INVICTUS PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 14, 2025
Value $: $1.32B
Signature - Title: Jodi Burnett - Chief Compliance Officer
Location: Denver, CO
Summary: This page shows a list of all the recent 13F filings made by INVICTUS PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INVICTUS PRIVATE WEALTH, LLC reported 79 stock holdings with total value $1.32B as of Q4 2024. Top holdings included VOO, QQQ, VUG, VO, and VTV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	79	$1.32B	+$68.9M	-$52.5M	+$16.4M	VOO, QQQ, VUG, VO, VTV	13F-HR	2/14/2025, 01:31 PM
Q3 2024	84	$1.26B	+$23.9M	-$10.6M	+$13.3M	VOO, QQQ, VUG, VO, VTV	13F-HR	10/30/2024, 03:52 PM
Q2 2024	85	$1.19B	+$56.8M	-$16.5M	+$40.3M	VOO, QQQ, VUG, VO, VTV	13F-HR	8/2/2024, 11:46 AM
Q1 2024	90	$1.13B	+$44M	-$19.4M	+$24.5M	VOO, QQQ, VUG, VO, VTV	13F-HR	5/13/2024, 01:33 PM
Q4 2023	90	$1.02B	+$25.3M	-$19.3M	+$6.08M	VOO, QQQ, VUG, VO, VTV	13F-HR	2/12/2024, 03:28 PM
Q3 2023	89	$914M	+$30.1M	-$12.2M	+$17.9M	VOO, QQQ, VUG, VO, VTV	13F-HR	10/4/2023, 12:22 PM
Q2 2023	90	$927M	+$35.8M	-$24.3M	+$11.6M	VOO, QQQ, VUG, VO, VTV	13F-HR	8/24/2023, 10:12 AM
Q1 2023	87	$850M	+$44.4M	-$38.9M	+$5.55M	VOO, QQQ, VUG, VTV, VO	13F-HR	6/5/2023, 01:36 PM
Q4 2022	89	$776M	$0	$0		VOO, QQQ, VUG, VTV, VO	13F-HR	6/5/2023, 01:35 PM

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