INVESTED ADVISORS
CIK: 0002090165SEC EDGAR →
Portfolio Value
$96.6M
Holdings
134
As of
Q4 2025
New Positions
134
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 52,112 | $5.2M | 5.39% |
| 2 | ISHARES TR | 43,193 | $4.6M | 4.77% |
| 3 | ISHARES TR | 6,036 | $4.1M | 4.28% |
| 4 | APPLE INC | 13,084 | $3.6M | 3.68% |
| 5 | ISHARES TR | 6,665 | $3.2M | 3.27% |
| 6 | ISHARES TR | 14,934 | $3.1M | 3.25% |
| 7 | ISHARES TR | 44,065 | $3.0M | 3.06% |
| 8 | ISHARES TR | 59,542 | $2.9M | 3.01% |
| 9 | MICROSOFT CORP | 5,534 | $2.7M | 2.77% |
| 10 | ABRDN ETFS | 119,502 | $2.3M | 2.42% |
Quarterly Changes
New Positions (134)
$5.2M · 52K shares
$4.6M · 43K shares
$4.1M · 6K shares
$3.6M · 13K shares
$3.2M · 7K shares
$3.1M · 15K shares
$3.0M · 44K shares
$2.9M · 60K shares
$2.7M · 6K shares
$2.3M · 120K shares
$1.8M · 6K shares
$1.8M · 22K shares
$1.6M · 8K shares
$1.6M · 15K shares
$1.5M · 12K shares
$1.4M · 8K shares
$1.4M · 35K shares
$1.4M · 4K shares
$1.4M · 41K shares
$1.1M · 9K shares
$1.0M · 965 shares
$1.0M · 3K shares
$964K · 10K shares
$957K · 14K shares
$879K · 4K shares
$852K · 4K shares
$804K · 11K shares
$794K · 10K shares
$789K · 30K shares
$764K · 10K shares
$727K · 3K shares
$681K · 5K shares
$654K · 61K shares
$652K · 2K shares
$620K · 4K shares
$615K · 8K shares
$581K · 6K shares
$580K · 18K shares
$565K · 5K shares
$563K · 14K shares
$557K · 647 shares
$555K · 21K shares
$550K · 24K shares
$550K · 3K shares
$547K · 4K shares
$537K · 1K shares
$536K · 30K shares
$536K · 813 shares
$529K · 6K shares
$521K · 6K shares
$517K · 13K shares
$509K · 1K shares
$504K · 10K shares
$482K · 4K shares
$481K · 3K shares
$468K · 27K shares
$463K · 12K shares
$459K · 3K shares
$458K · 2K shares
$457K · 12K shares
$450K · 718 shares
$445K · 10K shares
$444K · 3K shares
$438K · 1K shares
$432K · 10K shares
$431K · 4K shares
$423K · 5K shares
$415K · 3K shares
$410K · 13K shares
$406K · 2K shares
$397K · 4K shares
$392K · 1K shares
$391K · 7K shares
$381K · 3K shares
$380K · 7K shares
$380K · 756 shares
$379K · 2K shares
$372K · 11K shares
$368K · 3K shares
$365K · 5K shares
$363K · 13K shares
$361K · 4K shares
$352K · 615 shares
$347K · 424 shares
$347K · 27K shares
$325K · 2K shares
$323K · 1K shares
$322K · 937 shares
$318K · 13K shares
$310K · 16K shares
$304K · 722 shares
$289K · 21K shares
$288K · 3K shares
$287K · 9K shares
$287K · 3K shares
$277K · 596 shares
$275K · 1K shares
$271K · 6K shares
$269K · 9K shares
$265K · 3K shares
$260K · 4K shares
$259K · 9K shares
$256K · 3K shares
$255K · 8K shares
$255K · 5K shares
$253K · 13K shares
$252K · 1K shares
$251K · 810 shares
$250K · 10K shares
$247K · 5K shares
$244K · 1K shares
$242K · 772 shares
$235K · 5K shares
$233K · 6K shares
$233K · 477 shares
$232K · 3K shares
$229K · 5K shares
$226K · 686 shares
$225K · 506 shares
$218K · 6K shares
$214K · 2K shares
$213K · 2K shares
$211K · 6K shares
$210K · 3K shares
$208K · 2K shares
$205K · 1K shares
$204K · 4K shares
$202K · 2K shares
$202K · 838 shares
$201K · 1K shares
$179K · 18K shares
$102K · 35K shares
$78K · 33K shares
$51K · 26K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 64 | $59.2M | 61.3% |
| Technology | 14 | $13.1M | 13.5% |
| Healthcare | 12 | $6.3M | 6.5% |
| Unknown | 9 | $5.2M | 5.4% |
| Communication Services | 4 | $2.9M | 3.0% |
| Consumer Defensive | 7 | $2.6M | 2.7% |
| Consumer Cyclical | 6 | $2.5M | 2.6% |
| Industrials | 5 | $1.5M | 1.6% |
| Utilities | 5 | $1.2M | 1.2% |
| Real Estate | 5 | $1.2M | 1.2% |
| Energy | 2 | $706K | 0.7% |
| Basic Materials | 1 | $205K | 0.2% |