| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 7 | Q2 2024 | 14.4% |
| INVESCO QQQ TR | 7 | Q2 2024 | 13.3% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 12.0% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 7.8% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 8.3% |
| VANGUARD INDEX FDS | 7 | Q2 2024 | 6.0% |
| APPLE INC | 7 | Q2 2024 | 4.1% |
| VANGUARD WORLD FDS | 7 | Q2 2024 | 4.0% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q2 2024 | 3.8% |
| COSTCO WHSL CORP NEW | 7 | Q2 2024 | 3.7% |
View INVICTUS PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-04 |
| 13F-HR | 2023-08-24 |
| 13F-HR | 2023-06-05 |
| 13F-HR | 2023-06-05 |
View INVICTUS PRIVATE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.