Invst, LLC Incresed Positions in Q2 2025

Invst, LLC

  • $772 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
262K
+ 142.79%
$45.65 - $57.01 $12M - $15M
446K $25.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
186K
+ 1927.31%
$82.21 - $83.12 $15.3M - $15.5M
196K $16.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
288K
+ 162.83%
$50.36 - $50.68 $14.5M - $14.6M
465K $23.6M
EFV
Msci Eafe Value ETF

ETFs
111K
+ 75.92%
$52.4 - $64.65 $5.83M - $7.19M
258K $16.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
131K
+ 16.92%
$22.27 - $29.21 $2.93M - $3.84M
908K $26.5M
IEMG
Ishares Inc

ETFs
96.5K
+ 122.61%
N/A
175K $9.4M
NVDA
Nvidia Corp

Technology
5.84K
+ 9.26%
$94.31 - $157.99 $551K - $922K
68.9K $10.9M
IVE
Ishares S&P 500 Value ETF

ETFs
15.8K
+ 29.77%
$168.34 - $195.42 $2.66M - $3.09M
69K $13.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
34.3K
+ 14.49%
$43.53 - $54.46 $1.49M - $1.87M
271K $14.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.1K
+ 9.57%
$152.42 - $182.82 $1.54M - $1.84M
115K $21.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
26.5K
+ 59.02%
$97.29 - $105.63 $2.58M - $2.8M
71.4K $7.25M
OEF
Ishares S&P 100 ETF

ETFs
9.51K
+ 75.14%
N/A
22.2K $5.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32.7K
+ 5.48%
$17.76 - $22.1 $580K - $722K
629K $13.9M
MSFT
Microsoft Corp

Technology
839
+ 6.73%
$354.56 - $497.45 $297K - $417K
13.3K $6.62M
DGRO
Ishares Core Dividend Growth E

ETFs
24.4K
+ 94.85%
$55.22 - $63.94 $1.35M - $1.56M
50.1K $3.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
16.9K
+ 15.62%
$52.31 - $63.72 $884K - $1.08M
125K $7.97M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
30.4K
+ 5.37%
$45.12 - $46.23 $1.37M - $1.41M
596K $27.6M
DFAU
Dimensional ETF Tr

ETFs
24.5K
+ 23.85%
$34.04 - $42.36 $834K - $1.04M
127K $5.39M
EFG
Msci Eafe Growth ETF

ETFs
6.54K
+ 12.03%
$89.8 - $112.0 $587K - $732K
60.9K $6.82M
AMZN
Amazon Com Inc

Consumer Cyclical
216
+ 0.47%
$167.32 - $223.3 $36.1K - $48.2K
45.8K $10M
META
Meta Platforms, Inc.

Communication Services
238
+ 3.43%
$484.66 - $738.09 $115K - $176K
7.18K $5.3M
RDVY
First Trust Rising Dividend Ac

ETFs
12.8K
+ 12.53%
$51.6 - $62.74 $662K - $805K
115K $7.23M
XLC
Select Sector Spdr Tr Communic

ETFs
10.1K
+ 201.65%
$86.13 - $108.53 $873K - $1.1M
15.2K $1.64M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 10.6%
$29.36 - $35.56 $575K - $696K
204K $7.27M
IEFA
Ishares Tr

ETFs
8.32K
+ 37.28%
$67.83 - $84.09 $564K - $699K
30.6K $2.56M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.31K
+ 2.51%
$24.38 - $30.18 $154K - $190K
258K $7.76M
CRDO
Credo Technology Group Holding LTD

Technology
3.08K
+ 35.53%
$33.3 - $95.05 $102K - $292K
11.7K $1.09M
MBB
Ishares Tr

ETFs
6.74K
+ 7.35%
$91.41 - $94.22 $616K - $635K
98.5K $9.24M
CCL
Carnival Corp

Consumer Cyclical
16K
+ 73.88%
$16.43 - $28.12 $262K - $449K
37.6K $1.06M
AGX
Argan Inc

Industrials
883
+ 21.53%
$120.08 - $243.11 $106K - $215K
4.99K $1.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
782
+ 37.29%
$456.74 - $568.03 $357K - $444K
2.88K $1.64M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 0.61%
$210.28 - $289.91 $14.5K - $20K
11.4K $3.3M
AVGO
Broadcom Inc.

Technology
246
+ 5.93%
$146.29 - $275.65 $36K - $67.8K
4.39K $1.21M
EAT
Brinker International, Inc

Consumer Cyclical
2.12K
+ 58.53%
$128.68 - $181.78 $273K - $386K
5.75K $1.04M
VUG
Vanguard Growth ETF

ETFs
111
+ 1.7%
$329.49 - $438.4 $36.6K - $48.7K
6.62K $2.9M
NRG
Nrg Energy, Inc.

Utilities
48
+ 0.67%
$83.61 - $162.67 $4.01K - $7.81K
7.23K $1.16M
EQX
Equinox Gold Corp.

Basic Materials
107K
+ 83.91%
$5.68 - $7.31 $608K - $782K
235K $1.35M
FNDF
Schwab Fundamental Intl Large

ETFs
10.3K
+ 131.45%
$32.25 - $40.02 $334K - $414K
18.2K $729K
DFAI
Dimensional ETF Tr

ETFs
8.89K
+ 21.98%
$28.02 - $34.71 $249K - $309K
49.3K $1.71M
GS
Goldman Sachs Group Inc

Financial Services
28
+ 1.09%
$462.22 - $707.75 $12.9K - $19.8K
2.59K $1.83M
DIS
Walt Disney CO

Communication Services
658
+ 4.93%
$81.72 - $124.01 $53.8K - $81.6K
14K $1.74M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
103
+ 0.89%
$171.4 - $227.1 $17.7K - $23.4K
11.7K $2.65M
JBL
Jabil Inc

Technology
135
+ 2.91%
$116.88 - $218.1 $15.8K - $29.4K
4.77K $1.04M
VBK
Vanguard Small Cap Growth ETF

ETFs
493
+ 4.78%
$219.76 - $276.94 $108K - $137K
10.8K $3M
ISRG
Intuitive Surgical Inc

Healthcare
553
+ 30.84%
$451.58 - $565.94 $250K - $313K
2.35K $1.27M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.25K
+ 18.65%
$47.09 - $48.01 $341K - $348K
46.1K $2.21M
COST
Costco Wholesale Corp

Consumer Defensive
235
+ 8.79%
$908.13 - $1056.85 $213K - $248K
2.91K $2.88M
INCY
Incyte Corp

Healthcare
4.14K
+ 79.52%
$55.17 - $71.22 $228K - $295K
9.35K $636K
PANW
Palo Alto Networks Inc

Technology
664
+ 12.44%
$152.44 - $204.64 $101K - $136K
6K $1.23M
Activity Summary
Buys All Purchases 182 New Holdings 41 Increased Positions 141 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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