Invested Advisors New Holdings in Q3 2025

Invested Advisors

  • $68.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
49.1K
New
$97.75 - $100.75 $4.8M - $4.95M
49.1K $4.74B
SUB
Ishares Short Term National Mu

ETFs
40.6K
New
$106.17 - $107.3 $4.31M - $4.36M
40.6K $4.28B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
71.7K
New
$48.31 - $48.93 $3.47M - $3.51M
71.7K $3.43B
IVV
Ishares Core S&P 500 ETF

ETFs
5.04K
New
$620.67 - $670.08 $3.13M - $3.38M
5.04K $2.99B
AAPL
Apple Inc.

Technology
11.8K
New
$202.38 - $256.87 $2.4M - $3.04M
11.8K $2.87B
MUB
Ishares National Muni Bond ETF

ETFs
22.1K
New
$103.24 - $106.68 $2.28M - $2.36M
22.1K $2.35B
MSFT
Microsoft Corp

Technology
5.3K
New
$491.09 - $535.64 $2.6M - $2.84M
5.3K $2.25B
IWD
Ishares Russell 1000 Val ETF

ETFs
9.92K
New
$192.76 - $203.86 $1.91M - $2.02M
9.92K $1.85B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.17K
New
$420.11 - $472.68 $1.33M - $1.5M
3.17K $1.28B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
18.2K
New
$72.65 - $78.68 $1.32M - $1.43M
18.2K $1.26B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.1K
New
$82.38 - $83.0 $1.16M - $1.17M
14.1K $1.15B
GOOGL
Alphabet Inc.

Communication Services
5.57K
New
$174.36 - $254.72 $971K - $1.42M
5.57K $1.08B
HDV
Ishares Core High Dividend ETF

ETFs
9.39K
New
$118.16 - $123.66 $1.11M - $1.16M
9.39K $1.05B
NVDA
Nvidia Corp

Technology
7.42K
New
$153.3 - $186.58 $1.14M - $1.38M
7.42K $1.04B
AVGO
Broadcom Inc.

Technology
4.5K
New
$264.74 - $369.57 $1.19M - $1.66M
4.5K $1.03B
IEMG
Ishares Inc

ETFs
18.4K
New
N/A
18.4K $960M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
18.3K
New
$60.01 - $65.01 $1.1M - $1.19M
18.3K $959M
JNJ
Johnson & Johnson

Healthcare
6.6K
New
$155.17 - $185.42 $1.02M - $1.22M
6.6K $939M
IDV
Ishares Tr

ETFs
30.3K
New
$34.54 - $37.28 $1.05M - $1.13M
30.3K $828M
AMZN
Amazon Com Inc

Consumer Cyclical
3.61K
New
$211.65 - $238.24 $765K - $861K
3.61K $803M
JPM
Jpmorgan Chase & CO

Financial Services
3.14K
New
$282.78 - $316.06 $888K - $993K
3.14K $764M
CSCO
Cisco Systems, Inc.

Technology
12.4K
New
$66.2 - $71.79 $824K - $894K
12.4K $737M
LLY
Eli Lilly & CO

Healthcare
874
New
$625.65 - $812.69 $547K - $710K
874 $688M
FISV
Fiserv Inc

Technology
3.35K
New
N/A
3.35K $687M
IBM
International Business Machines Corp

Technology
2.87K
New
$234.77 - $292.47 $673K - $838K
2.87K $639M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
26.9K
New
$22.64 - $23.22 $609K - $624K
26.9K $602M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
53.9K
New
$10.85 - $11.41 $585K - $615K
53.9K $576M
V
Visa Inc.

Financial Services
1.81K
New
$332.09 - $358.86 $599K - $648K
1.81K $564M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
46.4K
New
$11.59 - $12.29 $538K - $571K
46.4K $559M
COST
Costco Wholesale Corp

Consumer Defensive
585
New
$915.95 - $994.57 $536K - $582K
585 $543M
IEFA
Ishares Tr

ETFs
7.59K
New
$81.7 - $87.53 $620K - $665K
7.59K $538M
ABBV
Abb Vie Inc.

Healthcare
2.94K
New
$184.85 - $231.54 $543K - $681K
2.94K $525M
VZ
Verizon Communications Inc

Communication Services
13.3K
New
$40.84 - $45.06 $542K - $598K
13.3K $517M
AXP
American Express CO

Financial Services
1.7K
New
$294.27 - $342.31 $500K - $582K
1.7K $515M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
5.44K
New
$83.08 - $100.2 $452K - $545K
5.44K $502M
PG
Procter & Gamble CO

Consumer Defensive
3.06K
New
$150.47 - $161.22 $460K - $493K
3.06K $496M
META
Meta Platforms, Inc.

Communication Services
807
New
$695.21 - $791.73 $561K - $639K
807 $493M
GILD
Gilead Sciences, Inc.

Healthcare
5.42K
New
$108.22 - $120.47 $586K - $652K
5.42K $483M
ITM
Vaneck Intermediate Muni ETF

ETFs
9.87K
New
$45.2 - $46.71 $446K - $461K
9.87K $453M
IAT
Ishares Tr

ETFs
8.87K
New
$48.92 - $54.5 $434K - $483K
8.87K $449M
PLD
Prologis, Inc.

Real Estate
4.25K
New
$104.08 - $115.35 $443K - $491K
4.25K $449M
DGRO
Ishares Core Dividend Growth E

ETFs
7.23K
New
$64.12 - $68.08 $463K - $492K
7.23K $444M
CVX
Chevron Corp

Energy
2.93K
New
$145.57 - $161.83 $427K - $474K
2.93K $441M
QCOM
Qualcomm Inc

Technology
2.66K
New
$145.84 - $173.55 $387K - $461K
2.66K $422M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
778
New
$567.77 - $614.76 $442K - $478K
778 $422M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12.7K
New
$33.26 - $34.01 $422K - $431K
12.7K $414M
UNH
Unitedhealth Group Inc

Healthcare
769
New
$237.77 - $353.61 $183K - $272K
769 $403M
FNB
Fnb Corp

Financial Services
27.2K
New
$14.75 - $16.79 $401K - $457K
27.2K $399M
NVS
Novartis Ag

Healthcare
3.85K
New
$113.5 - $129.73 $437K - $499K
3.85K $385M
Activity Summary
Buys All Purchases 108 New Holdings 108 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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