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
NYF
Ishares New York Muni Bond ETF

ETFs
9.44K
+ 2.77%
$52.33 - $53.92 $494K - $509K
350K $18.4M
IBN
Icici Bank LTD

Financial Services
1.99K
+ 1.39%
$27.55 - $31.67 $54.8K - $63K
145K $4.56M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.25K
+ 21.3%
$63.77 - $71.36 $207K - $232K
18.5K $1.28M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.66K
+ 2.53%
$61.23 - $63.33 $163K - $168K
108K $6.78M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.6K
+ 8.12%
$59.28 - $66.1 $154K - $172K
34.5K $2.19M
PLTR
Palantir Technologies Inc.

Technology
2.5K
+ 52.57%
$64.98 - $124.62 $162K - $311K
7.25K $612K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.05%
$208.48 - $244.03 $834 - $976
7.89K $1.92M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.93K
+ 22.78%
$185.73 - $221.19 $544K - $648K
15.8K $2.94M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.03K
+ 0.73%
$25.77 - $27.6 $52.3K - $56K
281K $7.48M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
836
+ 1.89%
$51.39 - $57.43 $43K - $48K
45K $2.49M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.8K
+ 5.43%
$44.41 - $45.98 $124K - $129K
54.3K $2.48M
EBAY
Ebay Inc

Consumer Cyclical
832
+ 4.53%
$61.61 - $70.93 $51.3K - $59K
19.2K $1.3M
COF
Capital One Financial Corp

Financial Services
866
+ 17.41%
$163.87 - $209.82 $142K - $182K
5.84K $1.05M
NVS
Novartis Ag

Healthcare
217
+ 2.27%
$97.14 - $115.57 $21.1K - $25.1K
9.78K $1.09M
VDE
Vanguard Energy ETF

ETFs
993
+ 28.57%
$119.14 - $132.76 $118K - $132K
4.47K $579K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.82K
+ 19.74%
$73.78 - $76.59 $134K - $139K
11K $845K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.42K
+ 33.89%
$82.81 - $96.53 $200K - $234K
9.56K $802K
EEMV
Ishares Msci Emerging Markets

ETFs
1.4K
+ 1.83%
$57.07 - $59.29 $79.8K - $82.9K
77.8K $4.54M
DGRO
Ishares Core Dividend Growth E

ETFs
1.5K
+ 6.76%
$60.46 - $64.42 $90.7K - $96.6K
23.7K $1.46M
HCA
Hca Healthcare, Inc.

Healthcare
37
+ 1.98%
$296.7 - $345.55 $11K - $12.8K
1.9K $657K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.63K
+ 20.66%
$50.72 - $50.92 $82.7K - $83K
9.52K $484K
PLD
Prologis, Inc.

Real Estate
193
+ 1.92%
$103.59 - $124.04 $20K - $23.9K
10.2K $1.14M
IWN
Ishares Russell2000 Val ETF

ETFs
2.54K
+ 11.08%
$149.27 - $169.4 $379K - $430K
25.4K $3.84M
APD
Air Products & Chemicals, Inc.

Basic Materials
14
+ 0.09%
$283.24 - $338.07 $3.97K - $4.73K
15.6K $4.59M
IWM
Ishares Russell 2000 ETF

ETFs
963
+ 18.39%
$198.1 - $229.79 $191K - $221K
6.2K $1.24M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
750
+ 28.3%
$211.47 - $267.17 $159K - $200K
3.4K $718K
AIG
American International Group, Inc.

Financial Services
139
+ 3.26%
$70.5 - $86.94 $9.8K - $12.1K
4.4K $382K
RSG
Republic Services, Inc.

Industrials
5
+ 0.31%
$200.09 - $242.16 $1K - $1.21K
1.61K $388K
GD
General Dynamics Corp

Industrials
89
+ 1.99%
$241.94 - $272.58 $21.5K - $24.3K
4.55K $1.24M
EMB
Ishares Tr

ETFs
152
+ 0.61%
$88.64 - $92.03 $13.5K - $14K
24.9K $2.25M
DAL
Delta Air Lines, Inc.

Industrials
5.06K
+ 50.22%
$43.6 - $69.06 $221K - $350K
15.1K $660K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
712
+ 1.56%
$27.01 - $28.54 $19.2K - $20.3K
46.3K $1.29M
MGV
Vanguard Mega Cap Value

ETFs
114
+ 1.31%
$123.61 - $133.01 $14.1K - $15.2K
8.81K $1.14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
531
+ 12.07%
$94.86 - $97.12 $50.4K - $51.6K
4.93K $469K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.21K
+ 3.57%
$30.73 - $32.26 $129K - $136K
122K $3.75M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
698
+ 15.13%
$121.0 - $142.28 $84.5K - $99.3K
5.31K $661K
SNA
Snap On Inc

Industrials
124
+ 4.34%
$324.09 - $358.62 $40.2K - $44.5K
2.98K $1M
AON
Aon PLC

Financial Services
10
+ 1.44%
$348.44 - $409.32 $3.48K - $4.09K
705 $281K
LEN
Lennar Corp

Consumer Cyclical
547
+ 35.29%
$113.93 - $141.54 $62.3K - $77.4K
2.1K $240K
IYE
Ishares Tr

ETFs
6
+ 0.08%
$45.23 - $49.95 $271 - $300
7.11K $350K
MAA
Mid America Apartment Communities Inc.

Real Estate
20
+ 1.25%
$146.9 - $170.92 $2.94K - $3.42K
1.62K $270K
ABC
Amerisourcebergen Corp

Healthcare
123
+ 0.36%
N/A
34.1K $6.31M
NEAR
Blackrock Short Maturity Bond

ETFs
66
+ 0.74%
$50.4 - $50.89 $3.33K - $3.36K
9.04K $460K
A
Agilent Technologies, Inc.

Healthcare
273
+ 17.88%
$116.69 - $152.6 $31.9K - $41.7K
1.8K $210K
CNI
Canadian National Railway CO

Industrials
1.58K
+ 4.19%
$95.46 - $106.79 $151K - $169K
39.2K $3.82M
Blackrock Inc
59
+ 0.24%
N/A
24.8K $0
Tidal Trust Iii
3.3K
+ 1.46%
N/A
229K $0
Ge Vernova Inc
4.92K
+ 100.26%
N/A
9.83K $0
FGRO
Fidelity Covington Tr

ETFs
1
+ 0.01%
N/A
9.6K $215K
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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