Invested Advisors

Invested Advisors as of Dec. 31, 2025

Portfolio Holdings for Invested Advisors

Invested Advisors holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 5.4 $5.2M 52k 99.88
Ishares Tr Shrt Nat Mun Etf (SUB) 4.8 $4.6M 43k 106.70
Ishares Tr Core S&p500 Etf (IVV) 4.3 $4.1M 6.0k 684.94
Apple (AAPL) 3.7 $3.6M 13k 271.86
Ishares Tr Rus 1000 Grw Etf (IWF) 3.3 $3.2M 6.7k 473.30
Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $3.1M 15k 210.34
Ishares Tr Msci Acwi Ex Us (ACWX) 3.1 $3.0M 44k 67.13
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.0 $2.9M 60k 48.75
Microsoft Corporation (MSFT) 2.8 $2.7M 5.5k 483.62
Abrdn Etfs Bbrg All Comd K1 (BCI) 2.4 $2.3M 120k 19.53
Alphabet Cap Stk Cl A (GOOGL) 1.9 $1.8M 5.8k 313.00
Spdr Series Trust State Street Spd (SPYM) 1.8 $1.8M 22k 80.22
Johnson & Johnson (JNJ) 1.6 $1.6M 7.7k 206.95
Ishares Tr National Mun Etf (MUB) 1.6 $1.6M 15k 107.11
Ishares Tr Core High Dv Etf (HDV) 1.5 $1.5M 12k 121.61
NVIDIA Corporation (NVDA) 1.5 $1.4M 7.7k 186.50
Ishares Tr Intl Sel Div Etf (IDV) 1.4 $1.4M 35k 39.45
Broadcom (AVGO) 1.4 $1.4M 4.0k 346.10
Wisdomtree Tr Us Smallcap Divd (DES) 1.4 $1.4M 41k 33.45
Spdr Series Trust State Street Spd (XBI) 1.1 $1.1M 8.9k 121.93
Eli Lilly & Co. (LLY) 1.1 $1.0M 965.00 1074.68
JPMorgan Chase & Co. (JPM) 1.1 $1.0M 3.2k 322.22
Pimco Etf Tr 0-5 High Yield (HYS) 1.0 $965k 10k 94.82
Ishares Core Msci Emkt (IEMG) 1.0 $957k 14k 67.22
Amazon (AMZN) 0.9 $879k 3.8k 230.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $853k 4.5k 191.56
Ishares Tr Core Msci Euro (IEUR) 0.8 $805k 11k 70.98
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $794k 9.6k 82.82
Spdr Series Trust State Street Spd (SPTL) 0.8 $789k 30k 26.47
Cisco Systems (CSCO) 0.8 $765k 9.9k 77.03
Abbvie (ABBV) 0.8 $728k 3.2k 228.49
Ishares Tr Select Divid Etf (DVY) 0.7 $681k 4.8k 141.15
AllianceBernstein Global Hgh Incm (AWF) 0.7 $654k 61k 10.69
Visa Com Cl A (V) 0.7 $653k 1.9k 350.71
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $621k 4.3k 143.53
Ishares Tr Core Msci Pac (IPAC) 0.6 $616k 8.4k 73.21
Ishares Tr Morningstar Grwt (ILCG) 0.6 $581k 5.6k 104.04
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $580k 18k 32.62
Gilead Sciences (GILD) 0.6 $566k 4.6k 122.74
Verizon Communications (VZ) 0.6 $564k 14k 40.73
Costco Wholesale Corporation (COST) 0.6 $558k 647.00 862.34
Franklin Templeton Etf Tr Us Divid Booster (XUDV) 0.6 $556k 21k 26.48
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $551k 24k 23.02
Hershey Company (HSY) 0.6 $551k 3.0k 181.98
Novartis Sponsored Adr (NVS) 0.6 $548k 4.0k 137.87
American Express Company (AXP) 0.6 $538k 1.5k 369.95
Meta Platforms Cl A (META) 0.6 $537k 813.00 660.09
Host Hotels & Resorts (HST) 0.6 $536k 30k 17.73
Ishares Tr Core Msci Eafe (IEFA) 0.5 $530k 5.9k 89.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $521k 5.9k 88.49
Tortoise Energy Infrastructure closed end funds (TYG) 0.5 $518k 13k 40.90
Tesla Motors (TSLA) 0.5 $510k 1.1k 449.72
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $505k 10k 50.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $483k 4.4k 110.20
Qualcomm (QCOM) 0.5 $482k 2.8k 171.05
F.N.B. Corporation (FNB) 0.5 $469k 27k 17.10
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.5 $464k 12k 38.34
Chevron Corporation (CVX) 0.5 $459k 3.0k 152.41
International Business Machines (IBM) 0.5 $459k 1.5k 296.21
Ishares Tr Broad Usd High (USHY) 0.5 $458k 12k 37.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $450k 718.00 627.26
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.5 $446k 9.5k 46.71
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $444k 3.1k 141.05
Amgen (AMGN) 0.5 $438k 1.3k 327.31
Exelon Corporation (EXC) 0.4 $432k 9.9k 43.59
Prudential Financial (PRU) 0.4 $431k 3.8k 112.88
Ishares Tr Msci Gbl Sus Dev (SDG) 0.4 $423k 5.0k 84.22
Procter & Gamble Company (PG) 0.4 $416k 2.9k 143.31
Ishares Em Mkts Div Etf (DVYE) 0.4 $410k 13k 31.16
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $406k 2.2k 181.21
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $398k 4.4k 90.01
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $393k 1.2k 323.01
Bristol Myers Squibb (BMY) 0.4 $391k 7.3k 53.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $381k 2.8k 136.94
Bank of America Corporation (BAC) 0.4 $381k 6.9k 55.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $380k 756.00 502.65
Vertiv Holdings Com Cl A (VRT) 0.4 $380k 2.3k 162.01
Franklin Templeton Etf Tr Intl Div Booster (XIDV) 0.4 $372k 11k 34.05
Wal-Mart Stores (WMT) 0.4 $369k 3.3k 111.41
Ishares Tr Core Div Grwth (DGRO) 0.4 $366k 5.3k 69.42
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $364k 13k 27.21
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $362k 3.8k 94.16
Caterpillar (CAT) 0.4 $352k 615.00 572.87
McKesson Corporation (MCK) 0.4 $348k 424.00 820.29
Ford Motor Company (F) 0.4 $348k 27k 13.12
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $326k 1.6k 198.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $324k 1.1k 303.89
Home Depot (HD) 0.3 $322k 937.00 344.10
Hewlett Packard Enterprise (HPE) 0.3 $319k 13k 24.02
Global X Fds Us Pfd Etf (PFFD) 0.3 $310k 16k 18.91
Quanta Services (PWR) 0.3 $305k 722.00 422.06
Golub Capital BDC (GBDC) 0.3 $289k 21k 13.57
Ishares Tr Core Msci Total (IXUS) 0.3 $289k 3.4k 84.64
Walt Disney Company (DIS) 0.3 $288k 2.5k 113.77
Hannon Armstrong (HASI) 0.3 $287k 9.1k 31.43
Deere & Company (DE) 0.3 $278k 596.00 465.57
Oracle Corporation (ORCL) 0.3 $276k 1.4k 194.91
GSK Sponsored Adr (GSK) 0.3 $272k 5.5k 49.04
Spdr Series Trust State Street Spd (SPTI) 0.3 $270k 9.4k 28.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $266k 3.3k 80.63
Unilever Spon Adr New (UL) 0.3 $261k 4.0k 65.40
Ing Groep Sponsored Adr (ING) 0.3 $259k 9.3k 28.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $256k 3.0k 86.25
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.3 $256k 5.1k 50.45
Clearway Energy CL C (CWEN) 0.3 $255k 7.7k 33.26
Hercules Technology Growth Capital (HTGC) 0.3 $254k 14k 18.82
Danaher Corporation (DHR) 0.3 $253k 1.1k 228.92
Marriott Intl Cl A (MAR) 0.3 $251k 810.00 310.24
Kraft Heinz (KHC) 0.3 $251k 10k 24.25
Enbridge (ENB) 0.3 $247k 5.2k 47.83
Lam Research Corp Com New (LRCX) 0.3 $245k 1.4k 171.18
Alphabet Cap Stk Cl C (GOOG) 0.3 $242k 772.00 313.80
Alexandria Real Estate Equities (ARE) 0.2 $236k 4.8k 48.94
Ameriprise Financial (AMP) 0.2 $234k 477.00 490.34
UGI Corporation (UGI) 0.2 $234k 6.2k 37.43
Coca-Cola Company (KO) 0.2 $232k 3.3k 69.91
Bondbloxx Etf Trust Jp Morgan Usd Em (XEMD) 0.2 $230k 5.2k 44.58
UnitedHealth (UNH) 0.2 $227k 686.00 330.11
Roper Industries (ROP) 0.2 $225k 506.00 445.13
Investment Managers Ser Tr I Axs Green Alpha (NXTE) 0.2 $219k 5.7k 38.58
Crown Castle Intl (CCI) 0.2 $215k 2.4k 88.87
Merck & Co (MRK) 0.2 $213k 2.0k 105.26
Spdr Series Trust State Street Spd (SPIB) 0.2 $211k 6.2k 33.81
Ishares Msci Emrg Chn (EMXC) 0.2 $210k 2.9k 72.68
Encompass Health Corp (EHC) 0.2 $209k 2.0k 106.14
Nucor Corporation (NUE) 0.2 $206k 1.3k 163.11
Realty Income (O) 0.2 $205k 3.6k 56.37
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $202k 2.4k 85.37
Lowe's Companies (LOW) 0.2 $202k 838.00 241.16
Hartford Financial Services (HIG) 0.2 $202k 1.5k 137.80
Xplr Infrastructure Com Unit Part In (XIFR) 0.2 $179k 18k 10.00
Brandywine Rlty Tr Sh Ben Int New (BDN) 0.1 $102k 35k 2.92
Granite Pt Mtg Tr Com Stk (GPMT) 0.1 $79k 33k 2.40
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.1 $51k 26k 2.00