Adviser Investments LLC Purchases in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
1.5K
+ 6.76%
$60.46 - $64.42 $90.7K - $96.6K
23.7K $1.46M
HCA
Hca Healthcare, Inc.

Healthcare
37
+ 1.98%
$296.7 - $345.55 $11K - $12.8K
1.9K $657K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.63K
+ 20.66%
$50.72 - $50.92 $82.7K - $83K
9.52K $484K
PLD
Prologis, Inc.

Real Estate
193
+ 1.92%
$103.59 - $124.04 $20K - $23.9K
10.2K $1.14M
IWN
Ishares Russell2000 Val ETF

ETFs
2.54K
+ 11.08%
$149.27 - $169.4 $379K - $430K
25.4K $3.84M
APD
Air Products & Chemicals, Inc.

Basic Materials
14
+ 0.09%
$283.24 - $338.07 $3.97K - $4.73K
15.6K $4.59M
IWM
Ishares Russell 2000 ETF

ETFs
963
+ 18.39%
$198.1 - $229.79 $191K - $221K
6.2K $1.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
750
+ 28.3%
$211.47 - $267.17 $159K - $200K
3.4K $718K
AIG
American International Group, Inc.

Financial Services
139
+ 3.26%
$70.5 - $86.94 $9.8K - $12.1K
4.4K $382K
RSG
Republic Services, Inc.

Industrials
5
+ 0.31%
$200.09 - $242.16 $1K - $1.21K
1.61K $388K
EMB
Ishares Tr

ETFs
152
+ 0.61%
$88.64 - $92.03 $13.5K - $14K
24.9K $2.25M
DAL
Delta Air Lines, Inc.

Industrials
5.06K
+ 50.22%
$43.6 - $69.06 $221K - $350K
15.1K $660K
JNK
Spdr Bloomberg High Yield Bond

ETFs
531
+ 12.07%
$94.86 - $97.12 $50.4K - $51.6K
4.93K $469K
MGV
Vanguard Mega Cap Value

ETFs
114
+ 1.31%
$123.61 - $133.01 $14.1K - $15.2K
8.81K $1.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
712
+ 1.56%
$27.01 - $28.54 $19.2K - $20.3K
46.3K $1.29M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.21K
+ 3.57%
$30.73 - $32.26 $129K - $136K
122K $3.75M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
698
+ 15.13%
$121.0 - $142.28 $84.5K - $99.3K
5.31K $661K
SNA
Snap On Inc

Industrials
124
+ 4.34%
$324.09 - $358.62 $40.2K - $44.5K
2.98K $1M
AON
Aon PLC

Financial Services
10
+ 1.44%
$348.44 - $409.32 $3.48K - $4.09K
705 $281K
LEN
Lennar Corp

Consumer Cyclical
547
+ 35.29%
$113.93 - $141.54 $62.3K - $77.4K
2.1K $240K
IYE
Ishares Tr

ETFs
6
+ 0.08%
$45.23 - $49.95 $271 - $300
7.11K $350K
MAA
Mid America Apartment Communities Inc.

Real Estate
20
+ 1.25%
$146.9 - $170.92 $2.94K - $3.42K
1.62K $270K
ABC
Amerisourcebergen Corp

Healthcare
123
+ 0.36%
N/A
34.1K $6.31M
NEAR
Blackrock Short Maturity Bond

ETFs
66
+ 0.74%
$50.4 - $50.89 $3.33K - $3.36K
9.04K $460K
A
Agilent Technologies, Inc.

Healthcare
273
+ 17.88%
$116.69 - $152.6 $31.9K - $41.7K
1.8K $210K
CNI
Canadian National Railway CO

Industrials
1.58K
+ 4.19%
$95.46 - $106.79 $151K - $169K
39.2K $3.82M
Avalo Therapeutics Inc
313K
New
N/A
313K $0
Reddit Inc
3.89K
New
N/A
3.89K $0
Fidelity Wise Origin Bitcoin
5.11K
New
N/A
5.11K $0
FGRO
Fidelity Covington Tr

ETFs
1
+ 0.01%
N/A
9.6K $215K
Biohaven LTD
822
+ 6.97%
N/A
12.6K $0
Ge Vernova Inc
4.92K
+ 100.26%
N/A
9.83K $0
Tidal Trust Iii
3.3K
+ 1.46%
N/A
229K $0
Fidelity Covington Trust
38
+ 0.34%
N/A
11.1K $0
Rubrik Inc.
10.4K
New
N/A
10.4K $0
Blackrock Inc
59
+ 0.24%
N/A
24.8K $0
PEG
Public Service Enterprise Group Inc

Utilities
51
+ 1.46%
$78.2 - $90.39 $3.99K - $4.61K
3.54K $291K
RY
Royal Bank Of Canada

Financial Services
180
+ 5.48%
$108.81 - $123.4 $19.6K - $22.2K
3.46K $390K
MSI
Motorola Solutions, Inc.

Technology
17
+ 3.06%
$411.73 - $482.1 $7K - $8.2K
572 $250K
CARR
Carrier Global Corp

Industrials
295
+ 5.78%
$62.07 - $70.55 $18.3K - $20.8K
5.4K $342K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
652
+ 3.34%
$32.42 - $36.13 $21.1K - $23.6K
20.2K $665K
SPYG
Spdr Portfolio

ETFs
66
+ 2.48%
$80.05 - $92.39 $5.28K - $6.1K
2.73K $219K
SHOP
Shopify Inc.

Technology
220
+ 6.57%
$90.59 - $129.31 $19.9K - $28.4K
3.57K $340K
AVB
Avalonbay Communities Inc

Real Estate
259
+ 1.16%
$207.86 - $228.08 $53.8K - $59.1K
22.7K $4.87M
ISRG
Intuitive Surgical Inc

Healthcare
275
+ 3.6%
$476.63 - $610.45 $131K - $168K
7.92K $3.92M
HST
Host Hotels & Resorts, Inc.

Real Estate
58
+ 0.22%
$14.21 - $17.45 $824 - $1.01K
26.2K $372K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
572
+ 0.52%
$21.23 - $23.75 $12.1K - $13.6K
110K $2.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
9
+ 0.07%
$80.08 - $92.93 $721 - $836
13.7K $1.1M
ASML
Asml Holding Nv

Technology
1.15K
+ 3.92%
$662.63 - $776.99 $765K - $897K
30.6K $20.3M
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
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