Portfolio (Quarterly)
Guide ↗
INVESTED ADVISORS
· CIK 0002090165| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IWS | ISHARES TR | — | 3,033.0 | $499K | 0.44% | NEW | — | $164.60 | +4.5% |
| 62 | PWR | QUANTA SVCS INC | Industrials | 685.0 | $493K | 0.44% | NEW | — | $720.04 | -13.9% |
| 63 | INTC | INTEL CORP | Technology | 3,487.0 | $487K | 0.43% | NEW | — | $139.63 | -35.0% |
| 64 | EXC | EXELON CORP | Utilities | 10,400.0 | $485K | 0.43% | NEW | — | $46.62 | -6.1% |
| 65 | AMGN | AMGEN INC | Healthcare | 1,294.0 | $469K | 0.41% | NEW | — | $362.12 | +21.7% |
| 66 | TSLA | TESLA INC | Consumer Cyclical | 1,100.0 | $463K | 0.41% | NEW | — | $420.60 | -16.5% |
| 67 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,365.0 | $462K | 0.41% | NEW | — | $338.25 | -1.3% |
| 68 | XIDV | FRANKLIN TEMPLETON ETF TR | — | 12,545.0 | $453K | 0.40% | NEW | — | $36.10 | +8.8% |
| 69 | META | META PLATFORMS INC | Communication Services | 796.0 | $448K | 0.40% | NEW | — | $563.29 | +1.5% |
| 70 | TYG | TORTOISE ENERGY INFRSTRCTR C | Financial Services | 10,323.0 | $443K | 0.39% | NEW | — | $42.87 | +1.3% |
| 71 | SCHG | SCHWAB STRATEGIC TR | — | 12,924.0 | $437K | 0.39% | NEW | — | $33.84 | +5.6% |
| 72 | USMV | ISHARES TR | — | 4,504.0 | $434K | 0.38% | NEW | — | $96.46 | +5.7% |
| 73 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 7,241.0 | $417K | 0.37% | NEW | — | $57.62 | +16.7% |
| 74 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,800.0 | $411K | 0.36% | NEW | — | $146.64 | -1.8% |
| 75 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,447.0 | $407K | 0.36% | NEW | — | $281.21 | -15.2% |
| 76 | SDG | ISHARES TR | — | 4,526.0 | $405K | 0.36% | NEW | — | $89.43 | +5.4% |
| 77 | DVYE | ISHARES INC | — | 12,492.0 | $403K | 0.36% | NEW | — | $32.23 | +9.2% |
| 78 | DEM | WISDOMTREE TR | — | 7,372.0 | $397K | 0.35% | NEW | — | $53.79 | +3.0% |
| 79 | DGRO | ISHARES TR | — | 5,210.0 | $395K | 0.35% | NEW | — | $75.79 | +4.8% |
| 80 | — | BERKSHIRE HATHAWAY INC DEL | — | 787.0 | $394K | 0.35% | NEW | — | $500.39 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.1%
Healthcare
15.0%
Financial Services
14.2%
Industrials
8.0%
Communication Services
7.7%
Consumer Cyclical
5.6%
Consumer Defensive
5.6%
Real Estate
3.8%
Energy
3.1%
Utilities
3.0%