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Robert Netzly

@Inspire Investing, Llc

Latest period2024 - Q4ReportedManaged Assets$893.588MTotal holdings824
Assets growth rate-8.58%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Inspire Investing, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 824 positions.

Assets under management

The assets under management (AUM) of Inspire Investing, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 893.588M in assets, with a quarterly growth rate of -8.58% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Robert Netzly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -0.69%
1.9%
$16.959M
32,491 shares@ $521.97 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.45%
1.76%
$15.658M
43,164 shares@ $362.77 avg price
PGRProgressive Corp
Recent Activity
Decreased -3%
1.5%
$13.399M
55,921 shares@ $239.62 avg price
IBDNorthern Lts Fd Tr Iv
Recent Activity
Decreased -33.85%
1.45%
$12.874M
549,227 shares@ $23.44 avg price
KLACKla Corp
Recent Activity
Decreased -1.06%
1.06%
$9.44M
14,981 shares@ $630.13 avg price
PLDPrologis Inc.
Recent Activity
Decreased -6.09%
0.99%
$8.782M
83,087 shares@ $105.71 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -1.26%
0.84%
$7.499M
11,790 shares@ $636.04 avg price
WELLWelltower Inc
Recent Activity
Decreased -0.45%
0.8%
$7.066M
56,066 shares@ $126.04 avg price
IBKRInteractive Brokers Group In
Recent Activity
Decreased -13.11%
0.79%
$6.997M
39,607 shares@ $176.68 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -3.84%
0.77%
$6.863M
14,140 shares@ $485.36 avg price