Invst, LLC Portfolio Holdings
Invst, LLC
- $823 Million
- Q4 2024
Invst, LLC has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $823 Million distributed in 252 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 $53.6M, Ishares Core Total Usd Bond Ma with a value of $40.9M, Schwab Strategic Tr Us Large C with a value of $28.7M, Ishares Msci Usa Momentum Fact with a value of $27.6M, and Ishares Msci Usa Quality Facto with a value of $25.5M.
Examining the 13F form we can see an decrease of $5.98M in the current position value, from $829M to 823M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 252
- Current Value $823 Million
- Prior Value $829 Million
- Filing
- Period Q4 2024
- Filing Date February 19, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks