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
PM
Philip Morris International Inc.

Consumer Defensive
396
+ 3.82%
$149.23 - $184.95 $59.1K - $73.2K
10.8K $1.96M
NDAQ
Nasdaq, Inc.

Financial Services
67
+ 0.3%
$66.4 - $89.42 $4.45K - $5.99K
22.7K $2.03M
DELL
Dell Technologies Inc.

Technology
88
+ 0.99%
$71.63 - $125.98 $6.3K - $11.1K
8.95K $1.1M
F
Ford Motor CO

Consumer Cyclical
13.5K
+ 9.35%
$8.69 - $10.85 $117K - $147K
158K $1.71M
FCX
Freeport Mcmoran Inc

Basic Materials
415
+ 0.93%
$29.15 - $44.46 $12.1K - $18.5K
45.1K $1.95M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
571
+ 94.54%
$376.48 - $440.65 $215K - $252K
1.18K $517K
ROK
Rockwell Automation, Inc

Industrials
81
+ 2.54%
$218.97 - $332.17 $17.7K - $26.9K
3.28K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.01%
$82.96 - $110.1 $166 - $220
14.7K $1.62M
COP
Conocophillips

Energy
3.88K
+ 60.44%
$82.66 - $106.1 $320K - $411K
10.3K $923K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 3.45%
$4164.15 - $5789.24 $25K - $34.7K
180 $1.04M
IGV
Ishares Expanded Tech Software

ETFs
1.32K
+ 36.64%
$80.15 - $109.5 $106K - $144K
4.92K $538K
JLL
Jones Lang Lasalle Inc

Real Estate
782
+ 78.2%
$204.57 - $256.96 $160K - $201K
1.78K $455K
CARR
Carrier Global Corp

Industrials
2.1K
+ 38.85%
$55.55 - $75.83 $117K - $159K
7.5K $548K
MU
Micron Technology Inc

Technology
237
+ 4.95%
$64.72 - $127.91 $15.3K - $30.3K
5.02K $618K
AMT
American Tower Corp

Real Estate
866
+ 37.8%
$203.96 - $228.19 $177K - $198K
3.16K $697K
ABC
Amerisourcebergen Corp

Healthcare
1.06K
+ 3.1%
N/A
35.2K $6.51M
ACWI
Ishares Msci Acwi ETF

ETFs
146
+ 1.01%
$103.59 - $128.6 $15.1K - $18.8K
14.6K $1.87M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
10
+ 0.56%
$328.01 - $475.68 $3.28K - $4.76K
1.78K $834K
IWM
Ishares Russell 2000 ETF

ETFs
370
+ 5.97%
$174.82 - $215.79 $64.7K - $79.8K
6.57K $1.42M
IWS
Ishares Russell Midcap Value E

ETFs
45
+ 0.16%
$110.58 - $132.14 $4.98K - $5.95K
27.8K $3.68M
AOA
Ishares Tr Core Aggressive All

ETFs
24
+ 0.1%
$69.46 - $83.4 $1.67K - $2K
25K $2.08M
WDAY
Workday, Inc.

Technology
135
+ 0.69%
$210.47 - $274.71 $28.4K - $37.1K
19.8K $4.76M
FDX
Fedex Corp

Industrials
1.57K
+ 12.85%
$198.07 - $245.17 $310K - $384K
13.8K $3.13M
STX
Seagate Technology Holdings PLC

Technology
2
+ 0.08%
$66.54 - $144.33 $133 - $289
2.5K $361K
PGR
Progressive Corp

Financial Services
794
+ 19.06%
$255.27 - $288.74 $203K - $229K
4.96K $1.32M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
3.26K
+ 2.15%
$24.31 - $25.29 $79.2K - $82.4K
155K $3.91M
IBDV
Ishares Tr

Technology
853
+ 0.2%
$21.28 - $21.98 $18.2K - $18.7K
419K $9.22M
BK
Bank Of New York Mellon Corp

Financial Services
365
+ 2.93%
$73.31 - $91.62 $26.8K - $33.4K
12.8K $1.17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.03%
$468.22 - $566.51 $468 - $567
3.71K $2.1M
GLW
Corning Inc

Technology
62
+ 0.37%
$39.07 - $52.59 $2.42K - $3.26K
16.9K $887K
AZN
Astrazeneca PLC

Healthcare
4.34K
+ 8.49%
$64.87 - $75.0 $282K - $326K
55.5K $3.88M
HCA
Hca Healthcare, Inc.

Healthcare
97
+ 5.09%
$317.61 - $387.52 $30.8K - $37.6K
2K $766K
MPC
Marathon Petroleum Corp

Energy
153
+ 3.94%
$118.55 - $170.08 $18.1K - $26K
4.03K $669K
NVS
Novartis Ag

Healthcare
77
+ 0.79%
$101.96 - $121.01 $7.85K - $9.32K
9.86K $1.19M
WRB
Berkley W R Corp

Financial Services
1.12K
+ 18.2%
$64.28 - $75.17 $71.9K - $84K
7.26K $533K
MGV
Vanguard Mega Cap Value

ETFs
502
+ 5.7%
$114.87 - $131.25 $57.7K - $65.9K
9.32K $1.22M
SHOP
Shopify Inc.

Technology
130
+ 3.64%
$76.89 - $115.35 $10K - $15K
3.7K $426K
VZ
Verizon Communications Inc

Communication Services
6.27K
+ 6.99%
$41.67 - $45.62 $261K - $286K
96K $4.15M
RY
Royal Bank Of Canada

Financial Services
133
+ 3.84%
$108.36 - $131.55 $14.4K - $17.5K
3.6K $473K
MAR
Marriott International Inc

Consumer Cyclical
24
+ 1.25%
$211.12 - $274.14 $5.07K - $6.58K
1.95K $532K
TRV
Travelers Companies, Inc.

Financial Services
250
+ 21.51%
$233.83 - $276.34 $58.5K - $69.1K
1.41K $377K
CTVA
Corteva, Inc.

Basic Materials
221
+ 5.73%
$55.52 - $74.53 $12.3K - $16.5K
4.08K $304K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6
+ 0.14%
$57.46 - $75.58 $345 - $453
4.31K $325K
CME
Cme Group Inc.

Financial Services
67
+ 2.48%
$252.37 - $290.71 $16.9K - $19.5K
2.77K $763K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
442
+ 10.08%
$100.35 - $100.71 $44.4K - $44.5K
4.83K $486K
AEP
American Electric Power CO Inc

Utilities
799
+ 10.8%
$98.59 - $109.11 $78.8K - $87.2K
8.2K $850K
LFUS
Littelfuse Inc

Technology
8
+ 0.61%
$149.72 - $227.31 $1.2K - $1.82K
1.32K $299K
STE
Steris PLC

Healthcare
13
+ 0.48%
$208.55 - $252.55 $2.71K - $3.28K
2.71K $650K
EWJ
Ishares Msci Japan ETF

ETFs
36
+ 0.77%
$61.32 - $75.28 $2.21K - $2.71K
4.72K $353K
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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