The Analysis of INVESTED ADVISORS's Holdings
Currently, INVESTED ADVISORS holds 108 types of securities in its portfolio with a total value $68.7M. In the most recent quarter, they have increased their positions in AGG (+49.1K shares, valued at $4.7M), SUB (+40.6K shares, valued at $4.3M), ISTB (+71.7K shares, valued at $3.4M); initiated new positions in AGG (+49.1K shares, valued at $4.7M), SUB (+40.6K shares, valued at $4.3M), ISTB (+71.7K shares, valued at $3.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AGG ISHARES TR49.1K sharesnew addition2025-09-302025-10-23
SUB ISHARES TR40.6K sharesnew addition2025-09-302025-10-23 ISTB ISHARES TR71.7K sharesnew addition2025-09-302025-10-23 IVV ISHARES TR5.0K sharesnew addition2025-09-302025-10-23 AAPL APPLE INC11.8K sharesnew addition2025-09-302025-10-23 MUB ISHARES TR22.1K sharesnew addition2025-09-302025-10-23 MSFT MICROSOFT CORP5.3K sharesnew addition2025-09-302025-10-23 IWD ISHARES TR9.9K sharesnew addition2025-09-302025-10-23 IWF ISHARES TR3.2K sharesnew addition2025-09-302025-10-23 SPYM SPDR SERIES TRUST18.2K sharesnew addition2025-09-302025-10-23 DES WISDOMTREE TR36.0K sharesnew addition2025-09-302025-10-23 SHY ISHARES TR14.1K sharesnew addition2025-09-302025-10-23 GOOGL ALPHABET INC5.6K sharesnew addition2025-09-302025-10-23 HDV ISHARES TR9.4K sharesnew addition2025-09-302025-10-23 NVDA NVIDIA CORPORATION7.4K sharesnew addition2025-09-302025-10-23 AVGO BROADCOM INC4.5K sharesnew addition2025-09-302025-10-23 IEMG ISHARES INC18.4K sharesnew addition2025-09-302025-10-23 ACWX ISHARES TR18.3K sharesnew addition2025-09-302025-10-23 JNJ JOHNSON & JOHNSON6.6K sharesnew addition2025-09-302025-10-23 IDV ISHARES TR30.3K sharesnew addition2025-09-302025-10-23 AMZN AMAZON COM INC3.6K sharesnew addition2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.3.1K sharesnew addition2025-09-302025-10-23 CSCO CISCO SYS INC12.4K sharesnew addition2025-09-302025-10-23 LLY ELI LILLY & CO874 sharesnew addition2025-09-302025-10-23 FI FISERV INC3.3K sharesnew addition2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS2.9K sharesnew addition2025-09-302025-10-23 GOVT ISHARES TR26.9K sharesnew addition2025-09-302025-10-23 AWF ALLIANCEBERNSTEIN GLOBAL HIG53.9K sharesnew addition2025-09-302025-10-23 V VISA INC1.8K sharesnew addition2025-09-302025-10-23 TEAF TORTOISE SUSTAINABLE & SOCIA46.4K sharesnew addition2025-09-302025-10-23 COST COSTCO WHSL CORP NEW585 sharesnew addition2025-09-302025-10-23 IEFA ISHARES TR7.6K sharesnew addition2025-09-302025-10-23 ABBV ABBVIE INC2.9K sharesnew addition2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC13.3K sharesnew addition2025-09-302025-10-23 AXP AMERICAN EXPRESS CO1.7K sharesnew addition2025-09-302025-10-23 XBI SPDR SERIES TRUST5.4K sharesnew addition2025-09-302025-10-23 PG PROCTER AND GAMBLE CO3.1K sharesnew addition2025-09-302025-10-23 META META PLATFORMS INC807 sharesnew addition2025-09-302025-10-23 GILD GILEAD SCIENCES INC5.4K sharesnew addition2025-09-302025-10-23 ITM VANECK ETF TRUST9.9K sharesnew addition2025-09-302025-10-23 IAT ISHARES TR8.9K sharesnew addition2025-09-302025-10-23 PLD PROLOGIS INC.4.3K sharesnew addition2025-09-302025-10-23 DGRO ISHARES TR7.2K sharesnew addition2025-09-302025-10-23 CVX CHEVRON CORP NEW2.9K sharesnew addition2025-09-302025-10-23 QCOM QUALCOMM INC2.7K sharesnew addition2025-09-302025-10-23 VOO VANGUARD INDEX FDS778 sharesnew addition2025-09-302025-10-23 SPIB SPDR SERIES TRUST12.7K sharesnew addition2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC769 sharesnew addition2025-09-302025-10-23 FNB F N B CORP27.2K sharesnew addition2025-09-302025-10-23 NVS NOVARTIS AG3.8K sharesnew addition2025-09-302025-10-23 DVY ISHARES TR2.9K sharesnew addition2025-09-302025-10-23 PRU PRUDENTIAL FINL INC3.2K sharesnew addition2025-09-302025-10-23 HD HOME DEPOT INC968 sharesnew addition2025-09-302025-10-23 AMGN AMGEN INC1.4K sharesnew addition2025-09-302025-10-23 SDG ISHARES TR4.9K sharesnew addition2025-09-302025-10-23 LQD ISHARES TR3.3K sharesnew addition2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR12.3K sharesnew addition2025-09-302025-10-23 TSLA TESLA INC860 sharesnew addition2025-09-302025-10-23 PWR QUANTA SVCS INC1.1K sharesnew addition2025-09-302025-10-23 BAC BANK AMERICA CORP7.0K sharesnew addition2025-09-302025-10-23 PZA INVESCO EXCH TRADED FD TR II13.8K sharesnew addition2025-09-302025-10-23 BEPC BROOKFIELD RENEWABLE CORP11.7K sharesnew addition2025-09-302025-10-23 BMY BRISTOL-MYERS SQUIBB CO5.6K sharesnew addition2025-09-302025-10-23 EHC ENCOMPASS HEALTH CORP3.4K sharesnew addition2025-09-302025-10-23 KVUE KENVUE INC14.7K sharesnew addition2025-09-302025-10-23 IWP ISHARES TR2.3K sharesnew addition2025-09-302025-10-23 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K sharesnew addition2025-09-302025-10-23 TMO THERMO FISHER SCIENTIFIC INC534 sharesnew addition2025-09-302025-10-23 IXUS ISHARES TR4.3K sharesnew addition2025-09-302025-10-23 HYG ISHARES TR3.6K sharesnew addition2025-09-302025-10-23 MCK MCKESSON CORP485 sharesnew addition2025-09-302025-10-23 QUAL ISHARES TR1.6K sharesnew addition2025-09-302025-10-23 TXN TEXAS INSTRS INC1.4K sharesnew addition2025-09-302025-10-23 GBDC GOLUB CAP BDC INC18.3K sharesnew addition2025-09-302025-10-23 IJR ISHARES TR2.3K sharesnew addition2025-09-302025-10-23 ARE ALEXANDRIA REAL ESTATE EQ IN2.8K sharesnew addition2025-09-302025-10-23 WMT WALMART INC2.9K sharesnew addition2025-09-302025-10-23 DIS DISNEY WALT CO2.4K sharesnew addition2025-09-302025-10-23 SPYG SPDR SERIES TRUST3.0K sharesnew addition2025-09-302025-10-23 ORCL ORACLE CORP1.6K sharesnew addition2025-09-302025-10-23 AJG GALLAGHER ARTHUR J & CO938 sharesnew addition2025-09-302025-10-23 DHR DANAHER CORPORATION1.1K sharesnew addition2025-09-302025-10-23 EXC EXELON CORP6.9K sharesnew addition2025-09-302025-10-23 DE DEERE & CO623 sharesnew addition2025-09-302025-10-23 KHC KRAFT HEINZ CO8.5K sharesnew addition2025-09-302025-10-23 XIFR XPLR INFRASTRUCTURE LP13.4K sharesnew addition2025-09-302025-10-23 MRK MERCK & CO INC2.4K sharesnew addition2025-09-302025-10-23 ENB ENBRIDGE INC5.3K sharesnew addition2025-09-302025-10-23 IPAC ISHARES TR3.8K sharesnew addition2025-09-302025-10-23 CAT CATERPILLAR INC627 sharesnew addition2025-09-302025-10-23 HTGC HERCULES CAPITAL INC11.3K sharesnew addition2025-09-302025-10-23 MAR MARRIOTT INTL INC NEW809 sharesnew addition2025-09-302025-10-23 C CITIGROUP INC3.0K sharesnew addition2025-09-302025-10-23 ROP ROPER TECHNOLOGIES INC429 sharesnew addition2025-09-302025-10-23 CWEN CLEARWAY ENERGY INC8.5K sharesnew addition2025-09-302025-10-23 F FORD MTR CO22.2K sharesnew addition2025-09-302025-10-23 UL UNILEVER PLC3.8K sharesnew addition2025-09-302025-10-23 TFC TRUIST FINL CORP4.9K sharesnew addition2025-09-302025-10-23 FNDX SCHWAB STRATEGIC TR9.0K sharesnew addition2025-09-302025-10-23 TLT ISHARES TR2.5K sharesnew addition2025-09-302025-10-23 IEUR ISHARES TR3.9K sharesnew addition2025-09-302025-10-23 HYS PIMCO ETF TR2.2K sharesnew addition2025-09-302025-10-23 HASI HA SUSTAINABLE INFRA CAP INC7.3K sharesnew addition2025-09-302025-10-23 MAA MID-AMER APT CMNTYS INC1.3K sharesnew addition2025-09-302025-10-23 EVMT INVESCO ACTVELY MNGD ETC FD11.8K sharesnew addition2025-09-302025-10-23 BDN BRANDYWINE RLTY TR23.0K sharesnew addition2025-09-302025-10-23 GPMT GRANITE PT MTG TR INC21.8K sharesnew addition2025-09-302025-10-23 CIG CIA ENERGETICA DE MINAS GERA19.1K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available