CIK 2090165
INVESTED ADVISORS
Institutional 13F holdings & portfolio
Holdings
134
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TYG | TORTOISE ENERGY INFRA CORP | 13K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| TFLO | ISHARES TR | 10K | $500K+ | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 3K | $100K–$500K | SH |
| FNB | F N B CORP | 27K | $100K–$500K | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 12K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| USHY | ISHARES TR | 12K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 718 | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 10K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| EXC | EXELON CORP | 10K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 4K | $100K–$500K | SH |
| SDG | ISHARES TR | 5K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| DVYE | ISHARES INC | 13K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 756 | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| XIDV | FRANKLIN TEMPLETON ETF TR | 11K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| DGRO | ISHARES TR | 5K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 615 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 424 | $100K–$500K | SH |
| F | FORD MTR CO | 27K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 937 | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 13K | $100K–$500K | SH |
| PFFD | GLOBAL X FDS | 16K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 722 | $100K–$500K | SH |
| GBDC | GOLUB CAP BDC INC | 21K | $100K–$500K | SH |
| IXUS | ISHARES TR | 3K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 9K | $100K–$500K | SH |
| DE | DEERE & CO | 596 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| GSK | GSK PLC | 6K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |