Adviser Investments LLC Incresed Positions in Q3 2025

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
123
+ 3.05%
$158.59 - $198.69 $19.5K - $24.4K
4.16K $801K
IJK
Ishares S&P Midcap 400 Growth

ETFs
159
+ 0.71%
$91.28 - $97.59 $14.5K - $15.5K
22.6K $2.17M
FDX
Fedex Corp

Industrials
14
+ 0.1%
$217.1 - $243.2 $3.04K - $3.4K
13.8K $3.25M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
1.64K
+ 32.8%
$68.92 - $72.06 $113K - $118K
6.64K $467K
SOXX
Ishares Semiconductor ETF

ETFs
230
+ 13.73%
$236.93 - $271.12 $54.5K - $62.4K
1.91K $516K
DVY
Ishares Tr

ETFs
100
+ 0.91%
$133.88 - $142.57 $13.4K - $14.3K
11.1K $1.57M
BKR
Baker Hughes CO

Energy
37
+ 0.35%
$38.68 - $50.55 $1.43K - $1.87K
10.7K $522K
IGOV
Ishares 1 3 International Trea

ETFs
2.73K
+ 39.97%
$41.44 - $43.19 $113K - $118K
9.55K $406K
COP
Conocophillips

Energy
591
+ 5.74%
$91.0 - $98.99 $53.8K - $58.5K
10.9K $1.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
415
+ 10.84%
$134.94 - $145.86 $56K - $60.5K
4.24K $617K
ADI
Analog Devices Inc

Technology
199
+ 3.21%
$220.68 - $255.63 $43.9K - $50.9K
6.4K $1.57M
ETR
Entergy Corp

Utilities
303
+ 4.91%
$80.93 - $93.55 $24.5K - $28.3K
6.48K $603K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.1%
$334.32 - $426.2 $669 - $852
2K $853K
PH
Parker Hannifin Corp

Industrials
60
+ 9.62%
$697.13 - $769.67 $41.8K - $46.2K
684 $518K
NVS
Novartis Ag

Healthcare
97
+ 0.98%
$113.5 - $129.73 $11K - $12.6K
9.96K $1.28M
VLO
Valero Energy Corp

Energy
47
+ 2.32%
$131.77 - $175.63 $6.19K - $8.25K
2.08K $353K
EWJ
Ishares Msci Japan ETF

ETFs
673
+ 14.26%
$71.69 - $81.49 $48.2K - $54.8K
5.39K $432K
XLI
Industrial Sector Spdr

ETFs
365
+ 19.21%
$147.94 - $154.99 $54K - $56.6K
2.27K $349K
GILD
Gilead Sciences, Inc.

Healthcare
556
+ 1.91%
$108.22 - $120.47 $60.2K - $67K
29.7K $3.3M
DAL
Delta Air Lines, Inc.

Industrials
394
+ 6.9%
$49.0 - $61.97 $19.3K - $24.4K
6.1K $346K
MLM
Martin Marietta Materials Inc

Basic Materials
42
+ 9.15%
$546.36 - $631.12 $22.9K - $26.5K
501 $315K
XLV
Select Sector Spdr Fund Health

ETFs
199
+ 2.43%
$129.01 - $139.72 $25.7K - $27.8K
8.4K $1.17M
HWM
Howmet Aerospace Inc.

Industrials
146
+ 4.07%
$171.0 - $196.23 $25K - $28.6K
3.73K $731K
HIG
Hartford Financial Services Group, Inc.

Financial Services
230
+ 4.87%
$119.73 - $134.7 $27.5K - $31K
4.95K $660K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
828
+ 1.81%
$26.38 - $27.95 $21.8K - $23.1K
46.6K $1.27M
XSMO
Invesco S&P Smallcap Momentum

ETFs
66
+ 0.69%
$67.1 - $74.29 $4.43K - $4.9K
9.7K $713K
XLC
Select Sector Spdr Tr Communic

ETFs
311
+ 15.72%
$105.99 - $119.41 $33K - $37.1K
2.29K $270K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.02%
$28.15 - $30.13 $225 - $241
34.4K $1.02M
EPD
Enterprise Products Partners L.P.

Energy
1.11K
+ 1.41%
$30.74 - $32.14 $34.1K - $35.6K
79.8K $2.5M
FNDF
Schwab Fundamental Intl Large

ETFs
783
+ 12.15%
$39.84 - $43.15 $31.2K - $33.8K
7.23K $310K
NTNX
Nutanix, Inc.

Technology
995
+ 9.93%
$66.06 - $81.12 $65.7K - $80.7K
11K $819K
VTR
Ventas, Inc.

Real Estate
6
+ 0.08%
$62.76 - $69.99 $377 - $420
7.41K $518K
NVR
Nvr Inc

Consumer Cyclical
3
+ 7.5%
$7301.0 - $8543.0 $21.9K - $25.6K
43 $345K
PHO
Invesco Exchange Traded Fd Tr

ETFs
600
+ 18.46%
$69.62 - $73.99 $41.8K - $44.4K
3.85K $277K
SHEL
Shell PLC

Energy
318
+ 1.36%
$69.82 - $73.93 $22.2K - $23.5K
23.6K $1.69M
L
Loews Corp

Financial Services
43
+ 0.86%
$89.82 - $100.39 $3.86K - $4.32K
5.05K $507K
CRWD
Crowd Strike Holdings, Inc.

Technology
305
+ 5.68%
$412.46 - $514.1 $126K - $157K
5.67K $2.78M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
18
+ 0.34%
$131.47 - $143.64 $2.37K - $2.59K
5.32K $753K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
127
+ 0.77%
$57.5 - $61.94 $7.3K - $7.87K
16.5K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
244
+ 2.48%
$88.47 - $93.24 $21.6K - $22.8K
10.1K $922K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
96
+ 1.26%
$136.48 - $142.97 $13.1K - $13.7K
7.74K $1.08M
HST
Host Hotels & Resorts, Inc.

Real Estate
67
+ 0.26%
$15.27 - $17.68 $1.02K - $1.18K
26.3K $447K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
774
+ 13.58%
$39.42 - $42.19 $30.5K - $32.7K
6.47K $271K
EW
Edwards Lifesciences Corp

Healthcare
581
+ 22.3%
$73.75 - $81.83 $42.8K - $47.5K
3.19K $247K
CEG
Constellation Energy Corp

Utilities
61
+ 1.73%
$298.82 - $354.89 $18.2K - $21.6K
3.6K $1.18M
MRVL
Marvell Technology, Inc.

Technology
41
+ 0.75%
$62.31 - $84.07 $2.55K - $3.45K
5.49K $461K
VMC
Vulcan Materials CO

Basic Materials
4
+ 0.49%
$260.62 - $307.62 $1.04K - $1.23K
815 $250K
EUFN
Ishares Msci Europe Financials

ETFs
10
+ 0.07%
$31.4 - $34.74 $314 - $347
14K $481K
NXST
Nexstar Media Group, Inc.

Communication Services
28
+ 2.25%
$176.71 - $211.31 $4.95K - $5.92K
1.27K $251K
Activity Summary
Buys All Purchases 302 New Holdings 41 Increased Positions 261 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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