Invst, LLC has filed its 13F form on June 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $714 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $47.6M, Ishares Core S&P 500 ETF with a value of $43.5M, Ishares Core Total Usd Bond Ma with a value of $26.1M, Ishares Msci Usa Momentum Fact with a value of $20.8M, and Ishares Tr with a value of $20.1M.
Examining the 13F form we can see an decrease of $109M in the current position value, from $823M to 714M.
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
$714 Million
ETFs: $542 Million
Technology: $32.5 Million
Consumer Cyclical: $27.5 Million
Financial Services: $27.5 Million
Consumer Defensive: $21.6 Million
Communication Services: $16.9 Million
Healthcare: $13.1 Million
Industrials: $12.2 Million
Other: $20.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
