Invictus Private Wealth, LLC Incresed Positions in Q1 2025

Invictus Private Wealth, LLC

  • $1.26 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
70.2K
+ 2899.01%
$96.87 - $114.0 $6.8M - $8M
72.6K $7.17B
DELL
Dell Technologies Inc.

Technology
57.7K
+ 397.85%
$90.34 - $124.66 $5.21M - $7.19M
72.2K $6.58B
VTV
Vanguard Value ETF

ETFs
11.8K
+ 2.35%
$167.73 - $179.21 $1.99M - $2.12M
515K $89B
VHT
Vanguard Health Care ETF

ETFs
6.09K
+ 3.85%
$254.06 - $273.83 $1.55M - $1.67M
164K $43.5B
XLF
Financial Sector Spdr

ETFs
24.3K
+ 3.12%
$47.32 - $52.19 $1.15M - $1.27M
805K $40.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.3K
+ 2.97%
$42.5 - $46.71 $1.12M - $1.23M
912K $41.3B
COST
Costco Wholesale Corp

Consumer Defensive
176
+ 0.34%
$890.62 - $1076.86 $157K - $190K
52.2K $49.3B
XLE
Energy Sector Spdr

ETFs
9.54K
+ 31.52%
$85.7 - $93.96 $817K - $896K
39.8K $3.72B
VO
Vanguard Mid Cap ETF

ETFs
11.5K
+ 3.1%
$251.87 - $277.95 $2.91M - $3.21M
384K $99.3B
VTI
Vanguard Total Stock Market Et

ETFs
435
+ 53.64%
$271.18 - $303.12 $118K - $132K
1.25K $342M
WEA
Western Asset Premier Bond Fund

Financial Services
1.94K
+ 3.84%
$10.63 - $11.21 $20.6K - $21.7K
52.3K $586M
TEI
Templeton Emerging Markets Income Fund

Financial Services
2.57K
+ 2.65%
$5.15 - $5.57 $13.2K - $14.3K
99.7K $537M
TLT
Ishares Barclays 20+ Year Trea

ETFs
159
+ 3.07%
$85.29 - $92.57 $13.6K - $14.7K
5.34K $486M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
571
+ 2.73%
$15.28 - $15.95 $8.72K - $9.11K
21.5K $335M
EMB
Ishares Tr

ETFs
61
+ 1.59%
$88.64 - $92.03 $5.41K - $5.61K
3.91K $354M
BGB
Blackstone Strategic Credit Fund

Financial Services
1.61K
+ 2.93%
$11.96 - $12.62 $19.2K - $20.3K
56.3K $681M
AMZN
Amazon Com Inc

Consumer Cyclical
5.62K
+ 4.7%
$190.26 - $242.06 $1.07M - $1.36M
125K $23.8B
MSFT
Microsoft Corp

Technology
983
+ 1.1%
$375.39 - $447.2 $369K - $440K
90.2K $33.9B
VB
Vanguard Small Cap ETF

ETFs
9.69K
+ 3.02%
$217.89 - $252.64 $2.11M - $2.45M
331K $73.3B
NVDA
Nvidia Corp

Technology
6.76K
+ 2.68%
$106.98 - $149.43 $723K - $1.01M
259K $28.1B
GOOG
Alphabet Inc.

Communication Services
2.18K
+ 1.19%
$156.06 - $207.71 $340K - $453K
186K $29B
AVGO
Broadcom Inc.

Technology
3.15K
+ 2.63%
$167.43 - $244.7 $527K - $770K
123K $20.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.59K
+ 1.95%
$468.34 - $539.52 $3.09M - $3.56M
345K $162B
VUG
Vanguard Growth ETF

ETFs
7.72K
+ 1.97%
$369.1 - $427.61 $2.85M - $3.3M
400K $148B
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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