Adviser Investments LLC Incresed Positions in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
27.1K
+ 0.56%
$159.75 - $174.57 $4.33M - $4.73M
4.86M $848M
VEA
Vanguard Ftse Developed Market

ETFs
30.5K
+ 0.28%
$47.6 - $53.31 $1.45M - $1.62M
10.9M $574M
VGIT
Vanguard Intermediate Term Tre

ETFs
95.9K
+ 1.15%
$57.8 - $60.8 $5.54M - $5.83M
8.44M $510M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
168K
+ 1.27%
$28.45 - $30.18 $4.77M - $5.06M
13.4M $402M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
198K
+ 2019.52%
$91.37 - $101.65 $18.1M - $20.2M
208K $21.2M
MMM
3 M CO

Industrials
104K
+ 348.86%
$99.69 - $139.42 $10.4M - $14.5M
134K $18.3M
WMT
Walmart Inc.

Consumer Defensive
82.2K
+ 13.74%
$66.91 - $81.4 $5.5M - $6.69M
680K $55M
DELL
Dell Technologies Inc.

Technology
122K
+ 1222.21%
$87.89 - $145.97 $10.7M - $17.7M
132K $15.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
68.4K
+ 412.34%
$173.36 - $189.8 $11.9M - $13M
85K $16.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
106K
+ 173.48%
$106.11 - $113.72 $11.2M - $12M
167K $18.8M
EMB
Ishares Tr

ETFs
125K
+ 314.94%
$87.75 - $93.74 $11M - $11.7M
165K $15.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
118K
+ 1081.25%
$89.91 - $101.33 $10.6M - $12M
129K $12.7M
PFE
Pfizer Inc

Healthcare
394K
+ 144.94%
$27.7 - $31.39 $10.9M - $12.4M
666K $19.3M
ORCL
Oracle Corp

Technology
34.7K
+ 26.82%
$125.9 - $170.35 $4.37M - $5.92M
164K $28M
JPM
Jpmorgan Chase & CO

Financial Services
26.4K
+ 6.48%
$194.9 - $224.8 $5.14M - $5.93M
434K $91.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
90.2K
+ 2.83%
$49.93 - $51.15 $4.5M - $4.61M
3.28M $167M
MUB
Ishares National Muni Bond ETF

ETFs
14.5K
+ 0.52%
$106.13 - $108.7 $1.54M - $1.58M
2.79M $303M
VBR
Vanguard Small Cap Value ETF

ETFs
2.43K
+ 0.65%
$179.99 - $201.6 $438K - $490K
377K $75.7M
TMUS
T Mobile Us, Inc.

Communication Services
26.4K
+ 64.11%
$175.14 - $206.36 $4.62M - $5.45M
67.6K $13.9M
MCD
Mcdonalds Corp

Consumer Cyclical
1.03K
+ 0.94%
$245.82 - $304.51 $254K - $314K
111K $33.9M
JNJ
Johnson & Johnson

Healthcare
4.92K
+ 1.61%
$145.48 - $167.38 $715K - $823K
310K $50.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
970
+ 1.03%
$405.19 - $478.57 $393K - $464K
95.5K $43.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
74.3K
+ 222.29%
$60.13 - $68.17 $4.47M - $5.06M
108K $7.29M
DUK
Duke Energy Corp

Utilities
42K
+ 512.3%
$99.35 - $117.71 $4.17M - $4.95M
50.2K $5.79M
VFVA
Vanguard Wellington Fd U S Val

ETFs
2.86K
+ 0.48%
$111.27 - $122.66 $318K - $351K
600K $72.4M
RTX
Raytheon Technologies Corp

Industrials
754
+ 0.33%
$99.55 - $123.34 $75.1K - $93K
226K $27.4M
BLK
Black Rock Inc.

Financial Services
45
+ 0.18%
$782.27 - $949.51 $35.2K - $42.7K
24.8K $23.6M
AVGO
Broadcom Inc.

Technology
224K
+ 925.96%
$136.27 - $1745.86 $30.6M - $392M
249K $42.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
903
+ 0.91%
$517.38 - $573.86 $467K - $518K
100K $57.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.1K
+ 61.35%
$96.25 - $101.98 $2.99M - $3.17M
81.8K $8.29M
DAL
Delta Air Lines, Inc.

Industrials
48.6K
+ 18.58%
$37.32 - $51.8 $1.81M - $2.52M
310K $15.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19K
+ 54.94%
$147.95 - $191.05 $2.82M - $3.64M
53.7K $9.33M
MRK
Merck & Co., Inc.

Healthcare
54.7K
+ 19.23%
$111.15 - $128.97 $6.08M - $7.05M
339K $38.5M
NKE
Nike, Inc.

Consumer Cyclical
2.46K
+ 1.05%
$71.09 - $89.44 $175K - $220K
237K $20.9M
COST
Costco Wholesale Corp

Consumer Defensive
1.04K
+ 1.76%
$801.83 - $917.05 $836K - $956K
60.1K $53.3M
TSLA
Tesla, Inc.

Consumer Cyclical
6.61K
+ 31.27%
$191.76 - $263.26 $1.27M - $1.74M
27.7K $7.26M
IGM
Ishares Expanded Tech Sector E

ETFs
31.7K
+ 175.22%
$84.03 - $98.62 $2.67M - $3.13M
49.8K $4.78M
V
Visa Inc.

Financial Services
2.65K
+ 1.51%
$253.74 - $291.56 $673K - $773K
178K $48.9M
ABT
Abbott Laboratories

Healthcare
3.74K
+ 1.52%
$100.07 - $118.13 $374K - $442K
250K $28.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.43K
+ 1.31%
$162.64 - $179.3 $558K - $615K
265K $47.6M
IBM
International Business Machines Corp

Technology
1.71K
+ 3.36%
$175.1 - $223.38 $299K - $382K
52.6K $11.6M
AZN
Astrazeneca PLC

Healthcare
36.2K
+ 1071.99%
$76.67 - $87.62 $2.78M - $3.18M
39.6K $3.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.53K
+ 2.35%
$475.2 - $527.7 $726K - $806K
66.6K $35.2M
XOM
Exxon Mobil Corp

Energy
16.1K
+ 5.89%
$109.72 - $119.0 $1.76M - $1.91M
289K $33.9M
PG
Procter & Gamble CO

Consumer Defensive
2.11K
+ 0.83%
$160.76 - $177.82 $338K - $374K
256K $44.2M
VTI
Vanguard Total Stock Market Et

ETFs
1.39K
+ 1.09%
$255.18 - $283.2 $354K - $393K
129K $36.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
8.48K
+ 990.77%
$217.89 - $392.15 $1.85M - $3.33M
9.34K $2.62M
UNP
Union Pacific Corp

Industrials
130
+ 0.12%
$221.78 - $256.09 $28.8K - $33.3K
112K $27.7M
CMF
Ishares California Muni Bond E

ETFs
29.2K
+ 8.78%
$56.65 - $58.17 $1.65M - $1.7M
361K $21M
Activity Summary
Buys All Purchases 287 New Holdings 43 Increased Positions 244 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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