INVICTUS PRIVATE WEALTH, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$1.26B
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 84 stock holdings with total value $1.26B as of Q3 2024. Top holdings included VOO, QQQ, VUG, VO, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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