CIK 2090165

INVESTED ADVISORS

Institutional 13F holdings & portfolio

Holdings

134

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 101–134 of 134

Ticker	Company	Shares	Value	Type
UL	UNILEVER PLC	4K	$100K–$500K	SH
ING	ING GROEP N.V.	9K	$100K–$500K	SH
EFAV	ISHARES TR	3K	$100K–$500K	SH
IGLB	ISHARES TR	5K	$100K–$500K	SH
CWEN	CLEARWAY ENERGY INC	8K	$100K–$500K	SH
HTGC	HERCULES CAPITAL INC	13K	$100K–$500K	SH
DHR	DANAHER CORPORATION	1K	$100K–$500K	SH
MAR	MARRIOTT INTL INC NEW	810	$100K–$500K	SH
KHC	KRAFT HEINZ CO	10K	$100K–$500K	SH
ENB	ENBRIDGE INC	5K	$100K–$500K	SH
LRCX	LAM RESEARCH CORP	1K	$100K–$500K	SH
GOOG	ALPHABET INC	772	$100K–$500K	SH
ARE	ALEXANDRIA REAL ESTATE EQ IN	5K	$100K–$500K	SH
AMP	AMERIPRISE FINL INC	477	$100K–$500K	SH
UGI	UGI CORP NEW	6K	$100K–$500K	SH
KO	COCA COLA CO	3K	$100K–$500K	SH
XEMD	BONDBLOXX ETF TRUST	5K	$100K–$500K	SH
UNH	UNITEDHEALTH GROUP INC	686	$100K–$500K	SH
ROP	ROPER TECHNOLOGIES INC	506	$100K–$500K	SH
NXTE	INVESTMENT MANAGERS SER TR I	6K	$100K–$500K	SH
CCI	CROWN CASTLE INC	2K	$100K–$500K	SH
MRK	MERCK & CO INC	2K	$100K–$500K	SH
SPIB	SPDR SERIES TRUST	6K	$100K–$500K	SH
EMXC	ISHARES INC	3K	$100K–$500K	SH
EHC	ENCOMPASS HEALTH CORP	2K	$100K–$500K	SH
NUE	NUCOR CORP	1K	$100K–$500K	SH
O	REALTY INCOME CORP	4K	$100K–$500K	SH
GLDM	WORLD GOLD TR	2K	$100K–$500K	SH
LOW	LOWES COS INC	838	$100K–$500K	SH
HIG	HARTFORD INSURANCE GROUP INC	1K	$100K–$500K	SH
XIFR	XPLR INFRASTRUCTURE LP	18K	$100K–$500K	SH
BDN	BRANDYWINE RLTY TR	35K	$100K–$500K	SH
GPMT	GRANITE PT MTG TR INC	33K	$50K–$100K	SH
CIG	CIA ENERGETICA DE MINAS GERA	26K	$50K–$100K	SH