Invst, LLC Incresed Positions in Q1 2025

Invst, LLC

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
165K
+ 2123.99%
$271.18 - $303.12 $44.8M - $50.1M
173K $47.6M
VEA
Vanguard Ftse Developed Market

ETFs
179K
+ 3762.9%
$47.4 - $52.99 $8.48M - $9.49M
184K $9.34M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
126K
+ 1799.9%
$42.5 - $46.71 $5.36M - $5.89M
133K $6.03M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
42.2K
+ 1579.16%
$97.25 - $104.79 $4.11M - $4.42M
44.9K $4.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
162K
+ 37.32%
$18.36 - $20.51 $2.97M - $3.32M
596K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
19.9K
+ 77.44%
$190.26 - $242.06 $3.79M - $4.82M
45.6K $8.67M
UNH
Unitedhealth Group Inc

Healthcare
4.1K
+ 295.32%
$461.52 - $548.18 $1.89M - $2.25M
5.49K $2.88M
PM
Philip Morris International Inc.

Consumer Defensive
12.3K
+ 254.75%
$117.15 - $158.79 $1.44M - $1.95M
17.1K $2.71M
EMB
Ishares Tr

ETFs
12.6K
+ 6.03%
$88.64 - $92.03 $1.12M - $1.16M
221K $20.1M
HYG
Ishares Tr

ETFs
16.2K
+ 7.17%
$78.51 - $80.11 $1.27M - $1.3M
242K $19.1M
GS
Goldman Sachs Group Inc

Financial Services
2.14K
+ 503.54%
$524.81 - $672.19 $1.12M - $1.44M
2.56K $1.4M
META
Meta Platforms, Inc.

Communication Services
1.93K
+ 38.66%
$576.36 - $736.67 $1.11M - $1.42M
6.94K $4M
SCHQ
Schwab Strategic Tr Long Term

ETFs
29.7K
+ 332.7%
$30.72 - $33.22 $913K - $987K
38.6K $1.27M
IAU
Ishares Gold Trust

ETFs
5.42K
+ 10.76%
$49.74 - $58.96 $269K - $319K
55.8K $3.29M
DFSD
Dimensional ETF Tr Short Durat

ETFs
15.3K
+ 64.76%
$46.74 - $47.55 $714K - $727K
38.9K $1.85M
MO
Altria Group, Inc.

Consumer Defensive
11.6K
+ 251.99%
$50.81 - $60.02 $589K - $696K
16.2K $971K
ABBV
Abb Vie Inc.

Healthcare
2.63K
+ 68.91%
$169.2 - $216.66 $446K - $570K
6.45K $1.35M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
13.6K
+ 64.55%
$46.18 - $47.84 $629K - $652K
34.7K $1.65M
XLV
Select Sector Spdr Fund Health

ETFs
4.12K
+ 117.26%
$137.61 - $149.68 $567K - $616K
7.63K $1.11M
PPC
Pilgrims Pride Corp

Consumer Defensive
9.23K
+ 82.48%
$44.52 - $55.93 $411K - $516K
20.4K $1.11M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
11.7K
+ 23.99%
$49.22 - $51.73 $574K - $603K
60.2K $3.04M
DFAU
Dimensional ETF Tr

ETFs
19.8K
+ 23.94%
$37.84 - $42.29 $751K - $839K
103K $3.95M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
5.55K
+ 209.13%
$89.88 - $110.11 $498K - $611K
8.2K $825K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.23K
+ 182.52%
$81.83 - $82.73 $510K - $516K
9.65K $798K
V
Visa Inc.

Financial Services
1.09K
+ 42.57%
$306.92 - $362.71 $335K - $396K
3.65K $1.28M
NVDA
Nvidia Corp

Technology
15.6K
+ 32.85%
$106.98 - $149.43 $1.67M - $2.33M
63K $6.83M
NOW
Service Now, Inc.

Technology
670
+ 208.07%
$783.83 - $1170.39 $525K - $784K
992 $789K
PEP
Pepsico Inc

Consumer Defensive
2.91K
+ 143.41%
$142.64 - $156.42 $415K - $455K
4.93K $739K
MFC
Manulife Financial Corp

Financial Services
13.4K
+ 60.03%
$28.41 - $31.82 $381K - $427K
35.8K $1.11M
GLD
Spdr Gold Trust

ETFs
1.08K
+ 59.98%
$243.19 - $288.14 $263K - $312K
2.89K $831K
LOW
Lowes Companies Inc

Consumer Cyclical
1.74K
+ 186.39%
$222.66 - $268.42 $387K - $467K
2.67K $623K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.96K
+ 169.24%
$71.17 - $73.66 $353K - $366K
7.89K $579K
TWLO
Twilio Inc

Communication Services
3.92K
+ 138.48%
$94.9 - $148.35 $372K - $582K
6.76K $661K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.93K
+ 47.59%
$40.79 - $42.32 $323K - $335K
24.6K $1.03M
SYK
Stryker Corp

Healthcare
829
+ 72.91%
$355.18 - $399.9 $294K - $332K
1.97K $731K
DFAI
Dimensional ETF Tr

ETFs
7.34K
+ 22.16%
$28.88 - $32.4 $212K - $238K
40.4K $1.26M
QTWO
Q2 Holdings, Inc.

Technology
3.86K
+ 93.71%
$71.37 - $102.68 $276K - $396K
7.98K $638K
IEMG
Ishares Inc

ETFs
4.09K
+ 5.48%
N/A
78.7K $4.22M
SKYW
Skywest Inc

Industrials
3.27K
+ 52.85%
$81.46 - $120.92 $266K - $395K
9.46K $826K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
6.52K
+ 33.57%
$20.83 - $23.69 $136K - $154K
25.9K $581K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.36K
+ 27.26%
$48.65 - $53.06 $115K - $125K
11K $571K
XLF
Financial Sector Spdr

ETFs
1.48K
+ 3.06%
$47.32 - $52.19 $69.9K - $77.1K
49.8K $2.48M
GM
General Motors CO

Consumer Cyclical
5.41K
+ 25.45%
$45.22 - $54.92 $245K - $297K
26.7K $1.26M
CAT
Caterpillar Inc

Industrials
411
+ 61.99%
$326.75 - $407.63 $134K - $168K
1.07K $354K
DFAE
Dimensional ETF Tr

ETFs
4K
+ 25.36%
$24.64 - $26.86 $98.5K - $107K
19.8K $511K
IGRO
Ishares Tr International Divid

ETFs
862
+ 8.07%
$66.91 - $73.87 $57.7K - $63.7K
11.5K $836K
LQD
Ishares Iboxx $ Investment Gra

ETFs
173
+ 0.59%
$105.1 - $109.61 $18.2K - $19K
29.4K $3.19M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
238
+ 2.94%
$126.11 - $135.06 $30K - $32.1K
8.33K $1.07M
EWJ
Ishares Msci Japan ETF

ETFs
62
+ 0.96%
$65.24 - $71.7 $4.04K - $4.45K
6.5K $445K
Activity Summary
Buys All Purchases 162 New Holdings 95 Increased Positions 67 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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