Invst, LLC has filed its 13F form on November 19, 2024 for Q3 2024 where it was disclosed a total value porftolio of $829 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $74.6M, Ishares Core Total Usd Bond Ma with a value of $46.6M, Schwab Strategic Tr Us Large C with a value of $27.1M, Ishares Msci Usa Quality Facto with a value of $24.5M, and Vanguard Value ETF with a value of $24.2M.
Examining the 13F form we can see an decrease of $97.6M in the current position value, from $927M to 829M.
Invst, LLC is based out at Indianapolis, IN
Below you can find more details about Invst, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$829 Million
ETFs: $662 Million
Technology: $34.7 Million
Financial Services: $29.3 Million
Consumer Cyclical: $23.2 Million
Communication Services: $18 Million
Consumer Defensive: $15.4 Million
Healthcare: $13.3 Million
Industrials: $12.9 Million
Other: $20.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
