Adviser Investments LLC Purchases in Q2 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
9.74K
+ 242.01%
$57.9 - $65.43 $564K - $637K
13.8K $841K
CEG
Constellation Energy Corp

Utilities
785
+ 28.56%
$170.96 - $322.76 $134K - $253K
3.53K $1.14M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.76K
+ 31.1%
$61.79 - $76.67 $356K - $442K
24.3K $1.85M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
7.24K
+ 13.05%
$34.17 - $42.88 $247K - $310K
62.7K $2.69M
TSN
Tyson Foods, Inc.

Consumer Defensive
10K
New
$54.33 - $63.56 $543K - $636K
10K $559K
PLTR
Palantir Technologies Inc.

Technology
1.22K
+ 16.77%
$74.01 - $144.25 $90K - $175K
8.47K $1.15M
ELAN
Elanco Animal Health Inc

Healthcare
37.7K
New
$8.1 - $14.3 $305K - $539K
37.7K $538K
ABNB
Airbnb, Inc.

Consumer Cyclical
25
+ 0.06%
$105.69 - $140.64 $2.64K - $3.52K
41.1K $5.44M
BKD
Brookdale Senior Living Inc.

Healthcare
75K
New
$5.13 - $7.1 $385K - $533K
75K $522K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2.16K
+ 5.87%
$116.09 - $139.09 $251K - $300K
39K $5.42M
BP
Bp PLC

Energy
20.7K
+ 61.78%
$26.11 - $33.81 $539K - $699K
54.1K $1.62M
ONON
On Holding Ag

Consumer Cyclical
9.3K
New
$37.65 - $60.68 $350K - $565K
9.3K $484K
COIN
Coinbase Global, Inc.

Technology
75
+ 3.05%
$151.47 - $375.07 $11.4K - $28.1K
2.54K $889K
L
Loews Corp

Financial Services
5.01K
New
$80.89 - $92.09 $405K - $461K
5.01K $459K
EUFN
Ishares Msci Europe Financials

ETFs
14K
New
$24.77 - $32.27 $347K - $452K
14K $442K
COF
Capital One Financial Corp

Financial Services
1.14K
+ 19.55%
$150.57 - $212.76 $172K - $243K
6.98K $1.49M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
37.5K
New
$7.79 - $11.67 $292K - $438K
37.5K $437K
PH
Parker Hannifin Corp

Industrials
624
New
$517.23 - $700.54 $323K - $437K
624 $435K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
525
+ 0.32%
$24.38 - $30.18 $12.8K - $15.8K
163K $4.92M
WMB
Williams Companies, Inc.

Energy
6.02K
+ 43.97%
$54.33 - $62.87 $327K - $378K
19.7K $1.24M
SO
Southern CO

Utilities
4.57K
New
$84.91 - $92.56 $388K - $423K
4.57K $419K
AMAT
Applied Materials Inc

Technology
836
+ 12.21%
$126.95 - $183.52 $106K - $153K
7.68K $1.41M
SOXX
Ishares Semiconductor ETF

ETFs
1.68K
New
$154.86 - $239.07 $259K - $400K
1.68K $399K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.52K
New
$41.45 - $54.46 $312K - $409K
7.52K $391K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.45K
+ 10.95%
$57.41 - $74.81 $141K - $184K
24.9K $1.85M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.51K
+ 18.93%
$81.46 - $94.63 $286K - $332K
22.1K $2.09M
IBN
Icici Bank LTD

Financial Services
1.74K
+ 1.21%
$30.16 - $34.39 $52.6K - $60K
146K $4.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.56K
+ 173.87%
$55.13 - $75.25 $306K - $418K
8.75K $600K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
567
+ 1.05%
$81.84 - $93.53 $46.4K - $53K
54.5K $5.05M
LVS
Las Vegas Sands Corp

Consumer Cyclical
8.27K
New
$30.7 - $44.12 $254K - $365K
8.27K $359K
PENN
Penn National Gaming Inc

Consumer Cyclical
20K
New
$13.75 - $18.28 $275K - $366K
20K $357K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
5K
New
$54.99 - $70.85 $275K - $354K
5K $350K
T
At&T Inc.

Communication Services
9.04K
+ 7.0%
$26.33 - $28.94 $238K - $261K
138K $4M
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.93K
+ 8.15%
$33.38 - $40.81 $164K - $201K
65.4K $2.66M
LYFT
Lyft, Inc.

Technology
21.5K
New
$9.97 - $17.21 $214K - $370K
21.5K $338K
SCHX
Schwab Strategic Tr Us Large C

ETFs
86
+ 0.06%
$19.6 - $24.44 $1.69K - $2.1K
142K $3.47M
TER
Teradyne, Inc

Technology
1.42K
+ 5.5%
$67.96 - $91.05 $96.7K - $130K
27.3K $2.46M
PM
Philip Morris International Inc.

Consumer Defensive
396
+ 3.82%
$149.23 - $184.95 $59.1K - $73.2K
10.8K $1.96M
NDAQ
Nasdaq, Inc.

Financial Services
67
+ 0.3%
$66.4 - $89.42 $4.45K - $5.99K
22.7K $2.03M
HP
Helmerich & Payne, Inc.

Energy
20K
New
$15.16 - $26.78 $303K - $536K
20K $303K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5K
New
$48.22 - $60.41 $241K - $302K
5K $298K
IGOV
Ishares 1 3 International Trea

ETFs
6.82K
New
$39.53 - $43.1 $270K - $294K
6.82K $294K
DELL
Dell Technologies Inc.

Technology
88
+ 0.99%
$71.63 - $125.98 $6.3K - $11.1K
8.95K $1.1M
FIGS
Figs, Inc.

Consumer Cyclical
50K
New
$3.62 - $5.89 $181K - $295K
50K $282K
NVMI
Nova Ltd.

Technology
1K
New
$162.03 - $275.2 $162K - $275K
1K $275K
F
Ford Motor CO

Consumer Cyclical
13.5K
+ 9.35%
$8.69 - $10.85 $117K - $147K
158K $1.71M
FCX
Freeport Mcmoran Inc

Basic Materials
415
+ 0.93%
$29.15 - $44.46 $12.1K - $18.5K
45.1K $1.95M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
571
+ 94.54%
$376.48 - $440.65 $215K - $252K
1.18K $517K
ROK
Rockwell Automation, Inc

Industrials
81
+ 2.54%
$218.97 - $332.17 $17.7K - $26.9K
3.28K $1.09M
Activity Summary
Buys All Purchases 272 New Holdings 75 Increased Positions 197 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 3
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