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CIK: 0000914208
Total reported value
$1.3T
$1.3T
3845 檔
4.1%
The Q1 2024 SEC filing reveals that Invesco Ltd. held a total portfolio value of $1.3T, covering 3845 public equity positions.
During Q1 2024, Invesco Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 4.1% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 3845 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -2.68% | +4.81% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.37% | -3.47% | -0.39% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.99% | -3.34% | +5.55% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -1.88% | +2.33% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -1.75% | -4.32% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -0.85% | -3.20% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | -0.94% | +3.45% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | -1.35% | +3.14% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.27% | NEW | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.32% | NEW | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.23% | NEW | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | +0.20% | NEW | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.35% | NEW | |
| 14 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.20% | NEW | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | +0.22% | NEW | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.56% | -9.56% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.31% | NEW | |
| 18 | ADI | Analog Devices Inc | Stock-Tech | 0.46% | -0.35% | -1.31% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -1.54% | +3.24% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.19% | NEW | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | +0.24% | NEW | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -1.46% | +5.45% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.32% | -14.73% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 0.43% | -0.48% | -0.06% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | +0.23% | NEW | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | -0.46% | +2.17% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | -1.96% | +3.70% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.26% | NEW | |
| 29 | AIG | American International Group | Stock-Financials | 0.38% | +0.08% | NEW | |
| 30 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.38% | — | -2.07% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | +0.19% | NEW | |
| 32 | TXN | Texas Instruments Inc | Stock-Tech | 0.36% | -0.11% | +3.49% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -2.11% | +200.21% | |
| 34 | LIN | Linde plc | Stock-Materials | 0.35% | -0.67% | +51.02% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | -0.25% | -2.98% | |
| 36 | COP | Conocophillips | Stock-Energy | 0.34% | +0.11% | NEW | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.33% | +0.49% | -2.57% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.33% | +0.09% | NEW | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.33% | -0.56% | +8.78% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.08% | +0.26% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | +0.15% | NEW | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.30% | -0.34% | -17.19% | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.30% | +0.08% | NEW | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.29% | +0.14% | NEW | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.29% | +0.16% | NEW | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.28% | +0.07% | NEW | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | +0.15% | NEW | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.28% | -0.89% | +5.93% | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.28% | +0.07% | NEW | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.28% | -0.74% | -12.56% |
According to official SEC Form 13F filings, Invesco Ltd. reported a total U.S. public equity portfolio value of $1.3T across 3845 disclosed positions in Q1 2024.
During Q1 2024, Invesco Ltd.'s top holdings by market value included MSFT (3.3%)、NVDA (2.4%)、AAPL (2.0%). The largest single position, MSFT, represented 3.3% of total portfolio value.
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In Q1 2024, Invesco Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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