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:
16.07%
Gain +0.18%
Monthly
1.36%
Yearly
16.07%
Drawdown
7.44%
$109M
Equity
Holdings
$109M
Investment
$96.52M
$12.57M
Profit +$176,783.26
Realized
$82,273.37
Unrealized
$12.49M
Dividends
$2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$176,783.26
Win %
73%
This Week
Compared To Last Week
Gain
0.16%
Profit
$176,783.26
Win %
73%
This Month
Compared to last month
Gain
1.92%
Profit
$2.05M
Win %
73%
This Year
Compared to last year
Gain
10.69%
Profit
$10.53M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$139,016.2 
GOOG Alphabet Inc
+6.88%
+$17,457.2 
GOOGL Alphabet Inc
+6.73%
+$135,876.09 
GPMT Granite Point Mortgage Trust Inc.
+6.67%
+$1,552.59 
VRT Vertiv Holdings Co
+6.18%
+$32,628.35 
META Meta Platforms Inc Class A
+3.28%
+$14,815.83 
MSFT Microsoft Corp.
+3.02%
+$73,738.63 
HTGC Hercules Capital Inc.
+3.01%
+$6,605.76 
NVDA NVIDIA Corporation
+2.93%
+$44,195.45 
LYB LyondellBasell Industries N.V.
+2.71%
+$5,056.13 
CVX Chevron Corporation
+2.35%
+$13,596.16 
CSCO Cisco Systems, Inc.
+2.14%
+$23,770.26 
ORCL Oracle Corporation
+1.81%
+$3,421.11 
HPE Hewlett Packard Enterprise Company
+1.61%
+$10,161.96 
VZ Verizon Communications Inc.
+1.52%
+$9,514.4 
PWR Quanta Services Inc.
+1.43%
+$6,744.23 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,601.36 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,718.48 
ILCG iShares Morningstar Growth ETF
+1.01%
+$6,056.96 
TTE TotalEnergies SE
+0.95%
+$2,903.34 
CIG Companhia Energética de Minas Gerais S.A. ADR
+0.92%
+$508.94 
AMLP Alerian MLP ETF
+0.89%
+$1,877.68 
WMB The Williams Companies, Inc.
+0.89%
+$1,740.06 
IBM International Business Machines Corporation
+0.86%
+$2,975.75 
TSLA Tesla, Inc.
+0.76%
+$2,558.22 
MPC Marathon Petroleum Corporation
+0.76%
+$2,449.76 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$24,122.56 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7,906.04 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,999.81 
CAT Caterpillar Inc.
+0.7%
+$3,634.46 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,325.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$30,781.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$14,178.88 
BEPC Brookfield Renewable Corporation
+0.63%
+$1,753.5 
EXC Exelon Corporation
+0.53%
+$2,388.24 
FLCH Franklin FTSE China ETF
+0.5%
+$1,118.81 
IWD iShares Russell 1000 Value ETF
+0.44%
+$14,435.55 
AVGO Broadcom Inc.
+0.37%
+$5,719.68 
PG Procter & Gamble Co
+0.37%
+$1,535.41 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,413.6 
BAC Bank of America Corporation
+0.36%
+$1,508.32 
XIFR Xplr Infrastructure Partners L.P.
+0.34%
+$704.12 
MRK Merck & Co., Inc.
+0.32%
+$890.54 
JPM JPMorgan Chase & Co.
+0.27%
+$3,008 
AMP Ameriprise Financial, Inc.
+0.25%
+$678.96 
JNJ Johnson & Johnson
+0.21%
+$3,592.87 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$950 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$654.02 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.16%
+$880.11 
HST Host Hotels & Resorts Inc.
+0.16%
+$1,217.52 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$533.8 
NUE Nucor Corporation
+0.1%
+$314 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$378.63 
WMT Walmart Inc.
+0.09%
+$328.21 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$622.32 
HDV iShares Core High Dividend ETF
+0.04%
+$611 
DIS The Walt Disney Company
+0.03%
+$76.11 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$59.15 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$32.94 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$454.89 
CWEN Clearway Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$315,229.12 
XBI SPDR S&P Biotech ETF
-2.94%
-$38,617.23 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,423.26 
QCOM QUALCOMM Incorporated
-2.63%
-$11,239.86 
ABBV AbbVie Inc.
-2.51%
-$20,361.09 
KHC The Kraft Heinz Company
-2.01%
-$5,579.84 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$5,759.52 
LRCX Lam Research Corporation
-1.58%
-$6,598.82 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$2,747.71 
NVS Novartis AG Sponsored ADR
-1.45%
-$8,818.83 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,904.55 
HSY The Hershey Company
-1.23%
-$6,633.73 
F Ford Motor Company
-1.21%
-$4,757.76 
DE Deere & Company
-1.13%
-$4,059.59 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$3,273.18 
MCK McKesson Corporation
-1.08%
-$3,895.76 
KO The Coca-Cola Company
-1.02%
-$2,751.3 
XOM Exxon Mobil Corporation
-0.97%
-$1,857.42 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$7,239.2 
O Realty Income Corporation
-0.87%
-$2,030.56 
NXTE AXS Green Alpha ETF
-0.84%
-$2,152.7 
GILD Gilead Sciences Inc.
-0.81%
-$3,903.32 
XIDV Franklin International Dividend Multiplier Index ETF
-0.81%
-$3,455.07 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.79%
-$3,573.77 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$3,557.46 
GSK GSK plc Sponsored ADR
-0.73%
-$2,056.18 
MAR Marriott International Inc. - Class A
-0.71%
-$2,122.67 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$5,300.6 
AMGN Amgen Inc.
-0.64%
-$3,293.45 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,728.97 
DHR Danaher Corporation
-0.61%
-$1,289.96 
PRU Prudential Financial, Inc.
-0.56%
-$2,651.66 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,308.58 
LLY Eli Lilly and Company
-0.53%
-$5,461.83 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$2,319.79 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$4,517.82 
FNB F.N.B. Corporation
-0.47%
-$2,466.27 
CF CF Industries Holdings, Inc.
-0.46%
-$1,078.8 
DVY iShares Select Dividend ETF
-0.45%
-$3,465.98 
HD The Home Depot, Inc.
-0.42%
-$1,245.46 
XUDV Franklin U.S. Dividend Multiplier Index ETF
-0.41%
-$2,824.74 
AXP American Express Company
-0.38%
-$1,859.27 
BDN Brandywine Realty Trust
-0.33%
-$382.29 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,430.9 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,639.07 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$721.85 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,348.81 
FBND Fidelity Total Bond ETF
-0.27%
-$798.36 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,053.74 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$12,888.25 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,293.55 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$4,130 
COST Costco Wholesale Corporation
-0.24%
-$1,484.26 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$819.36 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$570.66 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$6,000.5 
AWF AllianceBernstein Global High Income Fund Inc.
-0.2%
-$1,237.78 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$6,529.9 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,910.34 
UGI UGI Corporation
-0.17%
-$368.82 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$528.48 
IXUS iShares Core International Stock ETF
-0.15%
-$566.86 
IDV iShares International Select Dividend ETF
-0.14%
-$2,078.88 
MUB iShares National Muni Bond ETF
-0.11%
-$1,868.64 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$393.48 
GBDC Golub Capital BDC, Inc.
-0.08%
-$219.27 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$1,496.76 
V Visa Inc. Class A
-0.04%
-$256.46 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$93.96 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$125.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$100.94 Events
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Dividends
Dividend Analysis
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| Trades 375 | Longs Won 268/375 71% | Profit Factor 8.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $97,651.56 |
| Average Win $52,911.11 | Best Trade (Aug 31) $893,504.04 | Sharpe Ratio -11.91 |
| Average Loss -$15,047.19 | Worst Trade (Aug 02) -$275,465.25 | Z-Score 11.36 (100%) |
| Commissions $0 | Avg. Trade Length 7m | Expectancy $33,520.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,856 | $3.16M | $3.97M | - | $814,943.72 | 25.82% | -7.354% |
| ABBV AbbVie Inc. | 3,147 | $727,912.17 | $789,708.18 | - | $61,796.01 | 8.49% | -2.513% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 50,230 | $3.34M | $3.78M | - | $438,303.82 | 13.12% | -0.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 51,553 | $4.98M | $5.02M | - | $35,700.14 | 0.72% | -0.256% |
| AMGN Amgen Inc. | 1,328 | $374,761.6 | $511,492.48 | - | $136,730.88 | 36.48% | -0.64% |
| AMLP Alerian MLP ETF | 3,832 | $201,716 | $211,986.24 | - | $10,270.24 | 5.09% | +0.894% |
| AMP Ameriprise Financial, Inc. | 492 | $240,558.01 | $268,553.29 | - | $27,995.28 | 11.64% | +0.253% |
| AMZN Amazon.com Inc | 3,853 | $856,951.76 | $1.05M | - | $189,445.94 | 22.11% | +15.321% |
| ARE Alexandria Real Estate Equities, Inc. | 5,538 | $364,016.67 | $284,930.1 | - | -$79,086.57 | -21.73% | -1.981% |
| ASML ASML Holding N.V. New York Registry Shares | 174 | $229,824 | $283,446 | - | $53,622 | 23.33% | -1.359% |
| AVGO Broadcom Inc. | 3,972 | $1.31M | $1.55M | - | $235,838.04 | 18% | +0.371% |
| AWF AllianceBernstein Global High Income Fund Inc. | 61,889 | $661,774.56 | $624,460.01 | - | -$37,314.55 | -5.64% | -0.198% |
| AXP American Express Company | 1,464 | $485,985.44 | $492,270 | - | $6,284.56 | 1.29% | -0.376% |
| BAC Bank of America Corporation | 6,856 | $353,701.04 | $424,729.2 | - | $71,028.16 | 20.08% | +0.356% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 120,010 | $2.35M | $2.87M | - | $525,625.98 | 22.4% | -0.209% |
| BDN Brandywine Realty Trust | 38,229 | $139,706.11 | $116,216.16 | - | -$23,489.95 | -16.81% | -0.328% |
| BEPC Brookfield Renewable Corporation | 8,350 | $289,033.65 | $278,472.5 | - | -$10,561.15 | -3.65% | +0.634% |
| BMY Bristol-Myers Squibb Company | 7,389 | $349,823.12 | $482,575.59 | - | $132,752.47 | 37.95% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 760 | $381,919.8 | $388,770.4 | - | $6,850.6 | 1.79% | +0.365% |
| CAT Caterpillar Inc. | 641 | $311,867.21 | $522,293.21 | - | $210,426 | 67.47% | +0.701% |
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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 - $185,353.88, iShares Core 1-5 Year USD Bond ETF - $145,731.97, iShares Short-Term National Muni Bond ETF - $107,951.71, Johnson & Johnson - $81,424.21, and iShares International Select Dividend ETF - $64,868.23. 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, Encompass Health Corporation - $69,543.44, Arthur J. Gallagher & Co - $47,181.4, Roper Technologies Inc - $27,143.65, and Texas Instruments Inc - $24,086.41. 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 $2M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $183,794.28, iShares Core 1-5 Year USD Bond ETF - $133,543.95, iShares Short-Term National Muni Bond ETF - $107,951.71, iShares International Select Dividend ETF - $63,119.27, and ISHARES MSCI ACWI EX U.S. ETF - $61,964.81. 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.
