Invst

Latest statistics and disclosures from Invst's latest quarterly 13F-HR filing:

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Portfolio Holdings for Invst

Invst holds 241 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.1 $102M -22% 194k 524.88
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Ishares Tr Core Total Usd (IUSB) 4.6 $39M +6% 861k 45.14
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.9 $33M +6% 356k 92.80
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Ishares Tr Msci Usa Qlt Fct (QUAL) 3.0 $25M +67% 152k 163.87
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Ishares Tr Iboxx Inv Cp Etf (LQD) 2.9 $25M +7% 229k 107.47
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Ishares Tr Jpmorgan Usd Emg (EMB) 2.9 $25M +3% 275k 88.92
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $24M 54k 444.95
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $23M +5590% 386k 60.37
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Ishares Tr Msci Usa Mmentm (MTUM) 2.7 $23M 121k 187.55
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Ishares Tr Iboxx Hi Yd Etf (HYG) 2.7 $23M 292k 77.02
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.6 $22M +5% 86k 258.31
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Blackrock Etf Trust Us Eqt Factor (DYNF) 2.6 $22M +117% 496k 44.40
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Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $17M +4039% 206k 84.57
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.9 $16M +6% 626k 25.35
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.7 $14M +6% 282k 50.23
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Ishares Tr S&p 500 Val Etf (IVE) 1.6 $13M 71k 185.67
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Ishares Tr Eafe Value Etf (EFV) 1.5 $13M -31% 239k 54.05
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Ishares Tr Eafe Grwth Etf (EFG) 1.5 $13M -6% 124k 103.40
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Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $12M +6% 140k 85.03
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $11M +8% 284k 38.86
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $11M +2% 115k 92.55
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Ishares Tr Mbs Etf (MBB) 1.2 $10M +6% 113k 91.57
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Ishares Tr U.s. Tech Etf (IYW) 1.2 $10M +13% 75k 135.55
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.2 $9.7M +6% 174k 55.83
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Vanguard World Industrial Etf (VIS) 1.1 $9.1M -2% 37k 242.07
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Vanguard World Inf Tech Etf (VGT) 1.0 $8.8M -2% 17k 525.41
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $8.7M 48k 182.52
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Vanguard World Comm Srvc Etf (VOX) 1.0 $8.6M -2% 66k 131.85
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Vanguard World Financials Etf (VFH) 1.0 $8.6M 85k 101.53
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Apple (AAPL) 1.0 $8.5M 50k 170.03
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Vanguard World Health Car Etf (VHT) 1.0 $8.4M 31k 268.18
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $8.2M +4% 43k 190.15
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.9 $7.4M 152k 48.88
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Ishares Msci Emrg Chn (EMXC) 0.9 $7.3M +112% 127k 57.42
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Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $6.5M NEW 188k 34.84
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Microsoft Corporation (MSFT) 0.7 $5.7M -4% 14k 424.56
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Flexshares Tr Cr Scd Us Bd (SKOR) 0.7 $5.6M +5% 119k 47.37
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Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $5.2M +7% 70k 74.64
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Amazon (AMZN) 0.6 $5.0M -8% 28k 180.97
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $4.9M +7% 98k 50.34
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.6 $4.7M +96% 89k 52.11
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NVIDIA Corporation (NVDA) 0.5 $4.5M +67% 5.0k 903.65
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salesforce (CRM) 0.5 $4.5M -7% 15k 302.26
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Eli Lilly & Co. (LLY) 0.5 $4.1M -3% 5.4k 760.49
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.4 $3.7M 80k 46.21
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $3.7M -3% 24k 155.49
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Ishares Core Msci Emkt (IEMG) 0.4 $3.4M -51% 65k 51.69
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Ishares Tr Global Energ Etf (IXC) 0.3 $2.9M +5% 67k 43.26
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.9M 6.8k 420.20
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Ishares Tr Us Infrastruc (IFRA) 0.3 $2.8M -9% 65k 43.11
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Vanguard Index Fds Growth Etf (VUG) 0.3 $2.7M +13% 7.9k 344.26
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JPMorgan Chase & Co. (JPM) 0.3 $2.6M +2% 13k 198.95
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Meta Platforms Cl A (META) 0.3 $2.5M +6% 5.2k 491.31
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Vanguard Index Fds Value Etf (VTV) 0.3 $2.5M -89% 16k 162.22
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $2.5M +30% 34k 73.89
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $2.4M +3% 32k 77.25
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Costco Wholesale Corporation (COST) 0.3 $2.4M -8% 3.4k 721.14
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Procter & Gamble Company (PG) 0.3 $2.4M +7% 15k 160.58
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Netflix (NFLX) 0.3 $2.3M +258% 3.8k 614.37
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Wal-Mart Stores (WMT) 0.3 $2.3M +225% 38k 60.00
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Alphabet Cap Stk Cl C (GOOG) 0.3 $2.3M 15k 156.50
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Home Depot (HD) 0.3 $2.2M +3% 6.0k 368.01
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Walt Disney Company (DIS) 0.3 $2.2M +19% 18k 121.53
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Alphatec Hldgs Com New (ATEC) 0.3 $2.1M 153k 13.96
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Target Corporation (TGT) 0.2 $2.1M +33% 12k 177.81
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $2.0M +2% 11k 183.11
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Delta Air Lines Inc Del Com New (DAL) 0.2 $2.0M +17% 42k 48.22
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American Express Company (AXP) 0.2 $2.0M +2% 8.7k 227.61
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Coca-Cola Company (KO) 0.2 $1.9M +27% 32k 60.68
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FedEx Corporation (FDX) 0.2 $1.9M +9% 6.9k 280.11
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Marriott Intl Cl A (MAR) 0.2 $1.9M -9% 7.5k 251.34
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.9M -6% 15k 120.53
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BlackRock (BLK) 0.2 $1.8M +7% 2.2k 826.92
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Pfizer (PFE) 0.2 $1.8M +79% 66k 27.72
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Toyota Motor Corp Ads (TM) 0.2 $1.8M NEW 7.5k 242.15
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Starbucks Corporation (SBUX) 0.2 $1.8M +27% 19k 91.53
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.8M -8% 9.7k 181.52
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Ishares Tr Core Div Grwth (DGRO) 0.2 $1.7M +6% 29k 57.74
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Citizens Financial (CFG) 0.2 $1.6M NEW 46k 35.64
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Nike CL B (NKE) 0.2 $1.6M +38% 17k 92.56
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Western Union Company (WU) 0.2 $1.5M NEW 112k 13.74
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Marathon Petroleum Corp (MPC) 0.2 $1.4M -10% 6.7k 204.41
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Valero Energy Corporation (VLO) 0.2 $1.3M 7.8k 172.64
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Exxon Mobil Corporation (XOM) 0.2 $1.3M +6% 11k 116.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.3M 2.7k 480.11
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $1.2M +41% 12k 106.72
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International Business Machines (IBM) 0.1 $1.2M 6.5k 189.83
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Comcast Corp Cl A (CMCSA) 0.1 $1.2M NEW 29k 42.28
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.2M -8% 36k 32.14
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Oneok (OKE) 0.1 $1.2M -7% 15k 79.71
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Vistra Energy (VST) 0.1 $1.1M NEW 15k 71.53
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Prudential Financial (PRU) 0.1 $1.1M 9.3k 116.29
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Builders FirstSource (BLDR) 0.1 $1.1M -38% 5.3k 205.41
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Visa Com Cl A (V) 0.1 $1.0M 3.7k 278.27
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $961k +309% 43k 22.51
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Ryder System (R) 0.1 $957k 8.0k 120.13
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Phillips 66 (PSX) 0.1 $929k NEW 5.7k 163.35
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Pbf Energy Cl A (PBF) 0.1 $913k NEW 16k 58.58
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General Motors Company (GM) 0.1 $910k NEW 20k 45.40
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Verizon Communications (VZ) 0.1 $906k NEW 21k 42.28
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $892k 3.4k 259.72
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $887k +7% 11k 80.14
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Antero Midstream Corp antero midstream (AM) 0.1 $887k -14% 63k 14.16
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Discover Financial Services (DFS) 0.1 $885k NEW 6.8k 129.38
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Williams Companies (WMB) 0.1 $884k NEW 23k 38.87
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.1 $878k -14% 37k 23.81
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Tesla Motors (TSLA) 0.1 $877k -5% 5.0k 175.20
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $873k -12% 41k 21.14
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $873k -19% 9.0k 96.94
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Godaddy Cl A (GDDY) 0.1 $873k NEW 7.2k 121.11
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Brown & Brown (BRO) 0.1 $862k NEW 10k 86.32
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Equitable Holdings (EQH) 0.1 $852k NEW 23k 37.44
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Equitrans Midstream Corp (ETRN) 0.1 $839k NEW 67k 12.53
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State Street Corporation (STT) 0.1 $829k NEW 11k 77.25
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At&t (T) 0.1 $829k NEW 47k 17.50
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KB Home (KBH) 0.1 $824k NEW 12k 69.87
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H&R Block (HRB) 0.1 $821k NEW 17k 48.22
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Diamondback Energy (FANG) 0.1 $820k NEW 4.1k 199.45
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Synchrony Financial (SYF) 0.1 $815k NEW 20k 41.75
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Simon Property (SPG) 0.1 $814k -17% 5.3k 153.48
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Affiliated Managers (AMG) 0.1 $813k NEW 4.9k 165.89
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SLM Corporation (SLM) 0.1 $807k NEW 38k 21.33
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Expeditors International of Washington (EXPD) 0.1 $794k NEW 6.7k 119.07
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Ishares Tr Tips Bd Etf (TIP) 0.1 $790k +6% 7.4k 106.66
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Boise Cascade (BCC) 0.1 $782k NEW 5.1k 152.95
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Dt Midstream Common Stock (DTM) 0.1 $782k NEW 13k 61.20
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Ishares Tr National Mun Etf (MUB) 0.1 $777k +46% 7.3k 107.02
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Us Bancorp Del Com New (USB) 0.1 $776k NEW 18k 43.95
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Dxc Technology (DXC) 0.1 $773k NEW 37k 21.03
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Key (KEY) 0.1 $768k NEW 50k 15.49
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Expedia Group Com New (EXPE) 0.1 $762k NEW 5.7k 133.22
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Capri Holdings SHS (CPRI) 0.1 $759k NEW 17k 45.36
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Truist Financial Corp equities (TFC) 0.1 $752k NEW 20k 38.37
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Huntington Bancshares Incorporated (HBAN) 0.1 $750k NEW 55k 13.73
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Lamar Advertising Cl A (LAMR) 0.1 $747k NEW 6.4k 116.09
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Ishares Tr Mortge Rel Etf (REM) 0.1 $737k -19% 32k 22.91
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $724k +37% 12k 61.42
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Janus Henderson Group Ord Shs (JHG) 0.1 $724k NEW 22k 32.37
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National Retail Properties (NNN) 0.1 $720k NEW 17k 42.28
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Host Hotels & Resorts (HST) 0.1 $718k NEW 35k 20.71
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Crown Castle Intl (CCI) 0.1 $717k NEW 6.9k 104.26
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Cubesmart (CUBE) 0.1 $715k NEW 16k 45.03
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Kimco Realty Corporation (KIM) 0.1 $682k NEW 36k 19.09
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UGI Corporation (UGI) 0.1 $682k NEW 28k 24.01
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Alpha Metallurgical Resources (AMR) 0.1 $681k NEW 2.1k 325.17
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UnitedHealth (UNH) 0.1 $616k 1.3k 489.62
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Abbvie (ABBV) 0.1 $607k -17% 3.4k 180.75
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $536k -17% 4.9k 109.39
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $486k -63% 7.9k 61.72
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Schwab Strategic Tr Long Term Us (SCHQ) 0.1 $474k +26% 14k 33.04
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Adobe Systems Incorporated (ADBE) 0.1 $467k 931.00 502.09
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Ameriprise Financial (AMP) 0.1 $466k -6% 1.1k 434.83
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Ishares Tr Faln Angls Usd (FALN) 0.1 $448k +13% 17k 26.59
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Stryker Corporation (SYK) 0.1 $444k +4% 1.3k 354.67
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $443k NEW 12k 36.43
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McDonald's Corporation (MCD) 0.1 $439k 1.6k 280.25
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $437k -16% 9.2k 47.49
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Modine Manufacturing (MOD) 0.1 $437k +53% 4.7k 93.91
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $433k +56% 3.0k 146.45
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Spdr Gold Tr Gold Shs (GLD) 0.1 $432k 2.1k 207.82
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Merck & Co (MRK) 0.1 $420k +48% 3.2k 130.99
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Compass Cl A (COMP) 0.0 $414k 114k 3.64
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Oracle Corporation (ORCL) 0.0 $413k 3.3k 125.47
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $402k 8.9k 45.07
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Sterling Construction Company (STRL) 0.0 $400k NEW 3.6k 109.81
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $398k NEW 5.0k 79.59
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Qualcomm (QCOM) 0.0 $395k -5% 2.3k 171.72
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Philip Morris International (PM) 0.0 $394k -58% 4.3k 91.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $394k -7% 7.9k 49.97
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Select Sector Spdr Tr Energy (XLE) 0.0 $388k -30% 4.1k 95.11
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Pepsi (PEP) 0.0 $388k -10% 2.2k 172.98
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $381k +34% 5.0k 75.55
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $378k +9% 9.0k 41.94
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Broadcom (AVGO) 0.0 $370k 274.00 1350.47
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Powell Industries (POWL) 0.0 $370k +48% 2.7k 136.61
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $357k NEW 2.0k 179.42
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Green Brick Partners (GRBK) 0.0 $351k NEW 5.8k 60.31
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Super Micro Computer (SMCI) 0.0 $350k +4% 337.00 1037.15
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Mastercard Incorporated Cl A (MA) 0.0 $348k 727.00 478.40
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Hims & Hers Health Com Cl A (HIMS) 0.0 $347k 22k 15.66
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Ishares Tr U.s. Energy Etf (IYE) 0.0 $347k 7.0k 49.71
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Ishares Tr Intl Div Grwth (IGRO) 0.0 $345k +12% 5.2k 67.06
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Corporacion Amer Arpts S A (CAAP) 0.0 $343k +79% 20k 16.86
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $338k -20% 4.2k 79.67
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ardmore Shipping (ASC) 0.0 $338k +78% 20k 16.76
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $338k -94% 2.9k 114.75
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $336k NEW 5.2k 64.23
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $329k NEW 1.1k 305.13
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Nucor Corporation (NUE) 0.0 $317k -72% 1.6k 200.00
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $312k +2% 1.4k 226.67
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $307k -22% 3.0k 100.68
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Johnson & Johnson (JNJ) 0.0 $294k -80% 1.9k 157.74
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $293k -12% 4.1k 70.89
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Select Sector Spdr Tr Indl (XLI) 0.0 $284k NEW 2.3k 124.99
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Eaton Corp SHS (ETN) 0.0 $282k 903.00 312.03
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $274k -27% 1.6k 168.34
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Ishares Glb Enr Prod Etf (FILL) 0.0 $268k 10k 26.84
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Advanced Micro Devices (AMD) 0.0 $268k -3% 1.5k 183.35
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Ishares Msci Jpn Etf New (EWJ) 0.0 $267k NEW 3.8k 70.28
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $264k NEW 2.5k 106.52
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $264k -22% 2.8k 93.54
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NetApp (NTAP) 0.0 $262k -10% 2.5k 105.04
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Bank of America Corporation (BAC) 0.0 $262k 7.0k 37.52
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Amphastar Pharmaceuticals (AMPH) 0.0 $251k NEW 5.8k 43.44
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Chevron Corporation (CVX) 0.0 $249k 1.6k 159.07
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Hf Sinclair Corp (DINO) 0.0 $249k -76% 4.1k 60.58
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Bristol Myers Squibb (BMY) 0.0 $248k 4.7k 52.99
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Applied Materials (AMAT) 0.0 $241k -15% 1.2k 208.69
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $240k NEW 3.3k 71.92
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $238k 995.00 239.55
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Abbott Laboratories (ABT) 0.0 $236k 2.1k 112.09
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Goldman Sachs (GS) 0.0 $231k -87% 559.00 413.51
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Thermo Fisher Scientific (TMO) 0.0 $229k +3% 396.00 577.45
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Applovin Corp Com Cl A (APP) 0.0 $226k NEW 3.3k 69.14
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Ameresco Cl A (AMRC) 0.0 $225k NEW 9.0k 24.99
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RPM International (RPM) 0.0 $225k NEW 1.9k 118.29
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $224k -18% 7.0k 31.82
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Toll Brothers (TOL) 0.0 $222k -86% 1.7k 128.04
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $222k NEW 4.4k 50.49
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United Rentals (URI) 0.0 $221k NEW 311.00 710.15
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Altria (MO) 0.0 $221k -71% 5.1k 43.22
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Manulife Finl Corp (MFC) 0.0 $220k NEW 8.9k 24.60
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $219k 14k 15.69
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $215k NEW 865.00 248.18
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Draftkings Com Cl A (DKNG) 0.0 $207k NEW 4.6k 44.94
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Celestica Sub Vtg Shs (CLS) 0.0 $206k NEW 4.5k 45.90
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Vanguard World Utilities Etf (VPU) 0.0 $205k NEW 1.4k 141.78
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Uber Technologies (UBER) 0.0 $205k NEW 2.7k 76.40
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $204k NEW 5.2k 39.51
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $202k -22% 2.2k 91.42
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Cisco Systems (CSCO) 0.0 $201k 4.0k 50.04
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NiSource (NI) 0.0 $200k NEW 7.3k 27.48
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Ford Motor Company (F) 0.0 $173k -79% 13k 13.29
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Stoneco Com Cl A (STNE) 0.0 $172k NEW 11k 16.32
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OceanFirst Financial (OCFC) 0.0 $169k 11k 15.81
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 0.0 $71k 64k 1.11
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Medical Properties Trust (MPW) 0.0 $59k -91% 13k 4.51
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Lumen Technologies (LUMN) 0.0 $18k 12k 1.46
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Zomedica Corp (ZOM) 0.0 $9.5k 68k 0.14
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Rivian Automotive Com Cl A Call Option (RIVN) 0.0 $4.3k NEW 10k 0.43
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Krispy Kreme Call Option (DNUT) 0.0 $2.0k NEW 26k 0.08
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Past Filings by Invst

SEC 13F filings are viewable for Invst going back to 2021

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