 - $48.46 $21.4K - $25.9K
46K $2.01M
EQH
Equitable Holdings, Inc.

Financial Services
365
+ 1.53%
$41.59 - $50.4 $15.2K - $18.4K
24.2K $1.14M
STT
State Street Corp

Financial Services
206
+ 1.81%
$85.96 - $100.78 $17.7K - $20.8K
11.6K $1.14M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.61K
+ 20.67%
$46.69 - $49.2 $169K - $178K
21.1K $987K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
112
+ 1.07%
$198.04 - $221.51 $22.2K - $24.8K
10.6K $2.22M
Activity Summary
Buys All Purchases 136 New Holdings 17 Increased Positions 119 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 1
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