Adviser Investments LLC Incresed Positions in Q2 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.72M
+ 34.95%
$96.84 - $99.46 $166M - $171M
6.63M $658M
VGSH
Vanguard

ETFs
2.45M
+ 167.81%
$58.32 - $58.95 $143M - $145M
3.91M $230M
VEA
Vanguard Ftse Developed Market

ETFs
534K
+ 3.94%
$45.65 - $57.01 $24.4M - $30.4M
14.1M $802M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
328K
+ 9.24%
$39.89 - $49.46 $13.1M - $16.2M
3.88M $192M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47.2K
+ 197.94%
$416.06 - $551.64 $19.6M - $26M
71K $39.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
52.2K
+ 58.32%
$320.42 - $424.58 $16.7M - $22.1M
142K $60.1M
GOOGL
Alphabet Inc.

Communication Services
130K
+ 69.68%
$144.7 - $178.6 $18.8M - $23.2M
317K $55.9M
JPM
Jpmorgan Chase & CO

Financial Services
3.66K
+ 0.86%
$210.28 - $289.91 $769K - $1.06M
431K $125M
NVDA
Nvidia Corp

Technology
29.7K
+ 10.25%
$94.31 - $157.99 $2.8M - $4.69M
319K $50.4M
CRM
Salesforce, Inc.

Technology
62.5K
+ 746.39%
$236.26 - $291.15 $14.8M - $18.2M
70.9K $19.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
23.7K
+ 7.11%
$219.76 - $276.94 $5.21M - $6.57M
357K $99M
DHR
Danaher Corp

Healthcare
74.4K
+ 1155.1%
$174.64 - $205.16 $13M - $15.3M
80.9K $16M
LLY
Eli Lilly & CO

Healthcare
21.2K
+ 49.03%
$713.71 - $898.95 $15.2M - $19.1M
64.5K $50.3M
AMZN
Amazon Com Inc

Consumer Cyclical
35.8K
+ 24.41%
$167.32 - $223.3 $5.98M - $7.99M
182K $40M
ALL
Allstate Corp

Financial Services
57.5K
+ 5674.93%
$180.53 - $212.64 $10.4M - $12.2M
58.5K $11.8M
NVO
Novo Nordisk A S

Healthcare
153K
+ 173.21%
$58.08 - $81.05 $8.91M - $12.4M
242K $16.7M
VBR
Vanguard Small Cap Value ETF

ETFs
34.7K
+ 8.03%
$162.76 - $195.77 $5.65M - $6.8M
467K $91.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
205K
+ 5.97%
$48.13 - $49.85 $9.87M - $10.2M
3.64M $178M
META
Meta Platforms, Inc.

Communication Services
963
+ 2.18%
$484.66 - $738.09 $467K - $711K
45.2K $33.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19K
+ 503.36%
$390.26 - $489.06 $7.42M - $9.3M
22.8K $9.24M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
97.4K
+ 1515.33%
$58.41 - $72.69 $5.69M - $7.08M
104K $7.55M
KLAC
Kla Corp

Technology
3.17K
+ 21.29%
$576.53 - $902.94 $1.83M - $2.87M
18.1K $16.2M
CWB
Spdr Bloomberg Convertible Sec

ETFs
71.9K
+ 1917.28%
$71.86 - $82.66 $5.17M - $5.94M
75.6K $6.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
71.5K
+ 998.2%
$79.56 - $82.92 $5.69M - $5.93M
78.7K $6.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82.4K
+ 39.27%
$51.16 - $62.02 $4.22M - $5.11M
292K $18.1M
MSI
Motorola Solutions, Inc.

Technology
13K
+ 2274.13%
$394.72 - $440.39 $5.13M - $5.73M
13.6K $5.71M
IAU
Ishares Gold Trust

ETFs
85.4K
+ 373.92%
$56.1 - $64.74 $4.79M - $5.53M
108K $6.75M
ASML
Asml Holding Nv

Technology
1.43K
+ 4.69%
$595.37 - $815.24 $854K - $1.17M
32K $25.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43.9K
+ 37.16%
$90.56 - $109.49 $3.98M - $4.81M
162K $17.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.63K
+ 3.71%
$456.74 - $568.03 $1.2M - $1.49M
73.6K $41.8M
HYG
Ishares Tr

ETFs
63.5K
+ 1041.65%
$75.75 - $80.65 $4.81M - $5.12M
69.6K $5.61M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
119K
+ 241.15%
$36.58 - $40.39 $4.35M - $4.8M
168K $6.79M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
53.6K
+ 155.27%
$57.14 - $72.68 $3.07M - $3.9M
88.2K $6.41M
IEMG
Ishares Inc

ETFs
76.6K
+ 239.56%
N/A
109K $5.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.22K
+ 5.79%
$141.37 - $228.57 $455K - $735K
58.8K $13.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
136K
+ 48.31%
$23.55 - $27.67 $3.2M - $3.76M
417K $11.5M
EMB
Ishares Tr

ETFs
41.3K
+ 165.79%
$86.54 - $92.62 $3.57M - $3.82M
66.2K $6.13M
GE
General Electric CO

Industrials
9.29K
+ 42.69%
$166.81 - $257.39 $1.55M - $2.39M
31K $7.99M
GOOG
Alphabet Inc.

Communication Services
552
+ 0.39%
$146.58 - $180.01 $80.9K - $99.4K
142K $25.2M
TPL
Texas Pacific Land Corp

Energy
7.13K
+ 42.92%
$1036.28 - $1430.55 $7.38M - $10.2M
23.7K $25.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
30.9K
+ 31.44%
$59.98 - $74.92 $1.85M - $2.32M
129K $9.62M
UBER
Uber Technologies, Inc

Technology
4.4K
+ 4.32%
$64.62 - $93.3 $285K - $411K
106K $9.92M
IBM
International Business Machines Corp

Technology
1.7K
+ 4.02%
$221.03 - $294.78 $376K - $501K
44K $13M
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 0.46%
$908.13 - $1056.85 $203K - $237K
48.8K $48.3M
GS
Goldman Sachs Group Inc

Financial Services
744
+ 7.04%
$462.22 - $707.75 $344K - $527K
11.3K $8M
PANW
Palo Alto Networks Inc

Technology
328
+ 0.53%
$152.44 - $204.64 $50K - $67.1K
62K $12.7M
ETN
Eaton Corp PLC

Industrials
3.78K
+ 40.73%
$246.52 - $356.99 $932K - $1.35M
13.1K $4.66M
XOM
Exxon Mobil Corp

Energy
41.2K
+ 19.76%
$99.93 - $119.04 $4.12M - $4.91M
250K $26.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
49.5K
+ 34.66%
$22.27 - $29.21 $1.1M - $1.44M
192K $5.61M
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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