Counsel

0002090165-26-000002.txt : 20260429 0002090165-26-000002.hdr.sgml : 20260429 20260429132239 ACCESSION NUMBER: 0002090165-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260429 DATE AS OF CHANGE: 20260429 EFFECTIVENESS DATE: 20260429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTED ADVISORS CENTRAL INDEX KEY: 0002090165 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25801 FILM NUMBER: 26913451 BUSINESS ADDRESS: STREET 1: 366 WALKER DRIVE STREET 2: SUITE 370 CITY: STATE COLLEGE STATE: PA ZIP: 16801 BUSINESS PHONE: 814-235-2703 MAIL ADDRESS: STREET 1: 366 WALKER DRIVE STREET 2: SUITE 370 CITY: STATE COLLEGE STATE: PA ZIP: 16801 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002090165 XXXXXXXX 03-31-2026 03-31-2026 false INVESTED ADVISORS

366 WALKER DRIVE SUITE 370 STATE COLLEGE PA 16801

13F HOLDINGS REPORT 028-25801 N Ashleigh Swayze Counsel 6463953900 /s/Ashleigh Swayze PRINCETON NJ 04-29-2026 0 138 99029551 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 684441 3147 SH SOLE 3147 0 0 ABRDN ETFS BBRG ALL COMD K1 003261104 BBG00G9CFDS3 2915043 120010 SH SOLE 120010 0 0 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG001S6CPH6 257074 5538 SH SOLE 5538 0 0 ALLIANCEBERNSTEIN GLOBAL HIG COM 01879R106 BBG001S6LJ53 629411 61889 SH SOLE 61889 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1738875 6047 SH SOLE 6047 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 218014 760 SH SOLE 760 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 BBG001TBMNT5 201716 3832 SH SOLE 3832 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 802464 3853 SH SOLE 3853 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 442831 1464 SH SOLE 1464 0 0 AMERIPRISE FINL INC COM 03076C106 BBG001SK6096 218645 492 SH SOLE 492 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 467257 1328 SH SOLE 1328 0 0 APPLE INC COM 037833100 BBG001S5N8V8 3262782 12856 SH SOLE 12856 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 229824 174 SH SOLE 174 0 0 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 334230 6856 SH SOLE 6856 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 364192 760 SH SOLE 760 0 0 BONDBLOXX ETF TRUST JP MORGAN USD EM 09789C879 BBG018KX7W62 236319 5377 SH SOLE 5377 0 0 BRANDYWINE RLTY TR SH BEN INT NEW 105368203 BBG001S6YGF4 103601 38229 SH SOLE 38229 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 448143 7389 SH SOLE 7389 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 1229374 3972 SH SOLE 3972 0 0 BROOKFIELD RENEWABLE CORP CL A EX SUB VTG 11285B108 BBG01RJ2Q8X2 332581 8350 SH SOLE 8350 0 0 CATERPILLAR INC COM 149123101 BBG001S5PJ06 454123 641 SH SOLE 641 0 0 CF INDUSTRIES HOLD COM 125269100 BBG001SJ8KV8 241502 1860 SH SOLE 1860 0 0 CHEVRON CORPORATION COM 166764100 BBG001S67ZC5 622355 3008 SH SOLE 3008 0 0 CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 BBG001S64WN3 60818 25447 SH SOLE 25447 0 0 CISCO SYS INC COM 17275R102 BBG001S6HC62 758985 9782 SH SOLE 9782 0 0 CLEARWAY ENERGY INC CL C 18539C204 BBG008LJ4TG2 334279 8508 SH SOLE 8508 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 232485 3057 SH SOLE 3057 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 BBG001S9KRQ7 648676 651 SH SOLE 651 0 0 DANAHER CORP DEL COM 235851102 BBG001S5QGT0 205526 1084 SH SOLE 1084 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 336290 597 SH SOLE 597 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 244516 2537 SH SOLE 2537 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 819515 891 SH SOLE 891 0 0 ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 275139 5082 SH SOLE 5082 0 0 EXELON CORP COM 30161N101 BBG001SBJMT2 487798 9951 SH SOLE 9951 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 205967 1214 SH SOLE 1214 0 0 F N B CORP COM 302520101 BBG001S5R1Q5 458178 27403 SH SOLE 27403 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 303490 6653 SH SOLE 6653 0 0 FORD MTR CO COM 345370860 BBG001S5TZ33 305025 26432 SH SOLE 26432 0 0 FRANKLIN TEMPLETON ETF TR FTSE CHINA 35473P819 BBG00J3MD1W4 227729 10171 SH SOLE 10171 0 0 FRANKLIN TEMPLETON ETF TR INTL DIV BOOSTER 35473P371 BBG01RN4GVG2 394212 10865 SH SOLE 10865 0 0 FRANKLIN TEMPLETON ETF TR US DIVID BOOSTER 35473P389 BBG01RN2T007 590479 20924 SH SOLE 20924 0 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 508422 3648 SH SOLE 3648 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 301906 16408 SH SOLE 16408 0 0 GOLUB CAP BDC INC COM 38173M102 BBG001T63BY7 277596 21927 SH SOLE 21927 0 0 GRANITE PT MTG TR INC COM STK 38741L107 BBG00GSR1C51 25014 17251 SH SOLE 17251 0 0 GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 298633 5411 SH SOLE 5411 0 0 HA SUSTAINABLE INFRA CAP INC COM 41068X100 BBG0044K5DN3 334572 9104 SH SOLE 9104 0 0 HERCULES CAPITAL INC COM 427096508 BBG001SDPHZ5 203265 13762 SH SOLE 13762 0 0 HERSHEY CO COM 427866108 BBG001S5S148 632609 3043 SH SOLE 3043 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 318364 13371 SH SOLE 13371 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 294685 896 SH SOLE 896 0 0 HOST HOTELS & RESORTS INC COM 44107P104 BBG001S5RY83 583186 30438 SH SOLE 30438 0 0 ING GROEP N.V. SPONSORED ADR 456837103 BBG001SB1FR8 244766 9396 SH SOLE 9396 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 377644 1558 SH SOLE 1558 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 BBG001T06LJ2 229869 10003 SH SOLE 10003 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 990883 5163 SH SOLE 5163 0 0 INVESTMENT MANAGERS SER TR I AXS GREEN ALPHA 46144X586 BBG019RKWX52 221938 5665 SH SOLE 5665 0 0 ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3DG9 984731 14118 SH SOLE 14118 0 0 ISHARES INC EM MKTS DIV ETF 464286319 BBG002PHMJT3 450929 13116 SH SOLE 13116 0 0 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 227485 2892 SH SOLE 2892 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 BBG001SKXPR1 833296 10092 SH SOLE 10092 0 0 ISHARES TR 10+ YR INVST GRD 464289511 BBG001T5MKD1 255908 5156 SH SOLE 5156 0 0 ISHARES TR BROAD USD HIGH 46435U853 BBG00J2DS0J6 463327 12577 SH SOLE 12577 0 0 ISHARES TR CORE 1 5 YR USD 46432F859 BBG003HC6JD6 3626649 74838 SH SOLE 74838 0 0 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 430270 6131 SH SOLE 6131 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 BBG001V0XLT8 1658498 12220 SH SOLE 12220 0 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 535838 5919 SH SOLE 5919 0 0 ISHARES TR CORE MSCI EURO 46434V738 BBG006MJ8984 835440 11889 SH SOLE 11889 0 0 ISHARES TR CORE MSCI PAC 46434V696 BBG006MJG5T0 692339 9049 SH SOLE 9049 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 350805 4049 SH SOLE 4049 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 3927099 6012 SH SOLE 6012 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 5117692 51553 SH SOLE 51553 0 0 ISHARES TR IBOXX HI YD ETF 464288513 BBG001ST0ZQ7 262071 3294 SH SOLE 3294 0 0 ISHARES TR IBOXX INV CP ETF 464287242 BBG001S60QR6 359946 3303 SH SOLE 3303 0 0 ISHARES TR INTL SEL DIV ETF 464288448 BBG001S7Y5C9 1474625 34648 SH SOLE 34648 0 0 ISHARES TR MORNINGSTAR GRWT 464287119 BBG001SBRHJ5 516356 5408 SH SOLE 5408 0 0 ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 3439262 50230 SH SOLE 50230 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 BBG0025X2WP7 293206 3209 SH SOLE 3209 0 0 ISHARES TR MSCI GBL SUS DEV 46435G532 BBG00CRHS639 424968 5062 SH SOLE 5062 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 390157 4207 SH SOLE 4207 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 313609 1635 SH SOLE 1635 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 1652968 15572 SH SOLE 15572 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 2889286 6776 SH SOLE 6776 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2778778 13005 SH SOLE 13005 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 397283 1266 SH SOLE 1266 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 445916 2352 SH SOLE 2352 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 416646 3252 SH SOLE 3252 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 BBG001S561V2 459372 3152 SH SOLE 3152 0 0 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 728909 4814 SH SOLE 4814 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 4844604 45489 SH SOLE 45489 0 0 ISHARES TR TRS FLT RT BD 46434V860 BBG005YTNMS3 525955 10388 SH SOLE 10388 0 0 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 784186 34229 SH SOLE 34229 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1657059 6779 SH SOLE 6779 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 941312 3200 SH SOLE 3200 0 0 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 236775 10528 SH SOLE 10528 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 299979 1404 SH SOLE 1404 0 0 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 BBG001T8LMY9 248386 3083 SH SOLE 3083 0 0 MARATHON PETE CORP COM 56585A102 BBG001S169P1 250285 1025 SH SOLE 1025 0 0 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 261983 801 SH SOLE 801 0 0 MCKESSON CORP COM 58155Q103 BBG001S8F8P8 361720 418 SH SOLE 418 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 261270 2172 SH SOLE 2172 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 479445 838 SH SOLE 838 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 2004100 5414 SH SOLE 5414 0 0 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 588240 3851 SH SOLE 3851 0 0 NUCOR CORP COM 670346105 BBG001S5TRV0 212390 1256 SH SOLE 1256 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1349857 7740 SH SOLE 7740 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 217870 1481 SH SOLE 1481 0 0 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 BBG001V1XW67 967410 10372 SH SOLE 10372 0 0 PROCTER & GAMBLE CO COM 742718109 BBG001S5V4L9 418443 2897 SH SOLE 2897 0 0 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 375423 3843 SH SOLE 3843 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 362773 2817 SH SOLE 2817 0 0 QUANTA SVCS INC COM 74762E102 BBG001S5VH85 394745 719 SH SOLE 719 0 0 REALTY INCOME CORP COM 756109104 BBG001S884K0 221839 3626 SH SOLE 3626 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 BBG0051J0PJ9 371658 13345 SH SOLE 13345 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 506046 17372 SH SOLE 17372 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A664 BBG001STKCY7 820036 31180 SH SOLE 31180 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A870 BBG001SQDKG3 1108441 8678 SH SOLE 8678 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A854 BBG001SPTB87 1839409 24032 SH SOLE 24032 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A672 BBG001STKCX8 272578 9511 SH SOLE 9511 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 374449 1108 SH SOLE 1108 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 402977 1084 SH SOLE 1084 0 0 TORTOISE ENERGY INFRSTRCTR C COM 89147L886 BBG001SJTT37 626789 12573 SH SOLE 12573 0 0 TOTALENERGIES SE ACT F92124100 BBG001S67Y74 318248 3498 SH SOLE 3498 0 0 UGI CORP NEW COM 902681105 BBG001S5X0W3 223874 6147 SH SOLE 6147 0 0 UNILEVER PLC SPON ADR NEW 904767803 BBG001S5X1K4 227367 3991 SH SOLE 3991 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 543459 6127 SH SOLE 6127 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 491871 823 SH SOLE 823 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 639550 4318 SH SOLE 4318 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 BBG00C868SD7 412479 4377 SH SOLE 4377 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 682318 13592 SH SOLE 13592 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 581095 2319 SH SOLE 2319 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 553704 1832 SH SOLE 1832 0 0 WALMART INC COM 931142103 BBG001S5XH92 407887 3282 SH SOLE 3282 0 0 WILLIAMS COS INC COM 969457100 BBG001S5XH10 201018 2762 SH SOLE 2762 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 BBG001SV1SY8 472052 9500 SH SOLE 9500 0 0 WISDOMTREE TR US SMALLCAP DIVD 97717W604 BBG001SHKFX7 1484312 41300 SH SOLE 41300 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 BBG00L8YYQ05 214021 2309 SH SOLE 2309 0 0 XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW312 186944 17603 SH SOLE 17603 0 0