Invictus Private Wealth, LLC Sells in Q4 2024

Invictus Private Wealth, LLC

  • $1.32 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-96.3K
- 76.09%
$83.32 - $97.27 $8.02M - $9.36M
30.2K $2.59B
XOM
Exxon Mobil Corp

Energy
-6.15K
- 4.91%
$105.51 - $125.37 $649K - $771K
119K $12.8B
RBLX
Roblox Corp

Communication Services
-86.5K
- 37.17%
$39.86 - $61.45 $3.45M - $5.32M
146K $8.46B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-8.17K
- 9.56%
$106.56 - $113.11 $870K - $924K
77.3K $8.26B
MSFT
Microsoft Corp

Technology
-1.34K
- 1.48%
$406.35 - $454.46 $545K - $609K
89.2K $37.6B
PATH
Ui Path, Inc.

Technology
-71K
- 43.29%
$11.95 - $15.5 $848K - $1.1M
93K $1.18B
PCH
Potlatchdeltic Corp

Real Estate
-8.2K
- 27.84%
$38.4 - $44.89 $315K - $368K
21.3K $834M
HYG
Ishares Tr

ETFs
-3.98K
- 10.82%
$78.09 - $80.04 $311K - $318K
32.8K $2.58B
QCOM
Qualcomm Inc

Technology
-1.09K
- 15.6%
$150.4 - $178.04 $163K - $193K
5.88K $903M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.18K
- 29.6%
$87.1 - $98.49 $190K - $215K
5.19K $453M
KO
Coca Cola CO

Consumer Defensive
-409
- 2.97%
$61.74 - $71.71 $25.3K - $29.3K
13.4K $832M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-5.82K
- 21.73%
$15.0 - $17.55 $87.2K - $102K
20.9K $318M
EEM
Ishares Msci Emerging Markets

ETFs
-156
- 0.5%
$41.82 - $47.36 $6.52K - $7.39K
31K $1.3B
EMB
Ishares Tr

ETFs
-1.02K
- 21.0%
$88.94 - $93.46 $90.9K - $95.5K
3.85K $342M
LLY
Eli Lilly & CO

Healthcare
-65
- 15.44%
$727.2 - $932.06 $47.3K - $60.6K
356 $275M
AFL
Aflac Inc

Financial Services
-499
- 11.26%
$100.37 - $115.27 $50.1K - $57.5K
3.93K $407M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-465
- 17.72%
$174.04 - $205.27 $80.9K - $95.5K
2.16K $390M
VNQ
Vanguard Specialized Funds Van

ETFs
-303
- 5.54%
$87.85 - $98.6 $26.6K - $29.9K
5.17K $460M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-325
- 15.65%
$150.51 - $170.38 $48.9K - $55.4K
1.75K $267M
MCO
Moodys Corp

Financial Services
-144
- 19.1%
$454.04 - $500.88 $65.4K - $72.1K
610 $289M
IBM
International Business Machines Corp

Technology
-213
- 5.57%
$204.9 - $238.04 $43.6K - $50.7K
3.61K $793M
RTX
Raytheon Technologies Corp

Industrials
-194
- 7.03%
$114.45 - $127.21 $22.2K - $24.7K
2.57K $297M
CMCSA
Comcast Corp

Communication Services
-302
- 4.96%
$37.39 - $45.14 $11.3K - $13.6K
5.79K $217M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.54%
$385.02 - $431.37 $3.08K - $3.45K
1.46K $569M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-98
- 1.89%
$126.68 - $134.74 $12.4K - $13.2K
5.09K $649M
CDNS
Cadence Design Systems Inc

Technology
-160
- 13.78%
$249.1 - $324.54 $39.9K - $51.9K
1K $301M
XLI
Industrial Sector Spdr

ETFs
-13
- 0.49%
$131.76 - $143.99 $1.71K - $1.87K
2.65K $349M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7
- 0.03%
$61.68 - $67.87 $432 - $475
21.8K $1.36B
VXF
Vanguard Extended Market ETF

ETFs
-43
- 2.21%
$179.17 - $207.15 $7.7K - $8.91K
1.9K $361M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2
- 0.18%
$264.18 - $304.19 $528 - $608
1.13K $316M
CSCO
Cisco Systems, Inc.

Technology
-255
- 4.1%
$52.45 - $60.02 $13.4K - $15.3K
5.96K $353M
V
Visa Inc.

Financial Services
-5
- 0.68%
$273.87 - $320.91 $1.37K - $1.6K
733 $232M
DIS
Walt Disney CO

Communication Services
-79
- 3.16%
$92.39 - $117.6 $7.3K - $9.29K
2.42K $270M
MAR
Marriott International Inc

Consumer Cyclical
-93
- 4.64%
$246.06 - $292.59 $22.9K - $27.2K
1.91K $533M
JBL
Jabil Inc

Technology
-457
- 10.81%
$118.97 - $147.77 $54.4K - $67.5K
3.77K $543M
IYW
Ishares Dj Us Tech ETF

ETFs
-8
- 0.13%
$148.14 - $166.23 $1.19K - $1.33K
6.04K $964M
VFH
Vanguard Financial ETF

ETFs
-9
- 0.15%
$108.87 - $126.2 $980 - $1.14K
6.16K $727M
SCHW
Schwab Charles Corp

Financial Services
-15
- 0.15%
$63.31 - $82.85 $950 - $1.24K
10K $743M
SPY
Spdr S&P 500 ETF Trust

ETFs
-279
- 0.95%
$567.81 - $607.81 $158K - $170K
29.1K $17.1B
GOOGL
Alphabet Inc.

Communication Services
-16
- 0.15%
$161.86 - $196.66 $2.59K - $3.15K
10.6K $2.01B
WMT
Walmart Inc.

Consumer Defensive
-2.73K
- 1.96%
$79.1 - $95.7 $216K - $262K
137K $12.4B
COST
Costco Wholesale Corp

Consumer Defensive
-421
- 0.8%
$873.59 - $994.69 $368K - $419K
52K $47.6B
JPM
Jpmorgan Chase & CO

Financial Services
-688
- 1.13%
$205.18 - $250.29 $141K - $172K
60K $14.4B
GS
Goldman Sachs Group Inc

Financial Services
-337
- 1.01%
$486.1 - $608.57 $164K - $205K
33K $18.9B
AAPL
Apple Inc.

Technology
-1.45K
- 0.75%
$221.69 - $259.02 $322K - $376K
192K $48.1B
GOOG
Alphabet Inc.

Communication Services
-2.99K
- 1.61%
$163.08 - $198.16 $488K - $593K
183K $34.9B
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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