Adviser Investments LLC Incresed Positions in Q3 2025

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
395K
+ 2.81%
$56.02 - $60.3 $22.1M - $23.8M
14.5M $867M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
509K
+ 7.67%
$97.75 - $100.75 $49.7M - $51.3M
7.14M $716M
AAPL
Apple Inc.

Technology
50.7K
+ 6.9%
$202.38 - $256.87 $10.3M - $13M
785K $200M
VTV
Vanguard Value ETF

ETFs
50.8K
+ 1.38%
$175.51 - $186.57 $8.92M - $9.48M
3.74M $697M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
171K
+ 4.4%
$49.43 - $54.52 $8.44M - $9.31M
4.05M $219M
MSFT
Microsoft Corp

Technology
28.7K
+ 7.5%
$491.09 - $535.64 $14.1M - $15.4M
412K $213M
VGSH
Vanguard

ETFs
370K
+ 9.45%
$58.43 - $58.88 $21.6M - $21.8M
4.28M $252M
TJX
Tjx Companies Inc

Consumer Cyclical
106K
+ 44.92%
$121.35 - $144.54 $12.9M - $15.4M
343K $49.6M
AXP
American Express CO

Financial Services
58.9K
+ 222.18%
$294.27 - $342.31 $17.3M - $20.2M
85.4K $28.4M
AVGO
Broadcom Inc.

Technology
19.9K
+ 8.42%
$264.74 - $369.57 $5.26M - $7.34M
256K $84.3M
CAT
Caterpillar Inc

Industrials
18.6K
+ 20.85%
$390.92 - $477.15 $7.27M - $8.87M
108K $51.4M
JNJ
Johnson & Johnson

Healthcare
19.7K
+ 5.49%
$155.17 - $185.42 $3.06M - $3.66M
379K $70.2M
PGR
Progressive Corp

Financial Services
60.8K
+ 1226.31%
$238.61 - $264.3 $14.5M - $16.1M
65.8K $16.2M
NVDA
Nvidia Corp

Technology
30.8K
+ 9.66%
$153.3 - $186.58 $4.72M - $5.75M
350K $65.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
203K
+ 5.57%
$48.5 - $50.19 $9.83M - $10.2M
3.84M $192M
PM
Philip Morris International Inc.

Consumer Defensive
71.7K
+ 666.63%
$157.77 - $183.27 $11.3M - $13.1M
82.5K $13.4M
ASML
Asml Holding Nv

Technology
5.54K
+ 17.3%
$689.63 - $968.09 $3.82M - $5.37M
37.6K $36.4M
IBM
International Business Machines Corp

Technology
39.6K
+ 90.04%
$234.77 - $292.47 $9.3M - $11.6M
83.6K $23.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
8.69K
+ 2.43%
$276.51 - $305.12 $2.4M - $2.65M
366K $109M
VBR
Vanguard Small Cap Value ETF

ETFs
16.4K
+ 3.52%
$195.41 - $212.37 $3.21M - $3.49M
484K $101M
WM
Waste Management Inc

Industrials
44.6K
+ 1021.72%
$213.88 - $237.1 $9.54M - $10.6M
49K $10.8M
MCD
Mcdonalds Corp

Consumer Cyclical
27.4K
+ 24.65%
$291.67 - $316.99 $7.98M - $8.68M
138K $42.1M
AMZN
Amazon Com Inc

Consumer Cyclical
37.5K
+ 20.58%
$211.65 - $238.24 $7.94M - $8.93M
220K $48.2M
MCK
Mckesson Corp

Healthcare
10.4K
+ 956.14%
$659.01 - $772.54 $6.82M - $8M
11.4K $8.84M
TIP
Ishares Tr Tips Bd ETF

ETFs
56K
+ 2924.5%
$109.11 - $111.88 $6.11M - $6.26M
57.9K $6.44M
TSLA
Tesla, Inc.

Consumer Cyclical
7.67K
+ 37.54%
$293.94 - $444.72 $2.26M - $3.41M
28.1K $12.5M
CI
Cigna Corp

Healthcare
20.2K
+ 816.17%
$262.23 - $334.39 $5.29M - $6.75M
22.7K $6.53M
SYK
Stryker Corp

Healthcare
15.5K
+ 196.72%
$368.57 - $403.53 $5.7M - $6.24M
23.3K $8.62M
SPOT
Spotify Technology S.A.

Communication Services
8.21K
+ 192.12%
$620.01 - $738.53 $5.09M - $6.06M
12.5K $8.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.73K
+ 14.85%
$459.11 - $506.91 $4.01M - $4.43M
67.6K $34M
DIS
Walt Disney CO

Communication Services
45.3K
+ 148.66%
$112.25 - $124.0 $5.09M - $5.62M
75.8K $8.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
47.1K
+ 52.49%
$87.29 - $93.61 $4.11M - $4.4M
137K $12.8M
ITW
Illinois Tool Works Inc

Industrials
17.1K
+ 160.75%
$252.31 - $269.41 $4.32M - $4.61M
27.8K $7.24M
META
Meta Platforms, Inc.

Communication Services
6.19K
+ 13.69%
$695.21 - $791.73 $4.3M - $4.9M
51.4K $37.7M
UNP
Union Pacific Corp

Industrials
14.3K
+ 12.56%
$214.91 - $237.16 $3.08M - $3.4M
128K $30.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 0.91%
$303.93 - $329.86 $417K - $453K
152K $49.8M
PG
Procter & Gamble CO

Consumer Defensive
33.9K
+ 12.61%
$150.47 - $161.22 $5.1M - $5.46M
303K $46.5M
DE
Deere & CO

Industrials
8.71K
+ 110.23%
$457.26 - $524.37 $3.98M - $4.57M
16.6K $7.6M
KLAC
Kla Corp

Technology
226
+ 1.25%
$843.9 - $1078.6 $191K - $244K
18.3K $19.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
+ 40.0%
$692600.0 - $759798.0 $2.77M - $3.04M
14 $10.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 0.15%
$224.68 - $282.71 $20.2K - $25.4K
58.9K $16.4M
TGT
Target Corp

Consumer Defensive
34.9K
+ 1237.03%
$86.56 - $107.43 $3.02M - $3.75M
37.7K $3.38M
AMGN
Amgen Inc

Healthcare
10.6K
+ 30.58%
$271.18 - $309.22 $2.87M - $3.27M
45.2K $12.8M
EDV
Vanguard Extended Duration Tre

ETFs
29.7K
+ 3.51%
$63.28 - $69.5 $1.88M - $2.07M
876K $59.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.38K
+ 3.31%
$89.32 - $107.82 $391K - $472K
137K $14.7M
GPS
Gap Inc

Consumer Cyclical
125K
+ 54.78%
N/A
353K $7.11M
DHR
Danaher Corp

Healthcare
11.4K
+ 14.11%
$181.46 - $212.2 $2.07M - $2.42M
92.3K $18.3M
LOW
Lowes Companies Inc

Consumer Cyclical
2.98K
+ 5.88%
$215.01 - $273.02 $642K - $815K
53.7K $13.5M
RSG
Republic Services, Inc.

Industrials
9.19K
+ 572.65%
$225.33 - $246.01 $2.07M - $2.26M
10.8K $2.48M
Activity Summary
Buys All Purchases 302 New Holdings 41 Increased Positions 261 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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