Adviser Investments LLC Incresed Positions in Q2 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ATR
Aptargroup, Inc.

Healthcare
18
+ 0.71%
$133.66 - $158.53 $2.41K - $2.85K
2.54K $397K
PEG
Public Service Enterprise Group Inc

Utilities
184
+ 5.2%
$77.13 - $84.18 $14.2K - $15.5K
3.73K $313K
WEC
Wec Energy Group, Inc.

Utilities
266
+ 11.03%
$102.24 - $109.76 $27.2K - $29.2K
2.68K $279K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
113
+ 2.02%
$33.19 - $40.78 $3.75K - $4.61K
5.7K $226K
AIG
American International Group, Inc.

Financial Services
237
+ 5.38%
$77.56 - $87.72 $18.4K - $20.8K
4.64K $397K
MET
Metlife Inc

Financial Services
157
+ 2.19%
$68.42 - $82.49 $10.7K - $13K
7.33K $589K
GPC
Genuine Parts CO

Consumer Cyclical
56
+ 2.27%
$105.54 - $129.09 $5.91K - $7.23K
2.53K $306K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16
+ 0.14%
$75.05 - $77.34 $1.2K - $1.24K
11.1K $855K
CSGP
Costar Group, Inc.

Real Estate
34
+ 0.66%
$72.62 - $83.22 $2.47K - $2.83K
5.22K $420K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
384
+ 3.33%
$10.59 - $11.48 $4.07K - $4.41K
11.9K $136K
NEAR
Blackrock Short Maturity Bond

ETFs
106
+ 1.17%
$50.41 - $51.17 $5.34K - $5.42K
9.15K $467K
HSY
Hershey CO

Consumer Defensive
248
+ 3.74%
$151.29 - $173.13 $37.5K - $42.9K
6.88K $1.14M
ONB
Old National Bancorp

Financial Services
102
+ 0.56%
$17.95 - $22.57 $1.83K - $2.3K
18.5K $394K
ETR
Entergy Corp

Utilities
210
+ 3.52%
$79.01 - $86.61 $16.6K - $18.2K
6.18K $513K
ITW
Illinois Tool Works Inc

Industrials
32
+ 0.3%
$218.41 - $252.43 $6.99K - $8.08K
10.7K $2.63M
Ge Vernova Inc
2.62K
+ 26.64%
N/A
12.4K $0
Fidelity Covington Trust
36
+ 0.32%
N/A
11.1K $0
Ge Healthcare Technologies I
1.72K
+ 38.29%
N/A
6.21K $0
Labcorp Holdings Inc
10
+ 0.4%
N/A
2.51K $0
Rubrik Inc.
11.2K
+ 107.6%
N/A
21.5K $0
SHW
Sherwin Williams CO

Basic Materials
54
+ 1.69%
$313.51 - $363.51 $16.9K - $19.6K
3.25K $1.12M
AON
Aon PLC

Financial Services
79
+ 11.21%
$335.85 - $398.81 $26.5K - $31.5K
784 $279K
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 0.61%
$430.72 - $497.52 $1.72K - $1.99K
655 $295K
ET
Energy Transfer LP

Energy
487
+ 1.69%
$15.65 - $18.93 $7.62K - $9.22K
29.3K $531K
NYF
Ishares New York Muni Bond ETF

ETFs
3.32K
+ 0.95%
$51.29 - $53.06 $170K - $176K
353K $18.4M
GILD
Gilead Sciences, Inc.

Healthcare
254
+ 0.88%
$96.91 - $113.0 $24.6K - $28.7K
29.2K $3.23M
MO
Altria Group, Inc.

Consumer Defensive
256
+ 1.73%
$55.56 - $60.91 $14.2K - $15.6K
15.1K $882K
NXST
Nexstar Media Group, Inc.

Communication Services
8
+ 0.65%
$144.68 - $181.86 $1.16K - $1.45K
1.24K $214K
ZTS
Zoetis Inc.

Healthcare
76
+ 2.74%
$144.41 - $170.3 $11K - $12.9K
2.85K $444K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
3.66K
+ 15.96%
$99.37 - $134.05 $363K - $490K
26.6K $3.01M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
28
+ 0.74%
$64.31 - $75.93 $1.8K - $2.13K
3.83K $260K
VTR
Ventas, Inc.

Real Estate
209
+ 2.9%
$62.45 - $70.08 $13.1K - $14.6K
7.41K $467K
AFL
Aflac Inc

Financial Services
393
+ 3.24%
$99.77 - $112.45 $39.2K - $44.2K
12.5K $1.32M
CHD
Church & Dwight CO Inc

Consumer Defensive
8
+ 0.29%
$91.57 - $110.76 $733 - $886
2.73K $262K
AJG
Arthur J. Gallagher & Co.

Financial Services
6
+ 0.21%
$310.86 - $348.77 $1.87K - $2.09K
2.82K $904K
SNA
Snap On Inc

Industrials
1
+ 0.03%
$292.36 - $342.2 $292 - $342
2.98K $927K
WSO
Watsco Inc

Industrials
9
+ 0.54%
$421.84 - $520.66 $3.8K - $4.69K
1.69K $745K
ROP
Roper Technologies Inc

Industrials
2
+ 0.04%
$519.19 - $590.78 $1.04K - $1.18K
5.16K $2.92M
BMY
Bristol Myers Squibb CO

Healthcare
15.5K
+ 27.25%
$44.12 - $59.6 $682K - $921K
72.2K $3.34M
AVB
Avalonbay Communities Inc

Real Estate
655
+ 2.89%
$187.23 - $215.61 $123K - $141K
23.3K $4.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
284
+ 3.6%
$212.1 - $244.27 $60.2K - $69.4K
8.17K $1.79M
GIS
General Mills Inc

Consumer Defensive
1.54K
+ 4.54%
$50.37 - $60.97 $77.6K - $93.9K
35.5K $1.84M
EPD
Enterprise Products Partners L.P.

Energy
417
+ 0.53%
$28.95 - $34.22 $12.1K - $14.3K
78.7K $2.44M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
123K
+ 1390.95%
$87.84 - $1441.89 $10.8M - $178M
132K $11.9M
AMGN
Amgen Inc

Healthcare
16
+ 0.05%
$262.28 - $309.85 $4.2K - $4.96K
34.6K $9.67M
JNJ
Johnson & Johnson

Healthcare
4.83K
+ 1.36%
$146.36 - $159.82 $707K - $772K
359K $54.8M
Activity Summary
Buys All Purchases 272 New Holdings 75 Increased Positions 197 Sells All Sells 235 Reductions 235 Sold out 0 Options Calls 0 Puts 3
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