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
KHC
Kraft Heinz CO

Consumer Defensive
3.66K
+ 5.94%
$31.86 - $36.13 $117K - $132K
65.3K $2.29M
VNQ
Vanguard Specialized Funds Van

ETFs
1.24K
+ 9.73%
$82.97 - $98.97 $102K - $122K
13.9K $1.36M
MO
Altria Group, Inc.

Consumer Defensive
4.63K
+ 44.98%
$45.95 - $54.71 $213K - $253K
14.9K $760K
SO
Southern CO

Utilities
1.52K
+ 12.47%
$77.0 - $90.52 $117K - $137K
13.7K $1.24M
XLF
Financial Sector Spdr

ETFs
4.83K
+ 31.49%
$40.84 - $45.74 $197K - $221K
20.2K $914K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.6K
+ 2.61%
$38.89 - $42.97 $62.3K - $68.8K
63.1K $2.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.68K
+ 28.49%
$136.06 - $155.24 $228K - $260K
7.55K $1.14M
JLL
Jones Lang Lasalle Inc

Real Estate
775
+ 77.5%
$198.7 - $272.0 $154K - $211K
1.78K $479K
BSX
Boston Scientific Corp

Healthcare
3.04K
+ 104.33%
$72.96 - $84.0 $222K - $255K
5.95K $498K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.13K
+ 25.88%
$149.02 - $167.67 $169K - $190K
5.52K $924K
PAYX
Paychex Inc

Industrials
1.56K
+ 48.29%
$116.17 - $135.19 $182K - $211K
4.8K $644K
EBAY
Ebay Inc

Consumer Cyclical
867
+ 4.96%
$52.61 - $65.44 $45.6K - $56.7K
18.4K $1.19M
CVS
Cvs Health Corp

Healthcare
465
+ 0.83%
$55.81 - $63.18 $26K - $29.4K
56.6K $3.56M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.98K
+ 21.03%
$92.63 - $105.69 $184K - $210K
11.4K $1.19M
RSP
Invesco S&P 500 Equal Weight E

ETFs
816
+ 14.89%
$162.83 - $179.16 $133K - $146K
6.3K $1.13M
BDX
Becton Dickinson & CO

Healthcare
463
+ 3.16%
$221.47 - $242.41 $103K - $112K
15.1K $3.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.76K
+ 11.82%
$84.77 - $97.13 $149K - $171K
16.7K $1.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
515
+ 0.87%
$55.15 - $59.31 $28.4K - $30.5K
59.9K $3.55M
EXC
Exelon Corp

Utilities
1.7K
+ 7.56%
$34.24 - $40.55 $58.3K - $69K
24.2K $982K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.02%
$61.11 - $67.85 $672 - $746
56.3K $3.82M
INTU
Intuit Inc

Technology
481
+ 16.7%
$602.97 - $670.49 $290K - $323K
3.36K $2.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.01K
+ 6.95%
$64.35 - $75.71 $65.2K - $76.7K
15.6K $1.15M
APH
Amphenol Corp

Technology
3.41K
+ 22.74%
$58.39 - $70.41 $199K - $240K
18.4K $1.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.35K
+ 28.7%
$31.05 - $34.29 $135K - $149K
19.5K $669K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.05%
$391.53 - $469.81 $783 - $940
4.21K $1.98M
TDVG
T Rowe Price Exchange Traded F

Technology
771
+ 1.32%
$37.87 - $40.96 $29.2K - $31.6K
59K $2.42M
ECL
Ecolab Inc.

Basic Materials
454
+ 14.3%
$228.86 - $255.76 $104K - $116K
3.63K $926K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
27
+ 0.6%
$523.84 - $572.02 $14.1K - $15.4K
4.51K $2.57M
NSC
Norfolk Southern Corp

Industrials
4
+ 0.08%
$213.75 - $259.69 $855 - $1.04K
5.01K $1.24M
RBLX
Roblox Corp

Communication Services
23
+ 0.1%
$36.18 - $47.64 $832 - $1.1K
23.6K $1.04M
IDXX
Idexx Laboratories Inc

Healthcare
136
+ 2.63%
$455.08 - $517.19 $61.9K - $70.3K
5.3K $2.68M
XYL
Xylem Inc.

Industrials
1.17K
+ 47.11%
$126.14 - $141.53 $148K - $166K
3.66K $494K
WM
Waste Management Inc

Industrials
856
+ 20.83%
$196.96 - $223.45 $169K - $191K
4.97K $1.03M
ACWI
Ishares Msci Acwi ETF

ETFs
376
+ 2.49%
$107.24 - $119.84 $40.3K - $45.1K
15.4K $1.85M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
257
+ 3.38%
$210.25 - $231.86 $54K - $59.6K
7.87K $1.76M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1K
+ 2.72%
$31.39 - $35.47 $31.5K - $35.6K
37.9K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.04%
$211.35 - $255.11 $1.69K - $2.04K
21.2K $5.26M
MCO
Moodys Corp

Financial Services
30
+ 1.23%
$421.49 - $494.67 $12.6K - $14.8K
2.46K $1.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
110
+ 3.88%
$386.81 - $423.12 $42.5K - $46.5K
2.95K $1.25M
MDT
Medtronic PLC

Healthcare
224
+ 2.25%
$76.84 - $91.03 $17.2K - $20.4K
10.2K $916K
UL
Unilever PLC

Consumer Defensive
1.35K
+ 32.56%
$54.7 - $65.59 $73.9K - $88.6K
5.5K $357K
DVY
Ishares Tr

ETFs
6
+ 0.07%
$119.99 - $135.74 $720 - $814
9.05K $1.22M
NOC
Northrop Grumman Corp

Industrials
122
+ 19.27%
$423.73 - $533.14 $51.7K - $65K
755 $398K
URI
United Rentals, Inc.

Industrials
3
+ 0.41%
$627.41 - $814.1 $1.88K - $2.44K
737 $596K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
25
+ 0.32%
$125.95 - $142.04 $3.15K - $3.55K
7.89K $1.12M
ADI
Analog Devices Inc

Technology
388
+ 3.23%
$200.56 - $243.33 $77.8K - $94.4K
12.4K $2.85M
XLU
Utilities Sector Spdr

ETFs
2
+ 0.02%
$67.67 - $80.78 $135 - $162
8.52K $688K
VDE
Vanguard Energy ETF

ETFs
915
+ 42.58%
$117.44 - $131.06 $107K - $120K
3.06K $375K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
415
+ 3.34%
$75.47 - $83.18 $31.3K - $34.5K
12.8K $1.07M
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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