Arvest Investments, Inc. Portfolio Holdings

Arvest Investments, Inc.

  • $662 Billion
  • Q3 2024

Arvest Investments, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $662 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $46B, Invesco S&P 500 Equal Weight E with a value of $43.5B, Goldman Sachs ETF Access Invt with a value of $33B, Janus Detroit Str Tr Henderson with a value of $29.8B, and Ishares Tr with a value of $23.2B.

Examining the 13F form we can see an increase of $38.2B in the current position value, from $624B to 662B.

Arvest Investments, Inc. is based out at Rogers, AR

Below you can find more details about Arvest Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $662 Billion
ETFs: $495 Billion
Technology: $28.1 Billion
Healthcare: $20.6 Billion
Financial Services: $19.6 Billion
Industrials: $13.8 Billion
Consumer Defensive: $12.1 Billion
Energy: $11.3 Billion
Communication Services: $9.1 Billion
Other: $15.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.1 Million 0.0% of portfolio
265
Q4 2023 New
$0
$4.18 Million 0.0% of portfolio
258
Q3 2024 Reduced 16.5%
$0
$4.23 Million 0.0% of portfolio
51
Q4 2023 New
$27.7B
$1.88 Million 0.0% of portfolio
102
Q4 2023 New
Capital Grp Fixed Incm ETF T
-
$26.3 Million 0.0% of portfolio
-
Q2 2024 New
$0
$7.02 Million 0.0% of portfolio
35
Q3 2024 Reduced 20.45%
$0
$14 Million 0.0% of portfolio
409
Q2 2024 New
$185B
$29.2 Million 0.0% of portfolio
649
Q3 2024 Added 1.72%
$0
$3.2 Million 0.0% of portfolio
63
Q3 2024 Reduced 89.71%
$0
$12.6 Million 0.0% of portfolio
56
Q1 2024 Reduced 80.42%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $662 Billion
  • Prior Value $624 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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