Invested Advisors Top Holdings and 13F Report (2025) About Invested AdvisorsInvestment ActivityInvested Advisors has $68.65 million in total holdings as of September 30, 2025.Invested Advisors owns shares of 108 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core U.S. Aggregate Bond ETF $4,739,605iShares Short-Term National Muni Bond ETF $4,283,300iShares Core 1-5 Year USD Bond ETF $3,425,108iShares Core S&P 500 ETF $2,985,230Apple $2,873,811 Sector AllocationMap of 500 Largest Holdings ofInvested Advisors Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$4,739,60549,1256.9%FinanceSUBiShares Short-Term National Muni Bond ETF$4,283,30040,6006.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$3,425,10871,7305.0%ManufacturingIVViShares Core S&P 500 ETF$2,985,2305,0414.3%ETFAAPLApple$2,873,81111,8414.2%Computer and TechnologyMUBiShares National Muni Bond ETF$2,347,88722,1293.4%ETFMSFTMicrosoft$2,248,0455,2953.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,847,2159,9192.7%ETFIWFiShares Russell 1000 Growth ETF$1,283,5023,1741.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,260,83518,1861.8%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,218,19536,0201.8%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,153,13114,0661.7%ManufacturingGOOGLAlphabet$1,079,9145,5681.6%Computer and TechnologyHDViShares Core High Dividend ETF$1,052,4139,3891.5%ETFNVDANVIDIA$1,039,1967,4171.5%Computer and TechnologyAVGOBroadcom$1,032,5834,5031.5%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$960,25918,4241.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$958,54518,2581.4%ManufacturingJNJJohnson & Johnson$938,5556,5971.4%MedicalIDViShares International Select Dividend ETF$827,78830,2891.2%ETFAMZNAmazon.com$802,7783,6141.2%Retail/WholesaleJPMJPMorgan Chase & Co.$763,6713,1411.1%FinanceCSCOCisco Systems$736,92212,4481.1%Computer and TechnologyLLYEli Lilly and Company$688,0308741.0%MedicalFIFiserv$686,7003,3461.0%Business ServicesIBMInternational Business Machines$639,4112,8650.9%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$601,53026,8840.9%ETFAWFAllianceBernstein Global High Income Fund$576,48453,8770.8%FinanceVVisa$564,2431,8050.8%Business ServicesTEAFEcofin Sustainable and Social Impact Term Fund$558,90946,4210.8%Financial ServicesCOSTCostco Wholesale$542,5115850.8%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$537,8127,5930.8%ETFABBVAbbVie$524,7902,9400.8%MedicalVZVerizon Communications$517,12313,2800.8%Computer and TechnologyAXPAmerican Express$514,5421,6990.7%FinanceXBISPDR S&P Biotech ETF$502,2595,4410.7%ETFPGProcter & Gamble$495,7023,0580.7%Consumer StaplesMETAMeta Platforms$492,8518070.7%Computer and TechnologyGILDGilead Sciences$482,6935,4150.7%MedicalITMVanEck Intermediate Muni ETF$453,2979,8650.7%ETFIATiShares U.S. Regional Banks ETF$449,2408,8660.7%ETFPLDPrologis$448,7974,2540.7%FinanceDGROiShares Core Dividend Growth ETF$443,5797,2280.6%ETFCVXChevron$440,5292,9310.6%EnergyQCOMQUALCOMM$422,3572,6550.6%Computer and TechnologyVOOVanguard S&P 500 ETF$421,7857780.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$414,34612,6750.6%ETFUNHUnitedHealth Group$403,3567690.6%MedicalFNBF.N.B.$399,30327,2190.6%FinanceNVSNovartis$385,4463,8460.6%MedicalDVYiShares Select Dividend ETF$384,5302,9380.6%ETFPRUPrudential Financial$376,2523,1770.5%FinanceHDHome Depot$374,8109680.5%Retail/WholesaleAMGNAmgen$367,2521,3900.5%MedicalSDGiShares MSCI Global Sustainable Development Goals ETF$353,1394,9390.5%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$346,0173,2640.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$345,14712,2610.5%ETFTSLATesla$339,6488600.5%Auto/Tires/TrucksPWRQuanta Services$337,8001,0820.5%ConstructionBACBank of America$325,2267,0380.5%FinancePZAInvesco National AMT-Free Municipal Bond ETF$323,62513,7830.5%ETFBROOKFIELD RENEWABLE CORP$322,13411,6800.5%CL A EX SUB VTGBMYBristol Myers Squibb$319,0455,6160.5%MedicalEHCEncompass Health$313,7063,3790.5%MedicalKVUEKenvue$309,95914,6900.5%Consumer StaplesIWPiShares Russell Mid-Cap Growth ETF$298,3272,3180.4%ETFTSMTaiwan Semiconductor Manufacturing$291,6251,4080.4%Computer and TechnologyTMOThermo Fisher Scientific$290,9935340.4%MedicalIXUSiShares Core MSCI Total International Stock ETF$288,7514,3480.4%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$286,9473,6350.4%ETFMCKMcKesson$286,2764850.4%MedicalQUALiShares MSCI USA Quality Factor ETF$279,7611,5630.4%ETFTXNTexas Instruments$275,6071,4380.4%Computer and TechnologyGBDCGolub Capital BDC$273,89718,2720.4%FinanceIJRiShares Core S&P Small-Cap ETF$268,8592,3300.4%ETFAREAlexandria Real Estate Equities$268,4072,7560.4%FinanceWMTWalmart$268,1482,9210.4%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$268,1443,0210.4%ETFDISWalt Disney$268,1442,4430.4%Consumer DiscretionaryORCLOracle$267,8761,6420.4%Computer and TechnologyAJGArthur J. Gallagher & Co.$267,7999380.4%FinanceDHRDanaher$267,1371,1220.4%MedicalEXCExelon$264,0846,9150.4%UtilitiesDEDeere & Company$255,4306230.4%IndustrialsKHCKraft Heinz$250,6868,4520.4%Consumer StaplesNEPNextera Energy Partners$245,19513,4280.4%EnergyMRKMerck & Co., Inc.$241,3372,4170.4%MedicalENBEnbridge$235,1555,3420.3%EnergyIPACiShares Core MSCI Pacific ETF$229,4633,7580.3%ETFCATCaterpillar$226,3916270.3%IndustrialsHTGCHercules Capital$225,67411,2950.3%FinanceMARMarriott International$221,2868090.3%Consumer DiscretionaryCCitigroup$220,9523,0160.3%Financial ServicesROPER TECHNOLOGIES INC$218,9194290.3%COMCWENClearway Energy$218,2688,4830.3%EnergyFFord Motor$216,60822,2390.3%Auto/Tires/TrucksULUnilever$213,5573,8040.3%Consumer StaplesTFCTruist Financial$213,5094,8580.3%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$213,4688,9730.3%ETFTLTiShares 20+ Year Treasury Bond ETF$213,4402,4810.3%ETFShowing largest 100 holdings. View all holdings. 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