Invictus Private Wealth, LLC Portfolio Holdings

Invictus Private Wealth, LLC

  • $1.19 Trillion
  • Q2 2024

Invictus Private Wealth, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.19 Trillion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $172B, Invesco Qqq Trust, Series 1 with a value of $158B, Vanguard Growth ETF with a value of $143B, Vanguard Mid Cap ETF with a value of $86.1B, and Vanguard Value ETF with a value of $81.3B.

Examining the 13F form we can see an increase of $65.5B in the current position value, from $1.13T to 1.19T.

Invictus Private Wealth, LLC is based out at Denver, CO

Below you can find more details about Invictus Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.19 Trillion
ETFs: $901 Billion
Technology: $115 Billion
Consumer Defensive: $55.5 Billion
Communication Services: $47.5 Billion
Financial Services: $31.9 Billion
Consumer Cyclical: $22.2 Billion
Energy: $15.1 Billion
Real Estate: $1.64 Billion
Other: $2.25 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$630 Million 0.05% of portfolio
53,015
Q2 2024 Added 12.12%
$0
$462 Million 0.04% of portfolio
86,752
Q2 2024 Added 27.77%
$0
$460 Million 0.04% of portfolio
43,809
Q2 2024 Added 12.44%
$0
$415 Million 0.03% of portfolio
26,104
Q2 2024 Added 2.54%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $1.19 Trillion
  • Prior Value $1.13 Trillion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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