Inves Trust Portfolio Holdings
Inves Trust
- $366 Billion
- Q1 2025
Inves Trust has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $366 Billion distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.6B, Vanguard Ftse Developed Market with a value of $11.2B, Jpmorgan Chase & CO with a value of $10.2B, Apple Inc. with a value of $9.51B, and Philip Morris International Inc. with a value of $9.08B.
Examining the 13F form we can see an increase of $6.03B in the current position value, from $360B to 366B.
Inves Trust is based out at Oklahoma City, OK
Below you can find more details about Inves Trust portfolio as well as his latest detailed transactions.
Portfolio value
$366 Billion
ETFs: $99 Billion
Technology: $49.8 Billion
Financial Services: $40.7 Billion
Consumer Defensive: $35.8 Billion
Healthcare: $35.6 Billion
Industrials: $29.5 Billion
Energy: $27.5 Billion
Consumer Cyclical: $15 Billion
Other: $26.3 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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