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:
14.04%
Gain +0.15%
Monthly
1.05%
Yearly
13.41%
Drawdown
7.48%
$113.6M
Equity
Holdings
$113.6M
Investment
$103.18M
$10.75M
Profit +$126,613.59
Realized
$334,690.62
Unrealized
$10.41M
Dividends
$2.41M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$126,613.59
Win %
61%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$188,459.57
Win %
61%
This Month
Compared to last month
Gain
1.05%
Profit
$1.18M
Win %
61%
This Year
Compared to last year
Gain
0.38%
Profit
$467,021.9
Win %
63%
HST Host Hotels & Resorts Inc.
+3.54%
+$25,666.03 
NUE Nucor Corporation
+2.71%
+$8,529.82 
F Ford Motor Company
+2.35%
+$7,654.23 
TTE TotalEnergies SE
+2.02%
+$5,835.4 
JPM JPMorgan Chase & Co.
+1.93%
+$19,556.67 
UL Unilever PLC Sponsored American Depositary Receipt
+1.9%
+$4,842.51 
ING ING Groep N.V. Sponsored ADR
+1.76%
+$5,404.81 
MAR Marriott International Inc. - Class A
+1.74%
+$5,527.51 
BDN Brandywine Realty Trust
+1.71%
+$1,803.11 
TSLA Tesla, Inc.
+1.7%
+$6,776 
ASML ASML Holding N.V. New York Registry Shares
+1.46%
+$3,625.5 
AXP American Express Company
+1.42%
+$6,087.9 
KO The Coca-Cola Company
+1.37%
+$3,456.18 
PG Procter & Gamble Co
+1.35%
+$5,950 
XIDV Franklin International Dividend Multiplier Index ETF
+1.29%
+$6,121.96 
EXC Exelon Corporation
+1.28%
+$5,668 
FNB F.N.B. Corporation
+1.28%
+$6,057.7 
CVX Chevron Corporation
+1.25%
+$8,798.14 
JNJ Johnson & Johnson
+1.22%
+$19,312.5 
GSK GSK plc Sponsored ADR
+1.2%
+$2,954.13 
UGI UGI Corporation
+1.17%
+$2,735.92 
IDV iShares International Select Dividend ETF
+1.15%
+$15,558.8 
TYG Tortoise Energy Infrastructure Total Return Fund
+1.09%
+$4,335.66 
O Realty Income Corporation
+1.08%
+$2,160 
BAC Bank of America Corporation
+1.06%
+$3,612.95 
MRK Merck & Co., Inc.
+1.04%
+$3,140.8 
HD The Home Depot, Inc.
+1%
+$2,614.14 
AAPL Apple Inc.
+0.97%
+$41,597.46 
HDV iShares Core High Dividend ETF
+0.96%
+$17,370.18 
BRK-B Berkshire Hathaway Inc.
+0.95%
+$3,950.75 
WMT Walmart Inc.
+0.92%
+$3,236.76 
IEUR iShares Core MSCI Europe ETF
+0.89%
+$9,996.56 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.88%
+$2,826.98 
DVY iShares Select Dividend ETF
+0.86%
+$6,555.49 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$4,883.18 
COST Costco Wholesale Corporation
+0.85%
+$5,533.53 
LLY Eli Lilly and Company
+0.84%
+$9,319.06 
XIFR Xplr Infrastructure Partners L.P.
+0.81%
+$1,339.04 
V Visa Inc. Class A
+0.8%
+$5,960.95 
VYMI Vanguard International High Dividend Yield Index Fund
+0.78%
+$2,040.57 
VNQ Vanguard Real Estate ETF
+0.77%
+$4,711.52 
HSY The Hershey Company
+0.7%
+$3,498.73 
NVS Novartis AG Sponsored ADR
+0.69%
+$3,593.2 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$1,399.54 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.66%
+$632.52 
IPAC iShares Core MSCI Pacific ETF
+0.64%
+$7,061.58 
DIS The Walt Disney Company
+0.64%
+$1,745.58 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.62%
+$2,059.65 
WMB The Williams Companies, Inc.
+0.62%
+$1,311.93 
VZ Verizon Communications Inc.
+0.62%
+$3,484.8 
WAB Wabtec Corporation
+0.62%
+$1,468.5 
DGRO iShares Core Dividend Growth ETF
+0.6%
+$2,448.18 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.6%
+$9,852.28 
AMLP Alerian MLP ETF
+0.56%
+$1,540.48 
VYM Vanguard High Dividend Yield ETF
+0.55%
+$3,157.24 
ABBV AbbVie Inc.
+0.54%
+$4,493.12 
DAL Delta Air Lines, Inc.
+0.53%
+$942.59 
AMGN Amgen Inc.
+0.51%
+$2,885.62 
KHC The Kraft Heinz Company
+0.49%
+$1,230.96 
VTV Vanguard Value ETF
+0.49%
+$2,804.66 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.49%
+$1,050.32 
AMP Ameriprise Financial, Inc.
+0.45%
+$1,247.14 
CAT Caterpillar Inc.
+0.43%
+$1,974.84 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$860.72 
CWEN Clearway Energy Inc.
+0.4%
+$991.44 
MAA Mid-America Apartment Communities, Inc.
+0.4%
+$770.04 
IWD iShares Russell 1000 Value ETF
+0.39%
+$12,491.82 
IWN iShares Russell 2000 Value ETF
+0.36%
+$1,794.36 
IXUS iShares Core International Stock ETF
+0.35%
+$837.85 
GLDM SPDR Gold MiniShares Trust
+0.32%
+$783.38 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.29%
+$11,289.3 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.29%
+$1,000.07 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.28%
+$991.51 
JCI Johnson Controls International plc
+0.26%
+$522.88 
MCK McKesson Corporation
+0.25%
+$992 
IWS iShares Russell Mid-Cap Value ETF
+0.23%
+$1,137.37 
BMY Bristol-Myers Squibb Company
+0.22%
+$977.53 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.22%
+$437.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$2,447.1 
BEPC Brookfield Renewable Corporation
+0.21%
+$336.06 
XUDV Franklin U.S. Dividend Multiplier Index ETF
+0.19%
+$1,462.88 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.16%
+$1,651.68 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.16%
+$461.38 
PFFD Global X U.S. Preferred ETF
+0.14%
+$471.1 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$1,370.64 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$375.3 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$6,099.26 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.11%
+$304.8 
FBND Fidelity Total Bond ETF
+0.1%
+$293.67 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.1%
+$246.01 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.1%
+$384.71 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$2,586.8 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.09%
+$3,267.68 
USMV iShares MSCI USA Min Vol Factor ETF
+0.07%
+$315.28 
GBDC Golub Capital BDC, Inc.
+0.04%
+$111.78 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.04%
+$219.82 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$114.45 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$61 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KRBN KraneShares Global Carbon Strategy ETF
0%
$0 
KEMX KraneShares MSCI Emerging Markets ex China Index ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
-$4.45 
BUYO KraneShares Man Buyout Beta Index ETF
0%
$0 
HPE Hewlett Packard Enterprise Company
-3.86%
-$29,200.38 
MU Micron Technology, Inc.
-3.54%
-$7,087.48 
INTC Intel Corporation
-2.59%
-$8,612.89 
LRCX Lam Research Corporation
-2.37%
-$9,230.38 
GLW Corning Incorporated
-2.34%
-$4,075.91 
VRT Vertiv Holdings Co
-2.03%
-$10,058.52 
UNH UnitedHealth Group Incorporated
-1.96%
-$5,499.3 
XBI SPDR S&P Biotech ETF
-1.94%
-$25,279.3 
AVGO Broadcom Inc.
-1.85%
-$22,182.03 
ORCL Oracle Corporation
-1.8%
-$3,564.66 
META Meta Platforms Inc Class A
-1.71%
-$10,049.48 
AMAT Applied Materials, Inc.
-1.66%
-$3,798.48 
QCOM QUALCOMM Incorporated
-1.64%
-$8,728.44 
MTUM iShares MSCI USA Momentum Factor ETF
-1.33%
-$4,531.3 
PWR Quanta Services Inc.
-1.2%
-$5,284.79 
NVT nVent Electric plc
-1.2%
-$2,066.08 
CSCO Cisco Systems, Inc.
-1.19%
-$11,669.48 
GOOGL Alphabet Inc
-1.1%
-$21,866.9 
DVYE iShares Emerging Markets Dividend ETF
-1.03%
-$4,559.58 
GOOG Alphabet Inc
-0.99%
-$3,277.72 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.9%
-$2,458.19 
IEMG iShares Core MSCI Emerging Markets ETF
-0.79%
-$8,645.61 
IWO iShares Russell 2000 Growth ETF
-0.72%
-$3,220.56 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$20,700.08 
GILD Gilead Sciences Inc.
-0.62%
-$2,948.4 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.62%
-$2,506.48 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.58%
-$2,327.22 
ILCG iShares Morningstar Growth ETF
-0.58%
-$4,580.12 
VUG Vanguard Growth ETF
-0.55%
-$3,258.01 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$2,455.56 
AMZN Amazon.com Inc
-0.47%
-$4,594.8 
IBM International Business Machines Corporation
-0.46%
-$1,548.29 
MSFT Microsoft Corp.
-0.46%
-$13,037 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.44%
-$14,265.75 
HTGC Hercules Capital Inc.
-0.42%
-$941.64 
AWF AllianceBernstein Global High Income Fund Inc.
-0.42%
-$1,951.48 
GNRC Generac Holdings Inc.
-0.4%
-$632.7 
NVDA NVIDIA Corporation
-0.25%
-$4,131.6 
MPC Marathon Petroleum Corporation
-0.19%
-$939.13 
DE Deere & Company
-0.13%
-$516.39 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$2,389.64 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.1%
-$859.18 
ARE Alexandria Real Estate Equities, Inc.
-0.09%
-$237.32 
VOO Vanguard S&P 500 ETF
-0.09%
-$543.67 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$564.81 
IVV iShares Core S&P 500 ETF
-0.06%
-$2,694.84 
MUB iShares National Muni Bond ETF
-0.03%
-$651.21 
PRU Prudential Financial, Inc.
-0.01%
-$36.16 Events
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Dividends
Dividend Analysis
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| Trades 520 | Longs Won 331/520 63% | Profit Factor 4.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $90,691.93 |
| Average Win $42,105.64 | Best Trade (Oct 16) $1.15M | Sharpe Ratio -12.25 |
| Average Loss -$16,869.44 | Worst Trade (Oct 14) -$211,870.14 | Z-Score 1.22 (77.86%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $20,670.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,473 | $3.06M | $4.31M | - | $1.24M | 40.61% | +0.975% |
| ABBV AbbVie Inc. | 2,956 | $683,688.03 | $842,223.52 | - | $158,535.49 | 23.19% | +0.536% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 51,315 | $3.42M | $3.84M | - | $417,357.78 | 12.19% | +0.295% |
| AGG iShares Core U.S. Aggregate Bond ETF | 53,037 | $5.13M | $5.07M | - | -$64,543.09 | -1.26% | +0.121% |
| AMAT Applied Materials, Inc. | 532 | $384,636 | $224,966.84 | - | -$159,669.16 | -41.51% | -1.66% |
| AMGN Amgen Inc. | 1,294 | $365,166.8 | $564,520.44 | - | $199,353.64 | 54.59% | +0.514% |
| AMLP Alerian MLP ETF | 5,312 | $278,453.94 | $277,286.4 | - | -$1,167.54 | -0.42% | +0.559% |
| AMP Ameriprise Financial, Inc. | 558 | $270,836.16 | $281,686.77 | - | $10,850.61 | 4.01% | +0.445% |
| AMZN Amazon.com Inc | 3,829 | $851,620.64 | $970,881.24 | - | $119,260.6 | 14% | -0.471% |
| ARE Alexandria Real Estate Equities, Inc. | 5,933 | $384,892.41 | $250,965.9 | - | -$133,926.51 | -34.8% | -0.094% |
| ASML ASML Holding N.V. New York Registry Shares | 150 | $198,124.14 | $252,241.5 | - | $54,117.36 | 27.31% | +1.458% |
| AVGO Broadcom Inc. | 3,485 | $1.15M | $1.18M | - | $28,092.07 | 2.44% | -1.849% |
| AWF AllianceBernstein Global High Income Fund Inc. | 48,787 | $521,583.13 | $467,135.52 | - | -$54,447.61 | -10.44% | -0.416% |
| AXP American Express Company | 1,365 | $453,101.6 | $434,520.45 | - | -$18,581.15 | -4.1% | +1.421% |
| BAC Bank of America Corporation | 6,569 | $338,894.71 | $343,230.25 | - | $4,335.54 | 1.28% | +1.064% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 124,050 | $2.45M | $3.24M | - | $797,528.33 | 32.61% | -0.438% |
| BDN Brandywine Realty Trust | 40,069 | $145,538.92 | $107,184.57 | - | -$38,354.35 | -26.35% | +1.711% |
| BEPC Brookfield Renewable Corporation | 5,601 | $194,413.07 | $162,372.99 | - | -$32,040.08 | -16.48% | +0.207% |
| BMY Bristol-Myers Squibb Company | 7,241 | $343,148.32 | $439,564.9 | - | $96,416.58 | 28.1% | +0.223% |
| BRK-B Berkshire Hathaway Inc. | 787 | $395,430.33 | $417,660.91 | - | $22,230.58 | 5.62% | +0.955% |
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FAQ
Which stocks have generated the highest profits for Invested Advisors?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $204,222.23, iShares Core 1-5 Year USD Bond ETF - $162,141.23, Johnson & Johnson - $126,062.2, iShares Short-Term National Muni Bond ETF - $118,608.22, and iShares Core S&P 500 ETF - $95,920.97. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $206,648.96, LyondellBasell Industries N.V - $83,938.78, Encompass Health Corporation - $69,543.44, Arthur J. Gallagher & Co - $47,181.4, and Granite Point Mortgage Trust Inc - $41,144.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Invested Advisors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.41M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $202,662.63, iShares Short-Term National Muni Bond ETF - $117,618.23, iShares Core 1-5 Year USD Bond ETF - $107,679.19, iShares International Select Dividend ETF - $80,115.25, and iShares National Muni Bond ETF - $68,122.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Invested Advisors's monthly returns?
Invested Advisors's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Invested Advisors's strategy be considered aggressive or moderate?
Invested Advisors's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Invested Advisors's strategy?
Invested Advisors's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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