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
Fidelity Covington Trust
38
+ 0.34%
N/A
11.1K $0
Biohaven LTD
822
+ 6.97%
N/A
12.6K $0
PEG
Public Service Enterprise Group Inc

Utilities
51
+ 1.46%
$78.2 - $90.39 $3.99K - $4.61K
3.54K $291K
RY
Royal Bank Of Canada

Financial Services
180
+ 5.48%
$108.81 - $123.4 $19.6K - $22.2K
3.46K $390K
CARR
Carrier Global Corp

Industrials
295
+ 5.78%
$62.07 - $70.55 $18.3K - $20.8K
5.4K $342K
MSI
Motorola Solutions, Inc.

Technology
17
+ 3.06%
$411.73 - $482.1 $7K - $8.2K
572 $250K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
652
+ 3.34%
$32.42 - $36.13 $21.1K - $23.6K
20.2K $665K
SHOP
Shopify Inc.

Technology
220
+ 6.57%
$90.59 - $129.31 $19.9K - $28.4K
3.57K $340K
SPYG
Spdr Portfolio

ETFs
66
+ 2.48%
$80.05 - $92.39 $5.28K - $6.1K
2.73K $219K
AVB
Avalonbay Communities Inc

Real Estate
259
+ 1.16%
$207.86 - $228.08 $53.8K - $59.1K
22.7K $4.87M
HST
Host Hotels & Resorts, Inc.

Real Estate
58
+ 0.22%
$14.21 - $17.45 $824 - $1.01K
26.2K $372K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
572
+ 0.52%
$21.23 - $23.75 $12.1K - $13.6K
110K $2.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
9
+ 0.07%
$80.08 - $92.93 $721 - $836
13.7K $1.1M
ASML
Asml Holding Nv

Technology
1.15K
+ 3.92%
$662.63 - $776.99 $765K - $897K
30.6K $20.3M
XLK
Technology Sector Spdr

ETFs
610
+ 5.72%
$206.38 - $242.18 $126K - $148K
11.3K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
6.47K
+ 50.52%
$222.15 - $428.22 $1.44M - $2.77M
19.3K $4.99M
VB
Vanguard Small Cap ETF

ETFs
2.11K
+ 5.83%
$217.89 - $252.64 $459K - $532K
38.2K $8.48M
AMP
Ameriprise Financial Inc

Financial Services
7
+ 0.16%
$472.29 - $575.13 $3.31K - $4.03K
4.34K $2.1M
VTWV
Vanguard Russell 2000 Value Et

ETFs
761
+ 2.11%
$131.51 - $149.24 $100K - $114K
36.8K $4.9M
DDOG
Datadog, Inc.

Technology
535
+ 4.38%
$98.68 - $151.89 $52.8K - $81.3K
12.8K $1.27M
VBR
Vanguard Small Cap Value ETF

ETFs
21.6K
+ 5.26%
$183.02 - $207.75 $3.96M - $4.49M
433K $80.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
685
+ 0.6%
$47.79 - $59.89 $32.7K - $41K
116K $5.81M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
966
+ 1.77%
$165.25 - $224.62 $160K - $217K
55.6K $9.22M
HON
Honeywell International Inc

Industrials
267
+ 0.2%
$202.75 - $226.52 $54.1K - $60.5K
133K $28.2M
MRK
Merck & Co., Inc.

Healthcare
1.39K
+ 0.26%
$83.01 - $101.02 $116K - $141K
548K $49.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
12.9K
+ 4.03%
$247.97 - $296.33 $3.2M - $3.83M
334K $84M
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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