The Analysis of INVESTED ADVISORS's Holdings
Currently, INVESTED ADVISORS holds 134 types of securities in its portfolio with a total value $96.6M. In the most recent quarter, they have increased their positions in BCI (+119.5K shares, valued at $2.3M), ACWX (+25.8K shares, valued at $1.7M), IWF (+3.5K shares, valued at $1.7M); decreased their positions in MUB (-7.3K shares, valued at $786.5K), ISTB (-12.2K shares, valued at $594.2K), IBM (-1.3K shares, valued at $389.8K); initiated new positions in BCI (+119.5K shares, valued at $2.3M), N/A (+4.5K shares, valued at $852.6K), SPTL (+29.8K shares, valued at $789.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR52.1K shares6.08%2025-12-312026-01-26
SUB ISHARES TR43.2K shares6.39%2025-12-312026-01-26 IVV ISHARES TR6.0K shares19.74%2025-12-312026-01-26 AAPL APPLE INC13.1K shares10.50%2025-12-312026-01-26 IWF ISHARES TR6.7K shares109.99%2025-12-312026-01-26 IWD ISHARES TR14.9K shares50.56%2025-12-312026-01-26 ACWX ISHARES TR44.1K shares141.35%2025-12-312026-01-26 ISTB ISHARES TR59.5K shares-16.99%2025-12-312026-01-26 MSFT MICROSOFT CORP5.5K shares4.51%2025-12-312026-01-26 BCI ABRDN ETFS119.5K sharesnew addition2025-12-312026-01-26 ALPHABET INC ALPHABET INC5.8K shares4.40%2025-12-312026-01-26 SPYM SPDR SERIES TRUST22.2K shares22.07%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON7.7K shares16.57%2025-12-312026-01-26 MUB ISHARES TR14.8K shares-33.18%2025-12-312026-01-26 HDV ISHARES TR12.2K shares29.61%2025-12-312026-01-26 NVDA NVIDIA CORPORATION7.7K shares3.64%2025-12-312026-01-26 IDV ISHARES TR34.9K shares15.35%2025-12-312026-01-26 BROADCOM INC BROADCOM INC4.0K shares-11.81%2025-12-312026-01-26 DES WISDOMTREE TR41.0K shares13.85%2025-12-312026-01-26 XBI SPDR SERIES TRUST8.9K shares63.35%2025-12-312026-01-26 LLY ELI LILLY & CO965 shares10.41%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.3.2K shares1.34%2025-12-312026-01-26 HYS PIMCO ETF TR10.2K shares362.76%2025-12-312026-01-26 IEMG ISHARES INC14.2K shares-22.72%2025-12-312026-01-26 AMZN AMAZON COM INC3.8K shares5.40%2025-12-312026-01-26 IEUR ISHARES TR11.3K shares189.98%2025-12-312026-01-26 SHY ISHARES TR9.6K shares-31.81%2025-12-312026-01-26 SPTL SPDR SERIES TRUST29.8K sharesnew addition2025-12-312026-01-26 CSCO CISCO SYS INC9.9K shares-20.22%2025-12-312026-01-26 ABBV ABBVIE INC3.2K shares8.30%2025-12-312026-01-26 DVY ISHARES TR4.8K shares64.23%2025-12-312026-01-26 AWF ALLIANCEBERNSTEIN GLOBAL HIG61.2K shares13.59%2025-12-312026-01-26 V VISA INC1.9K shares3.10%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS4.3K sharesnew addition2025-12-312026-01-26 IPAC ISHARES TR8.4K shares123.90%2025-12-312026-01-26 ILCG ISHARES TR5.6K sharesnew addition2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR17.8K shares45.06%2025-12-312026-01-26 GILD GILEAD SCIENCES INC4.6K shares-14.92%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC13.8K shares4.20%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW647 shares10.60%2025-12-312026-01-26 XUDV FRANKLIN TEMPLETON ETF TR21.0K sharesnew addition2025-12-312026-01-26 GOVT ISHARES TR23.9K shares-11.07%2025-12-312026-01-26 HSY HERSHEY CO3.0K sharesnew addition2025-12-312026-01-26 NVS NOVARTIS AG4.0K shares3.33%2025-12-312026-01-26 AXP AMERICAN EXPRESS CO1.5K shares-14.42%2025-12-312026-01-26 META META PLATFORMS INC813 shares0.74%2025-12-312026-01-26 HST HOST HOTELS & RESORTS INC30.2K sharesnew addition2025-12-312026-01-26 IEFA ISHARES TR5.9K shares-22.05%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS5.9K sharesnew addition2025-12-312026-01-26 TYG TORTOISE ENERGY INFRA CORP12.7K sharesnew addition2025-12-312026-01-26 TSLA TESLA INC1.1K shares31.86%2025-12-312026-01-26 TFLO ISHARES TR10.0K sharesnew addition2025-12-312026-01-26 LQD ISHARES TR4.4K shares34.25%2025-12-312026-01-26 QCOM QUALCOMM INC2.8K shares6.06%2025-12-312026-01-26 FNB F N B CORP27.4K shares0.68%2025-12-312026-01-26 CVX CHEVRON CORP NEW3.0K shares2.83%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-45.93%2025-12-312026-01-26 USHY ISHARES TR12.2K sharesnew addition2025-12-312026-01-26 DEM WISDOMTREE TR9.5K sharesnew addition2025-12-312026-01-26 IWS ISHARES TR3.1K sharesnew addition2025-12-312026-01-26 AMGN AMGEN INC1.3K shares-3.67%2025-12-312026-01-26 EXC EXELON CORP9.9K shares43.38%2025-12-312026-01-26 PRU PRUDENTIAL FINL INC3.8K shares20.24%2025-12-312026-01-26 SDG ISHARES TR5.0K shares1.72%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO2.9K shares-5.20%2025-12-312026-01-26 DVYE ISHARES INC13.2K sharesnew addition2025-12-312026-01-26 IWN ISHARES TR2.2K sharesnew addition2025-12-312026-01-26 VYMI VANGUARD WHITEHALL FDS4.4K sharesnew addition2025-12-312026-01-26 IWO ISHARES TR1.2K sharesnew addition2025-12-312026-01-26 BMY BRISTOL-MYERS SQUIBB CO7.3K shares29.17%2025-12-312026-01-26 IWP ISHARES TR2.8K shares20.06%2025-12-312026-01-26 BAC BANK AMERICA CORP6.9K shares-1.66%2025-12-312026-01-26 VRT VERTIV HOLDINGS CO2.3K sharesnew addition2025-12-312026-01-26 XIDV FRANKLIN TEMPLETON ETF TR10.9K sharesnew addition2025-12-312026-01-26 WMT WALMART INC3.3K shares13.28%2025-12-312026-01-26 DGRO ISHARES TR5.3K shares-27.08%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR13.4K shares49.04%2025-12-312026-01-26 USMV ISHARES TR3.8K sharesnew addition2025-12-312026-01-26 CAT CATERPILLAR INC615 shares-1.91%2025-12-312026-01-26 MCK MCKESSON CORP424 shares-12.58%2025-12-312026-01-26 F FORD MTR CO26.5K shares19.17%2025-12-312026-01-26 QUAL ISHARES TR1.6K shares4.99%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares-24.36%2025-12-312026-01-26 HD HOME DEPOT INC937 shares-3.20%2025-12-312026-01-26 HPE HEWLETT PACKARD ENTERPRISE C13.3K sharesnew addition2025-12-312026-01-26 PFFD GLOBAL X FDS16.4K sharesnew addition2025-12-312026-01-26 PWR QUANTA SVCS INC722 shares-33.27%2025-12-312026-01-26 GBDC GOLUB CAP BDC INC21.3K shares16.59%2025-12-312026-01-26 IXUS ISHARES TR3.4K shares-21.53%2025-12-312026-01-26 DIS DISNEY WALT CO2.5K shares3.60%2025-12-312026-01-26 HASI HA SUSTAINABLE INFRA CAP INC9.1K shares24.61%2025-12-312026-01-26 DE DEERE & CO596 shares-4.33%2025-12-312026-01-26 ORCL ORACLE CORP1.4K shares-13.89%2025-12-312026-01-26 GSK PLC GSK PLC5.5K sharesnew addition2025-12-312026-01-26 SPTI SPDR SERIES TRUST9.4K sharesnew addition2025-12-312026-01-26 HYG ISHARES TR3.3K shares-9.38%2025-12-312026-01-26 UNILEVER PLC UNILEVER PLC4.0K sharesnew addition2025-12-312026-01-26 ING ING GROEP N.V.9.3K sharesnew addition2025-12-312026-01-26 EFAV ISHARES TR3.0K sharesnew addition2025-12-312026-01-26 IGLB ISHARES TR5.1K sharesnew addition2025-12-312026-01-26 CWEN CLEARWAY ENERGY INC7.7K shares-9.48%2025-12-312026-01-26 HTGC HERCULES CAPITAL INC13.5K shares19.27%2025-12-312026-01-26 DHR DANAHER CORPORATION1.1K shares-1.60%2025-12-312026-01-26 MAR MARRIOTT INTL INC NEW810 shares0.12%2025-12-312026-01-26 KHC KRAFT HEINZ CO10.3K shares22.46%2025-12-312026-01-26 ENB ENBRIDGE INC5.2K shares-3.18%2025-12-312026-01-26 ALPHABET INC ALPHABET INC772 sharesnew addition2025-12-312026-01-26 ARE ALEXANDRIA REAL ESTATE EQ IN4.8K shares74.75%2025-12-312026-01-26 AMP AMERIPRISE FINL INC477 sharesnew addition2025-12-312026-01-26 UGI UGI CORP NEW6.2K sharesnew addition2025-12-312026-01-26 KO COCA COLA CO3.3K sharesnew addition2025-12-312026-01-26 XEMD BONDBLOXX ETF TRUST5.2K sharesnew addition2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC686 shares-10.79%2025-12-312026-01-26 ROP ROPER TECHNOLOGIES INC506 shares17.95%2025-12-312026-01-26 NXTE INVESTMENT MANAGERS SER TR I5.7K sharesnew addition2025-12-312026-01-26 SPIB SPDR SERIES TRUST6.2K shares-50.75%2025-12-312026-01-26 EMXC ISHARES INC2.9K sharesnew addition2025-12-312026-01-26 EHC ENCOMPASS HEALTH CORP2.0K shares-41.88%2025-12-312026-01-26 NUE NUCOR CORP1.3K sharesnew addition2025-12-312026-01-26 O REALTY INCOME CORP3.6K sharesnew addition2025-12-312026-01-26 GLDM WORLD GOLD TR2.4K sharesnew addition2025-12-312026-01-26 LOW LOWES COS INC838 sharesnew addition2025-12-312026-01-26 HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2025-12-312026-01-26 XIFR XPLR INFRASTRUCTURE LP17.9K shares33.57%2025-12-312026-01-26 BDN BRANDYWINE RLTY TR35.0K shares52.29%2025-12-312026-01-26 GPMT GRANITE PT MTG TR INC32.8K shares50.60%2025-12-312026-01-26 CIG CIA ENERGETICA DE MINAS GERA25.5K shares33.63%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available