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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 2025 · Filed June 3, 2025 · Accession 0001867587-25-000003

Total Value
$732.5M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769173,093$47.6M6.49%
2ISHARES TR46428720077,355$43.5M5.93%
3ISHARES TR46434V613565,864$26.1M3.56%
4ISHARES TR46432F396103,022$20.8M2.84%
5ISHARES TR464288281221,425$20.1M2.74%
6SCHWAB STRATEGIC TR808524300776,469$19.4M2.65%
7ISHARES TR464288513241,825$19.1M2.60%
8ISHARES TR464287176169,667$18.8M2.57%
9INVESCO QQQ TRIVZ39,553$18.5M2.53%
10ISHARES TR46432F339105,315$18.0M2.46%
11DIMENSIONAL ETF TRUST25434V807453,247$17.8M2.44%
12ISHARES TR464287309141,699$13.2M1.80%
13SCHWAB STRATEGIC TR808524805595,867$11.8M1.61%
14BLACKROCK ETF TRUSTBLK236,925$11.6M1.58%
15ISHARES TR46428740853,178$10.1M1.38%
16VANGUARD TAX-MANAGED FDS921943858183,758$9.3M1.28%
17APPLE INCAAPL41,542$9.2M1.26%
18J P MORGAN EXCHANGE TRADED F46641Q837176,985$9.0M1.22%
19AMAZON COM INCAMZN45,582$8.7M1.18%
20ISHARES TR464288877146,515$8.6M1.18%
21ISHARES TR46428858891,725$8.6M1.17%
22SCHWAB STRATEGIC TR808524706251,250$6.9M0.95%
23VANGUARD WORLD FD92204A87638,684$6.6M0.90%
24SELECT SECTOR SPDR TR81369Y40733,346$6.6M0.90%
25DIMENSIONAL ETF TRUST25434V500108,185$6.5M0.88%
26EA SERIES TRUST02072L56557,203$6.4M0.87%
27VANGUARD WORLD FD92204A40552,862$6.3M0.86%
28DIMENSIONAL ETF TRUST25434V831184,809$6.1M0.84%
29VANGUARD INTL EQUITY INDEX F922042858133,202$6.0M0.82%
30FIRST TR EXCHANGE TRADED FD33738R506102,354$6.0M0.82%
31VANGUARD WORLD FD92204A20727,116$5.9M0.81%
32VANGUARD WORLD FD92204A88439,899$5.9M0.81%
33VANGUARD WORLD FD92204A70210,535$5.7M0.78%
34ISHARES TR46428888554,324$5.4M0.74%
35BLACKROCK ETF TRUST IIBLK96,901$5.1M0.69%
36MICROSOFT CORPMSFT12,465$4.7M0.64%
37ISHARES TR46428865344,884$4.7M0.64%
38VANGUARD CHARLOTTE FDS92203J40792,418$4.5M0.62%
39SPDR S&P 500 ETF TRSPY7,609$4.3M0.58%
40ISHARES INC46434G10378,688$4.2M0.58%
41ISHARES INC46434G76476,886$4.2M0.58%
42ISHARES TR46428772130,067$4.2M0.58%
43VANGUARD MUN BD FDS92290774683,032$4.1M0.56%
44NVIDIA CORPORATIONNVDA36,907$4.0M0.55%
45META PLATFORMS INCMETA6,937$4.0M0.55%
46FLEXSHARES TRFLEX81,960$4.0M0.54%
47DIMENSIONAL ETF TRUST25434V104102,757$3.9M0.54%
48ISHARES TR46428743237,974$3.5M0.47%
49ISHARES TR46428710112,658$3.4M0.47%
50VANGUARD BD INDEX FDS92193781944,738$3.4M0.47%
51SPDR SER TR78468R72173,168$3.3M0.45%
52ISHARES GOLD TRIAU55,792$3.3M0.45%
53ISHARES TR46428724229,364$3.2M0.44%
54FIRST TR EXCHANGE-TRADED FD33739Q70560,236$3.0M0.42%
55ALPHABET INCGOOG19,199$3.0M0.41%
56UNITEDHEALTH GROUP INCUNH5,491$2.9M0.39%
57NVIDIA CORPORATIONNVDA26,111$2.8M0.39%
58JPMORGAN CHASE & CO.VYLD11,307$2.8M0.38%
59ELI LILLY & COLLY3,288$2.7M0.37%
60PHILIP MORRIS INTL INC71817210917,074$2.7M0.37%
61BERKSHIRE HATHAWAY INC DELBRK-A4,976$2.7M0.36%
62VANGUARD INDEX FDS92290859510,322$2.6M0.35%
63COSTCO WHSL CORP NEW22160K1052,674$2.5M0.35%
64SELECT SECTOR SPDR TR81369Y60549,779$2.5M0.34%
65SALESFORCE INCCRM9,150$2.5M0.34%
66VANGUARD INDEX FDS9229087366,512$2.4M0.33%
67INVESCO EXCH TRADED FD TR IIIVZ11,563$2.2M0.30%
68NETFLIX INCNFLX2,285$2.1M0.29%
69COPART INCCPRT37,581$2.1M0.29%
70GLOBAL PMTS INC37940X10221,005$2.1M0.28%
71PROCTER AND GAMBLE CO74271810911,912$2.0M0.28%
72SYSCO CORPSYY26,944$2.0M0.28%
73GRAY MEDIA INCGTN-A467,155$2.0M0.28%
74ISHARES TR46434V80352,763$1.9M0.26%
75WALMART INCWMT21,572$1.9M0.26%
76QUAD / GRAPHICS INCQUAD345,516$1.9M0.26%
77ALPHABET INCGOOG11,924$1.9M0.25%
78DIMENSIONAL ETF TRUST25434V86438,872$1.8M0.25%
79ISHARES TR46434V73830,184$1.8M0.25%
80VANGUARD INDEX FDS92290874410,491$1.8M0.25%
81HOME DEPOT INCHD4,925$1.8M0.25%
82VANGUARD INDEX FDS92290855319,730$1.8M0.24%
83EXXON MOBIL CORPXOM14,845$1.8M0.24%
84ISHARES TR46432F84222,307$1.7M0.23%
85ISHARES TR46429B29134,722$1.7M0.23%
86COCA COLA COKO22,448$1.6M0.22%
87ALPHATEC HLDGS INCATEC158,549$1.6M0.22%
88ISHARES TR46434V62125,704$1.6M0.22%
89ROSS STORES INCROST12,313$1.6M0.21%
90BLACKROCK INCBLK1,602$1.5M0.21%
91AMERICAN EXPRESS COAXP5,617$1.5M0.21%
92UNITED NAT FOODS INCUNTCW53,676$1.5M0.20%
93ISHARES TR46428732515,958$1.5M0.20%
94AIR PRODS & CHEMS INCAIIR4,905$1.4M0.20%
95GOLDMAN SACHS GROUP INCGSCE2,559$1.4M0.19%
96MARRIOTT INTL INC NEW5719032025,856$1.4M0.19%
97CONSTELLATION BRANDS INCSTZ7,441$1.4M0.19%
98ABBVIE INCABBV6,454$1.4M0.18%
99FEDEX CORPFDX5,420$1.3M0.18%
100DISNEY WALT CO25468710613,340$1.3M0.18%
101IVANHOE ELECTRIC INCIE224,036$1.3M0.18%
102VISA INCV3,654$1.3M0.17%
103SCHWAB STRATEGIC TR80852468038,640$1.3M0.17%
104DIMENSIONAL ETF TRUST25434V20340,446$1.3M0.17%
105BROWN & BROWN INCBRO10,127$1.3M0.17%
106GENERAL MTRS CO37045V10026,691$1.3M0.17%
107BERKLEY W R CORPWRB-PH17,330$1.2M0.17%
108KEURIG DR PEPPER INCKDP35,515$1.2M0.17%
109ALLSTATE CORPALL-PJ5,803$1.2M0.16%
110VANGUARD INDEX FDS9229086116,216$1.2M0.16%
111SPDR SER TR78468R54916,134$1.2M0.16%
112GANNETT CO INCTDAY392,250$1.1M0.15%
113DELTA AIR LINES INC DELDAL25,949$1.1M0.15%
114MANULIFE FINL CORP56501R10635,769$1.1M0.15%
115SELECT SECTOR SPDR TR81369Y2097,628$1.1M0.15%
116PILGRIMS PRIDE CORPPPC20,409$1.1M0.15%
117SPROTT FDS TRSII33,492$1.1M0.15%
118TARGET CORPTGT10,373$1.1M0.15%
119APPLOVIN CORPAPP4,083$1.1M0.15%
120VANGUARD INDEX FDS9229083632,097$1.1M0.15%
121VANGUARD WHITEHALL FDS9219464068,330$1.1M0.15%
122CELESTICA INCCLS13,610$1.1M0.15%
123TOYOTA MOTOR CORPTOYOF6,054$1.1M0.15%
124NIKE INCNKE16,349$1.0M0.14%
125DIMENSIONAL ETF TRUST25434V87224,584$1.0M0.14%
126VANGUARD SPECIALIZED FUNDS9219088445,263$1.0M0.14%
127WELLS FARGO CO NEW94974610114,091$1.0M0.14%
128MAKEMYTRIP LIMITED MAURITIUSMMYT10,089$988,6210.13%
129POWELL INDS INC7391281065,711$972,8060.13%
130ALTRIA GROUP INCMO16,188$971,6070.13%
131WILLIAMS COS INC96945710015,891$949,6260.13%
132INVESCO EXCHANGE TRADED FD TIVZ5,477$948,7810.13%
133GLOBAL X FDS37954Y67324,996$943,0900.13%
134SELECT SECTOR SPDR TR81369Y7047,190$942,4300.13%
135STERLING INFRASTRUCTURE INCSTRL8,206$929,0150.13%
136PALO ALTO NETWORKS INCPANW5,339$911,0470.12%
137CHEVRON CORP NEWCVX5,332$891,9960.12%
138BLACKSTONE INCBX6,376$891,2550.12%
139INTUITIVE SURGICAL INCISRG1,793$888,0190.12%
140EQUINOX GOLD CORPEQX127,520$877,3380.12%
141ISHARES TR46435G52411,542$836,1020.11%
142SPDR GOLD TRGLD2,886$831,5720.11%
143SKYWEST INCSKYW9,457$826,2440.11%
144ADTALEM GLOBAL ED INCADT8,198$825,0470.11%
145CME GROUP INCCME3,079$816,9110.11%
146CONDUENT INCCNDT297,590$803,4930.11%
147SPDR SER TR78464A85412,218$803,4410.11%
148ISHARES TR4642874579,648$798,1790.11%
149SERVICENOW INCNOW992$789,7710.11%
150DT MIDSTREAM INCDTM8,169$788,1290.11%
151SIMON PPTY GROUP INC NEW8288061094,676$776,5860.11%
152TESLA INCTSLA2,986$773,8520.11%
153TUTOR PERINI CORPTPC33,026$765,5430.10%
154AGREE RLTY CORP0084921009,906$764,6440.10%
155ESSENTIAL PPTYS RLTY TR INC29670E10723,335$761,6540.10%
156FIRST AMERN FINL CORP31847R10211,595$760,9800.10%
157UDR INCUDR16,769$757,4560.10%
158MID-AMER APT CMNTYS INC59522J1034,509$755,6180.10%
159FOX CORPFOX13,348$755,5170.10%
160REGENCY CTRS CORP75884910310,149$748,5900.10%
161ESSEX PPTY TR INC2971781052,441$748,3370.10%
162PEPSICO INCPEP4,934$739,8400.10%
163TRUIST FINL CORP89832Q10917,960$739,0340.10%
164AMERICAN INTL GROUP INC0268747848,475$736,8170.10%
165LAMAR ADVERTISING CO NEWLAMR6,474$736,5720.10%
166WP CAREY INC92936U10911,633$734,1590.10%
167STRYKER CORPORATIONSYK1,966$731,7280.10%
168INVESCO LTDIVZ48,054$728,9790.10%
169SCHWAB STRATEGIC TR80852479726,004$727,0660.10%
170AVALONBAY CMNTYS INCAWX3,380$725,4260.10%
171ASSOCIATED BANC CORPASBA32,098$723,1680.10%
172NABORS INDUSTRIES LTDNBRWF17,278$720,6650.10%
173MACERICH COMAC41,955$720,3670.10%
174DIGITAL RLTY TR INC2538681034,926$705,8470.10%
175BANK NEW YORK MELLON CORP0640581008,410$705,3470.10%
176ANNALY CAPITAL MANAGEMENT INNLY-PJ34,641$703,5620.10%
177WALGREENS BOOTS ALLIANCE INC93142710862,251$695,3440.09%
178GLOBE LIFE INCGL-PD5,269$694,0330.09%
179BROADCOM INCAVGO4,145$693,9490.09%
180J P MORGAN EXCHANGE TRADED F46641Q33212,081$690,3130.09%
181MOELIS & COMC11,792$688,1810.09%
182FIRST INDL RLTY TR INC32054K10312,738$687,3420.09%
183NRG ENERGY INCNRG7,179$685,3070.09%
184EBAY INC.EBAY10,110$684,7250.09%
185DROPBOX INCDBX25,561$682,7340.09%
186OLD REP INTL CORP68022310417,354$680,6240.09%
187CNO FINL GROUP INC12621E10316,256$677,0620.09%
188ISHARES TR46436E32021,365$671,9290.09%
189ISHARES TR46429B26729,162$670,2890.09%
190ASSURED GUARANTY LTDAGO7,590$668,6790.09%
191AMERICAN AXLE & MFG HLDGS IN024061103164,225$668,3960.09%
192BLACKROCK ETF TRUSTBLK25,802$668,0140.09%
193ISHARES TR46435G1027,971$666,4550.09%
194TWILIO INCTWLO6,756$661,4800.09%
195RELIANCE INCRS2,277$657,4840.09%
196FIRST HORIZON CORPORATIONFHN-PH33,854$657,4450.09%
197CNH INDL N VN2094410952,344$642,7840.09%
198JACKSON FINANCIAL INCJXN-PA7,669$642,5090.09%
199Q2 HLDGS INCQTWO7,981$638,5600.09%
200JABIL INCJBL4,632$630,2760.09%
201LOWES COS INC5486611072,672$623,1870.09%
202FLEX LTDFLEX18,599$615,2550.08%
203CORPORACION AMER ARPTS S AL1995B10733,551$613,9880.08%
204ISHARES BITCOIN TRUST ETFIBIT12,721$595,4700.08%
205COLUMBIA SPORTSWEAR COCOLM7,688$581,9050.08%
206ISHARES TR46435G34225,924$581,7250.08%
207BOYD GAMING CORPBYD8,817$580,4230.08%
208VANGUARD BD INDEX FDS9219378357,894$579,8170.08%
209TAPESTRY INCTPR8,151$573,9120.08%
210ALPS ETF TR00162Q45211,012$571,9760.08%
211VANGUARD BD INDEX FDS9219377938,006$563,7830.08%
212ISHARES TR4642875079,404$548,7160.07%
213BRINKER INTL INC1096411003,627$540,6040.07%
214ARGAN INCAGX4,102$538,0590.07%
215GREEN BRICK PARTNERS INCGRBK-PA8,874$517,4560.07%
216ISHARES TR4642884144,890$515,6110.07%
217DIMENSIONAL ETF TRUST25434V30219,770$511,8380.07%
218SPINNAKER ETF SERIES84858T86351,432$503,5240.07%
219ISHARES TR4642874405,267$502,2790.07%
220SYNCHRONY FINANCIALSYF-PB9,472$501,4440.07%
221ISHARES TR46428868716,205$497,9720.07%
222INVESCO EXCH TRADED FD TR IIIVZ20,238$490,5640.07%
223SELECT SECTOR SPDR TR81369Y8525,024$484,5650.07%
224INVESCO EXCH TRADED FD TR IIIVZ23,031$476,7500.07%
225NOVO-NORDISK A SNONOF6,707$465,7170.06%
226ISHARES INC46434G8226,496$445,3640.06%
227BLUE BIRD CORPBLBD13,540$438,2900.06%
228ISHARES INC46434G85511,023$422,8420.06%
229CARNIVAL CORPCUKPF21,601$421,8680.06%
230MERCADOLIBRE INCMELI205$399,9280.05%
231ITURAN LOCATION AND CONTROLM6158M10411,005$397,9410.05%
232STARBUCKS CORPSBUX4,012$393,5450.05%
233BLACKROCK ETF TRUSTBLK13,597$391,4580.05%
234ASML HOLDING N VASMLF582$385,9730.05%
235ISHARES TR4642878043,454$361,2040.05%
236CATERPILLAR INCCAT1,074$354,2050.05%
237CREDO TECHNOLOGY GROUP HOLDICRDO8,658$347,7050.05%
238DUKE ENERGY CORP NEWDUKB2,796$341,0120.05%
239ISHARES TR4642886466,288$329,2890.04%
240VANECK MERK GOLD ETFOUNZ10,924$329,2490.04%
241ARCUTIS BIOTHERAPEUTICS INCARQT20,652$322,9970.04%
242VANGUARD INDEX FDS9229087511,451$321,8150.04%
243INCYTE CORPINCY5,206$315,2230.04%
244MCDONALDS CORPMCD1,008$314,9220.04%
245ISHARES TR46435G2506,656$313,4310.04%
246NISOURCE INCNI7,509$301,0300.04%
247LENDINGCLUB CORPLC28,874$297,9800.04%
248RTX CORPORATIONRTX2,197$291,0150.04%
249JOHNSON & JOHNSONJNJ1,751$290,3860.04%
250ADVANCED MICRO DEVICES INCAMD2,814$289,1190.04%
251SCHWAB STRATEGIC TR8085247557,873$284,5300.04%
252BLACKROCK ETF TRUST IIBLK5,289$273,8640.04%
253MICROSTRATEGY INCSTRK950$273,8570.04%
254ABBOTT LABSABLZF2,064$273,7900.04%
255J P MORGAN EXCHANGE TRADED F46654Q2035,156$267,0010.04%
256SPDR SER TR78464A8703,192$258,8710.04%
257ORACLE CORPORCL-PD1,849$258,4600.04%
258FISERV INCFISV1,117$246,6670.03%
259VALERO ENERGY CORPVLO1,792$236,7130.03%
260PFIZER INCPFE9,315$236,0480.03%
261AMGEN INCAMGN751$233,9740.03%
262BOOKING HOLDINGS INCBKNG50$230,3460.03%
263MASTERCARD INCORPORATEDMA408$223,6330.03%
264CHUBB LIMITEDCB720$217,2830.03%
265STONECO LTDSTNE18,778$196,7920.03%
266ZETA GLOBAL HOLDINGS CORPZETA10,829$146,8480.02%
267CARDIFF ONCOLOGY INCCRDF36,000$113,0400.02%
268TUHURA BIOSCIENCES INCHURA19,000$61,3700.01%
269LUMEN TECHNOLOGIES INCLUMN12,351$48,4160.01%
270MARKER THERAPEUTICS INCMRKR23,400$28,7820.00%
271AZUL S AAZLUY10,895$17,8680.00%
272ATHIRA PHARMA INC04746L10445,000$12,8210.00%