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
OEF
Ishares S&P 100 ETF

ETFs
79
+ 1.1%
N/A
7.26K $1.93M
DPZ
Dominos Pizza Inc

Consumer Cyclical
66
+ 10.31%
$408.59 - $476.19 $27K - $31.4K
706 $296K
VV
Vanguard Large Cap ETF

ETFs
19
+ 0.73%
$260.27 - $280.65 $4.95K - $5.33K
2.63K $707K
SCHA
Schwab Strategic Tr Us Small C

ETFs
69.1K
+ 100.27%
$25.33 - $51.16 $1.75M - $3.54M
138K $3.57M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.12%
$58.39 - $67.04 $292 - $335
4.3K $273K
AOA
Ishares Tr Core Aggressive All

ETFs
998
+ 4.0%
$76.61 - $79.88 $76.5K - $79.7K
25.9K $1.99M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.23K
+ 8.69%
$148.29 - $166.93 $183K - $206K
15.4K $2.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
109K
+ 194.13%
$22.4 - $68.28 $2.45M - $7.47M
166K $3.84M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
619
+ 4.72%
$8.24 - $11.07 $5.1K - $6.85K
13.7K $128K
VOE
Vanguard Mid Cap Value Index F

ETFs
266
+ 4.82%
$160.89 - $176.18 $42.8K - $46.9K
5.78K $935K
XLP
Consumer Staples Sector Spdr

ETFs
93
+ 2.07%
N/A
4.59K $349K
YUM
Yum Brands Inc

Consumer Cyclical
200
+ 5.05%
$130.36 - $139.54 $26.1K - $27.9K
4.16K $557K
MDT
Medtronic PLC

Healthcare
1.35K
+ 13.28%
$79.61 - $92.24 $108K - $125K
11.5K $921K
GNRC
Generac Holdings Inc.

Industrials
59
+ 4.01%
$154.28 - $195.11 $9.1K - $11.5K
1.53K $237K
NEAR
Blackrock Short Maturity Bond

ETFs
153
+ 1.73%
$50.28 - $51.08 $7.69K - $7.82K
8.98K $453K
BFB
Brown Forman Corp Cl B
540
+ 6.71%
N/A
8.59K $0
Veralto Corp
175
+ 9.66%
N/A
1.99K $0
FGRO
Fidelity Covington Tr

ETFs
4
+ 0.04%
N/A
9.6K $215K
SCMB
Schwab Strategic Tr Mun Bd ETF
71.4K
+ 102.76%
N/A
141K $0
Biohaven LTD
5.3K
+ 81.54%
N/A
11.8K $0
Fidelity Covington Trust
32
+ 0.29%
N/A
11.1K $0
IWN
Ishares Russell2000 Val ETF

ETFs
363
+ 1.61%
$162.69 - $181.35 $59.1K - $65.8K
22.9K $3.76M
Tidal Trust Iii
4.81K
+ 2.18%
N/A
226K $0
NHC
National Healthcare Corp

Healthcare
300
+ 16.67%
$107.42 - $135.75 $32.2K - $40.7K
2.1K $225K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
112
+ 0.67%
$15.07 - $15.75 $1.69K - $1.76K
16.8K $256K
VLO
Valero Energy Corp

Energy
179
+ 9.31%
$118.59 - $144.02 $21.2K - $25.8K
2.1K $257K
ACWI
Ishares Msci Acwi ETF

ETFs
231
+ 1.5%
$117.05 - $123.03 $27K - $28.4K
15.7K $1.84M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
25.5K
+ 198.64%
$27.54 - $83.04 $702K - $2.12M
38.3K $1.06M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
633
+ 3.5%
$22.65 - $23.8 $14.3K - $15.1K
18.7K $425K
XHS
Spdr S&P Health Care Services

ETFs
85
+ 3.84%
$89.61 - $98.48 $7.62K - $8.37K
2.3K $207K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.04%
$90.66 - $99.46 $272 - $298
8.17K $742K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.84K
+ 3.07%
$57.32 - $59.66 $105K - $110K
61.7K $3.54M
PHO
Invesco Exchange Traded Fd Tr

ETFs
151
+ 3.63%
$65.79 - $72.14 $9.93K - $10.9K
4.31K $283K
WM
Waste Management Inc

Industrials
86
+ 1.73%
$201.79 - $228.46 $17.4K - $19.6K
5.05K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
64
+ 1.02%
$174.22 - $187.62 $11.2K - $12K
6.36K $1.11M
GIS
General Mills Inc

Consumer Defensive
4.5K
+ 15.01%
$62.78 - $74.62 $282K - $336K
34.5K $2.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.39K
+ 9.61%
$114.08 - $125.68 $387K - $426K
38.7K $4.43M
GPC
Genuine Parts CO

Consumer Cyclical
332
+ 13.72%
$113.11 - $143.63 $37.6K - $47.7K
2.75K $321K
VT
Vanguard Total World Stk Index

ETFs
803
+ 1.56%
$117.09 - $123.07 $94K - $98.8K
52.1K $6.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
67
+ 0.94%
$80.13 - $83.77 $5.37K - $5.61K
7.22K $579K
SHEL
Shell PLC

Energy
5
+ 0.07%
$60.63 - $70.23 $303 - $351
6.83K $428K
CMF
Ishares California Muni Bond E

ETFs
4.86K
+ 1.35%
$56.66 - $58.1 $275K - $282K
366K $21M
DD
Du Pont De Nemours, Inc.

Basic Materials
295
+ 7.56%
$75.95 - $88.05 $22.4K - $26K
4.2K $320K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
344
+ 1.67%
$91.94 - $100.02 $31.6K - $34.4K
20.9K $1.93M
OTIS
Otis Worldwide Corp

Industrials
18
+ 0.64%
$92.57 - $106.01 $1.67K - $1.91K
2.84K $262K
NOC
Northrop Grumman Corp

Industrials
25
+ 3.31%
$466.52 - $543.88 $11.7K - $13.6K
780 $366K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20
+ 0.22%
$74.5 - $78.37 $1.49K - $1.57K
9.22K $689K
TDVG
T Rowe Price Exchange Traded F

Technology
1.14K
+ 1.93%
$39.51 - $41.92 $45K - $47.8K
60.1K $2.38M
IDEV
Ishares Core Msci Intl Develop

ETFs
872
+ 6.06%
$64.18 - $70.42 $56K - $61.4K
15.3K $984K
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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