• 13F History

INVENIO WEALTH PARTNERS LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$239M
Signature - Title
Christopher Plummer - CCO
Location
Coral Gables, FL
Summary
This page shows a list of all the recent 13F filings made by INVENIO WEALTH PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INVENIO WEALTH PARTNERS LLC reported 99 stock holdings with total value $239M as of Q4 2024. Top holdings included DHS, JMUB, SCHG, DGRW, and SPDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 99 $239M +$36.7M -$15.6M +$21.2M DHS, JMUB, SCHG, DGRW, SPDW 13F-HR 2/12/2025, 03:40 PM
Q3 2024 98 $231M +$26.2M -$6.41M +$19.8M DHS, SPDW, DGRW, JMUB, SCHG 13F-HR 11/13/2024, 11:43 AM
Q2 2024 94 $202M +$21.9M -$3.29M +$18.6M DHS, SPDW, DGRW, DON, JMUB 13F-HR 8/12/2024, 02:38 PM
Q1 2024 96 $186M +$54.7M -$14.1M +$40.6M DHS, SPDW, DON, DGRW, IQDG 13F-HR 5/9/2024, 01:54 PM
Q4 2023 96 $138M +$24.8M -$5.41M +$19.4M DHS, DON, DGRW, SPDW, IQDG 13F-HR 2/9/2024, 02:33 PM
Q3 2023 95 $110M +$41M -$17.7M +$23.2M DHS, DON, SPY, SPDW, DGRW 13F-HR 11/13/2023, 03:04 PM
Q2 2023 76 $88.3M DHS, DON, SPY, PFF, IDV 13F-HR 8/11/2023, 06:31 PM