Invst, LLC has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $823 Million distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53.6M, Ishares Core Total Usd Bond Ma with a value of $40.9M, Schwab Strategic Tr Us Large C with a value of $28.7M, Ishares Msci Usa Momentum Fact with a value of $27.6M, and Ishares Msci Usa Quality Facto with a value of $25.5M.
Examining the 13F form we can see an decrease of $5.98M in the current position value, from $829M to 823M.
Invst, LLC is based out at Indianapolis, IN
Below you can find more details about Invst, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$823 Million
ETFs: $654 Million
Technology: $38.4 Million
Financial Services: $28.9 Million
Consumer Cyclical: $24 Million
Communication Services: $19.9 Million
Consumer Defensive: $15.2 Million
Industrials: $12.3 Million
Healthcare: $11.8 Million
Other: $18.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
