Invenio Wealth Partners LLC Portfolio Holdings

Invenio Wealth Partners LLC

  • $231 Billion
  • Q3 2024

Invenio Wealth Partners LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S with a value of $20.3B, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.9B, Wisdomtree Tr Us Quality Divid with a value of $13.5B, Jp Morgan Tr Mun ETF (De) with a value of $13.4B, and Schwab Strategic Tr Us Large C with a value of $12B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $202B to 231B.

Invenio Wealth Partners LLC is based out at Coral Gables, FL

Below you can find more details about Invenio Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $231 Billion
ETFs: $187 Billion
Technology: $19.8 Billion
Healthcare: $5.34 Billion
Communication Services: $4.27 Billion
Financial Services: $3.84 Billion
Consumer Cyclical: $3.11 Billion
Consumer Defensive: $2.96 Billion
Industrials: $2.2 Billion
Other: $2.15 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $231 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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