13F-HR filed by INVESTED ADVISORS
INVESTED ADVISORS filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-23, with 108 holding rows worth $68,651,553.
- Accession
- 0002090165-25-000001
- Filer
- CIK 2090165
- Filed
- 2025-10-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 108 entries on the cover page, a total value of $68,651,553 stated on the cover page (in dollars after the unit check, H1), rows summing to $68,651,553 with VALUE read as dollars as filed, 13F file number 028-25801. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 49,125 | $4,739,605 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 40,600 | $4,283,300 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 71,730 | $3,425,108 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 5,041 | $2,985,230 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,841 | $2,873,811 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 22,129 | $2,347,887 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,295 | $2,248,045 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 9,919 | $1,847,215 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,174 | $1,283,502 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 18,186 | $1,260,835 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 36,020 | $1,218,195 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 14,066 | $1,153,131 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,568 | $1,079,914 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 9,389 | $1,052,413 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,417 | $1,039,196 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,503 | $1,032,583 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 18,424 | $960,259 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 18,258 | $958,545 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,597 | $938,555 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 30,289 | $827,788 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,614 | $802,778 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,141 | $763,671 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 12,448 | $736,922 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 874 | $688,030 | dollars as filed | |
| FISERV INC | 337738108 | COM | 3,346 | $686,700 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,865 | $639,411 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 26,884 | $601,530 | dollars as filed | |
| ALLIANCEBERNSTEIN GLOBAL HIG | 01879R106 | COM | 53,877 | $576,484 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,805 | $564,243 | dollars as filed | |
| ECOFIN SUSTAINABLE & SOC IMP T | 27901F109 | COM SH BEN INT | 46,421 | $558,909 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 585 | $542,511 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 7,593 | $537,812 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,940 | $524,790 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 13,280 | $517,123 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,699 | $514,542 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 5,441 | $502,259 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 3,058 | $495,702 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 807 | $492,851 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 5,415 | $482,693 | dollars as filed | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 9,865 | $453,297 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 8,866 | $449,240 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 4,254 | $448,797 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 7,228 | $443,579 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,931 | $440,529 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,655 | $422,357 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 778 | $421,785 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 12,675 | $414,346 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 769 | $403,356 | dollars as filed | |
| F N B CORP | 302520101 | COM | 27,219 | $399,303 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,846 | $385,446 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 2,938 | $384,530 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,177 | $376,252 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 968 | $374,810 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,390 | $367,252 | dollars as filed | |
| ISHARES TR | 46435G532 | MSCI GBL SUS DEV | 4,939 | $353,139 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 3,264 | $346,017 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 12,261 | $345,147 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 860 | $339,648 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 1,082 | $337,800 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 7,038 | $325,226 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E537 | NATL AMT MUNI | 13,783 | $323,625 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 11,680 | $322,134 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,616 | $319,045 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 3,379 | $313,706 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 14,690 | $309,959 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 2,318 | $298,327 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,408 | $291,625 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 534 | $290,993 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 4,348 | $288,751 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,635 | $286,947 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 485 | $286,276 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,563 | $279,761 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,438 | $275,607 | dollars as filed | |
| GOLUB CAP BDC INC | 38173M102 | COM | 18,272 | $273,897 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,330 | $268,859 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 2,756 | $268,407 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,921 | $268,148 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,021 | $268,144 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,443 | $268,144 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,642 | $267,876 | dollars as filed | |
| GALLAGHER ARTHUR J & CO COM | 363576109 | Stock | 938 | $267,799 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,122 | $267,137 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 6,915 | $264,084 | dollars as filed | |
| Deere & Company | 244199105 | COM | 623 | $255,430 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 8,452 | $250,686 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 13,428 | $245,195 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,417 | $241,337 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 5,342 | $235,155 | dollars as filed | |
| ISHARES TR | 46434V696 | CORE MSCI PAC | 3,758 | $229,463 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 627 | $226,391 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 11,295 | $225,674 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 809 | $221,286 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 3,016 | $220,952 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 429 | $218,919 | dollars as filed | |
| CLEARWAY ENERGY INC CL C | 18539C204 | Stock | 8,483 | $218,268 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 22,239 | $216,608 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 3,804 | $213,557 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 4,858 | $213,509 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 8,973 | $213,468 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 2,481 | $213,440 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 3,911 | $213,306 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 2,199 | $206,939 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 7,339 | $202,703 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 1,340 | $200,116 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F209 | ELC VEH MTLS CDT | 11,786 | $171,722 | dollars as filed | |
| BRANDYWINE RLTY TR | 105368203 | SH BEN INT NEW | 23,000 | $118,450 | dollars as filed | |
| GRANITE PT MTG TR INC | 38741L107 | COM STK | 21,757 | $59,614 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 19,095 | $34,180 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002090165-25-000001 | this filing | 2025-10-23 | acceptance time not in the bulk data set |