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Invested Advisors

All holdings · as of Dec 31, 2025

134 positions

CompanyClassValueShares% of portfolio
TORTOISE ENERGY INFRASTRUCTURE CORPTYGClosed-End Fund$517.6K12,6550.5%
Tesla Inc—$510.0K1,1340.5%
ISHARES TR—$504.5K9,9990.5%
iShares MSCI UAE ETF—$482.9K4,3820.5%
QUALCOMM INC/DE—$481.7K2,8160.5%
FNB CORP/PA—$468.6K27,4030.5%
BROOKFIELD RENEWABLE CORP—$463.7K12,0950.5%
CHEVRON CORP—$459.4K3,0140.5%
INTERNATIONAL BUSINESS MACHINES CORP—$458.8K1,5490.5%
ISHARES TR—$457.7K12,2380.5%
VANGUARD INDEX FDS—$450.4K7180.5%
WISDOMTREE TR—$445.8K9,5430.5%
ISHARES TR—$444.0K3,1480.5%
AMGEN INC—$438.3K1,3390.5%
Exelon Corp—$432.2K9,9150.4%
PRUDENTIAL FINANCIAL INC—$431.2K3,8200.4%
ISHARES TR—$423.1K5,0240.4%
PROCTER & GAMBLE Co—$415.5K2,8990.4%
ISHARES INC—$410.2K13,1630.4%
ISHARES TR—$406.1K2,2410.4%
VANGUARD WHITEHALL FDS—$397.5K4,4160.4%
ISHARES TR—$392.5K1,2150.4%
BRISTOL MYERS SQUIBB CO—$391.3K7,2540.4%
ISHARES TR—$381.1K2,7830.4%
BANK OF AMERICA CORP /DE—$380.7K6,9210.4%
Warren E. Buffett—$380.0K7560.4%
Vertiv Holdings Co—$379.9K2,3450.4%
FRANKLIN TEMPLETON ETF TR—$372.3K10,9340.4%
Walmart Inc.—$368.7K3,3090.4%
ISHARES TR—$365.9K5,2710.4%
SCHWAB STRATEGIC TR—$363.9K13,3730.4%
iShares MSCI UAE ETF—$362.0K3,8440.4%
CATERPILLAR INC—$352.3K6150.4%
MCKESSON CORP—$347.8K4240.4%
FORD MOTOR CO—$347.7K26,5020.4%
iShares MSCI UAE ETF—$325.9K1,6410.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$323.6K1,0650.3%
HOME DEPOT, INC.—$322.4K9370.3%
Hewlett Packard Enterprise Co—$318.6K13,2630.3%
GLOBAL X FDS—$310.1K16,3970.3%
Quanta Services Inc—$304.7K7220.3%
GOLUB CAP BDC INC—$289.1K21,3040.3%
iShares MSCI UAE ETF—$288.8K3,4120.3%
Walt Disney Co—$288.0K2,5310.3%
HA Sustainable Infrastructure Capital, Inc.—$287.4K9,1450.3%
DEERE & CO—$277.5K5960.3%
ORACLE CORP—$275.6K1,4140.3%
GSK PLC—$271.5K5,5370.3%
SPDR SERIES TRUST—$269.8K9,3550.3%
ISHARES TR—$265.6K3,2940.3%
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