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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Invst LLC
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|---|---|
| CRD # | 282863 |
| SEC # | 801-107265 |
| CIK # | 0001867587 |
| AUM | $1.8 B (2025-06-11) |
| Employees | 65 (60% Investors, 5% Brokers) |
| Phone | 317-202-1891 |
| Address | 3625 E 96th St Indianapolis, IN 46240 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.2 | ||
| Amazon Com Inc | 8.7 | ||
| Nvidia Corp | 6.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,317 | 478.9 |
| (b) Individuals (high net worth individuals) | 313 | 820.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 115 | 487.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,777 | 1,786.6 |
| By Discretionary | ||
| Discretionary | 6,662 | 1,299.4 |
| Non-Discretionary | 115 | 487.2 |
| Total | 6,777 | 1,786.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,786.6 | |
| Total | 6,777 | 1,786.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001867587] |
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