Invested Advisors Incresed Positions in Q4 2025

Invested Advisors

  • $96.6 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
25.8K
+ 141.35%
$63.98 - $67.45 $1.65M - $1.74M
44.1K $2.96B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.49K
+ 109.99%
$459.47 - $491.71 $1.6M - $1.72M
6.67K $3.15B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.02K
+ 50.56%
$199.44 - $208.01 $1M - $1.04M
14.9K $3.14B
IVV
Ishares Core S&P 500 ETF

ETFs
995
+ 19.74%
$656.2 - $690.71 $653K - $687K
6.04K $4.13B
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
7.98K
+ 362.76%
$94.22 - $95.83 $752K - $764K
10.2K $965M
GOOGL
Alphabet Inc.

Communication Services
245
+ 4.4%
$236.57 - $291.31 $58K - $71.4K
5.81K $1.82B
AAPL
Apple Inc.

Technology
1.24K
+ 10.5%
$245.27 - $275.25 $305K - $342K
13.1K $3.56B
JNJ
Johnson & Johnson

Healthcare
1.09K
+ 16.57%
$185.98 - $199.58 $203K - $218K
7.69K $1.59B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.43K
+ 189.98%
$67.62 - $70.2 $502K - $522K
11.3K $805M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.45K
+ 63.35%
$101.39 - $114.39 $349K - $394K
8.89K $1.08B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.01K
+ 22.07%
$76.84 - $80.86 $308K - $325K
22.2K $1.78B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.99K
+ 6.08%
$99.87 - $101.27 $298K - $302K
52.1K $5.2B
MSFT
Microsoft Corp

Technology
239
+ 4.51%
$496.82 - $542.07 $119K - $130K
5.53K $2.68B
HDV
Ishares Core High Dividend ETF

ETFs
2.78K
+ 29.61%
$118.22 - $122.79 $329K - $341K
12.2K $1.48B
NVDA
Nvidia Corp

Technology
270
+ 3.64%
$179.83 - $207.04 $48.6K - $55.9K
7.69K $1.43B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.66K
+ 123.9%
$71.59 - $75.6 $333K - $352K
8.41K $616M
LLY
Eli Lilly & CO

Healthcare
91
+ 10.41%
$799.57 - $1025.28 $72.8K - $93.3K
965 $1.04B
SUB
Ishares Short Term National Mu

ETFs
2.59K
+ 6.39%
$106.22 - $106.81 $275K - $277K
43.2K $4.61B
DVY
Ishares Tr

ETFs
1.89K
+ 64.23%
$138.1 - $143.11 $261K - $270K
4.83K $681M
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 1.34%
$294.11 - $320.41 $12.4K - $13.5K
3.18K $1.03B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.53K
+ 45.06%
$31.41 - $33.69 $174K - $186K
17.8K $580M
ABBV
Abb Vie Inc.

Healthcare
244
+ 8.3%
$211.96 - $244.38 $51.7K - $59.6K
3.18K $728M
TSLA
Tesla, Inc.

Consumer Cyclical
274
+ 31.86%
$401.99 - $468.37 $110K - $128K
1.13K $510M
EXC
Exelon Corp

Utilities
3K
+ 43.38%
$44.97 - $48.24 $135K - $145K
9.92K $432M
NVS
Novartis Ag

Healthcare
128
+ 3.33%
$121.8 - $132.39 $15.6K - $16.9K
3.97K $548M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
4.99K
+ 13.85%
$32.32 - $33.89 $161K - $169K
41K $1.37B
FNDX
Schwab Fundamental U S Large C

ETFs
4.4K
+ 49.04%
$25.68 - $26.95 $113K - $119K
13.4K $364M
Brookfield Renewable Corp
415
+ 3.55%
N/A
12.1K $464M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.12K
+ 34.25%
$110.25 - $112.92 $123K - $126K
4.38K $483M
F
Ford Motor CO

Consumer Cyclical
4.26K
+ 19.17%
$11.41 - $13.84 $48.6K - $59K
26.5K $348M
WMT
Walmart Inc.

Consumer Defensive
388
+ 13.28%
$101.18 - $109.03 $39.3K - $42.3K
3.31K $369M
V
Visa Inc.

Financial Services
56
+ 3.1%
$325.75 - $352.42 $18.2K - $19.7K
1.86K $653M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
1.81K
+ 24.61%
$27.71 - $34.0 $50K - $61.4K
9.15K $287M
IWP
Ishares Russell Mid Cap Growth

ETFs
465
+ 20.06%
$136.84 - $145.3 $63.6K - $67.6K
2.78K $381M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
7.32K
+ 13.59%
$10.71 - $11.22 $78.4K - $82.2K
61.2K $654M
AMZN
Amazon Com Inc

Consumer Cyclical
195
+ 5.4%
$213.04 - $254.0 $41.5K - $49.5K
3.81K $879M
BMY
Bristol Myers Squibb CO

Healthcare
1.64K
+ 29.17%
$42.6 - $49.08 $69.8K - $80.4K
7.25K $391M
SDG
Ishares Trust Ishares Msci Glo

ETFs
85
+ 1.72%
$81.05 - $87.12 $6.89K - $7.41K
5.02K $423M
FNB
Fnb Corp

Financial Services
184
+ 0.68%
$14.65 - $16.47 $2.7K - $3.03K
27.4K $469M
QCOM
Qualcomm Inc

Technology
161
+ 6.06%
$153.59 - $187.68 $24.7K - $30.2K
2.82K $482M
PRU
Prudential Financial Inc

Financial Services
643
+ 20.24%
$99.13 - $107.85 $63.7K - $69.3K
3.82K $431M
VZ
Verizon Communications Inc

Communication Services
558
+ 4.2%
$38.4 - $43.83 $21.4K - $24.5K
13.8K $564M
QUAL
Ishares Msci Usa Quality Facto

ETFs
78
+ 4.99%
$191.01 - $199.18 $14.9K - $15.5K
1.64K $326M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.74%
$609.01 - $751.67 $3.65K - $4.51K
813 $537M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.12%
$259.04 - $291.9 $259 - $292
810 $251M
HTGC
Hercules Capital, Inc.

Financial Services
2.18K
+ 19.27%
$16.7 - $18.75 $36.3K - $40.8K
13.5K $254M
DIS
Walt Disney CO

Communication Services
88
+ 3.6%
$105.69 - $116.65 $9.3K - $10.3K
2.53K $288M
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
11K
+ 50.6%
$2.58 - $3.0 $28.4K - $33K
32.8K $78.6M
CVX
Chevron Corp

Energy
83
+ 2.83%
$148.9 - $157.72 $12.4K - $13.1K
3.01K $459M
Activity Summary
Buys All Purchases 102 New Holdings 44 Increased Positions 58 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Invested Advisors Portfolio

Follow Invested Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Invested Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Invested Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email