INSTRUMENTAL WEALTH, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$96.4M
Signature - Title
David Silver - CEO
Location
1 N Dale Mabry Hwy, Ste 1000, Tampa, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 45 $96.4M +$5.79M -$145M -$139M IVW, IJH, COWZ, IVE, IBDY 13F-HR 7/26/2024, 09:07 AM
Q1 2024 40 $228M +$15.3M -$11.4M +$3.84M RIOT, IVW, IJH, COWZ, IVE 13F-HR 5/29/2024, 02:58 PM
Q4 2023 39 $92M +$13M -$12.4M +$639K IVW, IJH, COWZ, IVE, IBDY 13F-HR 1/25/2024, 12:18 PM
Q3 2023 36 $85.6M +$6.23M -$1.46M +$4.77M IBDO, IVW, IJH, COWZ, IVE 13F-HR 10/18/2023, 03:05 PM
Q2 2023 32 $83M +$4.73M -$74.3K +$4.65M IVW, IBDO, IJH, IVE, COWZ 13F-HR 7/13/2023, 01:55 PM
Q1 2023 27 $75.8M IVW, IBDO, IJH, IVE, COWZ 13F-HR 5/4/2023, 09:10 AM