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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BIBLNorthern Lts Fd Tr Iv
| 0.51% | $4.51M 115,912 shares@ $38.91 avg price | Increased 6.45% |
MPWRMonolithic Pwr Sys Inc
| 0.48% | $4.209M 7,114 shares@ $591.71 avg price | Increased 3.74% |
FDLSNorthern Lts Fd Tr Iv
| 0.47% | $4.18M 141,890 shares@ $29.46 avg price | Increased 16.27% |
VEEVVeeva Sys Inc
| 0.46% | $4.086M 19,435 shares@ $210.25 avg price | Increased 18.15% |
AVGOBroadcom Inc
| 0.46% | $4.081M 17,605 shares@ $231.84 avg price | Increased 23.06% |
ONOn Semiconductor Corp
| 0.41% | $3.592M 56,966 shares@ $63.05 avg price | Increased 2.97% |
CWCurtiss Wright Corp
| 0.41% | $3.579M 10,084 shares@ $354.87 avg price | Increased 28.02% |
WSTWest Pharmaceutical Svsc Inc
| 0.4% | $3.552M 10,843 shares@ $327.57 avg price | Increased 0.85% |
NRGNrg Energy Inc
| 0.36% | $3.174M 35,182 shares@ $90.23 avg price | Increased 16.05% |
BJBjs Whsl Club Hldgs Inc
| 0.35% | $3.122M 34,944 shares@ $89.35 avg price | Increased 33.34% |