Invested Advisors Portfolio Holdings

Invested Advisors

  • $68.7 Billion
  • Q3 2025

Invested Advisors has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $68.7 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $4.74B, Ishares Short Term National Mu with a value of $4.28B, Ihares Core 1 5 Years Usd Bond with a value of $3.43B, Ishares Core S&P 500 ETF with a value of $2.99B, and Apple Inc. with a value of $2.87B.

Examining the 13F form we can see an increase of $68.7B in the current position value.

Invested Advisors is based out at State College, PA

Below you can find more details about Invested Advisors portfolio as well as his latest detailed transactions.

Portfolio value $68.7 Billion
ETFs: $36.9 Billion
Technology: $10.5 Billion
Healthcare: $5.51 Billion
Financial Services: $5.28 Billion
Communication Services: $2.36 Billion
Consumer Cyclical: $1.96 Billion
Consumer Defensive: $1.77 Billion
Real Estate: $1.3 Billion
Other: $2.48 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$213 Million 0.31% of portfolio
8,973
Q3 2025 New
$2.57B
$203 Million 0.3% of portfolio
7,339
Q3 2025 New
$0
$207 Million 0.3% of portfolio
2,199
Q3 2025 New
$15.4B
$200 Million 0.29% of portfolio
1,340
Q3 2025 New
$0
$172 Million 0.25% of portfolio
11,786
Q3 2025 New
$630M
$118 Million 0.17% of portfolio
23,000
Q3 2025 New
$141M
$59.6 Million 0.09% of portfolio
21,757
Q3 2025 New
$4.47B
$34.2 Million 0.05% of portfolio
19,095
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $68.7 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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