Invested Advisors New Holdings in Q4 2025

Invested Advisors

  • $96.6 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
120K
New
$21.43 - $22.74 $2.56M - $2.72M
120K $2.33B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.45K
New
$185.12 - $192.11 $824K - $855K
4.45K $853M
SPTL
Spdr Portfolio Long Term Treas

ETFs
29.8K
New
$26.76 - $27.67 $798K - $825K
29.8K $789M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.32K
New
$137.47 - $143.13 $594K - $619K
4.32K $621M
ILCG
Ishares Morningstar Growth ETF
5.59K
New
N/A
5.59K $581M
Franklin Templeton ETF Tr
21K
New
N/A
21K $556M
HSY
Hershey CO

Consumer Defensive
3.03K
New
$162.31 - $195.56 $491K - $592K
3.03K $550M
HST
Host Hotels & Resorts, Inc.

Real Estate
30.2K
New
$15.82 - $18.18 $478K - $550K
30.2K $536M
VNQ
Vanguard Specialized Funds Van

ETFs
5.89K
New
$88.13 - $92.69 $519K - $546K
5.89K $521M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
12.7K
New
$42.0 - $44.36 $532K - $561K
12.7K $518M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.2K
New
$37.19 - $37.8 $455K - $463K
12.2K $458M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.54K
New
$44.26 - $47.16 $422K - $450K
9.54K $446M
IWS
Ishares Russell Midcap Value E

ETFs
3.15K
New
$135.66 - $140.93 $427K - $444K
3.15K $444M
DVYE
Ishares Emerging Markets Divid

ETFs
13.2K
New
$28.63 - $31.75 $377K - $418K
13.2K $410M
IWN
Ishares Russell2000 Val ETF

ETFs
2.24K
New
$172.34 - $181.51 $386K - $407K
2.24K $406M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.42K
New
$82.92 - $88.2 $366K - $389K
4.42K $397M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.22K
New
$310.75 - $335.0 $378K - $407K
1.22K $392M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
756
New
$475.68 - $513.11 $360K - $388K
756 $380M
VRT
Vertiv Holdings CO

Industrials
2.35K
New
N/A
2.35K $380M
Franklin Templeton ETF Tr
10.9K
New
N/A
10.9K $372M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.84K
New
$92.34 - $95.43 $355K - $367K
3.84K $362M
HPE
Hewlett Packard Enterprise CO

Technology
13.3K
New
$22.5 - $26.25 $298K - $348K
13.3K $319M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
16.4K
New
$18.93 - $19.55 $310K - $321K
16.4K $310M
Gsk PLC
5.54K
New
N/A
5.54K $272M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.36K
New
$28.79 - $29.13 $269K - $273K
9.36K $270M
Unilever PLC
3.99K
New
N/A
3.99K $261M
ING
Ing Groep Nv

Financial Services
9.26K
New
$23.66 - $26.51 $219K - $245K
9.26K $259M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.97K
New
$83.65 - $86.6 $249K - $257K
2.97K $256M
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.07K
New
$50.67 - $52.58 $257K - $266K
5.07K $256M
Lam Research Corp
1.43K
New
N/A
1.43K $245M
GOOG
Alphabet Inc.

Communication Services
772
New
$237.49 - $291.74 $183K - $225K
772 $242M
AMP
Ameriprise Financial Inc

Financial Services
477
New
$440.8 - $497.79 $210K - $237K
477 $234M
UGI
Ugi Corp

Utilities
6.25K
New
$31.75 - $34.96 $198K - $218K
6.25K $234M
KO
Coca Cola CO

Consumer Defensive
3.32K
New
$66.1 - $71.61 $220K - $238K
3.32K $232M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
5.16K
New
$43.55 - $44.62 $225K - $230K
5.16K $230M
NXTE
Investment Managers Ser Tr Ii
5.67K
New
N/A
5.67K $219M
CCI
Crown Castle International Corp

Real Estate
2.42K
New
$87.81 - $98.87 $212K - $239K
2.42K $215M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.89K
New
$67.07 - $73.01 $194K - $211K
2.89K $210M
NUE
Nucor Corp

Basic Materials
1.26K
New
$131.78 - $154.43 $166K - $195K
1.26K $206M
O
Realty Income Corp

Real Estate
3.63K
New
$56.12 - $60.64 $204K - $220K
3.63K $205M
GLDM
World Gold Trust

ETFs
2.37K
New
$76.32 - $86.69 $181K - $206K
2.37K $202M
LOW
Lowes Companies Inc

Consumer Cyclical
838
New
$225.0 - $247.99 $189K - $208K
838 $202M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.47K
New
$122.36 - $133.85 $179K - $196K
1.47K $202M
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
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