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Glovista Investments LLC 13F Filings, Portfolio & Analysis

CIK: 0001546283
Jersey City 1 Evertrust Plaza Suite 1102
Zip Code: 07302
Latest Portfolio Value
$215.34 M
+27.76%
Total Holdings
40
4
Latest Report Date
Q4 2023
Top 10 Concentration
65.78%

Glovista Investments LLC — Portfolio Overview & Company Profile

Glovista Investments LLC (CIK: 0001546283) is a financial institution headquartered at 1 Evertrust Plaza Suite 1102, , Jersey City, New Jersey 07302. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2023-12-31), the institution manages a portfolio valued at $215.34 M, comprising 40 distinct securities. Over its filing history, it has submitted 43 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2023 — Top-10 concentration: 65.8%. Quarterly turnover: 16.8%. ▲ 7 new, +9 added, −21 reduced, ×4 exited.

Portfolio Summary (Q4 2023)

Asset Allocation

Stocks/ETFs
+28.22%
$211.74 M 98.33%
Options
$0 0.00%
Debt
$0 0.00%
Other
+5.23%
$3.6 M 1.67%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2023)

Name Shares Market Value Weight Change Activity
502,129 $24.54 M 11.39% ▼ 51,919 Reduce -9.4%
1.32 M $21.19 M 9.84% ▼ 7,536 Reduce -0.6%
358,953 $14.64 M 6.80% ▲ 124,137 Add 52.9%
274,319 $14.01 M 6.51% ▲ 274,319 New Buy
86,768 $13.69 M 6.36% ▲ 43,123 Add 98.8%
303,192 $12.52 M 5.81% ▼ 1,758 Reduce -0.6%
154,150 $10.19 M 4.73% ▲ 65,669 Add 74.2%
133,017 $10.03 M 4.66% ▲ 133,017 New Buy
269,068 $9.43 M 4.38% ▼ 28,543 Reduce -9.6%
215,569 $9.04 M 4.20% ▲ 215,569 New Buy

Historical Portfolio Charts