Adviser Investments LLC Incresed Positions in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.86M
+ 8534.89%
$95.85 - $99.25 $466M - $482M
4.92M $486M
VEA
Vanguard Ftse Developed Market

ETFs
2.31M
+ 20.6%
$47.4 - $52.99 $110M - $123M
13.5M $688M
VGSH
Vanguard

ETFs
1.39M
+ 2004.18%
$58.07 - $58.69 $80.8M - $81.7M
1.46M $85.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
533K
+ 17.64%
$42.5 - $46.71 $22.6M - $24.9M
3.55M $161M
SPY
Spdr S&P 500 ETF Trust

ETFs
30.4K
+ 27.9%
$551.42 - $612.93 $16.7M - $18.6M
139K $77.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
62K
+ 437.0%
$182.82 - $196.21 $11.3M - $12.2M
76.2K $14.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
68.5K
+ 344.51%
$126.11 - $135.06 $8.64M - $9.25M
88.4K $11.4M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
83.1K
+ 10.64%
$65.49 - $74.67 $5.44M - $6.2M
864K $61.9M
EDV
Vanguard Extended Duration Tre

ETFs
68.5K
+ 8.51%
$65.05 - $73.43 $4.46M - $5.03M
874K $62.2M
CAT
Caterpillar Inc

Industrials
29.4K
+ 44.52%
$326.75 - $407.63 $9.62M - $12M
95.6K $31.5M
QCOM
Qualcomm Inc

Technology
40.6K
+ 22.04%
$151.94 - $175.86 $6.17M - $7.14M
225K $34.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
35K
+ 549.97%
$169.43 - $182.84 $5.93M - $6.4M
41.3K $7.16M
MDT
Medtronic PLC

Healthcare
62.7K
+ 543.77%
$79.84 - $94.5 $5.01M - $5.92M
74.2K $6.67M
CSCO
Cisco Systems, Inc.

Technology
83.3K
+ 39.21%
$58.74 - $64.87 $4.89M - $5.4M
296K $18.2M
VTI
Vanguard Total Stock Market Et

ETFs
25.5K
+ 19.83%
$271.18 - $303.12 $6.92M - $7.73M
154K $42.4M
SPG
Simon Property Group Inc

Real Estate
28.4K
+ 71.84%
$159.48 - $187.78 $4.52M - $5.33M
67.8K $11.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
96.5K
+ 2.89%
$49.25 - $50.66 $4.75M - $4.89M
3.43M $170M
ITA
Ishares Tr

ETFs
15.3K
+ 786.32%
$144.84 - $159.5 $2.22M - $2.44M
17.2K $2.64M
AMGN
Amgen Inc

Healthcare
2.27K
+ 7.02%
$258.59 - $327.36 $587K - $743K
34.6K $10.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
18K
+ 854.98%
$117.4 - $131.02 $2.12M - $2.36M
20.1K $2.41M
IBDV
Ishares Tr

Technology
74.6K
+ 21.69%
$21.11 - $21.73 $1.57M - $1.62M
418K $9.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
76.7K
+ 116.3%
$24.91 - $29.02 $1.91M - $2.23M
143K $3.57M
PEP
Pepsico Inc

Consumer Defensive
14.6K
+ 6.09%
$142.64 - $156.42 $2.08M - $2.28M
254K $38.1M
EPD
Enterprise Products Partners L.P.

Energy
44.7K
+ 133.01%
$31.75 - $34.14 $1.42M - $1.53M
78.3K $2.67M
CVS
Cvs Health Corp

Healthcare
2.74K
+ 5.24%
$44.22 - $68.64 $121K - $188K
55.1K $3.73M
AZN
Astrazeneca PLC

Healthcare
13.3K
+ 35.19%
$65.37 - $77.96 $870K - $1.04M
51.1K $3.76M
IJK
Ishares S&P Midcap 400 Growth

ETFs
14.3K
+ 175.6%
$81.62 - $96.63 $1.17M - $1.39M
22.5K $1.88M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
500
+ 2.23%
$80.53 - $147.57 $40.3K - $73.8K
22.9K $3.03M
UNH
Unitedhealth Group Inc

Healthcare
91
+ 0.15%
$461.52 - $548.18 $42K - $49.9K
60.1K $31.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
15.1K
+ 34.05%
$56.51 - $62.98 $854K - $952K
59.5K $3.61M
SPGI
S&P Global Inc.

Financial Services
1.32K
+ 3.95%
$478.26 - $543.77 $633K - $719K
34.8K $17.7M
PGR
Progressive Corp

Financial Services
3.19K
+ 326.84%
$235.61 - $291.22 $752K - $929K
4.17K $1.18M
IAU
Ishares Gold Trust

ETFs
14.6K
+ 176.63%
$49.74 - $58.96 $725K - $860K
22.8K $1.35M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
23.8K
+ 93.16%
$35.88 - $37.91 $853K - $901K
49.3K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
808
+ 0.3%
$158.56 - $176.26 $128K - $142K
273K $46.5M
VO
Vanguard Mid Cap ETF

ETFs
3.72K
+ 22.74%
$251.87 - $277.95 $937K - $1.03M
20.1K $5.19M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.35K
+ 266.8%
$106.22 - $111.09 $780K - $816K
10.1K $1.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.89K
+ 1.48%
$18.36 - $20.51 $126K - $141K
473K $9.36M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.31K
+ 8.49%
$142.8 - $176.36 $187K - $231K
16.7K $2.89M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
149
+ 0.28%
$73.71 - $87.55 $11K - $13K
53.9K $4.69M
GLD
Spdr Gold Trust

ETFs
875
+ 13.08%
$243.19 - $288.14 $213K - $252K
7.57K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
208
+ 0.24%
$74.85 - $84.89 $15.6K - $17.7K
88.5K $7.23M
RIO
Rio Tinto PLC

Basic Materials
7.96K
+ 16.11%
$58.19 - $64.29 $463K - $512K
57.4K $3.45M
GLDM
World Gold Trust

ETFs
3.38K
+ 11.03%
$52.19 - $61.89 $177K - $209K
34.1K $2.11M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
17.6K
+ 13.15%
$24.21 - $25.09 $426K - $441K
151K $3.78M
VT
Vanguard Total World Stk Index

ETFs
4.33K
+ 8.31%
$115.08 - $123.97 $499K - $537K
56.5K $6.55M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.01K
+ 163.23%
$106.31 - $123.73 $320K - $372K
4.85K $600K
VV
Vanguard Large Cap ETF

ETFs
1.61K
+ 61.3%
$253.32 - $282.66 $408K - $455K
4.23K $1.09M
KR
Kroger CO

Consumer Defensive
3.73K
+ 30.21%
$58.36 - $67.72 $218K - $253K
16.1K $1.09M
Activity Summary
Buys All Purchases 162 New Holdings 35 Increased Positions 127 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 3
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