Invested Advisors New Holdings in Q3 2025

Invested Advisors

  • $68.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
2.94K
New
$133.88 - $142.57 $393K - $419K
2.94K $385M
PRU
Prudential Financial Inc

Financial Services
3.18K
New
$100.68 - $109.89 $320K - $349K
3.18K $376M
HD
Home Depot, Inc.

Consumer Cyclical
968
New
$357.4 - $423.42 $346K - $410K
968 $375M
AMGN
Amgen Inc

Healthcare
1.39K
New
$271.18 - $309.22 $377K - $430K
1.39K $367M
SDG
Ishares Trust Ishares Msci Glo

ETFs
4.94K
New
$75.87 - $83.26 $375K - $411K
4.94K $353M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.26K
New
$107.66 - $112.36 $351K - $367K
3.26K $346M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.3K
New
$28.92 - $32.19 $355K - $395K
12.3K $345M
TSLA
Tesla, Inc.

Consumer Cyclical
860
New
$293.94 - $444.72 $253K - $382K
860 $340M
PWR
Quanta Services, Inc.

Industrials
1.08K
New
$372.29 - $421.68 $403K - $456K
1.08K $338M
BAC
Bank Of America Corp

Financial Services
7.04K
New
$44.92 - $52.42 $316K - $369K
7.04K $325M
Brookfield Renewable Corp
11.7K
New
N/A
11.7K $322M
BMY
Bristol Myers Squibb CO

Healthcare
5.62K
New
$43.31 - $48.98 $243K - $275K
5.62K $319M
EHC
Encompass Health Corp

Healthcare
3.38K
New
$107.13 - $127.02 $362K - $429K
3.38K $314M
Kenvue Inc
14.7K
New
N/A
14.7K $310M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.32K
New
$137.51 - $145.26 $319K - $337K
2.32K $298M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.41K
New
$224.68 - $282.71 $316K - $398K
1.41K $292M
TMO
Thermo Fisher Scientific Inc.

Healthcare
534
New
$404.94 - $499.99 $216K - $267K
534 $291M
IXUS
Ishares Tr

ETFs
4.35K
New
$76.35 - $82.58 $332K - $359K
4.35K $289M
HYG
Ishares Tr

ETFs
3.64K
New
$79.85 - $81.32 $290K - $296K
3.64K $287M
MCK
Mckesson Corp

Healthcare
485
New
$659.01 - $772.54 $320K - $375K
485 $286M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.56K
New
$182.33 - $194.5 $285K - $304K
1.56K $280M
TXN
Texas Instruments Inc

Technology
1.44K
New
N/A
1.44K $276M
GBDC
Golub Capital Bdc, Inc.

Financial Services
18.3K
New
$13.69 - $15.48 $250K - $283K
18.3K $274M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.33K
New
$108.46 - $120.63 $253K - $281K
2.33K $269M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.76K
New
$71.86 - $87.45 $198K - $241K
2.76K $268M
WMT
Walmart Inc.

Consumer Defensive
2.92K
New
$94.4 - $104.27 $276K - $305K
2.92K $268M
DIS
Walt Disney CO

Communication Services
2.44K
New
$112.25 - $124.0 $274K - $303K
2.44K $268M
SPYG
Spdr Portfolio

ETFs
3.02K
New
$94.33 - $105.31 $285K - $318K
3.02K $268M
ORCL
Oracle Corp

Technology
1.64K
New
$218.96 - $328.33 $360K - $539K
1.64K $268M
AJG
Arthur J. Gallagher & Co.

Financial Services
938
New
$284.17 - $319.49 $267K - $300K
938 $268M
DHR
Danaher Corp

Healthcare
1.12K
New
$181.46 - $212.2 $204K - $238K
1.12K $267M
EXC
Exelon Corp

Utilities
6.92K
New
$42.73 - $45.54 $295K - $315K
6.92K $264M
DE
Deere & CO

Industrials
623
New
$457.26 - $524.37 $285K - $327K
623 $255M
KHC
Kraft Heinz CO

Consumer Defensive
8.45K
New
$25.63 - $28.94 $217K - $245K
8.45K $251M
NEP
Nextera Energy Partners, LP

Utilities
13.4K
New
N/A
13.4K $245M
MRK
Merck & Co., Inc.

Healthcare
2.42K
New
$77.6 - $87.37 $188K - $211K
2.42K $241M
ENB
Enbridge Inc

Energy
5.34K
New
$43.79 - $50.46 $234K - $270K
5.34K $235M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.76K
New
$66.81 - $74.64 $251K - $280K
3.76K $229M
CAT
Caterpillar Inc

Industrials
627
New
$390.92 - $477.15 $245K - $299K
627 $226M
HTGC
Hercules Capital, Inc.

Financial Services
11.3K
New
$18.34 - $19.53 $207K - $221K
11.3K $226M
MAR
Marriott International Inc

Consumer Cyclical
809
New
$255.35 - $282.87 $207K - $229K
809 $221M
C
Citigroup Inc

Financial Services
3.02K
New
$85.57 - $103.49 $258K - $312K
3.02K $221M
ROP
Roper Technologies Inc

Industrials
429
New
$495.03 - $573.0 $212K - $246K
429 $219M
CWEN
Clearway Energy, Inc.

Utilities
8.48K
New
$27.89 - $32.98 $237K - $280K
8.48K $218M
F
Ford Motor CO

Consumer Cyclical
22.2K
New
$10.82 - $12.09 $241K - $269K
22.2K $217M
UL
Unilever PLC

Consumer Defensive
3.8K
New
$58.43 - $65.01 $222K - $247K
3.8K $214M
TFC
Truist Financial Corp

Financial Services
4.86K
New
$42.83 - $47.07 $208K - $229K
4.86K $214M
FNDX
Schwab Fundamental U S Large C

ETFs
8.97K
New
$24.38 - $26.34 $219K - $236K
8.97K $213M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.48K
New
$85.01 - $90.35 $211K - $224K
2.48K $213M
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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