Sponsored

The Analysis of INVESTED ADVISORS's Holdings & P&L

Currently, INVESTED ADVISORS holds 138 types of securities in its portfolio with a total value $99.0M. In the most recent quarter, they have increased their positions in ISTB (+15.3K shares, valued at $741.2K), ACWX (+6.2K shares, valued at $422.1K), N/A (+3.5K shares, valued at $318.2K); decreased their positions in IWD (-1.9K shares, valued at $412.2K), JNJ (-911 shares, valued at $222.7K), N/A (-3.7K shares, valued at $149.2K); initiated new positions in N/A (+3.5K shares, valued at $318.2K), FBND (+6.7K shares, valued at $303.5K), MPC (+1.0K shares, valued at $250.3K).

1M P&L

-13.0M-11.78%

3M P&L

-12.2M-11.10%

HY P&L

-7.3M-6.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A60.1M

65.3%

2Drug Manufacturers - General5.2M

5.6%

3Consumer Electronics3.3M

3.5%

Top Industries by Stock Count

1N/A59 stocks

47.2%

2Drug Manufacturers - General7 stocks

5.6%

3Asset Management4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR51.6K shares-1.07%2026-03-312026-04-29

SUB ISHARES TR45.5K shares5.32%2026-03-312026-04-29

IVV ISHARES TR6.0K shares-0.40%2026-03-312026-04-29

ISTB ISHARES TR74.8K shares25.69%2026-03-312026-04-29

ACWX ISHARES TR50.2K shares13.99%2026-03-312026-04-29

AAPL APPLE INC12.9K shares-1.74%2026-03-312026-04-29

BCI ABRDN ETFS120.0K shares0.43%2026-03-312026-04-29

IWF ISHARES TR6.8K shares1.67%2026-03-312026-04-29

Sponsored

IWD ISHARES TR13.0K shares-12.92%2026-03-312026-04-29

MSFT MICROSOFT CORP5.4K shares-2.17%2026-03-312026-04-29

SPYM SPDR SERIES TRUST24.0K shares8.25%2026-03-312026-04-29

ALPHABET INC ALPHABET INC6.0K shares4.03%2026-03-312026-04-29

HDV ISHARES TR12.2K shares0.42%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON6.8K shares-11.85%2026-03-312026-04-29

MUB ISHARES TR15.6K shares5.32%2026-03-312026-04-29

DES WISDOMTREE TR41.3K shares0.71%2026-03-312026-04-29

Sponsored

IDV ISHARES TR34.6K shares-0.83%2026-03-312026-04-29

NVDA NVIDIA CORPORATION7.7K shares0.69%2026-03-312026-04-29

BROADCOM INC BROADCOM INC4.0K shares0.03%2026-03-312026-04-29

XBI SPDR SERIES TRUST8.7K shares-2.36%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.2K shares16.00%2026-03-312026-04-29

IEMG ISHARES INC14.1K shares-0.84%2026-03-312026-04-29

HYS PIMCO ETF TR10.4K shares1.93%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO3.2K shares0.53%2026-03-312026-04-29

Sponsored

IEUR ISHARES TR11.9K shares4.83%2026-03-312026-04-29

SHY ISHARES TR10.1K shares5.22%2026-03-312026-04-29

SPTL SPDR SERIES TRUST31.2K shares4.58%2026-03-312026-04-29

LLY ELI LILLY & CO891 shares-7.67%2026-03-312026-04-29

AMZN AMAZON COM INC3.9K shares1.16%2026-03-312026-04-29

GOVT ISHARES TR34.2K shares43.16%2026-03-312026-04-29

CSCO CISCO SYS INC9.8K shares-1.50%2026-03-312026-04-29

DVY ISHARES TR4.8K shares-0.23%2026-03-312026-04-29

Sponsored

IPAC ISHARES TR9.0K shares7.55%2026-03-312026-04-29

ABBV ABBVIE INC3.1K shares-1.16%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC13.6K shares-1.78%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION651 shares0.62%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS4.3K shares-0.14%2026-03-312026-04-29

HSY HERSHEY CO3.0K shares0.60%2026-03-312026-04-29

AWF ALLIANCEBERNSTEIN GLOBAL HIG61.9K shares1.12%2026-03-312026-04-29

TYG TORTOISE ENERGY INFRSTRCTR C12.6K shares-0.65%2026-03-312026-04-29

Sponsored

CVX CHEVRON CORPORATION3.0K shares-0.20%2026-03-312026-04-29

XUDV FRANKLIN TEMPLETON ETF TR20.9K shares-0.27%2026-03-312026-04-29

NVS NOVARTIS AG3.9K shares-3.10%2026-03-312026-04-29

HST HOST HOTELS & RESORTS INC30.4K shares0.67%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO2.3K shares-1.11%2026-03-312026-04-29

V VISA INC1.8K shares-1.56%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS6.1K shares4.04%2026-03-312026-04-29

IEFA ISHARES TR5.9K shares0.00%2026-03-312026-04-29

Sponsored

TFLO ISHARES TR10.4K shares3.89%2026-03-312026-04-29

ILCG ISHARES TR5.4K shares-3.17%2026-03-312026-04-29

GILD GILEAD SCIENCES INC3.6K shares-20.82%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR17.4K shares-2.33%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS823 shares14.62%2026-03-312026-04-29

EXC EXELON CORP10.0K shares0.36%2026-03-312026-04-29

META META PLATFORMS INC838 shares3.08%2026-03-312026-04-29

DEM WISDOMTREE TR9.5K shares-0.45%2026-03-312026-04-29

Sponsored

AMGN AMGEN INC1.3K shares-0.82%2026-03-312026-04-29

USHY ISHARES TR12.6K shares2.77%2026-03-312026-04-29

IWS ISHARES TR3.2K shares0.13%2026-03-312026-04-29

FNB F N B CORP27.4K shares0.00%2026-03-312026-04-29

CAT CATERPILLAR INC641 shares4.23%2026-03-312026-04-29

DVYE ISHARES INC13.1K shares-0.36%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO7.4K shares1.86%2026-03-312026-04-29

IWN ISHARES TR2.4K shares4.95%2026-03-312026-04-29

Sponsored

AXP AMERICAN EXPRESS CO1.5K shares0.69%2026-03-312026-04-29

DGRO ISHARES TR6.1K shares16.32%2026-03-312026-04-29

SDG ISHARES TR5.1K shares0.76%2026-03-312026-04-29

PG PROCTER & GAMBLE CO2.9K shares-0.07%2026-03-312026-04-29

IWP ISHARES TR3.3K shares16.85%2026-03-312026-04-29

VYMI VANGUARD WHITEHALL FDS4.4K shares-0.88%2026-03-312026-04-29

WMT WALMART INC3.3K shares-0.82%2026-03-312026-04-29

TSLA TESLA INC1.1K shares-4.41%2026-03-312026-04-29

Sponsored

IWO ISHARES TR1.3K shares4.20%2026-03-312026-04-29

PWR QUANTA SVCS INC719 shares-0.42%2026-03-312026-04-29

XIDV FRANKLIN TEMPLETON ETF TR10.9K shares-0.63%2026-03-312026-04-29

USMV ISHARES TR4.2K shares9.44%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.58%2026-03-312026-04-29

PRU PRUDENTIAL FINL INC3.8K shares0.60%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares4.04%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR13.3K shares-0.21%2026-03-312026-04-29

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL760 shares0.53%2026-03-312026-04-29

QCOM QUALCOMM INC2.8K shares0.04%2026-03-312026-04-29

MCK MCKESSON CORP418 shares-1.42%2026-03-312026-04-29

LQD ISHARES TR3.3K shares-24.62%2026-03-312026-04-29

IXUS ISHARES TR4.0K shares18.67%2026-03-312026-04-29

DE DEERE & CO597 shares0.17%2026-03-312026-04-29

HASI HA SUSTAINABLE INFRA CAP INC9.1K shares-0.45%2026-03-312026-04-29

CWEN CLEARWAY ENERGY INC8.5K shares10.80%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP6.9K shares-0.94%2026-03-312026-04-29

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP8.3K shares-30.96%2026-03-312026-04-29

HPE HEWLETT PACKARD ENTERPRISE C13.4K shares0.81%2026-03-312026-04-29

TOTALENERGIES SE TOTALENERGIES SE3.5K sharesnew addition2026-03-312026-04-29

QUAL ISHARES TR1.6K shares-0.37%2026-03-312026-04-29

F FORD MTR CO26.4K shares-0.26%2026-03-312026-04-29

FBND FIDELITY MERRIMACK STR TR6.7K sharesnew addition2026-03-312026-04-29

PFFD GLOBAL X FDS16.4K shares0.07%2026-03-312026-04-29

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares-1.82%2026-03-312026-04-29

GSK PLC GSK PLC5.4K shares-2.28%2026-03-312026-04-29

HD HOME DEPOT INC896 shares-4.38%2026-03-312026-04-29

EFAV ISHARES TR3.2K shares8.01%2026-03-312026-04-29

GBDC GOLUB CAP BDC INC21.9K shares2.92%2026-03-312026-04-29

ENB ENBRIDGE INC5.1K shares-1.74%2026-03-312026-04-29

SPTI SPDR SERIES TRUST9.5K shares1.67%2026-03-312026-04-29

HYG ISHARES TR3.3K shares0.00%2026-03-312026-04-29

Sponsored

MAR MARRIOTT INTL INC NEW801 shares-1.11%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC2.2K shares7.15%2026-03-312026-04-29

ARE ALEXANDRIA REAL ESTATE EQ IN5.5K shares14.99%2026-03-312026-04-29

IGLB ISHARES TR5.2K shares1.74%2026-03-312026-04-29

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-04-29

LYB LYONDELLBASELL INDUSTRIES NV3.1K sharesnew addition2026-03-312026-04-29

ING ING GROEP N.V.9.4K shares1.47%2026-03-312026-04-29

DIS DISNEY WALT CO2.5K shares0.24%2026-03-312026-04-29

Sponsored

CF CF INDUSTRIES HOLD1.9K sharesnew addition2026-03-312026-04-29

KHC KRAFT HEINZ CO10.5K shares1.72%2026-03-312026-04-29

XEMD BONDBLOXX ETF TRUST5.4K shares4.31%2026-03-312026-04-29

KO COCA COLA CO3.1K shares-8.00%2026-03-312026-04-29

PZA INVESCO EXCH TRADED FD TR II10.0K sharesnew addition2026-03-312026-04-29

ASML ASML HLDG NV174 sharesnew addition2026-03-312026-04-29

FLCH FRANKLIN TEMPLETON ETF TR10.2K sharesnew addition2026-03-312026-04-29

EMXC ISHARES INC2.9K shares0.00%2026-03-312026-04-29

Sponsored

UNILEVER PLC UNILEVER PLC4.0K shares0.10%2026-03-312026-04-29

UGI UGI CORP NEW6.1K shares-1.57%2026-03-312026-04-29

NXTE INVESTMENT MANAGERS SER TR I5.7K shares0.00%2026-03-312026-04-29

O REALTY INCOME CORP3.6K shares-0.06%2026-03-312026-04-29

AMP AMERIPRISE FINL INC492 shares3.14%2026-03-312026-04-29

ALPHABET INC ALPHABET INC760 shares-1.55%2026-03-312026-04-29

ORCL ORACLE CORP1.5K shares4.74%2026-03-312026-04-29

GLDM WORLD GOLD TR2.3K shares-2.61%2026-03-312026-04-29

Sponsored

NUE NUCOR CORP1.3K shares-0.32%2026-03-312026-04-29

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-29

DHR DANAHER CORP DEL1.1K shares-1.81%2026-03-312026-04-29

HTGC HERCULES CAPITAL INC13.8K shares2.16%2026-03-312026-04-29

ALPS ETF TR ALPS ETF TR3.8K sharesnew addition2026-03-312026-04-29

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-04-29

XIFR XPLR INFRASTRUCTURE LP17.6K shares-1.86%2026-03-312026-04-29

BDN BRANDYWINE RLTY TR38.2K shares9.14%2026-03-312026-04-29

Sponsored

CIG CIA ENERGETICA DE MINAS GERA25.4K shares-0.27%2026-03-312026-04-29

GPMT GRANITE PT MTG TR INC17.3K shares-47.35%2026-03-312026-04-29

AGG

ISHARES TR

-1.07%

Shares51.6K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

5.32%

Shares45.5K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-0.40%

Shares6.0K

Event2026-03-31

Filed2026-04-29

ISTB

ISHARES TR

25.69%

Shares74.8K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

13.99%

Shares50.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-1.74%

Shares12.9K

Event2026-03-31

Filed2026-04-29

BCI

ABRDN ETFS

0.43%

Shares120.0K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

1.67%

Shares6.8K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

-12.92%

Shares13.0K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-2.17%

Shares5.4K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

8.25%

Shares24.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

4.03%

Shares6.0K

Event2026-03-31

Filed2026-04-29

HDV

ISHARES TR

0.42%

Shares12.2K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-11.85%

Shares6.8K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

5.32%

Shares15.6K

Event2026-03-31

Filed2026-04-29

DES

WISDOMTREE TR

0.71%

Shares41.3K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

-0.83%

Shares34.6K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.69%

Shares7.7K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

0.03%

Shares4.0K

Event2026-03-31

Filed2026-04-29

XBI

SPDR SERIES TRUST

-2.36%

Shares8.7K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

16.00%

Shares5.2K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

-0.84%

Shares14.1K

Event2026-03-31

Filed2026-04-29

HYS

PIMCO ETF TR

1.93%

Shares10.4K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.53%

Shares3.2K

Event2026-03-31

Filed2026-04-29

IEUR

ISHARES TR

4.83%

Shares11.9K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

5.22%

Shares10.1K

Event2026-03-31

Filed2026-04-29

SPTL

SPDR SERIES TRUST

4.58%

Shares31.2K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-7.67%

Shares891

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.16%

Shares3.9K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

43.16%

Shares34.2K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-1.50%

Shares9.8K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

-0.23%

Shares4.8K

Event2026-03-31

Filed2026-04-29

IPAC

ISHARES TR

7.55%

Shares9.0K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-1.16%

Shares3.1K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

-1.78%

Shares13.6K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.62%

Shares651

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

-0.14%

Shares4.3K

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

0.60%

Shares3.0K

Event2026-03-31

Filed2026-04-29

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

1.12%

Shares61.9K

Event2026-03-31

Filed2026-04-29

TYG

TORTOISE ENERGY INFRSTRCTR C

-0.65%

Shares12.6K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-0.20%

Shares3.0K

Event2026-03-31

Filed2026-04-29

XUDV

FRANKLIN TEMPLETON ETF TR

-0.27%

Shares20.9K

Event2026-03-31

Filed2026-04-29

NVS

NOVARTIS AG

-3.10%

Shares3.9K

Event2026-03-31

Filed2026-04-29

HST

HOST HOTELS & RESORTS INC

0.67%

Shares30.4K

Event2026-03-31

Filed2026-04-29

VRT

VERTIV HOLDINGS CO

-1.11%

Shares2.3K

Event2026-03-31

Filed2026-04-29

VISA INC

-1.56%

Shares1.8K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

4.04%

Shares6.1K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-29

TFLO

ISHARES TR

3.89%

Shares10.4K

Event2026-03-31

Filed2026-04-29

ILCG

ISHARES TR

-3.17%

Shares5.4K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

-20.82%

Shares3.6K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

-2.33%

Shares17.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

14.62%

Shares823

Event2026-03-31

Filed2026-04-29

EXC

EXELON CORP

0.36%

Shares10.0K

Event2026-03-31

Filed2026-04-29