Invested Advisors Portfolio
Invests via Invested Advisors | Managed by Kristen E. Coombs LLC (doing business as InVested Advisors)
Invests via Invested Advisors
Managed by Kristen E. Coombs LLC (doing business as InVested Advisors)
Automatically Tracked
Company Profile
Registered investment advisory firm focused on delivering wealth management and portfolio construction services to high-net-worth individuals and institutions. Invested Advisors leverages multi-asset strategies, financial planning, and fee-based advisory models to grow AUM and retain clients. Operational emphasis on compliance, advisor-led relationship management and technology-enabled reporting positions the firm competitively in the independent RIA market.
Registered investment advisory firm focused on delivering wealth management and portfolio construction services to high-net-worth individuals and institutions. Invested Advisors leverages multi-asset strategies, financial planning, and fee-based advisory models to grow AUM and retain clients. Operational emphasis on compliance, advisor-led relationship management and technology-enabled reporting positions the firm competitively in the independent RIA market.
Investment Philosophy & Strategy
Positions capital using diversified, multi-asset portfolios that blend active equity selection, fixed income ladders and alternative sleeve exposures to deliver risk-adjusted wealth accumulation for high-net-worth clients and institutions. Emphasizes fee-based alignment, goals-based financial planning, and tax-aware construction while using scalable technology for reporting and compliance. Underwriting privileges disciplined rebalancing, liquidity management and advisor-led customization, favoring long-term total-return orientation with measured downside protection and operational rigor.
Positions capital using diversified, multi-asset portfolios that blend active equity selection, fixed income ladders and alternative sleeve exposures to deliver risk-adjusted wealth accumulation for high-net-worth clients and institutions. Emphasizes fee-based alignment, goals-based financial planning, and tax-aware construction while using scalable technology for reporting and compliance. Underwriting privileges disciplined rebalancing, liquidity management and advisor-led customization, favoring long-term total-return orientation with measured downside protection and operational rigor.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.16%
Gain
Monthly
0.02%
Yearly
0.16%
Drawdown
12.69%
$106.72M
Equity
Holdings
$106.72M
Investment
$96.52M
$10.33M
Profit -$290,521.87
Realized
$121,714.55
Unrealized
$10.21M
Dividends
$1.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$290,521.87
Win %
73%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$316,644.09
Win %
73%
This Month
Compared to last month
Gain
0.1%
Profit
$102,898.07
Win %
73%
This Year
Compared to last year
Gain
8.37%
Profit
$8.25M
Win %
73%
ORCL Oracle Corporation
+2.69%
+$4,939.14 
TTE TotalEnergies SE
+2.49%
+$6,870.07 
CSCO Cisco Systems, Inc.
+2.36%
+$25,335.38 
LYB LyondellBasell Industries N.V.
+1.75%
+$3,113.83 
HPE Hewlett Packard Enterprise Company
+1.59%
+$9,627.12 
CF CF Industries Holdings, Inc.
+1.52%
+$3,366.6 
F Ford Motor Company
+1.45%
+$5,418.56 
XBI SPDR S&P Biotech ETF
+1.44%
+$19,004.82 
XOM Exxon Mobil Corporation
+1.44%
+$2,543.33 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.34%
+$37,803.15 
CVX Chevron Corporation
+1.18%
+$6,527.36 
CIG Companhia Energética de Minas Gerais S.A. ADR
+1.17%
+$636.17 
ABBV AbbVie Inc.
+1.09%
+$8,748.66 
JNJ Johnson & Johnson
+0.97%
+$16,506.87 
GLDM SPDR Gold MiniShares Trust
+0.96%
+$1,743.3 
CAT Caterpillar Inc.
+0.95%
+$5,333.12 
BMY Bristol-Myers Squibb Company
+0.93%
+$4,137.84 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.83%
+$2,406.75 
LLY Eli Lilly and Company
+0.79%
+$8,223.93 
NVS Novartis AG Sponsored ADR
+0.74%
+$4,351.63 
PRU Prudential Financial, Inc.
+0.65%
+$2,939.89 
MPC Marathon Petroleum Corporation
+0.5%
+$1,568.25 
IDV iShares International Select Dividend ETF
+0.49%
+$7,276.08 
MRK Merck & Co., Inc.
+0.47%
+$1,303.2 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$1,425 
PWR Quanta Services Inc.
+0.38%
+$1,707.64 
MCK McKesson Corporation
+0.37%
+$1,299.98 
NUE Nucor Corporation
+0.35%
+$1,029.92 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.31%
+$2,497.52 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.17%
+$438.26 
HST Host Hotels & Resorts Inc.
+0.16%
+$1,156.64 
AMLP Alerian MLP ETF
+0.15%
+$306.56 
GOVT iShares U.S. Treasury Bond ETF
+0.12%
+$941.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.1%
+$346.81 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$4,897.53 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.09%
+$237.78 
FBND Fidelity Total Bond ETF
+0.08%
+$232.85 
JPM JPMorgan Chase & Co.
+0.07%
+$799.97 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$622.32 
VRT Vertiv Holdings Co
+0.06%
+$394.23 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$206.72 
NXTE AXS Green Alpha ETF
+0.03%
+$89.51 
PFFD Global X U.S. Preferred ETF
+0.03%
+$82.04 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.02%
+$125.73 
DVYE iShares Emerging Markets Dividend ETF
+0.01%
+$65.58 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.01%
+$374.19 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$78.72 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
0%
$0 
KO The Coca-Cola Company
-3.3%
-$8,559.6 
META Meta Platforms Inc Class A
-2.94%
-$16,399.69 
FNB F.N.B. Corporation
-2.9%
-$15,482.69 
GSK GSK plc Sponsored ADR
-2.68%
-$7,656.56 
FLCH Franklin FTSE China ETF
-2.58%
-$5,665.25 
IBM International Business Machines Corporation
-2.39%
-$8,148.32 
GOOG Alphabet Inc
-2.2%
-$5,905.2 
GOOGL Alphabet Inc
-2.18%
-$46,743.37 
DIS The Walt Disney Company
-1.96%
-$4,947.15 
MSFT Microsoft Corp.
-1.86%
-$40,334.35 
TSLA Tesla, Inc.
-1.8%
-$7,620.52 
WMB The Williams Companies, Inc.
-1.75%
-$3,604.41 
V Visa Inc. Class A
-1.74%
-$11,633.2 
GBDC Golub Capital BDC, Inc.
-1.61%
-$4,714.31 
AXP American Express Company
-1.53%
-$8,125.21 
HD The Home Depot, Inc.
-1.44%
-$4,502.41 
MAR Marriott International Inc. - Class A
-1.41%
-$4,175.85 
IPAC iShares Core MSCI Pacific ETF
-1.33%
-$9,863.41 
DHR Danaher Corporation
-1.31%
-$2,910.54 
HSY The Hershey Company
-1.26%
-$6,725.06 
ING ING Groep N.V. Sponsored ADR
-1.22%
-$3,758.4 
XIFR Xplr Infrastructure Partners L.P.
-1.15%
-$2,464.42 
GPMT Granite Point Mortgage Trust Inc.
-1.07%
-$258.76 
AMGN Amgen Inc.
-1.06%
-$5,245.59 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.02%
-$6,167.06 
QUAL iShares MSCI USA Quality Factor ETF
-1.02%
-$3,678.75 
NVDA NVIDIA Corporation
-1.02%
-$16,331.4 
HTGC Hercules Capital Inc.
-0.95%
-$2,133.11 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$10,094.37 
LRCX Lam Research Corporation
-0.91%
-$4,085.64 
COST Costco Wholesale Corporation
-0.9%
-$5,526.99 
KHC The Kraft Heinz Company
-0.9%
-$2,474.08 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.87%
-$3,095.36 
IWF iShares Russell 1000 Growth ETF
-0.86%
-$28,323.68 
QCOM QUALCOMM Incorporated
-0.84%
-$4,056.48 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.81%
-$13,835.5 
IWN iShares Russell 2000 Value ETF
-0.78%
-$4,116 
AMP Ameriprise Financial, Inc.
-0.74%
-$1,953.24 
ILCG iShares Morningstar Growth ETF
-0.7%
-$4,299.36 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.68%
-$3,037.2 
CWEN Clearway Energy Inc.
-0.67%
-$1,914.3 
EXC Exelon Corporation
-0.64%
-$2,994.26 
IWS iShares Russell Mid-Cap Value ETF
-0.63%
-$3,341.09 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$3,135 
IXUS iShares Core International Stock ETF
-0.61%
-$2,328.18 
IVV iShares Core S&P 500 ETF
-0.61%
-$27,587.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$6,686.09 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$12,736.96 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,407.22 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.58%
-$21,850.05 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$2,989.09 
BDN Brandywine Realty Trust
-0.47%
-$573.43 
BEPC Brookfield Renewable Corporation
-0.47%
-$1,336 
PG Procter & Gamble Co
-0.46%
-$1,998.93 
UL Unilever PLC Sponsored American Depositary Receipt
-0.45%
-$1,117.48 
AMZN Amazon.com Inc
-0.44%
-$4,199.77 
ASML ASML Holding N.V. New York Registry Shares
-0.42%
-$1,313.7 
IWD iShares Russell 1000 Value ETF
-0.41%
-$13,330.12 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.4%
-$1,070.04 
IWP iShares Russell Mid-Cap Growth ETF
-0.4%
-$1,788.6 
GILD Gilead Sciences Inc.
-0.39%
-$1,933.44 
AWF AllianceBernstein Global High Income Fund Inc.
-0.34%
-$2,166.11 
AAPL Apple Inc.
-0.31%
-$13,241.81 
DGRO iShares Core Dividend Growth ETF
-0.31%
-$1,471.44 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$1,241.07 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.3%
-$1,267.78 
O Realty Income Corporation
-0.29%
-$688.94 
WMT Walmart Inc.
-0.26%
-$976.39 
DVY iShares Select Dividend ETF
-0.22%
-$1,708.97 
VNQ Vanguard Real Estate ETF
-0.21%
-$1,286.67 
DE Deere & Company
-0.2%
-$734.27 
IEUR iShares Core MSCI Europe ETF
-0.2%
-$1,783.35 
VYMI Vanguard International High Dividend Yield Index Fund
-0.18%
-$787.86 
XIDV Franklin International Dividend Multiplier Index ETF
-0.17%
-$694.27 
VYM Vanguard High Dividend Yield ETF
-0.15%
-$1,014.73 
VZ Verizon Communications Inc.
-0.11%
-$679.6 
IWO iShares Russell 2000 Growth ETF
-0.1%
-$493.74 
HDV iShares Core High Dividend ETF
-0.09%
-$1,527.5 
AVGO Broadcom Inc.
-0.09%
-$1,271.04 
BAC Bank of America Corporation
-0.08%
-$342.8 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.06%
-$150.04 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$148.23 
MUB iShares National Muni Bond ETF
-0.05%
-$856.46 
XUDV Franklin U.S. Dividend Multiplier Index ETF
-0.04%
-$290.84 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$188.66 
ARE Alexandria Real Estate Equities, Inc.
-0.02%
-$55.38 
UGI UGI Corporation
-0.01%
-$30.73 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$454.89 Events
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Dividends
Dividend Analysis
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| Trades 375 | Longs Won 257/375 68% | Profit Factor 6.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $99,036.1 |
| Average Win $47,766.61 | Best Trade (Jul 17) $1.05M | Sharpe Ratio -13.75 |
| Average Loss -$16,494.11 | Worst Trade (Jul 10) -$691,328.25 | Z-Score 7.77 (100%) |
| Commissions $0 | Avg. Trade Length 5m 4w | Expectancy $27,545.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,452 | 5,806 | 5,161 | 4,516 | 3,871 | 3,226 | 2,581 | 1,935 | 1,290 | 645 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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