Adviser Investments LLC Incresed Positions in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
25.4K
+ 486.3%
$50.76 - $55.23 $1.29M - $1.41M
30.7K $1.59M
CRM
Salesforce, Inc.

Technology
2.32K
+ 26.71%
$270.87 - $367.87 $630K - $855K
11K $3.69M
ADP
Automatic Data Processing Inc

Industrials
1.94K
+ 4.47%
$280.08 - $307.97 $543K - $597K
45.3K $13.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.7K
+ 14.77%
$71.75 - $75.11 $1.7M - $1.78M
184K $13.2M
BAC
Bank Of America Corp

Financial Services
13.2K
+ 10.5%
$39.22 - $47.77 $518K - $631K
139K $6.11M
VB
Vanguard Small Cap ETF

ETFs
4K
+ 12.46%
$233.76 - $261.58 $936K - $1.05M
36.1K $8.68M
BR
Broadridge Financial Solutions, Inc.

Technology
4.22K
+ 61.4%
$209.64 - $236.44 $884K - $997K
11.1K $2.51M
PANW
Palo Alto Networks Inc

Technology
33K
+ 105.75%
$181.96 - $405.9 $6M - $13.4M
64.1K $11.7M
AXP
American Express CO

Financial Services
818
+ 3.03%
$267.35 - $305.57 $219K - $250K
27.9K $8.27M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
467
+ 5.54%
$1146.59 - $1270.6 $535K - $593K
8.89K $10.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
54.6K
+ 478.14%
$25.93 - $105.3 $1.42M - $5.75M
66K $1.84M
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.01%
$246.06 - $292.59 $738 - $878
21.2K $5.9M
RBLX
Roblox Corp

Communication Services
5.05K
+ 21.4%
$39.86 - $61.45 $201K - $310K
28.6K $1.66M
ACN
Accenture PLC

Technology
1.94K
+ 3.92%
$343.9 - $376.86 $668K - $731K
51.5K $18.1M
OKTA
Okta, Inc.

Technology
6.44K
+ 33.03%
$71.81 - $86.11 $462K - $554K
25.9K $2.04M
DVY
Ishares Tr

ETFs
4.71K
+ 52.04%
$129.55 - $143.41 $610K - $676K
13.8K $1.81M
MRVL
Marvell Technology, Inc.

Technology
1.58K
+ 14.95%
$70.31 - $124.78 $111K - $197K
12.1K $1.34M
AFL
Aflac Inc

Financial Services
6K
+ 91.2%
$100.37 - $115.27 $602K - $692K
12.6K $1.3M
NVO
Novo Nordisk A S

Healthcare
29.8K
+ 48.8%
$85.0 - $120.04 $2.53M - $3.58M
90.8K $7.81M
WDAY
Workday, Inc.

Technology
972
+ 4.91%
$233.85 - $279.91 $227K - $272K
20.8K $5.36M
XLV
Select Sector Spdr Fund Health

ETFs
4.56K
+ 62.17%
$136.28 - $154.74 $622K - $706K
11.9K $1.64M
BX
Blackstone Inc.

Financial Services
1.31K
+ 10.6%
$148.45 - $199.05 $195K - $261K
13.7K $2.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.62K
+ 2.33%
$55.73 - $66.16 $146K - $173K
115K $6.93M
VO
Vanguard Mid Cap ETF

ETFs
1.68K
+ 11.44%
$261.5 - $284.63 $439K - $478K
16.4K $4.32M
MS
Morgan Stanley

Financial Services
2.27K
+ 41.82%
$104.42 - $134.99 $237K - $307K
7.71K $968K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26.7K
+ 17.81%
$34.13 - $37.35 $911K - $997K
176K $6.02M
CME
Cme Group Inc.

Financial Services
1.58K
+ 106.92%
$221.17 - $246.02 $349K - $388K
3.05K $708K
SPOT
Spotify Technology S.A.

Communication Services
80
+ 1.89%
$362.95 - $502.38 $29K - $40.2K
4.32K $1.93M
PCAR
Paccar Inc

Industrials
3.24K
+ 133.7%
$97.92 - $118.41 $317K - $384K
5.67K $589K
VGT
Vanguard Information Technolog

ETFs
261
+ 4.95%
$571.78 - $647.97 $149K - $169K
5.53K $3.44M
WFC
Wells Fargo & Company

Financial Services
1.43K
+ 7.99%
$54.98 - $77.35 $78.5K - $110K
19.3K $1.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.03%
$241.48 - $274.89 $2.17K - $2.47K
32.5K $8.26M
ROK
Rockwell Automation, Inc

Industrials
1.03K
+ 45.13%
$264.65 - $302.92 $273K - $313K
3.32K $949K
BMY
Bristol Myers Squibb CO

Healthcare
38
+ 0.06%
$51.92 - $59.94 $1.97K - $2.28K
68.9K $3.9M
AMP
Ameriprise Financial Inc

Financial Services
127
+ 3.02%
$473.15 - $574.01 $60.1K - $72.9K
4.34K $2.31M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.42K
+ 127.27%
$124.61 - $133.96 $302K - $324K
4.33K $557K
AZO
Autozone Inc

Consumer Cyclical
88
+ 17.29%
$2981.19 - $3370.27 $262K - $297K
597 $1.91M
ABT
Abbott Laboratories

Healthcare
4.71K
+ 1.88%
$111.93 - $119.39 $527K - $562K
255K $28.8M
INTU
Intuit Inc

Technology
433
+ 12.88%
$602.01 - $706.25 $261K - $306K
3.8K $2.39M
ADI
Analog Devices Inc

Technology
2.42K
+ 19.54%
$206.35 - $236.48 $500K - $573K
14.8K $3.15M
DE
Deere & CO

Industrials
533
+ 6.32%
$389.45 - $466.0 $208K - $248K
8.96K $3.8M
ROP
Roper Technologies Inc

Industrials
840
+ 19.11%
$519.85 - $575.95 $437K - $484K
5.24K $2.72M
CVX
Chevron Corp

Energy
3.96K
+ 3.12%
$141.15 - $162.53 $558K - $643K
131K $19M
FTNT
Fortinet, Inc.

Technology
1
+ 0.01%
$76.49 - $99.21 $76.5 - $99.2
15.1K $1.43M
AVB
Avalonbay Communities Inc

Real Estate
1.63K
+ 7.86%
$216.28 - $237.81 $353K - $389K
22.4K $4.93M
XLY
Select Sector Spdr Consumer Di

ETFs
513
+ 9.29%
$194.8 - $239.43 $99.9K - $123K
6.04K $1.35M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 0.28%
$471.27 - $550.62 $9.9K - $11.6K
7.64K $3.99M
PYPL
Pay Pal Holdings, Inc.

Financial Services
502
+ 1.84%
$77.25 - $91.3 $38.8K - $45.8K
27.7K $2.37M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.31K
+ 84.78%
$99.11 - $112.25 $229K - $259K
5.03K $526K
Activity Summary
Buys All Purchases 311 New Holdings 46 Increased Positions 265 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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