Invested Advisors Purchases 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
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
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
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
VYM
Vanguard Whitehall Fds (Vangua

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

ETFs
4.65K
+ 15.35%
$35.91 - $38.56 $167K - $179K
34.9K $1.38B
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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.01K
+ 22.07%
$76.84 - $80.86 $308K - $325K
22.2K $1.78B
TYG
Tortoise Energy Infrastructure Corp

Financial Services
12.7K
New
$42.0 - $44.36 $532K - $561K
12.7K $518M
TFLO
Ishares Treasury Floating Rate

ETFs
10K
New
$50.42 - $50.61 $504K - $506K
10K $505M
AGG
Ishares Core U.S. Aggregate Bo

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

Technology
270
+ 3.64%
$179.83 - $207.04 $48.6K - $55.9K
7.69K $1.43B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.22K
New
$310.75 - $335.0 $378K - $407K
1.22K $392M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.66K
+ 123.9%
$71.59 - $75.6 $333K - $352K
8.41K $616M
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
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
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
DVY
Ishares Tr

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

Financial Services
42
+ 1.34%
$294.11 - $320.41 $12.4K - $13.5K
3.18K $1.03B
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
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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