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 Q3 2024 · Filed November 19, 2024 · Accession 0001867587-24-000004

Total Value
$846.2M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200129,296$74.6M9.03%
2ISHARES TR46434V613988,793$46.6M5.64%
3SCHWAB STRATEGIC TR808524300260,160$27.1M3.28%
4ISHARES TR46432F339136,585$24.5M2.96%
5VANGUARD INDEX FDS922908744138,773$24.2M2.93%
6ISHARES TR464287242211,577$23.9M2.89%
7ISHARES TR464287309244,261$23.4M2.83%
8INVESCO QQQ TRIVZ47,687$23.3M2.82%
9ISHARES TR464288281240,809$22.5M2.73%
10ISHARES TR46432F396109,000$22.1M2.67%
11ISHARES TR464287440211,054$20.7M2.51%
12BLACKROCK ETF TRUSTBLK404,248$20.0M2.42%
13VANGUARD INDEX FDS92290859565,317$17.5M2.11%
14ISHARES TR464288877302,758$17.4M2.11%
15ISHARES TR464288885147,810$15.9M1.93%
16SCHWAB STRATEGIC TR808524706464,527$13.6M1.64%
17ISHARES TR464288588125,951$12.1M1.46%
18ISHARES TR46428740860,440$11.9M1.44%
19APPLE INCAAPL45,966$10.7M1.30%
20J P MORGAN EXCHANGE TRADED F46641Q837209,031$10.6M1.28%
21VANGUARD INDEX FDS922908553108,145$10.5M1.28%
22ISHARES TR46428743292,409$9.1M1.10%
23ISHARES INC46434G764145,355$8.9M1.08%
24VANGUARD WORLD FD92204A60334,089$8.9M1.07%
25SCHWAB STRATEGIC TR808524805215,479$8.9M1.07%
26VANGUARD WORLD FD92204A87649,672$8.6M1.05%
27VANGUARD WORLD FD92204A88459,392$8.6M1.05%
28VANGUARD WORLD FD92204A40577,256$8.5M1.03%
29VANGUARD WORLD FD92204A70214,412$8.5M1.02%
30VANGUARD WORLD FD92204A50429,130$8.2M0.99%
31ISHARES TR46428772152,068$7.9M0.96%
32FIRST TR EXCHANGE-TRADED FD33738R506117,772$7.0M0.84%
33BLACKROCK ETF TRUST IIBLK126,743$6.8M0.82%
34MICROSOFT CORPMSFT14,600$6.3M0.76%
35VANGUARD INDEX FDS92290861131,178$6.3M0.76%
36VANGUARD CHARLOTTE FDS92203J407122,572$6.2M0.75%
37NVIDIA CORPORATIONNVDA46,626$5.7M0.69%
38VANGUARD MUN BD FDS922907746107,343$5.5M0.66%
39FLEXSHARES TRFLEX108,910$5.3M0.65%
40ELI LILLY & COLLY5,552$4.9M0.60%
41SPDR SER TR78468R721103,503$4.8M0.59%
42AMAZON COM INCAMZN25,543$4.8M0.58%
43SPDR S&P 500 ETF TRSPY8,239$4.7M0.57%
44SALESFORCE INCCRM17,003$4.7M0.56%
45ALPHABET INCGOOG25,475$4.2M0.51%
46VANGUARD BD INDEX FDS92193781951,935$4.1M0.49%
47ISHARES INC46434G10369,718$4.0M0.48%
48WALMART INCWMT40,051$3.2M0.39%
49ISHARES TR46432F84240,722$3.2M0.38%
50JPMORGAN CHASE & CO.VYLD15,033$3.2M0.38%
51COSTCO WHSL CORP NEW22160K1053,546$3.1M0.38%
52EA SERIES TRUST02072L56528,663$3.1M0.38%
53BERKSHIRE HATHAWAY INC DELBRK-A6,443$3.0M0.36%
54PROSHARES TR74347R10732,686$2.9M0.36%
55META PLATFORMS INCMETA4,889$2.8M0.34%
56NETFLIX INCNFLX3,936$2.8M0.34%
57PROCTER AND GAMBLE CO74271810915,889$2.8M0.33%
58HOME DEPOT INCHD6,710$2.7M0.33%
59VANGUARD INDEX FDS9229087366,800$2.6M0.32%
60DIMENSIONAL ETF TRUST25434V10464,856$2.6M0.31%
61ISHARES TR46435U71354,316$2.6M0.31%
62ISHARES TR46434V62140,396$2.5M0.31%
63AMERICAN EXPRESS COAXP8,969$2.4M0.29%
64COCA COLA COKO32,860$2.4M0.29%
65BLACKROCK INCBLK2,435$2.3M0.28%
66DELTA AIR LINES INC DELDAL43,929$2.2M0.27%
67EXXON MOBIL CORPXOM17,941$2.1M0.25%
68INVESCO EXCH TRADED FD TR IIIVZ10,449$2.1M0.25%
69ALPHABET INCGOOG12,323$2.1M0.25%
70MARRIOTT INTL INC NEW5719032028,258$2.1M0.25%
71STARBUCKS CORPSBUX20,767$2.0M0.25%
72FEDEX CORPFDX7,168$2.0M0.24%
73PFIZER INCPFE64,938$1.9M0.23%
74CITIZENS FINL GROUP INCCIA45,441$1.9M0.23%
75TARGET CORPTGT11,760$1.8M0.22%
76VISTRA CORPVST15,265$1.8M0.22%
77DISNEY WALT CO25468710618,071$1.7M0.21%
78JOHNSON & JOHNSONJNJ10,290$1.7M0.20%
79COMCAST CORP NEWCCZ39,839$1.7M0.20%
80FIRST TR EXCHANGE-TRADED FD33739Q70529,184$1.6M0.19%
81SELECT SECTOR SPDR TR81369Y60531,701$1.4M0.17%
82TOYOTA MOTOR CORPTOYOF8,005$1.4M0.17%
83WESTERN UN COWU118,711$1.4M0.17%
84VANGUARD WHITEHALL FDS92194640610,906$1.4M0.17%
85VALERO ENERGY CORPVLO9,330$1.3M0.15%
86ONEOK INC NEWOKE13,501$1.2M0.15%
87RYDER SYS INCR8,254$1.2M0.15%
88GODADDY INCGDDY7,447$1.2M0.14%
89VANGUARD SPECIALIZED FUNDS9219088445,841$1.2M0.14%
90BLOCK H & R INCBSQKZ17,913$1.1M0.14%
91BUILDERS FIRSTSOURCE INCBLDR5,723$1.1M0.13%
92ISHARES TR46428841410,196$1.1M0.13%
93POWELL INDS INC7391281064,977$1.1M0.13%
94ISHARES TR46435G21923,659$1.1M0.13%
95MODINE MFG CO6078281008,245$1.1M0.13%
96KB HOMEKBH12,467$1.1M0.13%
97PRUDENTIAL FINL INCPUKPF8,787$1.1M0.13%
98BROWN & BROWN INCBRO9,978$1.0M0.13%
99DISCOVER FINL SVCS2547091087,253$1.0M0.12%
100SYNCHRONY FINANCIALSYF-PB20,321$1.0M0.12%
101STATE STR CORPSTT-PG11,376$1.0M0.12%
102EQUITABLE HLDGS INCEQH-PC23,800$1.0M0.12%
103AT&T INCT-PC45,344$997,5720.12%
104STERLING INFRASTRUCTURE INCSTRL6,876$997,1580.12%
105ZETA GLOBAL HOLDINGS CORPZETA32,133$958,5270.12%
106WILLIAMS COS INC96945710020,860$952,2650.12%
107MARATHON PETE CORPMARA5,842$951,7200.12%
108VANGUARD INDEX FDS9229083631,801$950,2730.12%
109EXPEDITORS INTL WASH INC3021301097,182$943,7150.11%
110DIMENSIONAL ETF TRUST25434V86419,760$943,3540.11%
111GREEN BRICK PARTNERS INCGRBK-PA11,246$939,2660.11%
112GENERAL MTRS CO37045V10020,853$935,0670.11%
113DT MIDSTREAM INCDTM11,752$924,4510.11%
114AFFILIATED MANAGERS GROUP INMGRE5,199$924,3820.11%
115SLM CORPSLMBP40,193$919,2140.11%
116EXPEDIA GROUP INCEXPE6,194$916,8360.11%
117SELECT SECTOR SPDR TR81369Y50610,263$901,0480.11%
118VERIZON COMMUNICATIONS INCVZ20,034$899,7490.11%
119VANGUARD INDEX FDS9229087693,150$892,0480.11%
120APPLOVIN CORPAPP6,812$889,3070.11%
121ALPHATEC HLDGS INCATEC158,549$881,5320.11%
122TESLA INCTSLA3,363$879,8490.11%
123CROWN CASTLE INCCCI7,348$871,7460.11%
124UNITEDHEALTH GROUP INCUNH1,485$868,0870.11%
125ISHARES TR46429B29117,487$859,4860.10%
126ANTERO MIDSTREAM CORPAM55,537$835,8360.10%
127BLACKROCK ETF TRUST IIBLK16,080$835,6780.10%
128ISHARES TR46434V73813,643$831,2680.10%
129SPDR SER TR78464A85412,190$822,9690.10%
130SIMON PPTY GROUP INC NEW8288061094,824$815,3300.10%
131PHILLIPS 66PSX6,201$815,1530.10%
132LAMAR ADVERTISING CO NEWLAMR6,053$808,7290.10%
133CUBESMARTCUBE14,936$803,9830.10%
134KIMCO RLTY CORP49446R10934,537$801,9500.10%
135JANUS HENDERSON GROUP PLCJHG20,885$795,0850.10%
136DIMENSIONAL ETF TRUST25434V20324,869$790,3370.10%
137KEYCORP49326710847,064$788,3190.10%
138TRUIST FINL CORP89832Q10918,390$786,5320.10%
139SCHWAB STRATEGIC TR8085247979,300$786,1510.10%
140ISHARES TR46429B26733,417$783,6290.09%
141NNN REIT INCNNN16,000$775,8270.09%
142ABBVIE INCABBV3,900$770,1720.09%
143HUNTINGTON BANCSHARES INCHBANP52,346$769,4870.09%
144US BANCORP DELUSB-PS16,767$766,7380.09%
145ISHARES TR46435G52410,182$759,4750.09%
146CORPORACION AMER ARPTS S AL1995B10743,124$752,9450.09%
147RHRH2,249$752,1330.09%
148ANNALY CAPITAL MANAGEMENT INNLY-PJ36,909$740,7690.09%
149FOX CORPFOX17,471$739,5470.09%
150BOISE CASCADE CO DELBCC5,060$713,3630.09%
151ISHARES TR46428750711,424$711,9480.09%
152VISA INCV2,549$700,9130.08%
153ARDMORE SHIPPING CORPASC38,688$700,2530.08%
154AMPHASTAR PHARMACEUTICALS INAMPH14,390$698,3470.08%
155UGI CORP NEW90268110527,470$687,2870.08%
156SELECT SECTOR SPDR TR81369Y4073,412$683,5970.08%
157DIAMONDBACK ENERGY INCFANG3,869$667,0560.08%
158VALVOLINE INCVVV15,931$666,7120.08%
159HOST HOTELS & RESORTS INCHST37,581$661,4290.08%
160SELECT SECTOR SPDR TR81369Y2094,286$660,0790.08%
161SCHWAB STRATEGIC TR80852468018,433$644,9710.08%
162ARCHER DANIELS MIDLAND COADM10,715$640,1140.08%
163ISHARES TR46428868718,995$631,2150.08%
164DIMENSIONAL ETF TRUST25434V87214,030$605,9580.07%
165VANGUARD BD INDEX FDS9219377938,058$605,7200.07%
166INVESCO EXCH TRADED FD TR IIIVZ24,335$595,2340.07%
167ISHARES TR4642885137,387$593,2100.07%
168MANULIFE FINL CORP56501R10619,929$588,9020.07%
169M/I HOMES INCMHO3,395$581,7670.07%
170INVESCO EXCH TRADED FD TR IIIVZ27,355$574,7280.07%
171ISHARES TR4642881585,277$560,3650.07%
172PHILIP MORRIS INTL INC7181721094,576$555,5260.07%
173BROADCOM INCAVGO3,024$521,6470.06%
174ISHARES TR46435G34221,948$520,8290.06%
175CELESTICA INCCLS10,069$514,7270.06%
176PEPSICO INCPEP3,003$510,6600.06%
177ISHARES TR46435G1026,067$507,6260.06%
178AMERIPRISE FINL INC03076C1061,072$503,6360.06%
179ORACLE CORPORCL-PD2,888$492,0560.06%
180ABERCROMBIE & FITCH COANF3,472$485,7330.06%
181ISHARES TR4642878044,006$468,5940.06%
182SKYWEST INCSKYW5,405$459,5330.06%
183MCDONALDS CORPMCD1,493$454,6730.06%
184SPDR GOLD TRGLD1,836$446,2580.05%
185ALPS ETF TR00162Q4528,728$411,3420.05%
186STRYKER CORPORATIONSYK1,136$410,3910.05%
187GIGACLOUD TECHNOLOGY INCGCT17,289$397,3010.05%
188ISHARES TR4642872263,900$394,9710.05%
189QUALCOMM INCQCOM2,277$387,2040.05%
190STONECO LTDSTNE32,759$368,8660.04%
191MERCK & CO INCMRK3,062$347,7260.04%
192AMERESCO INCAMRC9,005$341,6500.04%
193VANGUARD INTL EQUITY INDEX F9220428587,114$340,3930.04%
194UNITED RENTALS INCURI419$339,2770.04%
195DIMENSIONAL ETF TRUST25434V30212,248$335,7230.04%
196MASTERCARD INCORPORATEDMA660$325,9080.04%
197DIMENSIONAL ETF TRUST25434V5004,988$323,5220.04%
198VANGUARD BD INDEX FDS9219378354,256$319,6680.04%
199ADOBE INCADBE617$319,4700.04%
200VANECK ETF TRUST92189H4096,005$318,6850.04%
201VANGUARD INDEX FDS9229087511,303$308,9740.04%
202UBER TECHNOLOGIES INCUBER4,108$308,7570.04%
203NETAPP INCNTAP2,433$300,5000.04%
204DUKE ENERGY CORP NEWDUKB2,583$297,8310.04%
205RTX CORPORATIONRTX2,403$291,1470.04%
206SERVICENOW INCNOW319$285,3100.03%
207ENERGY TRANSFER L PET-PI17,647$283,2310.03%
208VANGUARD INDEX FDS9229086291,053$277,7540.03%
209SPDR SER TR78464A8702,807$277,3320.03%
210AMGEN INCAMGN849$273,5560.03%
211CHIPOTLE MEXICAN GRILL INCCMG4,625$266,4930.03%
212CHUBB LIMITEDCB915$263,9280.03%
213TOLL BROTHERS INCTOL1,697$262,1700.03%
214NISOURCE INCNI7,426$257,2990.03%
215LOWES COS INC548661107942$255,1410.03%
216ISHARES TR4642886532,330$254,7470.03%
217CATERPILLAR INCCAT651$254,5530.03%
218VANGUARD INDEX FDS922908637965$254,0750.03%
219BANK AMERICA CORP0605051046,401$253,9920.03%
220ABBOTT LABSABLZF2,222$253,3300.03%
221VANGUARD TAX-MANAGED FDS9219438584,697$248,0540.03%
222ISHARES TR46435G4749,007$246,2510.03%
223SELECT SECTOR SPDR TR81369Y8031,042$235,2420.03%
224MGM RESORTS INTERNATIONALMGM6,013$235,0480.03%
225NUCOR CORPNUE1,554$233,6280.03%
226RPM INTL INC7496851031,926$233,0460.03%
227REINSURANCE GRP OF AMERICA I7593516041,050$228,7640.03%
228SELECT SECTOR SPDR TR81369Y7041,686$228,3520.03%
229THERMO FISHER SCIENTIFIC INCTMO367$227,0150.03%
230ANALOG DEVICES INCADI974$224,2410.03%
231ADVANCED MICRO DEVICES INCAMD1,361$223,3270.03%
232BOOKING HOLDINGS INCBKNG52$219,0300.03%
233ALTRIA GROUP INCMO4,272$218,0650.03%
234SUPER MICRO COMPUTER INCSMCI509$211,9480.03%
235FISERV INCFISV1,175$211,0890.03%
236TEXAS INSTRS INC8825081041,014$209,4620.03%
237SCHWAB STRATEGIC TR8085247223,767$208,2520.03%
238GOLDMAN SACHS GROUP INCGSCE419$207,4510.03%
239APPLIED MATLS INC0382221051,020$206,0910.02%
240TEREX CORP NEWTEX3,895$206,0840.02%
241ADTALEM GLOBAL ED INCADT2,719$205,2300.02%
242CHEVRON CORP NEWCVX1,388$204,4110.02%
243INTUITINTU327$203,0670.02%
244OCEANFIRST FINL CORP67523410810,690$198,7270.02%
245EVAXION BIOTECH A/S29970R20443,200$134,3520.02%
246LUMEN TECHNOLOGIES INCLUMN12,372$87,8410.01%
247CARDIFF ONCOLOGY INCCRDF22,500$60,0750.01%
248MARKER THERAPEUTICS INCMRKR20,000$56,4000.01%
249IMMIX BIOPHARMA INCIMMX27,000$40,2300.00%
250MOLECULAR TEMPLATES INC60855020823,400$32,8770.00%
251ATHIRA PHARMA INC04746L10445,000$20,0700.00%
252LUMINAR TECHNOLOGIES INCLAZRQ17,100$15,3850.00%
253SPDR S&P 500 ETF TRSPY7,400$10,3290.00%
254SPDR S&P 500 ETF TRSPY7,400$10,2960.00%
255ZOMEDICA CORPZOMDF65,306$8,9600.00%
256SPDR S&P 500 ETF TRSPY7,400$1,3080.00%
257SPDR S&P 500 ETF TRSPY3,100$7290.00%
258SPDR S&P 500 ETF TRSPY3,100$10.00%