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
ADP
Automatic Data Processing Inc

Industrials
37
+ 0.09%
$233.44 - $279.45 $8.64K - $10.3K
43.4K $12M
CL
Colgate Palmolive CO

Consumer Defensive
1.46K
+ 0.79%
$95.54 - $108.77 $140K - $159K
187K $19.4M
AXP
American Express CO

Financial Services
1.21K
+ 4.7%
$225.92 - $271.17 $274K - $329K
27K $7.33M
VB
Vanguard Small Cap ETF

ETFs
3.24K
+ 11.22%
$214.77 - $237.72 $696K - $771K
32.1K $7.62M
CB
Chubb LTD

Financial Services
2.83K
+ 19.51%
$252.51 - $292.2 $714K - $826K
17.3K $4.99M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
16.6K
+ 11.61%
$37.61 - $41.72 $623K - $691K
159K $6.65M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5.6K
+ 50.22%
$175.0 - $190.72 $979K - $1.07M
16.7K $3.19M
IAU
Ishares Gold Trust

ETFs
22K
+ 92.15%
$44.06 - $50.5 $969K - $1.11M
45.9K $2.28M
KO
Coca Cola CO

Consumer Defensive
2.83K
+ 2.41%
$62.69 - $73.01 $177K - $206K
120K $8.63M
DEO
Diageo PLC

Consumer Defensive
433
+ 0.56%
$120.02 - $140.77 $52K - $61K
77.3K $10.8M
NYF
Ishares New York Muni Bond ETF

ETFs
14.4K
+ 4.3%
$53.13 - $54.36 $766K - $783K
350K $19M
SAN
Banco Santander, S.A.

Financial Services
10.6K
+ 0.63%
$4.37 - $5.16 $46.4K - $54.7K
1.7M $8.65M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13
+ 0.15%
$1015.62 - $1159.62 $13.2K - $15.1K
8.43K $9.7M
VO
Vanguard Mid Cap ETF

ETFs
2.05K
+ 16.27%
$237.84 - $263.83 $489K - $542K
14.7K $3.87M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.6K
+ 180.32%
$60.84 - $67.51 $706K - $783K
18K $1.22M
T
At&T Inc.

Communication Services
16.8K
+ 11.27%
$18.21 - $22.28 $306K - $375K
166K $3.65M
BMY
Bristol Myers Squibb CO

Healthcare
1.97K
+ 2.94%
$39.66 - $51.75 $78K - $102K
68.9K $3.57M
VGSH
Vanguard

ETFs
12.8K
+ 52.28%
$57.74 - $59.13 $740K - $758K
37.3K $2.2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
7.24K
+ 7.61%
$61.6 - $65.13 $446K - $472K
102K $6.65M
MA
Mastercard Inc

Financial Services
325
+ 3.04%
$429.6 - $500.99 $140K - $163K
11K $5.44M
SPGI
S&P Global Inc.

Financial Services
400
+ 5.96%
$446.32 - $527.38 $179K - $211K
7.12K $3.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.21K
+ 5.79%
$33.74 - $37.96 $277K - $311K
150K $5.63M
PFF
Ishares Trust Ishares Pfd And

ETFs
15.2K
+ 16.88%
$31.18 - $33.5 $473K - $508K
105K $3.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
360
+ 5.71%
$531.86 - $624.21 $191K - $225K
6.67K $4.13M
GS
Goldman Sachs Group Inc

Financial Services
295
+ 2.59%
$459.02 - $510.25 $135K - $151K
11.7K $5.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
148
+ 0.06%
$36.98 - $41.55 $5.47K - $6.15K
229K $9.42M
GILD
Gilead Sciences, Inc.

Healthcare
1.29K
+ 4.12%
$66.59 - $83.99 $85.9K - $108K
32.6K $2.73M
PYPL
Pay Pal Holdings, Inc.

Financial Services
170
+ 0.63%
$57.22 - $80.08 $9.73K - $13.6K
27.2K $2.13M
NFLX
Netflix Inc

Communication Services
237
+ 2.12%
$598.55 - $722.26 $142K - $171K
11.4K $8.1M
BAC
Bank Of America Corp

Financial Services
13.6K
+ 12.15%
$36.65 - $44.13 $500K - $601K
126K $4.99M
VT
Vanguard Total World Stk Index

ETFs
1.36K
+ 2.73%
$107.72 - $119.96 $147K - $164K
51.3K $6.14M
WDAY
Workday, Inc.

Technology
400
+ 2.06%
$207.75 - $264.68 $83.1K - $106K
19.8K $4.84M
VZ
Verizon Communications Inc

Communication Services
2.53K
+ 2.57%
$38.89 - $45.0 $98.5K - $114K
101K $4.53M
ITW
Illinois Tool Works Inc

Industrials
814
+ 7.9%
$233.14 - $263.97 $190K - $215K
11.1K $2.91M
EEMV
Ishares Msci Emerging Markets

ETFs
160
+ 0.19%
$56.77 - $63.31 $9.08K - $10.1K
82.3K $5.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
558
+ 0.34%
$25.45 - $29.53 $14.2K - $16.5K
165K $4.82M
DE
Deere & CO

Industrials
186
+ 2.26%
$344.84 - $418.0 $64.1K - $77.7K
8.43K $3.52M
AMGN
Amgen Inc

Healthcare
315
+ 0.96%
$309.38 - $337.38 $97.5K - $106K
33.2K $10.7M
DHR
Danaher Corp

Healthcare
321
+ 2.77%
$239.25 - $280.76 $76.8K - $90.1K
11.9K $3.31M
LEN
Lennar Corp

Consumer Cyclical
1.72K
+ 118.98%
$142.5 - $192.45 $246K - $332K
3.17K $594K
OKE
Oneok Inc

Energy
219
+ 0.59%
$78.62 - $95.27 $17.2K - $20.9K
37.2K $3.39M
UBER
Uber Technologies, Inc

Technology
1.21K
+ 1.1%
$58.48 - $77.47 $70.6K - $93.5K
111K $8.36M
CEG
Constellation Energy Corp

Utilities
264
+ 5.44%
$167.08 - $262.86 $44.1K - $69.4K
5.12K $1.33M
CARR
Carrier Global Corp

Industrials
3.55K
+ 88.71%
$61.9 - $80.88 $220K - $287K
7.55K $607K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
3.47K
+ 6.5%
$35.28 - $41.16 $123K - $143K
56.9K $2.31M
ED
Consolidated Edison Inc

Utilities
1.97K
+ 21.64%
$88.42 - $104.97 $174K - $207K
11.1K $1.15M
AMT
American Tower Corp

Real Estate
1.05K
+ 44.36%
$192.27 - $242.73 $202K - $256K
3.43K $796K
RIO
Rio Tinto PLC

Basic Materials
961
+ 1.97%
$59.71 - $71.21 $57.4K - $68.4K
49.8K $3.55M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6
+ 0.01%
$72.22 - $81.88 $433 - $491
52.9K $4.17M
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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