Invictus Private Wealth, LLC Portfolio Holdings

Invictus Private Wealth, LLC

  • $1.26 Trillion
  • Q3 2024

Invictus Private Wealth, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.26 Trillion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $185B, Invesco Qqq Trust, Series 1 with a value of $163B, Vanguard Growth ETF with a value of $149B, Vanguard Mid Cap ETF with a value of $95.8B, and Vanguard Value ETF with a value of $87.7B.

Examining the 13F form we can see an increase of $71.7B in the current position value, from $1.19T to 1.26T.

Invictus Private Wealth, LLC is based out at Denver, CO

Below you can find more details about Invictus Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Trillion
ETFs: $961 Billion
Technology: $124 Billion
Consumer Defensive: $58.9 Billion
Communication Services: $45.3 Billion
Financial Services: $33.3 Billion
Consumer Cyclical: $22.8 Billion
Energy: $14.7 Billion
Real Estate: $1.33 Billion
Other: $2.27 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.12B
$2.1 Billion 0.17% of portfolio
163,995
Q3 2024 Reduced 6.56%
$3.19B
$1.33 Billion 0.11% of portfolio
29,450
Q3 2024 Reduced 29.12%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $1.26 Trillion
  • Prior Value $1.19 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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