Adviser Investments LLC Purchases in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
3.72K
+ 22.74%
$251.87 - $277.95 $937K - $1.03M
20.1K $5.19M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.35K
+ 266.8%
$106.22 - $111.09 $780K - $816K
10.1K $1.12M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
8.44K
New
$91.76 - $103.26 $774K - $871K
8.44K $780K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.89K
+ 1.48%
$18.36 - $20.51 $126K - $141K
473K $9.36M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.41K
New
$100.32 - $100.76 $643K - $646K
6.41K $645K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.31K
+ 8.49%
$142.8 - $176.36 $187K - $231K
16.7K $2.89M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
149
+ 0.28%
$73.71 - $87.55 $11K - $13K
53.9K $4.69M
GLD
Spdr Gold Trust

ETFs
875
+ 13.08%
$243.19 - $288.14 $213K - $252K
7.57K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
208
+ 0.24%
$74.85 - $84.89 $15.6K - $17.7K
88.5K $7.23M
RIO
Rio Tinto PLC

Basic Materials
7.96K
+ 16.11%
$58.19 - $64.29 $463K - $512K
57.4K $3.45M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
17.6K
+ 13.15%
$24.21 - $25.09 $426K - $441K
151K $3.78M
VTR
Ventas, Inc.

Real Estate
7.2K
New
$56.9 - $70.47 $410K - $507K
7.2K $494K
VT
Vanguard Total World Stk Index

ETFs
4.33K
+ 8.31%
$115.08 - $123.97 $499K - $537K
56.5K $6.55M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.01K
+ 163.23%
$106.31 - $123.73 $320K - $372K
4.85K $600K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.52K
New
$63.07 - $73.5 $348K - $406K
5.52K $387K
VV
Vanguard Large Cap ETF

ETFs
1.61K
+ 61.3%
$253.32 - $282.66 $408K - $455K
4.23K $1.09M
KR
Kroger CO

Consumer Defensive
3.73K
+ 30.21%
$58.36 - $67.72 $218K - $253K
16.1K $1.09M
NYF
Ishares New York Muni Bond ETF

ETFs
9.44K
+ 2.77%
$52.33 - $53.92 $494K - $509K
350K $18.4M
IBN
Icici Bank LTD

Financial Services
1.99K
+ 1.39%
$27.55 - $31.67 $54.8K - $63K
145K $4.56M
BBY
Best Buy CO Inc

Consumer Cyclical
4.01K
New
$70.3 - $91.1 $282K - $365K
4.01K $294K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.25K
+ 21.3%
$63.77 - $71.36 $207K - $232K
18.5K $1.28M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.66K
+ 2.53%
$61.23 - $63.33 $163K - $168K
108K $6.78M
PLTR
Palantir Technologies Inc.

Technology
2.5K
+ 52.57%
$64.98 - $124.62 $162K - $311K
7.25K $612K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.6K
+ 8.12%
$59.28 - $66.1 $154K - $172K
34.5K $2.19M
NTAP
Net App, Inc.

Technology
2.88K
New
$87.84 - $126.3 $253K - $364K
2.88K $252K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.05%
$208.48 - $244.03 $834 - $976
7.89K $1.92M
FIS
Fidelity National Information Services, Inc.

Technology
3.24K
New
$68.12 - $83.42 $220K - $270K
3.24K $241K
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.93K
+ 22.78%
$185.73 - $221.19 $544K - $648K
15.8K $2.94M
UL
Unilever PLC

Consumer Defensive
4.02K
New
$54.72 - $60.29 $220K - $243K
4.02K $239K
EAT
Brinker International, Inc

Consumer Cyclical
1.5K
New
$133.46 - $189.14 $200K - $284K
1.5K $223K
NXST
Nexstar Media Group, Inc.

Communication Services
1.24K
New
$146.34 - $182.75 $181K - $226K
1.24K $221K
ROL
Rollins Inc

Consumer Cyclical
4.02K
New
$45.65 - $54.03 $184K - $217K
4.02K $217K
IXUS
Ishares Tr

ETFs
3.06K
New
$65.06 - $72.31 $199K - $221K
3.06K $213K
ALL
Allstate Corp

Financial Services
1.01K
New
$180.99 - $210.18 $183K - $213K
1.01K $209K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.69K
New
$34.83 - $37.52 $198K - $213K
5.69K $206K
PNW
Pinnacle West Capital Corp

Utilities
2.17K
New
$81.76 - $95.25 $177K - $206K
2.17K $206K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.11K
New
$27.64 - $28.58 $196K - $203K
7.11K $203K
HDV
Ishares Core High Dividend ETF

ETFs
1.67K
New
$110.86 - $121.12 $185K - $202K
1.67K $201K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.03K
+ 0.73%
$25.77 - $27.6 $52.3K - $56K
281K $7.48M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
836
+ 1.89%
$51.39 - $57.43 $43K - $48K
45K $2.49M
PAYX
Paychex Inc

Industrials
672
+ 12.66%
$136.06 - $154.52 $91.4K - $104K
5.98K $922K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.8K
+ 5.43%
$44.41 - $45.98 $124K - $129K
54.3K $2.48M
EBAY
Ebay Inc

Consumer Cyclical
832
+ 4.53%
$61.61 - $70.93 $51.3K - $59K
19.2K $1.3M
COF
Capital One Financial Corp

Financial Services
866
+ 17.41%
$163.87 - $209.82 $142K - $182K
5.84K $1.05M
NVS
Novartis Ag

Healthcare
217
+ 2.27%
$97.14 - $115.57 $21.1K - $25.1K
9.78K $1.09M
VDE
Vanguard Energy ETF

ETFs
993
+ 28.57%
$119.14 - $132.76 $118K - $132K
4.47K $579K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.82K
+ 19.74%
$73.78 - $76.59 $134K - $139K
11K $845K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.42K
+ 33.89%
$82.81 - $96.53 $200K - $234K
9.56K $802K
EEMV
Ishares Msci Emerging Markets

ETFs
1.4K
+ 1.83%
$57.07 - $59.29 $79.8K - $82.9K
77.8K $4.54M
Activity Summary
Buys All Purchases 162 New Holdings 35 Increased Positions 127 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 3
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email