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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
846
+ 3.18%
$103.83 - $179.9 $87.8K - $152K
27.4K $4.9M
IEMG
Ishares Inc

ETFs
32.9K
+ 30.33%
N/A
142K $7.59M
IAU
Ishares Gold Trust

ETFs
8.01K
+ 7.4%
$61.62 - $72.77 $494K - $583K
116K $8.46M
KO
Coca Cola CO

Consumer Defensive
32.5K
+ 30.37%
$65.67 - $71.67 $2.13M - $2.33M
139K $9.25M
GE
General Electric CO

Industrials
1.04K
+ 3.36%
$244.75 - $305.63 $255K - $318K
32.1K $9.65M
TER
Teradyne, Inc

Technology
262
+ 0.96%
$90.15 - $137.64 $23.6K - $36.1K
27.6K $3.79M
UBER
Uber Technologies, Inc

Technology
8.43K
+ 7.93%
$86.91 - $99.57 $732K - $839K
115K $11.2M
KMI
Kinder Morgan, Inc.

Energy
44.5K
+ 342.24%
$26.23 - $28.5 $1.17M - $1.27M
57.6K $1.63M
CWB
Spdr Bloomberg Convertible Sec

ETFs
6.23K
+ 8.24%
$82.29 - $90.77 $513K - $565K
81.9K $7.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
19.5K
+ 142.87%
$60.9 - $70.75 $1.19M - $1.38M
33.1K $2.07M
BA
Boeing CO

Industrials
3.13K
+ 6.01%
$209.79 - $237.38 $656K - $742K
55.2K $11.9M
XLK
Technology Sector Spdr

ETFs
2.38K
+ 21.25%
$250.97 - $282.66 $598K - $674K
13.6K $3.83M
ISRG
Intuitive Surgical Inc

Healthcare
3.88K
+ 50.22%
$433.66 - $544.47 $1.68M - $2.11M
11.6K $5.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
27.5K
+ 22.86%
$30.67 - $32.13 $842K - $882K
148K $4.67M
GLD
Spdr Gold Trust

ETFs
1.45K
+ 20.17%
$300.96 - $355.47 $437K - $516K
8.66K $3.08M
AZN
Astrazeneca PLC

Healthcare
6.44K
+ 11.61%
$68.72 - $82.11 $443K - $529K
61.9K $4.75M
MO
Altria Group, Inc.

Consumer Defensive
10.6K
+ 70.64%
$57.75 - $67.68 $614K - $720K
25.7K $1.7M
VNQI
Vanguard Global Ex U.S. Real

ETFs
11.5K
+ 9.02%
$45.22 - $48.34 $518K - $554K
139K $6.62M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.96K
+ 21.23%
$192.76 - $203.86 $570K - $603K
16.9K $3.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.93K
+ 1.2%
$21.69 - $23.34 $129K - $138K
500K $11.6M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
11.1K
+ 3.02%
$46.86 - $48.27 $522K - $537K
380K $18.2M
IGM
Ishares Expanded Tech Sector E

ETFs
217
+ 0.44%
$110.96 - $127.67 $24.1K - $27.7K
50K $6.3M
DUK
Duke Energy Corp

Utilities
3.37K
+ 6.86%
$116.31 - $125.93 $392K - $424K
52.5K $6.49M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
206
+ 0.24%
$132.9 - $142.03 $27.4K - $29.3K
87.2K $12.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.92K
+ 8.79%
$81.75 - $84.54 $566K - $585K
85.6K $7.2M
VO
Vanguard Mid Cap ETF

ETFs
1.34K
+ 6.74%
$279.83 - $293.74 $374K - $393K
21.2K $6.22M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
12.3K
+ 7.31%
$39.84 - $41.42 $490K - $509K
180K $7.44M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
6.34K
+ 57.19%
$82.96 - $95.7 $526K - $607K
17.4K $1.56M
ADSK
Autodesk, Inc.

Technology
2.46K
+ 327.6%
N/A
3.21K $788K
PLTR
Palantir Technologies Inc.

Technology
1.12K
+ 13.17%
$130.68 - $186.97 $146K - $208K
9.58K $1.75M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.82K
+ 1.12%
$30.13 - $33.37 $54.9K - $60.8K
165K $5.51M
IWN
Ishares Russell2000 Val ETF

ETFs
447
+ 1.76%
$157.1 - $178.94 $70.2K - $80K
25.8K $4.57M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.52K
+ 2.82%
$72.57 - $74.72 $401K - $413K
201K $15M
APH
Amphenol Corp

Technology
366
+ 1.79%
$97.39 - $125.4 $35.6K - $45.9K
20.8K $2.57M
RY
Royal Bank Of Canada

Financial Services
3.24K
+ 90.18%
$128.46 - $148.6 $417K - $482K
6.84K $1.01M
GLW
Corning Inc

Technology
30
+ 0.18%
$51.6 - $82.03 $1.55K - $2.46K
16.9K $1.39M
VZ
Verizon Communications Inc

Communication Services
9.85K
+ 10.26%
$40.84 - $45.06 $402K - $444K
106K $4.65M
ABC
Amerisourcebergen Corp

Healthcare
2.46K
+ 7.0%
N/A
37.6K $6.97M
WYNN
Wynn Resorts LTD

Consumer Cyclical
6
+ 0.05%
$101.96 - $132.43 $612 - $795
13K $1.67M
NSC
Norfolk Southern Corp

Industrials
800
+ 17.3%
$259.49 - $300.41 $208K - $240K
5.42K $1.63M
RSP
Invesco S&P 500 Equal Weight E

ETFs
521
+ 1.2%
$181.56 - $190.33 $94.6K - $99.2K
43.8K $8.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
721
+ 0.41%
$39.8 - $42.86 $28.7K - $30.9K
178K $7.61M
DOV
Dover Corp

Industrials
2.9K
+ 91.05%
$165.59 - $190.9 $480K - $554K
6.09K $1.02M
MU
Micron Technology Inc

Technology
1.23K
+ 24.53%
$104.88 - $168.89 $129K - $208K
6.25K $1.05M
PFE
Pfizer Inc

Healthcare
5.23K
+ 2.25%
$23.29 - $25.88 $122K - $135K
237K $6.05M
WEC
Wec Energy Group, Inc.

Utilities
3.39K
+ 126.4%
$103.66 - $114.59 $351K - $388K
6.06K $694K
VGT
Vanguard Information Technolog

ETFs
72
+ 1.68%
$656.44 - $753.15 $47.3K - $54.2K
4.35K $3.25M
AMD
Advanced Micro Devices Inc

Technology
1.39K
+ 16.37%
$134.8 - $184.42 $188K - $257K
9.9K $1.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
55
+ 0.07%
$92.26 - $97.51 $5.07K - $5.36K
83.1K $8.03M
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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