Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Invst, LLC

Quarter ended Q2 2024 · Filed August 16, 2024 · Accession 0001867587-24-000003

Total Value
$906.4M
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (269)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200192,355$105.5M11.64%
2ISHARES TR46434V613976,079$43.8M4.83%
3ISHARES TR464287309385,616$36.0M3.97%
4ISHARES TR46432F339187,024$31.9M3.52%
5SCHWAB STRATEGIC TR808524300305,101$31.0M3.42%
6BLACKROCK ETF TRUSTBLK588,247$27.7M3.06%
7ISHARES TR464288885242,396$24.8M2.73%
8INVESCO QQQ TRIVZ49,878$24.0M2.65%
9ISHARES TR464288281256,306$22.5M2.48%
10ISHARES TR46432F396114,765$22.4M2.47%
11ISHARES TR464287176205,716$21.8M2.40%
12ISHARES TR464288513283,483$21.7M2.40%
13DIMENSIONAL ETF TRUST25434V807558,972$20.2M2.23%
14VANGUARD INDEX FDS92290859574,484$18.5M2.04%
15ISHARES TR46428740886,106$15.6M1.72%
16SCHWAB STRATEGIC TR808524706534,155$14.2M1.57%
17ISHARES TR46428772187,634$13.3M1.47%
18J P MORGAN EXCHANGE TRADED F46641Q837244,246$12.3M1.35%
19ISHARES TR464288588129,805$11.8M1.30%
20APPLE INCAAPL53,968$11.7M1.29%
21ISHARES TR464287432126,086$11.3M1.25%
22VANGUARD INDEX FDS922908553124,537$10.3M1.14%
23ISHARES INC46434G103181,556$9.7M1.07%
24SCHWAB STRATEGIC TR808524805250,871$9.6M1.06%
25VANGUARD WORLD FD92204A70215,630$9.1M1.00%
26ISHARES TR464288877170,312$9.1M1.00%
27ISHARES INC46434G764151,770$9.0M0.99%
28SELECT SECTOR SPDR TR81369Y50696,547$8.8M0.97%
29VANGUARD WORLD FD92204A88461,080$8.4M0.93%
30VANGUARD WORLD FD92204A60335,481$8.2M0.91%
31VANGUARD WORLD FD92204A40581,783$8.2M0.90%
32FIRST TR EXCHANGE-TRADED FD33738R506142,656$7.8M0.86%
33SELECT SECTOR SPDR TR81369Y10086,520$7.5M0.83%
34MICROSOFT CORPMSFT15,378$7.0M0.77%
35NVIDIA CORPORATIONNVDA53,922$6.7M0.74%
36VANGUARD CHARLOTTE FDS92203J407137,642$6.7M0.74%
37VANGUARD INDEX FDS92290861136,372$6.6M0.72%
38AMAZON COM INCAMZN30,145$5.9M0.66%
39BLACKROCK ETF TRUST IIBLK106,487$5.5M0.61%
40VANGUARD MUN BD FDS922907746108,055$5.4M0.60%
41FLEXSHARES TRFLEX113,558$5.4M0.59%
42SPDR S&P 500 ETF TRSPY9,088$5.0M0.55%
43ELI LILLY & COLLY5,363$4.9M0.54%
44ISHARES TR46434V803136,318$4.9M0.54%
45ALPHABET INCGOOG26,408$4.8M0.53%
46VANGUARD BD INDEX FDS92193781959,890$4.4M0.49%
47SPDR SER TR78468R72196,053$4.4M0.48%
48SALESFORCE INCCRM16,318$4.2M0.46%
49ISHARES TR46435U71376,024$3.2M0.35%
50META PLATFORMS INCMETA6,095$3.1M0.34%
51JPMORGAN CHASE & CO.VYLD14,829$3.0M0.34%
52BERKSHIRE HATHAWAY INC DELBRK-A7,491$3.0M0.33%
53COSTCO WHSL CORP NEW22160K1053,581$3.0M0.33%
54ISHARES TR46432F84238,594$2.8M0.31%
55WALMART INCWMT41,525$2.8M0.31%
56VANGUARD INDEX FDS9229087367,211$2.7M0.30%
57NETFLIX INCNFLX3,948$2.7M0.29%
58ALPHABET INCGOOG14,408$2.7M0.29%
59PROCTER AND GAMBLE CO74271810915,786$2.6M0.28%
60PROSHARES TR74347R10730,671$2.5M0.28%
61VANGUARD INDEX FDS92290874414,943$2.4M0.26%
62ISHARES TR46428724221,209$2.3M0.25%
63HOME DEPOT INCHD6,595$2.2M0.24%
64FEDEX CORPFDX7,174$2.1M0.24%
65EXXON MOBIL CORPXOM18,576$2.1M0.24%
66AMERICAN EXPRESS COAXP9,021$2.1M0.23%
67COCA COLA COKO33,324$2.1M0.23%
68INVESCO EXCH TRADED FD TR IIIVZ10,418$2.1M0.23%
69DELTA AIR LINES INC DELDAL42,975$2.0M0.22%
70EA SERIES TRUST02072L56517,999$1.9M0.21%
71MARRIOTT INTL INC NEW5719032028,006$1.9M0.21%
72BLACKROCK INCBLK2,383$1.9M0.21%
73PFIZER INCPFE64,958$1.8M0.20%
74DISNEY WALT CO25468710618,149$1.8M0.20%
75TARGET CORPTGT11,484$1.7M0.18%
76CITIZENS FINL GROUP INCCIA46,036$1.6M0.18%
77ISHARES TR46434V62128,616$1.6M0.18%
78VANGUARD WHITEHALL FDS92194640613,720$1.6M0.18%
79STARBUCKS CORPSBUX20,372$1.6M0.17%
80TOYOTA MOTOR CORPTOYOF7,631$1.6M0.17%
81ALPHATEC HLDGS INCATEC152,919$1.5M0.17%
82VANGUARD SPECIALIZED FUNDS9219088448,126$1.5M0.16%
83VALERO ENERGY CORPVLO9,268$1.5M0.16%
84DIMENSIONAL ETF TRUST25434V10438,766$1.5M0.16%
85COMCAST CORP NEWCCZ36,762$1.4M0.15%
86NIKE INCNKE18,004$1.4M0.15%
87WESTERN UN COWU113,568$1.4M0.15%
88VISTRA CORPVST15,617$1.4M0.15%
89INVESCO EXCHANGE TRADED FD TIVZ13,211$1.4M0.15%
90ISHARES TR46435G21929,589$1.3M0.14%
91TESLA INCTSLA6,188$1.3M0.14%
92VANGUARD INDEX FDS9229083632,560$1.3M0.14%
93MARATHON PETE CORPMARA6,863$1.2M0.13%
94VISA INCV4,534$1.2M0.13%
95INTERNATIONAL BUSINESS MACHSINTR6,551$1.1M0.13%
96ONEOK INC NEWOKE13,746$1.1M0.12%
97ISHARES TR46428750718,972$1.1M0.12%
98GODADDY INCGDDY7,558$1.1M0.12%
99PRUDENTIAL FINL INCPUKPF8,969$1.1M0.12%
100ISHARES TR46429B26746,362$1.0M0.11%
101RYDER SYS INCR8,300$1.0M0.11%
102AMGEN INCAMGN3,232$1.0M0.11%
103BLOCK H & R INCBSQKZ18,015$985,9610.11%
104SYNCHRONY FINANCIALSYF-PB20,432$982,9840.11%
105GENERAL MTRS CO37045V10020,960$978,4310.11%
106EQUITABLE HLDGS INCEQH-PC23,881$974,8220.11%
107WILLIAMS COS INC96945710022,668$960,8870.11%
108DISCOVER FINL SVCS2547091087,191$956,0430.11%
109VANGUARD INDEX FDS9229087693,493$936,3650.10%
110ISHARES TR4642884148,403$891,8200.10%
111BROWN & BROWN INCBRO9,986$889,8520.10%
112AT&T INCT-PC46,385$880,3840.10%
113VERIZON COMMUNICATIONS INCVZ20,710$864,4460.10%
114EXPEDITORS INTL WASH INC3021301097,108$859,1440.09%
115PHILLIPS 66PSX6,056$853,5060.09%
116ANTERO MIDSTREAM CORPAM57,924$849,1700.09%
117KB HOMEKBH12,547$846,1700.09%
118DT MIDSTREAM INCDTM11,983$841,4640.09%
119STATE STR CORPSTT-PG11,428$840,6440.09%
120SLM CORPSLMBP40,000$828,4000.09%
121AFFILIATED MANAGERS GROUP INMGRE5,208$807,1880.09%
122EQUITRANS MIDSTREAM CORP29460010162,499$801,2400.09%
123DIAMONDBACK ENERGY INCFANG3,879$790,2240.09%
124PBF ENERGY INCPBF16,554$769,5950.08%
125SPDR SER TR78464A85411,961$767,1970.08%
126EXPEDIA GROUP INCEXPE6,177$756,6830.08%
127ALPHA METALLURGICAL RESOUR I0207641062,287$751,2110.08%
128BUILDERS FIRSTSOURCE INCBLDR5,606$751,1480.08%
129ARDMORE SHIPPING CORPASC33,542$748,6570.08%
130UNITEDHEALTH GROUP INCUNH1,510$747,0810.08%
131SCHWAB STRATEGIC TR8085247979,651$747,0700.08%
132TRUIST FINL CORP89832Q10918,730$735,1690.08%
133MODINE MFG CO6078281007,101$729,1310.08%
134SIMON PPTY GROUP INC NEW8288061094,965$727,4190.08%
135LAMAR ADVERTISING CO NEWLAMR6,144$724,8980.08%
136CROWN CASTLE INCCCI7,517$721,5110.08%
137DIMENSIONAL ETF TRUST25434V86415,314$719,7640.08%
138JANUS HENDERSON GROUP PLCJHG21,191$710,9730.08%
139ABBVIE INCABBV4,133$704,1070.08%
140HUNTINGTON BANCSHARES INCHBANP52,990$697,3490.08%
141NNN REIT INCNNN16,237$685,0550.08%
142KIMCO RLTY CORP49446R10935,323$680,6830.08%
143ISHARES TR4642872267,070$680,4660.08%
144ISHARES TR46428868721,551$674,0020.07%
145KEYCORP49326710847,388$673,8520.07%
146US BANCORP DELUSB-PS17,126$672,0370.07%
147STERLING INFRASTRUCTURE INCSTRL5,849$671,2310.07%
148SELECT SECTOR SPDR TR81369Y4073,638$665,7670.07%
149CUBESMARTCUBE15,153$662,8060.07%
150INVESCO EXCH TRADED FD TR IIIVZ27,739$659,6220.07%
151CAPRI HOLDINGS LIMITEDCPRI19,071$646,8880.07%
152VALVOLINE INCVVV15,368$646,6850.07%
153INVESCO EXCH TRADED FD TR IIIVZ30,505$641,5230.07%
154UGI CORP NEW90268110527,538$625,9280.07%
155HOST HOTELS & RESORTS INCHST35,205$620,6570.07%
156POWELL INDS INC7391281064,201$602,5490.07%
157ISHARES TR4642878045,570$589,4820.07%
158ISHARES TR46428863811,538$586,7070.06%
159BOISE CASCADE CO DELBCC4,932$580,4500.06%
160BLACKROCK ETF TRUST IIBLK11,131$575,7510.06%
161GREEN BRICK PARTNERS INCGRBK-PA10,058$560,7340.06%
162CORPORACION AMER ARPTS S AL1995B10733,651$557,5970.06%
163ISHARES TR46435G34224,869$544,6310.06%
164ADOBE INCADBE939$525,8490.06%
165ABERCROMBIE & FITCH COANF2,833$522,9430.06%
166ISHARES TR46435G1026,220$487,2130.05%
167FIRST TR EXCHANGE-TRADED FD33739Q7059,655$482,9430.05%
168BROADCOM INCAVGO294$482,4650.05%
169ORACLE CORPORCL-PD3,372$482,4500.05%
170HIMS & HERS HEALTH INCHIMS22,168$474,8390.05%
171PHILIP MORRIS INTL INC7181721094,689$474,7610.05%
172QUALCOMM INCQCOM2,365$473,0710.05%
173CELESTICA INCCLS8,121$469,3130.05%
174APPLOVIN CORPAPP5,528$468,8850.05%
175PEPSICO INCPEP2,870$467,4940.05%
176VANGUARD INTL EQUITY INDEX F92204285810,537$462,1560.05%
177AMERIPRISE FINL INC03076C1061,077$458,8990.05%
178SELECT SECTOR SPDR TR81369Y2093,136$454,4520.05%
179ISHARES TR46435G47417,461$454,1610.05%
180VANGUARD BD INDEX FDS9219378356,344$453,2790.05%
181VANGUARD TAX-MANAGED FDS9219438589,130$451,5740.05%
182AMPHASTAR PHARMACEUTICALS INAMPH11,638$448,1790.05%
183DIMENSIONAL ETF TRUST25434V20314,861$441,6690.05%
184SPDR GOLD TRGLD2,031$437,8230.05%
185ALPS ETF TR00162Q4529,039$435,4270.05%
186MERCK & CO INCMRK3,382$432,5590.05%
187VANECK ETF TRUST92189H4098,320$428,1470.05%
188DIMENSIONAL ETF TRUST25434V87210,268$424,4800.05%
189MANULIFE FINL CORP56501R10615,965$419,8800.05%
190SELECT SECTOR SPDR TR81369Y7043,436$414,2440.05%
191MCDONALDS CORPMCD1,591$397,6910.04%
192STRYKER CORPORATIONSYK1,181$397,4070.04%
193COMPASS INCCOMP118,025$396,5640.04%
194WISDOMTREE TRWT6,834$389,4140.04%
195VANGUARD BD INDEX FDS9219377935,413$374,3630.04%
196SUPER MICRO COMPUTER INCSMCI460$373,6670.04%
197SCHWAB STRATEGIC TR80852468011,554$371,6920.04%
198ISHARES TR4642881583,525$367,6580.04%
199MASTERCARD INCORPORATEDMA829$362,7790.04%
200GIGACLOUD TECHNOLOGY INCGCT11,208$358,6560.04%
201ISHARES TR46435G5245,307$357,9570.04%
202INVESCO EXCH TRADED FD TR IIIVZ8,844$347,0500.04%
203DIMENSIONAL ETF TRUST25434V5005,705$339,5620.04%
204ISHARES TR4642877966,974$334,4730.04%
205M/I HOMES INCMHO2,813$331,0900.04%
206NETAPP INCNTAP2,504$326,1210.04%
207SKYWEST INCSKYW3,885$317,4430.04%
208WISDOMTREE TRWT3,980$310,7190.03%
209AMPLIFY ETF TR0321086644,770$309,1780.03%
210JOHNSON & JOHNSONJNJ2,083$304,9620.03%
211ISHARES INC46434G8224,433$300,5130.03%
212EATON CORP PLCETN925$288,9420.03%
213ENERGY TRANSFER L PET-PI17,647$288,7010.03%
214VANGUARD INDEX FDS9229087511,330$287,7460.03%
215APPLIED MATLS INC0382221051,195$283,7050.03%
216SERVICENOW INCNOW357$281,6590.03%
217PROSHARES TR74348A4672,961$281,6040.03%
218BANK AMERICA CORP0605051047,010$280,4700.03%
219CHIPOTLE MEXICAN GRILL INCCMG4,520$279,3810.03%
220UBER TECHNOLOGIES INCUBER3,911$278,0720.03%
221HF SINCLAIR CORPDINO5,206$277,9520.03%
222SELECT SECTOR SPDR TR81369Y6056,724$277,0110.03%
223STONECO LTDSTNE22,892$268,5230.03%
224SPDR SER TR78464A6311,881$261,5150.03%
225UNITED RENTALS INCURI408$261,4630.03%
226ISHARES INC4642863439,981$260,9830.03%
227MGM RESORTS INTERNATIONALMGM6,021$258,0600.03%
228ADVANCED MICRO DEVICES INCAMD1,590$250,7410.03%
229CHEVRON CORP NEWCVX1,596$249,8570.03%
230VANGUARD INDEX FDS922908637995$249,0980.03%
231NUCOR CORPNUE1,575$247,2750.03%
232SPDR SER TR78464A8702,647$246,2770.03%
233GOLDMAN SACHS GROUP INCGSCE530$245,7400.03%
234RTX CORPORATIONRTX2,441$243,0020.03%
235VANGUARD WORLD FD92204A504900$238,2750.03%
236AMERESCO INCAMRC9,000$234,0000.03%
237ISHARES TR4642874402,485$230,3170.03%
238CATERPILLAR INCCAT696$228,9830.03%
239OKTA INCOKTA2,394$226,3530.02%
240ABBOTT LABSABLZF2,170$223,9440.02%
241THERMO FISHER SCIENTIFIC INCTMO408$221,0220.02%
242CROWDSTRIKE HLDGS INCCRWD561$220,0270.02%
243CHUBB LIMITEDCB863$219,9100.02%
244DUKE ENERGY CORP NEWDUKB2,164$215,0010.02%
245ALTRIA GROUP INCMO4,665$214,7350.02%
246ISHARES TR46435G4251,795$214,6320.02%
247VANGUARD WORLD FD92204A8761,446$212,0340.02%
248NISOURCE INCNI7,365$211,3880.02%
249VANGUARD SCOTTSDALE FDS92206C8702,616$207,3960.02%
250VANGUARD INDEX FDS922908629857$205,9580.02%
251BOOKING HOLDINGS INCBKNG53$205,8990.02%
252ANALOG DEVICES INCADI904$203,6170.02%
253RPM INTL INC7496851031,898$201,0360.02%
254SPDR SER TR78468R6632,196$200,7580.02%
255OCEANFIRST FINL CORP67523410810,690$165,4810.02%
256EVAXION BIOTECH A/S29970R20454,000$155,5200.02%
257FORD MTR CO DEL34537086011,797$150,5360.02%
258CARDIFF ONCOLOGY INCCRDF36,000$73,8000.01%
259ATHIRA PHARMA INC04746L10427,000$67,7700.01%
260IMMIX BIOPHARMA INCIMMX27,000$57,2400.01%
261LUMINAR TECHNOLOGIES INCLAZRQ19,600$27,6360.00%
262MOLECULAR TEMPLATES INC60855020818,001$21,2410.00%
263LUMEN TECHNOLOGIES INCLUMN12,351$13,7100.00%
264ZOMEDICA CORPZOMDF67,806$9,9610.00%
265SPDR S&P 500 ETF TRSPY10,400$5,5940.00%
266SPDR S&P 500 ETF TRSPY10,900$5,4500.00%
267SPDR S&P 500 ETF TRSPY10,700$6720.00%
268SPDR S&P 500 ETF TRSPY10,900$1040.00%
269SPDR S&P 500 ETF TRSPY10,700$10.00%