Invenio Wealth Partners LLC Incresed Positions in Q3 2025

Invenio Wealth Partners LLC

  • $275 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
329K
+ 1956.4%
$32.53 - $35.69 $10.7M - $11.7M
345K $12.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
31.2K
+ 718.18%
$108.46 - $120.63 $3.39M - $3.77M
35.6K $4.23B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.36K
+ 19.07%
$567.77 - $614.76 $2.47M - $2.68M
27.2K $16.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.1K
+ 3.09%
$28.92 - $32.19 $610K - $679K
703K $22.4B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
77.2K
+ 25.71%
$23.69 - $24.32 $1.83M - $1.88M
378K $9.18B
USFR
Wisdomtree Floating Rate Treas

ETFs
23.7K
+ 16.84%
$50.23 - $50.48 $1.19M - $1.2M
164K $8.26B
Vanguard Core Bond ETF
12.1K
+ 8.33%
N/A
158K $12.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.79K
+ 0.52%
$39.8 - $42.86 $71.2K - $76.6K
348K $14.9B
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
13.2K
+ 4.73%
$33.95 - $36.33 $448K - $480K
292K $10.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.63K
+ 20.17%
$91.44 - $91.77 $698K - $700K
45.5K $4.17B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.56K
+ 0.38%
$49.09 - $50.58 $76.6K - $78.9K
411K $20.7B
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.99K
+ 4.28%
$40.94 - $42.85 $245K - $257K
146K $6.14B
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
6.68K
+ 10.31%
N/A
71.5K $3.5B
XOM
Exxon Mobil Corp

Energy
1.37K
+ 16.01%
$105.83 - $117.22 $144K - $160K
9.89K $1.12B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.17K
+ 10.28%
$76.16 - $78.59 $165K - $171K
23.3K $1.82B
C
Citigroup Inc

Financial Services
747
+ 18.34%
$85.57 - $103.49 $63.9K - $77.3K
4.82K $489M
CVX
Chevron Corp

Energy
487
+ 12.0%
$145.57 - $161.83 $70.9K - $78.8K
4.55K $706M
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 4.89%
$357.4 - $423.42 $36.8K - $43.6K
2.21K $895M
WMT
Walmart Inc.

Consumer Defensive
741
+ 10.67%
$94.4 - $104.27 $70K - $77.3K
7.69K $792M
GE
General Electric CO

Industrials
27
+ 1.2%
$244.75 - $305.63 $6.61K - $8.25K
2.28K $685M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
2.26K
+ 5.7%
$35.44 - $37.64 $80.1K - $85.1K
41.9K $1.56B
PM
Philip Morris International Inc.

Consumer Defensive
866
+ 28.92%
$157.77 - $183.27 $137K - $159K
3.86K $626M
Blackrock Inc Com
30
+ 13.04%
N/A
260 $303M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
2.79K
+ 5.69%
$30.4 - $33.62 $84.9K - $93.9K
51.8K $1.64B
TMUS
T Mobile Us, Inc.

Communication Services
231
+ 15.49%
$226.02 - $259.01 $52.2K - $59.8K
1.72K $412M
PEP
Pepsico Inc

Consumer Defensive
197
+ 6.29%
$133.81 - $152.16 $26.4K - $30K
3.33K $468M
GILD
Gilead Sciences, Inc.

Healthcare
468
+ 14.04%
$108.22 - $120.47 $50.6K - $56.4K
3.8K $422M
LOW
Lowes Companies Inc

Consumer Cyclical
46
+ 3.74%
$215.01 - $273.02 $9.89K - $12.6K
1.28K $321M
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 7.72%
$291.67 - $316.99 $29.5K - $32K
1.41K $428M
PG
Procter & Gamble CO

Consumer Defensive
448
+ 9.5%
$150.47 - $161.22 $67.4K - $72.2K
5.16K $793M
UNP
Union Pacific Corp

Industrials
143
+ 13.66%
$214.91 - $237.16 $30.7K - $33.9K
1.19K $281M
QCOM
Qualcomm Inc

Technology
159
+ 8.32%
$145.84 - $173.55 $23.2K - $27.6K
2.07K $344M
MRK
Merck & Co., Inc.

Healthcare
33
+ 0.46%
$77.6 - $87.37 $2.56K - $2.88K
7.23K $607M
LMT
Lockheed Martin Corp

Industrials
32
+ 6.75%
$410.74 - $499.21 $13.1K - $16K
506 $253M
ABT
Abbott Laboratories

Healthcare
304
+ 7.48%
$120.51 - $136.62 $36.6K - $41.5K
4.37K $585M
SCHW
Schwab Charles Corp

Financial Services
132
+ 5.38%
$91.03 - $98.69 $12K - $13K
2.58K $247M
AXP
American Express CO

Financial Services
29
+ 3.88%
$294.27 - $342.31 $8.53K - $9.93K
776 $258M
ADP
Automatic Data Processing Inc

Industrials
89
+ 7.34%
$288.69 - $310.94 $25.7K - $27.7K
1.3K $382M
SYK
Stryker Corp

Healthcare
9
+ 1.64%
$368.57 - $403.53 $3.32K - $3.63K
557 $206M
CL
Colgate Palmolive CO

Consumer Defensive
288
+ 8.74%
$79.36 - $93.33 $22.9K - $26.9K
3.59K $287M
HON
Honeywell International Inc

Industrials
70
+ 3.79%
$207.7 - $240.4 $14.5K - $16.8K
1.92K $404M
Activity Summary
Buys All Purchases 46 New Holdings 4 Increased Positions 42 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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