Invested Advisors Sells in Q4 2025

Invested Advisors

  • $96.6 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-7.34K
- 33.18%
$106.36 - $107.61 $781K - $790K
14.8K $1.58B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-12.2K
- 16.99%
$48.64 - $48.99 $593K - $597K
59.5K $2.9B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.48K
- 31.81%
$82.69 - $83.12 $370K - $372K
9.59K $794M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.43K
- 50.75%
$33.69 - $34.08 $217K - $219K
6.24K $211M
IBM
International Business Machines Corp

Technology
-1.32K
- 45.93%
$275.97 - $314.98 $363K - $415K
1.55K $459M
UNH
Unitedhealth Group Inc

Healthcare
-83
- 10.79%
$320.52 - $369.92 $26.6K - $30.7K
686 $226M
EHC
Encompass Health Corp

Healthcare
-1.42K
- 41.88%
$113.46 - $127.18 $161K - $180K
1.96K $208M
PG
Procter & Gamble CO

Consumer Defensive
-159
- 5.2%
$145.5 - $153.18 $23.1K - $24.4K
2.9K $415M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.96K
- 27.08%
$66.93 - $69.17 $131K - $135K
5.27K $366M
HD
Home Depot, Inc.

Consumer Cyclical
-31
- 3.2%
$358.03 - $397.02 $11.1K - $12.3K
937 $322M
PWR
Quanta Services, Inc.

Industrials
-360
- 33.27%
$412.21 - $453.83 $148K - $163K
722 $305M
MRK
Merck & Co., Inc.

Healthcare
-390
- 16.14%
$82.49 - $92.93 $32.2K - $36.2K
2.03K $213M
HYG
Ishares Tr

ETFs
-341
- 9.38%
$79.95 - $81.28 $27.3K - $27.7K
3.29K $266M
DHR
Danaher Corp

Healthcare
-18
- 1.6%
$202.46 - $223.01 $3.64K - $4.01K
1.1K $253M
IEFA
Ishares Tr

ETFs
-1.67K
- 22.05%
$86.09 - $89.88 $144K - $150K
5.92K $530M
IEMG
Ishares Inc

ETFs
-4.19K
- 22.72%
N/A
14.2K $957M
IXUS
Ishares Tr

ETFs
-936
- 21.53%
$81.21 - $85.27 $76K - $79.8K
3.41K $289M
ORCL
Oracle Corp

Technology
-228
- 13.89%
$217.57 - $313.0 $49.6K - $71.4K
1.41K $276M
ENB
Enbridge Inc

Energy
-170
- 3.18%
$46.39 - $50.07 $7.89K - $8.51K
5.17K $247M
DE
Deere & CO

Industrials
-27
- 4.33%
$439.11 - $480.78 $11.9K - $13K
596 $277M
AXP
American Express CO

Financial Services
-245
- 14.42%
$316.26 - $372.77 $77.5K - $91.3K
1.45K $538M
CSCO
Cisco Systems, Inc.

Technology
-2.52K
- 20.22%
$67.46 - $78.0 $170K - $196K
9.93K $765M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 7.71%
$600.51 - $631.95 $36K - $37.9K
718 $450M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-343
- 24.36%
$280.66 - $305.09 $96.3K - $105K
1.07K $324M
CWEN
Clearway Energy, Inc.

Utilities
-804
- 9.48%
$29.84 - $35.99 $24K - $28.9K
7.68K $255M
BAC
Bank Of America Corp

Financial Services
-117
- 1.66%
$48.65 - $54.11 $5.69K - $6.33K
6.92K $381M
MCK
Mckesson Corp

Healthcare
-61
- 12.58%
$738.06 - $859.37 $45K - $52.4K
424 $348M
AMGN
Amgen Inc

Healthcare
-51
- 3.67%
$290.13 - $341.71 $14.8K - $17.4K
1.34K $438M
GILD
Gilead Sciences, Inc.

Healthcare
-808
- 14.92%
$110.56 - $125.2 $89.3K - $101K
4.61K $565M
CAT
Caterpillar Inc

Industrials
-12
- 1.91%
$480.82 - $585.49 $5.77K - $7.03K
615 $352M
AVGO
Broadcom Inc.

Technology
-532
- 11.81%
$324.63 - $385.98 $173K - $205K
3.97K $1.37B
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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