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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
USFRWisdomtree Tr
Recent Activity
Increased 3.42%
2%
$17.869M
355,100 shares@ $50.32 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 9.62%
1.61%
$14.376M
495,738 shares@ $29.01 avg price
APHAmphenol Corp New
Recent Activity
Increased 6.49%
1.21%
$10.731M
154,514 shares@ $69.45 avg price
ISMDNorthern Lts Fd Tr Iv
Recent Activity
Increased 9.67%
0.99%
$8.796M
234,430 shares@ $37.53 avg price
PCARPaccar Inc
Recent Activity
Increased 11.8%
0.77%
$6.864M
65,986 shares@ $104.02 avg price
FTNTFortinet Inc
Recent Activity
Increased 0.03%
0.75%
$6.693M
70,837 shares@ $94.49 avg price
PTLNorthern Lts Fd Tr Iv
Recent Activity
Increased 11.91%
0.73%
$6.482M
30,388 shares@ $213.3 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Increased 0.78%
0.63%
$5.605M
31,607 shares@ $177.33 avg price
MSCIMsci Inc
Recent Activity
Increased 0.03%
0.61%
$5.39M
8,984 shares@ $600.02 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 7.8%
0.58%
$5.173M
135,853 shares@ $38.09 avg price