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
NOW
Service Now, Inc.

Technology
114
+ 1.49%
$721.65 - $1040.18 $82.3K - $119K
7.76K $7.97M
BAC
Bank Of America Corp

Financial Services
23.1K
+ 17.83%
$34.39 - $47.46 $795K - $1.1M
153K $7.23M
EFG
Msci Eafe Growth ETF

ETFs
2.72K
+ 2.16%
$89.8 - $112.0 $244K - $305K
129K $14.4M
GLDM
World Gold Trust

ETFs
25.5K
+ 74.72%
$58.96 - $67.97 $1.5M - $1.73M
59.5K $3.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.1K
+ 15.0%
$32.66 - $40.75 $754K - $941K
177K $7.17M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.8K
+ 4.4%
$17.76 - $22.1 $370K - $460K
494K $10.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.2K
+ 11.54%
$72.02 - $73.82 $1.46M - $1.49M
196K $14.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 6.08%
$221.86 - $362.89 $260K - $425K
20.4K $6.49M
AXP
American Express CO

Financial Services
21
+ 0.08%
$231.39 - $318.98 $4.86K - $6.7K
26.5K $8.45M
VT
Vanguard Total World Stk Index

ETFs
4.74K
+ 8.4%
$103.16 - $128.52 $489K - $610K
61.2K $7.87M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
15.5K
+ 280.32%
$62.73 - $78.42 $971K - $1.21M
21K $1.63M
SHEL
Shell PLC

Energy
16.6K
+ 247.66%
$59.75 - $73.05 $992K - $1.21M
23.3K $1.64M
DIS
Walt Disney CO

Communication Services
2.81K
+ 10.13%
$81.72 - $124.01 $229K - $348K
30.5K $3.78M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.32K
+ 86.75%
$82.32 - $112.47 $602K - $823K
15.8K $1.77M
SPGI
S&P Global Inc.

Financial Services
318
+ 0.91%
$438.31 - $527.29 $139K - $168K
35.1K $18.5M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.25K
+ 14.25%
$163.6 - $208.47 $368K - $469K
18K $3.76M
LMT
Lockheed Martin Corp

Industrials
268
+ 0.65%
$430.82 - $486.45 $115K - $130K
41.5K $19.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.12K
+ 1.27%
$72.96 - $90.39 $81.9K - $102K
89.6K $8.01M
VB
Vanguard Small Cap ETF

ETFs
822
+ 2.15%
$193.73 - $237.37 $159K - $195K
39.1K $9.26M
KHC
Kraft Heinz CO

Consumer Defensive
38.4K
+ 74.31%
$25.61 - $30.81 $983K - $1.18M
90.1K $2.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.95K
+ 4.73%
$152.93 - $181.74 $299K - $355K
43.3K $7.87M
WFC
Wells Fargo & Company

Financial Services
6.87K
+ 37.01%
$60.98 - $80.12 $419K - $550K
25.4K $2.04M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.69K
+ 5.71%
$55.54 - $69.09 $205K - $255K
68.2K $4.71M
APH
Amphenol Corp

Technology
371
+ 1.85%
$59.09 - $98.75 $21.9K - $36.6K
20.4K $2.02M
APP
App Lovin Corp

Technology
33
+ 0.43%
$219.37 - $417.89 $7.24K - $13.8K
7.68K $2.69M
MS
Morgan Stanley

Financial Services
3.1K
+ 42.36%
$99.83 - $140.86 $309K - $437K
10.4K $1.47M
MA
Mastercard Inc

Financial Services
727
+ 5.08%
$479.92 - $590.74 $349K - $429K
15K $8.44M
UL
Unilever PLC

Consumer Defensive
9.74K
+ 242.01%
$57.9 - $65.43 $564K - $637K
13.8K $841K
CEG
Constellation Energy Corp

Utilities
785
+ 28.56%
$170.96 - $322.76 $134K - $253K
3.53K $1.14M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.76K
+ 31.1%
$61.79 - $76.67 $356K - $442K
24.3K $1.85M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
7.24K
+ 13.05%
$34.17 - $42.88 $247K - $310K
62.7K $2.69M
PLTR
Palantir Technologies Inc.

Technology
1.22K
+ 16.77%
$74.01 - $144.25 $90K - $175K
8.47K $1.15M
ABNB
Airbnb, Inc.

Consumer Cyclical
25
+ 0.06%
$105.69 - $140.64 $2.64K - $3.52K
41.1K $5.44M
VTWV
Vanguard Russell 2000 Value Et

ETFs
2.16K
+ 5.87%
$116.09 - $139.09 $251K - $300K
39K $5.42M
BP
Bp PLC

Energy
20.7K
+ 61.78%
$26.11 - $33.81 $539K - $699K
54.1K $1.62M
COIN
Coinbase Global, Inc.

Technology
75
+ 3.05%
$151.47 - $375.07 $11.4K - $28.1K
2.54K $889K
COF
Capital One Financial Corp

Financial Services
1.14K
+ 19.55%
$150.57 - $212.76 $172K - $243K
6.98K $1.49M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
525
+ 0.32%
$24.38 - $30.18 $12.8K - $15.8K
163K $4.92M
WMB
Williams Companies, Inc.

Energy
6.02K
+ 43.97%
$54.33 - $62.87 $327K - $378K
19.7K $1.24M
AMAT
Applied Materials Inc

Technology
836
+ 12.21%
$126.95 - $183.52 $106K - $153K
7.68K $1.41M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.45K
+ 10.95%
$57.41 - $74.81 $141K - $184K
24.9K $1.85M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.51K
+ 18.93%
$81.46 - $94.63 $286K - $332K
22.1K $2.09M
IBN
Icici Bank LTD

Financial Services
1.74K
+ 1.21%
$30.16 - $34.39 $52.6K - $60K
146K $4.93M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.56K
+ 173.87%
$55.13 - $75.25 $306K - $418K
8.75K $600K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
567
+ 1.05%
$81.84 - $93.53 $46.4K - $53K
54.5K $5.05M
T
At&T Inc.

Communication Services
9.04K
+ 7.0%
$26.33 - $28.94 $238K - $261K
138K $4M
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.93K
+ 8.15%
$33.38 - $40.81 $164K - $201K
65.4K $2.66M
SCHX
Schwab Strategic Tr Us Large C

ETFs
86
+ 0.06%
$19.6 - $24.44 $1.69K - $2.1K
142K $3.47M
TER
Teradyne, Inc

Technology
1.42K
+ 5.5%
$67.96 - $91.05 $96.7K - $130K
27.3K $2.46M
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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