Adviser Investments LLC Incresed Positions in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.75K
+ 62.37%
$38.37 - $42.82 $259K - $289K
17.6K $673K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.98K
+ 66.58%
$104.59 - $118.05 $207K - $233K
4.94K $536K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.8K
+ 12.2%
$31.23 - $33.51 $400K - $430K
118K $3.71M
COIN
Coinbase Global, Inc.

Technology
201
+ 8.71%
$163.17 - $343.62 $32.8K - $69.1K
2.51K $622K
APH
Amphenol Corp

Technology
1.8K
+ 9.76%
$62.07 - $75.35 $112K - $135K
20.2K $1.4M
XLK
Technology Sector Spdr

ETFs
567
+ 5.62%
$220.26 - $241.44 $125K - $137K
10.7K $2.48M
COP
Conocophillips

Energy
2.44K
+ 33.52%
$95.12 - $114.72 $232K - $279K
9.7K $962K
MGV
Vanguard Mega Cap Value

ETFs
1.62K
+ 22.92%
$124.06 - $133.48 $201K - $217K
8.7K $1.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
267
+ 2.22%
$311.11 - $335.64 $83.1K - $89.6K
12.3K $3.95M
IEMG
Ishares Inc

ETFs
3.14K
+ 8.27%
N/A
41.1K $2.2M
WMB
Williams Companies, Inc.

Energy
688
+ 4.82%
$46.37 - $59.74 $31.9K - $41.1K
15K $809K
GLD
Spdr Gold Trust

ETFs
621
+ 10.23%
$236.59 - $257.5 $147K - $160K
6.69K $1.62M
VONG
Vanguard Russell 1000 Growth E

ETFs
773
+ 8.31%
$95.27 - $107.82 $73.6K - $83.3K
10.1K $1.04M
NDAQ
Nasdaq, Inc.

Financial Services
613
+ 2.77%
$70.87 - $83.05 $43.4K - $50.9K
22.8K $1.76M
SYK
Stryker Corp

Healthcare
361
+ 4.59%
$345.14 - $392.15 $125K - $142K
8.22K $2.96M
GLW
Corning Inc

Technology
1.66K
+ 9.97%
$44.11 - $49.76 $73K - $82.4K
18.3K $867K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.51K
+ 73.74%
$89.81 - $104.0 $135K - $157K
3.55K $319K
BK
Bank Of New York Mellon Corp

Financial Services
685
+ 5.56%
$70.82 - $81.87 $48.5K - $56.1K
13K $999K
ABC
Amerisourcebergen Corp

Healthcare
586
+ 1.75%
N/A
34K $6.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
749
+ 5.06%
$285.5 - $335.62 $214K - $251K
15.5K $4.51M
PAYX
Paychex Inc

Industrials
509
+ 10.6%
$135.86 - $148.73 $69.2K - $75.7K
5.31K $744K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
28
+ 1.52%
$338.38 - $446.21 $9.47K - $12.5K
1.87K $812K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.76K
+ 7.88%
$44.87 - $46.86 $169K - $176K
51.5K $2.31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
794
+ 9.36%
$100.16 - $100.7 $79.5K - $80K
9.28K $930K
CWB
Spdr Bloomberg Convertible Sec

ETFs
884
+ 28.64%
$76.21 - $82.24 $67.4K - $72.7K
3.97K $309K
H
Hyatt Hotels Corp

Consumer Cyclical
350
+ 10.66%
$143.07 - $164.62 $50.1K - $57.6K
3.63K $570K
AIG
American International Group, Inc.

Financial Services
984
+ 29.99%
$70.0 - $79.22 $68.9K - $78K
4.27K $310K
IGV
Ishares Expanded Tech Software

ETFs
200
+ 5.56%
$87.5 - $110.17 $17.5K - $22K
3.8K $380K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
72.7K
+ 200.09%
$22.01 - $66.82 $1.6M - $4.86M
109K $2.47M
F
Ford Motor CO

Consumer Cyclical
19.2K
+ 9.56%
$9.69 - $11.4 $186K - $219K
220K $2.18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
393
+ 4.56%
$107.41 - $115.71 $42.2K - $45.5K
9.01K $992K
IBN
Icici Bank LTD

Financial Services
1.61K
+ 1.14%
$28.69 - $31.9 $46.2K - $51.4K
143K $4.26M
LPX
Louisiana Pacific Corp

Industrials
600
+ 19.86%
$98.02 - $120.27 $58.8K - $72.2K
3.62K $374K
FISV
Fiserv Inc

Technology
391
+ 13.67%
N/A
3.25K $407K
MTD
Mettler Toledo International Inc

Healthcare
77
+ 45.56%
$1160.67 - $1498.12 $89.4K - $115K
246 $301K
VDE
Vanguard Energy ETF

ETFs
412
+ 13.45%
$116.67 - $136.78 $48.1K - $56.4K
3.48K $421K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
223
+ 9.19%
$238.25 - $261.28 $53.1K - $58.3K
2.65K $641K
CSGP
Costar Group, Inc.

Real Estate
859
+ 18.79%
$69.7 - $81.97 $59.9K - $70.4K
5.43K $388K
MO
Altria Group, Inc.

Consumer Defensive
453
+ 3.04%
$49.06 - $57.74 $22.2K - $26.2K
15.4K $803K
MGC
Vanguard Mega Cap ETF

ETFs
103
+ 4.29%
$204.21 - $220.18 $21K - $22.7K
2.51K $532K
TXN
Texas Instruments Inc

Technology
185
+ 0.95%
N/A
19.8K $3.84M
BSX
Boston Scientific Corp

Healthcare
33
+ 0.55%
$83.62 - $91.5 $2.76K - $3.02K
5.99K $534K
MET
Metlife Inc

Financial Services
446
+ 6.58%
$78.15 - $88.25 $34.9K - $39.4K
7.23K $591K
SBR
Sabine Royalty Trust

Energy
18
+ 0.18%
$60.18 - $66.67 $1.08K - $1.2K
10.3K $665K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
697
+ 7.16%
$41.09 - $45.94 $28.6K - $32K
10.4K $438K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
31.2K
+ 216.63%
$26.93 - $84.95 $839K - $2.65M
45.6K $1.24M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
203
+ 2.93%
$89.88 - $101.38 $18.2K - $20.6K
7.14K $666K
PM
Philip Morris International Inc.

Consumer Defensive
291
+ 2.67%
$118.38 - $133.06 $34.4K - $38.7K
11.2K $1.34M
XEL
Xcel Energy Inc

Utilities
176
+ 3.53%
$62.16 - $72.92 $10.9K - $12.8K
5.16K $348K
Activity Summary
Buys All Purchases 311 New Holdings 46 Increased Positions 265 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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