Invictus Private Wealth, LLC Reduced Holdings in Q1 2025

Invictus Private Wealth, LLC

  • $1.26 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10.6K
- 2.89%
$507.05 - $563.67 $5.37M - $5.97M
355K $183B
AMD
Advanced Micro Devices Inc

Technology
-46.8K
- 50.87%
$96.63 - $129.55 $4.52M - $6.06M
45.2K $4.64B
AAPL
Apple Inc.

Technology
-356
- 0.19%
$209.68 - $247.1 $74.6K - $88K
192K $42.6B
GS
Goldman Sachs Group Inc

Financial Services
-474
- 1.44%
$524.81 - $672.19 $249K - $319K
32.6K $17.8B
PATH
Ui Path, Inc.

Technology
-72K
- 77.42%
$9.97 - $15.19 $718K - $1.09M
21K $216M
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 0.18%
$551.42 - $612.93 $29.2K - $32.5K
29.1K $16.3B
Ibotta Inc
-6K
- 29.77%
N/A
14.2K $597M
WMT
Walmart Inc.

Consumer Defensive
-3.65K
- 2.67%
$84.5 - $105.05 $309K - $384K
133K $11.7B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-4.98K
- 6.44%
$105.1 - $109.61 $523K - $546K
72.3K $7.86B
TSLA
Tesla, Inc.

Consumer Cyclical
-160
- 6.94%
$222.15 - $428.22 $35.5K - $68.5K
2.15K $556M
RBLX
Roblox Corp

Communication Services
-6.02K
- 4.12%
$53.77 - $75.47 $324K - $455K
140K $8.17B
MANH
Manhattan Associates Inc

Technology
-25
- 1.37%
$163.5 - $295.1 $4.09K - $7.38K
1.8K $311M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.45K
- 2.95%
$30.73 - $32.26 $75.1K - $78.9K
80.4K $2.47B
IYW
Ishares Dj Us Tech ETF

ETFs
-33
- 0.55%
$140.44 - $166.79 $4.63K - $5.5K
6.01K $844M
PLTR
Palantir Technologies Inc.

Technology
-3.01K
- 18.92%
$64.98 - $124.62 $196K - $375K
12.9K $1.09B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-302
- 1.39%
$57.21 - $65.8 $17.3K - $19.9K
21.5K $1.25B
MAR
Marriott International Inc

Consumer Cyclical
-53
- 2.77%
$237.01 - $304.45 $12.6K - $16.1K
1.86K $442M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-24
- 1.57%
$360.07 - $417.26 $8.64K - $10K
1.51K $544M
CDNS
Cadence Design Systems Inc

Technology
-63
- 6.29%
$233.96 - $324.52 $14.7K - $20.4K
938 $239M
LLY
Eli Lilly & CO

Healthcare
-91
- 25.56%
$725.72 - $929.72 $66K - $84.6K
265 $219M
HYG
Ishares Tr

ETFs
-764
- 2.33%
$78.51 - $80.11 $60K - $61.2K
32K $2.53B
JBL
Jabil Inc

Technology
-102
- 2.7%
$130.51 - $173.33 $13.3K - $17.7K
3.67K $499M
VXF
Vanguard Extended Market ETF

ETFs
-42
- 2.21%
$170.36 - $201.04 $7.16K - $8.44K
1.86K $320M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-59
- 2.73%
$166.63 - $185.86 $9.83K - $11K
2.1K $350M
VBK
Vanguard Small Cap Growth ETF

ETFs
-25
- 2.21%
$247.97 - $296.33 $6.2K - $7.41K
1.11K $278M
VFH
Vanguard Financial ETF

ETFs
-387
- 6.29%
$114.07 - $127.34 $44.1K - $49.3K
5.77K $689M
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.07%
$347.25 - $424.87 $347 - $425
1.46K $536M
PANW
Palo Alto Networks Inc

Technology
-52
- 2.52%
$167.82 - $208.28 $8.73K - $10.8K
2.01K $344M
META
Meta Platforms, Inc.

Communication Services
-6
- 0.28%
$576.36 - $736.67 $3.46K - $4.42K
2.17K $1.25B
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-49
- 2.8%
$141.31 - $175.89 $6.92K - $8.62K
1.7K $245M
MCO
Moodys Corp

Financial Services
-30
- 4.92%
$437.8 - $527.48 $13.1K - $15.8K
580 $270M
QCOM
Qualcomm Inc

Technology
-85
- 1.45%
$151.94 - $175.86 $12.9K - $14.9K
5.79K $890M
VNQ
Vanguard Specialized Funds Van

ETFs
-194
- 3.75%
$85.55 - $94.34 $16.6K - $18.3K
4.98K $450M
XLI
Industrial Sector Spdr

ETFs
-41
- 1.55%
$128.78 - $141.67 $5.28K - $5.81K
2.61K $341M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-62
- 1.22%
$126.11 - $135.06 $7.82K - $8.37K
5.03K $648M
CSCO
Cisco Systems, Inc.

Technology
-139
- 2.33%
$58.74 - $64.87 $8.16K - $9.02K
5.83K $359M
NFLX
Netflix Inc

Communication Services
-39
- 3.17%
$828.4 - $1058.6 $32.3K - $41.3K
1.19K $1.11B
AFL
Aflac Inc

Financial Services
-130
- 3.31%
$100.99 - $111.19 $13.1K - $14.5K
3.8K $423M
PCH
Potlatchdeltic Corp

Real Estate
-2.25K
- 10.59%
$38.35 - $47.34 $86.3K - $107K
19K $857M
RTX
Raytheon Technologies Corp

Industrials
-103
- 4.01%
$114.1 - $135.66 $11.8K - $14K
2.46K $326M
TIP
Ishares Tr Tips Bd ETF

ETFs
-173
- 1.48%
$106.22 - $111.09 $18.4K - $19.2K
11.5K $1.28B
KO
Coca Cola CO

Consumer Defensive
-1.24K
- 9.31%
$60.81 - $72.32 $75.6K - $90K
12.1K $868M
SCHW
Schwab Charles Corp

Financial Services
-7
- 0.07%
$71.24 - $83.64 $499 - $585
10K $785M
JPM
Jpmorgan Chase & CO

Financial Services
-1.01K
- 1.69%
$225.19 - $279.95 $228K - $284K
59K $14.5B
IBM
International Business Machines Corp

Technology
-47
- 1.3%
$217.4 - $264.74 $10.2K - $12.4K
3.56K $886M
XOM
Exxon Mobil Corp

Energy
-583
- 0.49%
$105.44 - $118.93 $61.5K - $69.3K
118K $14.1B
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
Track This Portfolio

Track Invictus Private Wealth, LLC Portfolio

Follow Invictus Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invictus Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Invictus Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email