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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
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
PCARPaccar Inc
Recent Activity
Increased 11.8%
0.77%
$6.864M
65,986 shares@ $104.02 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -3.84%
0.77%
$6.863M
14,140 shares@ $485.36 avg price
CTASCintas Corp
Recent Activity
Decreased -11.41%
0.76%
$6.783M
37,127 shares@ $182.71 avg price
FTNTFortinet Inc
Recent Activity
Increased 0.03%
0.75%
$6.693M
70,837 shares@ $94.49 avg price
EMREmerson Elec Co
Recent Activity
Decreased -0.2%
0.73%
$6.494M
52,404 shares@ $123.94 avg price
PTLNorthern Lts Fd Tr Iv
Recent Activity
Increased 11.91%
0.73%
$6.482M
30,388 shares@ $213.3 avg price