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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
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
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Increased 9.62%
1.61%
$14.376M
495,738 shares@ $29.01 avg price
ANETArista Networks Inc
Recent Activity
New Position
1.6%
$14.262M
129,030 shares@ $110.54 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
APHAmphenol Corp New
Recent Activity
Increased 6.49%
1.21%
$10.731M
154,514 shares@ $69.45 avg price
KLACKla Corp
Recent Activity
Decreased -1.06%
1.06%
$9.44M
14,981 shares@ $630.13 avg price
ISMDNorthern Lts Fd Tr Iv
Recent Activity
Increased 9.67%
0.99%
$8.796M
234,430 shares@ $37.53 avg price