Adviser Investments LLC Purchases in Q2 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MFC
Manulife Financial Corp

Financial Services
8.01K
New
$26.93 - $32.44 $216K - $260K
8.01K $256K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.01%
$82.96 - $110.1 $166 - $220
14.7K $1.62M
MGM
Mgm Resorts International

Consumer Cyclical
7.33K
New
$25.79 - $34.95 $189K - $256K
7.33K $252K
MLM
Martin Marietta Materials Inc

Basic Materials
459
New
$452.51 - $568.19 $208K - $261K
459 $251K
COP
Conocophillips

Energy
3.88K
+ 60.44%
$82.66 - $106.1 $320K - $411K
10.3K $923K
TT
Trane Technologies PLC

Industrials
564
New
$315.21 - $437.41 $178K - $247K
564 $246K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 3.45%
$4164.15 - $5789.24 $25K - $34.7K
180 $1.04M
VTRS
Viatris Inc

Healthcare
26.7K
New
$7.26 - $9.12 $194K - $243K
26.7K $238K
GNRC
Generac Holdings Inc.

Industrials
1.66K
New
$101.92 - $143.21 $169K - $238K
1.66K $237K
AMP
Ameriprise Financial Inc

Financial Services
23
+ 0.53%
$422.19 - $533.73 $9.71K - $12.3K
4.37K $2.33M
NHC
National Healthcare Corp

Healthcare
2.1K
New
$89.91 - $109.05 $189K - $229K
2.1K $224K
EWP
Ishares Inc Msci Spain ETF

ETFs
5.09K
New
$34.15 - $44.03 $174K - $224K
5.09K $224K
SKX
Skechers Usa Inc

Consumer Cyclical
3.5K
New
$45.48 - $63.1 $159K - $221K
3.5K $220K
IGV
Ishares Expanded Tech Software

ETFs
1.32K
+ 36.64%
$80.15 - $109.5 $106K - $144K
4.92K $538K
PHYS
Sprott Physical Gold Trust

Financial Services
8.5K
New
$22.82 - $26.29 $194K - $223K
8.5K $215K
XLC
Select Sector Spdr Tr Communic

ETFs
1.98K
New
$86.13 - $108.53 $170K - $215K
1.98K $214K
QBTS
D Wave Quantum Inc.

Technology
14.5K
New
$6.22 - $19.04 $90.2K - $276K
14.5K $212K
VMC
Vulcan Materials CO

Basic Materials
811
New
$226.49 - $276.01 $184K - $224K
811 $211K
JLL
Jones Lang Lasalle Inc

Real Estate
782
+ 78.2%
$204.57 - $256.96 $160K - $201K
1.78K $455K
BIDU
Baidu, Inc.

Communication Services
2.42K
New
$76.86 - $92.5 $186K - $224K
2.42K $207K
CARR
Carrier Global Corp

Industrials
2.1K
+ 38.85%
$55.55 - $75.83 $117K - $159K
7.5K $548K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
718
New
$224.16 - $285.86 $161K - $205K
718 $205K
MU
Micron Technology Inc

Technology
237
+ 4.95%
$64.72 - $127.91 $15.3K - $30.3K
5.02K $618K
EW
Edwards Lifesciences Corp

Healthcare
2.61K
New
$67.07 - $78.22 $175K - $204K
2.61K $203K
VRSN
Verisign Inc

Technology
703
New
$234.49 - $288.8 $165K - $203K
703 $203K
LNG
Cheniere Energy, Inc.

Energy
827
New
$197.25 - $244.33 $163K - $202K
827 $201K
PODD
Insulet Corp

Healthcare
642
New
$238.57 - $327.47 $153K - $210K
642 $201K
AMT
American Tower Corp

Real Estate
866
+ 37.8%
$203.96 - $228.19 $177K - $198K
3.16K $697K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.28K
New
N/A
8.28K $196K
ABC
Amerisourcebergen Corp

Healthcare
1.06K
+ 3.1%
N/A
35.2K $6.51M
TGB
Taseko Mines LTD

Basic Materials
61.9K
New
$1.7 - $3.15 $105K - $195K
61.9K $194K
ACWI
Ishares Msci Acwi ETF

ETFs
146
+ 1.01%
$103.59 - $128.6 $15.1K - $18.8K
14.6K $1.87M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10
+ 0.56%
$328.01 - $475.68 $3.28K - $4.76K
1.78K $834K
ADSK
Autodesk, Inc.

Technology
750
New
N/A
750 $184K
IWM
Ishares Russell 2000 ETF

ETFs
370
+ 5.97%
$174.82 - $215.79 $64.7K - $79.8K
6.57K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
45
+ 0.16%
$110.58 - $132.14 $4.98K - $5.95K
27.8K $3.68M
AOA
Ishares Tr Core Aggressive All

ETFs
24
+ 0.1%
$69.46 - $83.4 $1.67K - $2K
25K $2.08M
WDAY
Workday, Inc.

Technology
135
+ 0.69%
$210.47 - $274.71 $28.4K - $37.1K
19.8K $4.76M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15.2K
New
$8.48 - $11.94 $129K - $181K
15.2K $157K
FDX
Fedex Corp

Industrials
1.57K
+ 12.85%
$198.07 - $245.17 $310K - $384K
13.8K $3.13M
PSLV
Sprott Physical Silver Trust

Financial Services
12.5K
New
$9.98 - $12.51 $125K - $156K
12.5K $153K
STX
Seagate Technology Holdings PLC

Technology
2
+ 0.08%
$66.54 - $144.33 $133 - $289
2.5K $361K
PGR
Progressive Corp

Financial Services
794
+ 19.06%
$255.27 - $288.74 $203K - $229K
4.96K $1.32M
IBDV
Ishares Tr

Technology
853
+ 0.2%
$21.28 - $21.98 $18.2K - $18.7K
419K $9.22M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.26K
+ 2.15%
$24.31 - $25.29 $79.2K - $82.4K
155K $3.91M
CNHI
Cnh Industrial N.V.

Industrials
12.2K
New
N/A
12.2K $127K
BK
Bank Of New York Mellon Corp

Financial Services
365
+ 2.93%
$73.31 - $91.62 $26.8K - $33.4K
12.8K $1.17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.03%
$468.22 - $566.51 $468 - $567
3.71K $2.1M
AZN
Astrazeneca PLC

Healthcare
4.34K
+ 8.49%
$64.87 - $75.0 $282K - $326K
55.5K $3.88M
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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