Invst, LLC Portfolio Holdings
Invst, LLC
- $927 Million
- Q2 2024
Invst, LLC has filed its 13F form on August 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $927 Million distributed in 269 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 $105M, Ishares Core Total Usd Bond Ma with a value of $44.1M, Ishares S&P 500 Growth ETF with a value of $35.7M, Ishares Msci Usa Quality Facto with a value of $31.9M, and Schwab Strategic Tr Us Large C with a value of $30.8M.
Examining the 13F form we can see an increase of $55.5M in the current position value, from $871M to 927M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 269
- Current Value $927 Million
- Prior Value $871 Million
- Filing
- Period Q2 2024
- Filing Date August 16, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 40 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 85 stocks