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
UPS
United Parcel Service Inc

Industrials
1.07K
+ 1.32%
$123.32 - $147.38 $131K - $157K
81.9K $11.2M
XLK
Technology Sector Spdr

ETFs
461
+ 4.79%
$197.34 - $237.68 $91K - $110K
10.1K $2.28M
ZTS
Zoetis Inc.

Healthcare
87
+ 2.36%
$172.58 - $196.48 $15K - $17.1K
3.78K $738K
TDG
Trans Digm Group Inc

Industrials
16
+ 3.64%
$1202.03 - $1427.41 $19.2K - $22.8K
455 $649K
NVS
Novartis Ag

Healthcare
40
+ 0.43%
$106.13 - $120.89 $4.25K - $4.84K
9.41K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
40
+ 0.21%
$135.05 - $148.35 $5.4K - $5.93K
19K $2.71M
MGV
Vanguard Mega Cap Value

ETFs
103
+ 1.48%
$118.0 - $128.28 $12.2K - $13.2K
7.08K $907K
RDVY
First Trust Rising Dividend Ac

ETFs
151
+ 0.98%
$53.68 - $59.24 $8.11K - $8.95K
15.6K $924K
HSY
Hershey CO

Consumer Defensive
56
+ 0.71%
$182.45 - $203.25 $10.2K - $11.4K
7.89K $1.51M
F
Ford Motor CO

Consumer Cyclical
37.5K
+ 22.99%
$9.71 - $14.55 $364K - $545K
201K $2.12M
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.05%
$73.58 - $89.21 $147 - $178
4.39K $391K
CTAS
Cintas Corp

Industrials
8.08K
+ 250.12%
$201.38 - $819.83 $1.63M - $6.62M
11.3K $2.33M
MS
Morgan Stanley

Financial Services
274
+ 5.31%
$92.07 - $106.96 $25.2K - $29.3K
5.43K $566K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
89
+ 1.97%
$127.29 - $141.5 $11.3K - $12.6K
4.62K $644K
DSI
Ishares Msci Kld 400 Social Et

ETFs
193
+ 2.29%
$97.81 - $108.79 $18.9K - $21K
8.61K $936K
XEL
Xcel Energy Inc

Utilities
1
+ 0.02%
$52.11 - $65.3 $52.1 - $65.3
4.98K $325K
USB
Us Bancorp \De\

Financial Services
51
+ 0.54%
$39.04 - $47.23 $1.99K - $2.41K
9.52K $435K
PGR
Progressive Corp

Financial Services
15
+ 1.31%
$209.46 - $259.24 $3.14K - $3.89K
1.16K $293K
CI
Cigna Corp

Healthcare
19
+ 0.62%
$319.12 - $367.1 $6.06K - $6.97K
3.06K $1.06M
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
3.5K
+ 16.24%
$11.45 - $12.03 $40.1K - $42.1K
25.1K $300K
WEC
Wec Energy Group, Inc.

Utilities
27
+ 0.94%
$77.68 - $96.19 $2.1K - $2.6K
2.91K $279K
WMB
Williams Companies, Inc.

Energy
84
+ 0.59%
$41.24 - $46.22 $3.46K - $3.88K
14.3K $651K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.3%
$201.87 - $242.35 $807 - $969
1.35K $314K
IJK
Ishares S&P Midcap 400 Growth

ETFs
89
+ 1.1%
$84.81 - $93.54 $7.55K - $8.33K
8.17K $750K
A
Agilent Technologies, Inc.

Healthcare
25
+ 1.34%
$125.42 - $148.48 $3.14K - $3.71K
1.88K $279K
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.08%
$285.48 - $330.24 $1.14K - $1.32K
4.77K $1.54M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15
+ 0.16%
$74.26 - $78.84 $1.11K - $1.18K
9.2K $721K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
62
+ 2.98%
$111.9 - $124.28 $6.94K - $7.71K
2.14K $264K
IYW
Ishares Dj Us Tech ETF

ETFs
102
+ 0.98%
$133.16 - $158.73 $13.6K - $16.2K
10.6K $1.6M
EPD
Enterprise Products Partners L.P.

Energy
824
+ 2.47%
$27.88 - $30.0 $23K - $24.7K
34.1K $993K
MRVL
Marvell Technology, Inc.

Technology
19
+ 0.18%
$56.15 - $76.24 $1.07K - $1.45K
10.6K $762K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$63.82 - $70.54 $63.8 - $70.5
4.16K $293K
TXN
Texas Instruments Inc

Technology
115
+ 0.59%
$194.6 - $194.6 $22.4K - $22.4K
19.6K $3.81M
MGC
Vanguard Mega Cap ETF

ETFs
1
+ 0.04%
$185.93 - $206.64 $186 - $207
2.4K $496K
AME
Ametek Inc

Industrials
11
+ 0.27%
$152.74 - $176.01 $1.68K - $1.94K
4.1K $704K
WCN
Waste Connections, Inc.

Industrials
92
+ 7.5%
$173.92 - $186.5 $16K - $17.2K
1.32K $235K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
65
+ 1.9%
$460.0 - $505.78 $29.9K - $32.9K
3.49K $1.62M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
299
+ 3.86%
$50.61 - $50.96 $15.1K - $15.2K
8.04K $409K
FCOM
Fidelity Covington Tr Msci Com

ETFs
87
+ 2.17%
$49.09 - $55.08 $4.27K - $4.79K
4.09K $225K
PRU
Prudential Financial Inc

Financial Services
24
+ 0.73%
$105.53 - $127.32 $2.53K - $3.06K
3.3K $399K
OEF
Ishares S&P 100 ETF

ETFs
10
+ 0.14%
$266.03 - $266.03 $2.66K - $2.66K
7.19K $1.91M
NEAR
Blackrock Short Maturity Bond

ETFs
112
+ 1.29%
$50.09 - $51.31 $5.61K - $5.75K
8.82K $452K
DOW
Dow Inc.

Basic Materials
73
+ 1.43%
$50.15 - $55.41 $3.66K - $4.04K
5.18K $283K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.02%
$52.1 - $59.66 $52.1 - $59.7
4.3K $254K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
9
+ 0.33%
$71.49 - $79.13 $643 - $712
2.76K $214K
CSGP
Costar Group, Inc.

Real Estate
1
+ 0.02%
$71.59 - $79.61 $71.6 - $79.6
4.57K $344K
CHD
Church & Dwight CO Inc

Consumer Defensive
31
+ 1.15%
$98.01 - $106.59 $3.04K - $3.3K
2.72K $284K
AKAM
Akamai Technologies Inc

Technology
45
+ 0.12%
N/A
37.5K $3.41M
PCAR
Paccar Inc

Industrials
122
+ 5.3%
$91.64 - $109.98 $11.2K - $13.4K
2.42K $239K
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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