Inspire Investing, LLC
CIK 1670139 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- IBD1.64%
- USFR1.64%
- CAT1.62%
- NOW1.56%
- WWJD1.40%
- BLES1.38%
- PLD1.34%
- ISRG1.27%
- SYK1.21%
- ISMD1.12%
Share classes counted separately14.18%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IBDWeight decreased · -1.36 pp3.00% → 1.64%Shares -406.17K (-39.10%)
- USFRWeight decreased · -0.35 pp1.99% → 1.64%Shares -13.32K (-4.30%)
- WWJDWeight increased · +0.26 pp1.14% → 1.40%Shares +91.87K (+27.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IBDINSPIRE CORPORATE BOND ETFINSPIRE CORP BD View history and evidence | $14.92M | 1.64% | 632.56K shares | 3.00% → 1.64%-1.36 pp -406.17K (-39.10%) | Reduced | ↗▾ |
| 02 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $14.87M | 1.64% | 296.07K shares | 1.99% → 1.64%-0.35 pp -13.32K (-4.30%) | Reduced | ↗▾ |
| 03 | CATCATERPILLAR INC View history and evidence | $14.72M | 1.62% | 49.79K shares | 1.78% → 1.62%-0.16 pp -1.24K (-2.44%) | Reduced | ↗▾ |
| 04 | NOWSERVICENOW INC View history and evidence | $14.21M | 1.56% | 20.11K shares | 1.49% → 1.56%+0.07 pp -705 (-3.39%) | Reduced | ↗▾ |
| 05 | WWJDINSPIRE INTERNATIONAL ETFINSPIRE INTL ETF View history and evidence | $12.69M | 1.40% | 429.80K shares | 1.14% → 1.40%+0.26 pp +91.87K (+27.19%) | Added | ↗▾ |
| 06 | BLESINSPIRE GLOBAL HOPE ETFINSPIRE GBL HOPE View history and evidence | $12.51M | 1.38% | 350.47K shares | 1.13% → 1.38%+0.25 pp +73.62K (+26.59%) | Added | ↗▾ |
| 07 | PLDPROLOGIS INC View history and evidence | $12.23M | 1.34% | 91.71K shares | 1.34% → 1.34%+0.00 pp -2.03K (-2.17%) | Reduced | ↗▾ |
| 08 | ISRGINTUITIVE SURGICAL INCCOM NEW View history and evidence | $11.50M | 1.27% | 34.10K shares | 1.25% → 1.27%+0.02 pp +580 (+1.73%) | Added | ↗▾ |
| 09 | SYKSTRYKER CORP View history and evidence | $11.01M | 1.21% | 36.76K shares | 1.32% → 1.21%-0.11 pp -1.03K (-2.73%) | Reduced | ↗▾ |
| 10 | ISMDINSPIRE SMALL/MID CAP ETFINSPIRE SML/ MID View history and evidence | $10.14M | 1.12% | 292.26K shares | 0.90% → 1.12%+0.22 pp +60.73K (+26.23%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 50
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NOV NOV INC | Non-derivative | -72,051 | -$1.51M | SEC filing ↗ | SEC filing ↗ |
| MUR MURPHY OIL CORP | Non-derivative | -31,974 | -$1.45M | SEC filing ↗ | SEC filing ↗ |
| TECH BIO-TECHNE CORP | Non-derivative | -20,031 | -$1.36M | SEC filing ↗ | SEC filing ↗ |
3 / 50 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1670139 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 909261228
}Research all 785 reported holdings.
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