Invenio Wealth Partners LLC Portfolio Holdings

Invenio Wealth Partners LLC

  • $239 Billion
  • Q4 2024

Invenio Wealth Partners LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $239 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr U.S with a value of $20.2B, Jp Morgan Tr Mun ETF (De) with a value of $19.8B, Schwab Strategic Tr Us Large C with a value of $14.2B, Wisdomtree Tr Us Quality Divid with a value of $13.9B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $12.2B.

Examining the 13F form we can see an increase of $7.61B in the current position value, from $231B to 239B.

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 $239 Billion
ETFs: $194 Billion
Technology: $21.1 Billion
Communication Services: $5.08 Billion
Healthcare: $4.76 Billion
Financial Services: $4.49 Billion
Consumer Cyclical: $3.01 Billion
Consumer Defensive: $2.63 Billion
Industrials: $2.17 Billion
Other: $1.37 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 99
  • Current Value $239 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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