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
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
864
+ 1.63%
$74.71 - $79.24 $64.5K - $68.5K
53.8K $4.13M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$74.89 - $82.93 $74.9 - $82.9
8.52K $645K
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 9.01%
$1666.0 - $2117.3 $33.3K - $42.3K
242 $411K
SHW
Sherwin Williams CO

Basic Materials
233
+ 7.79%
$338.75 - $399.71 $78.9K - $93.1K
3.22K $1.1M
NSC
Norfolk Southern Corp

Industrials
94
+ 1.88%
$230.6 - $277.0 $21.7K - $26K
5.11K $1.2M
ITW
Illinois Tool Works Inc

Industrials
144
+ 1.3%
$253.56 - $278.5 $36.5K - $40.1K
11.3K $2.85M
IYH
Ishares Tr

ETFs
19
+ 0.21%
$57.53 - $65.24 $1.09K - $1.24K
8.86K $516K
PEP
Pepsico Inc

Consumer Defensive
24.9K
+ 11.63%
$151.29 - $176.1 $3.77M - $4.39M
239K $36.4M
ECL
Ecolab Inc.

Basic Materials
31
+ 0.85%
$234.32 - $261.43 $7.26K - $8.1K
3.66K $857K
EXC
Exelon Corp

Utilities
9
+ 0.04%
$36.22 - $40.97 $326 - $369
24.2K $912K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1.22K
+ 3.21%
$31.83 - $34.97 $38.7K - $42.6K
39.1K $1.26M
DOW
Dow Inc.

Basic Materials
11
+ 0.21%
$39.1 - $55.34 $430 - $609
5.19K $208K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16
+ 0.2%
$209.89 - $233.24 $3.36K - $3.73K
7.88K $1.67M
PSX
Phillips 66

Energy
263
+ 4.08%
$110.35 - $138.93 $29K - $36.5K
6.71K $764K
VNQ
Vanguard Specialized Funds Van

ETFs
315
+ 2.26%
$87.85 - $98.6 $27.7K - $31.1K
14.2K $1.27M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.35K
+ 1.58%
$28.6 - $29.27 $153K - $157K
345K $9.88M
MCHP
Microchip Technology Inc

Technology
100
+ 2.25%
$55.51 - $79.05 $5.55K - $7.91K
4.55K $260K
MPC
Marathon Petroleum Corp

Energy
57
+ 1.15%
$131.65 - $174.84 $7.5K - $9.97K
5.03K $701K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
885
+ 0.49%
$36.54 - $37.53 $32.3K - $33.2K
183K $6.72M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.74K
+ 2.67%
$61.87 - $64.86 $170K - $178K
105K $6.52M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
170
+ 0.1%
$42.33 - $43.3 $7.2K - $7.36K
175K $7.44M
HCA
Hca Healthcare, Inc.

Healthcare
149
+ 8.67%
$297.52 - $415.61 $44.3K - $61.9K
1.87K $560K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.15K
+ 1.2%
$442.29 - $483.08 $509K - $556K
96.6K $43.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.13K
+ 7.26%
$59.25 - $72.99 $67K - $82.6K
16.7K $998K
NVS
Novartis Ag

Healthcare
160
+ 1.7%
$96.78 - $117.18 $15.5K - $18.7K
9.57K $930K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
366
+ 1.65%
$79.93 - $88.06 $29.3K - $32.2K
22.5K $1.8M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
739
+ 1.3%
$37.27 - $41.46 $27.5K - $30.6K
57.7K $2.15M
HUM
Humana Inc

Healthcare
29
+ 1.1%
$233.89 - $304.18 $6.78K - $8.82K
2.67K $676K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.32K
+ 3.07%
$57.29 - $63.1 $75.7K - $83.4K
44.4K $2.55M
CEG
Constellation Energy Corp

Utilities
38
+ 0.74%
$224.28 - $285.52 $8.52K - $10.8K
5.15K $1.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.81K
+ 5.6%
$58.88 - $64.8 $224K - $247K
71.8K $4.23M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
95
+ 2.72%
$396.64 - $516.74 $37.7K - $49.1K
3.58K $1.44M
CI
Cigna Corp

Healthcare
67
+ 2.19%
$265.59 - $358.58 $17.8K - $24K
3.13K $863K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
60.7K
+ 1.85%
$49.79 - $51.14 $3.02M - $3.1M
3.34M $167M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
75
+ 0.17%
$52.1 - $57.26 $3.91K - $4.29K
44.1K $2.3M
HYLB
Xtrackers Usd High Yield Corp

ETFs
670
+ 0.22%
$35.95 - $36.76 $24.1K - $24.6K
309K $11.1M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.44K
+ 1.53%
$38.96 - $43.28 $94.9K - $105K
162K $6.37M
VHT
Vanguard Health Care ETF

ETFs
107
+ 0.88%
$250.81 - $283.3 $26.8K - $30.3K
12.2K $3.1M
DHR
Danaher Corp

Healthcare
960
+ 8.07%
$226.16 - $274.52 $217K - $264K
12.9K $2.95M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
800
+ 3.7%
$82.28 - $117.52 $65.8K - $94K
22.4K $1.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
774
+ 0.47%
$26.63 - $30.23 $20.6K - $23.4K
166K $4.42M
ADBE
Adobe Inc.

Technology
140
+ 2.15%
$437.39 - $552.96 $61.2K - $77.4K
6.67K $2.96M
INTC
Intel Corp

Technology
3.76K
+ 2.58%
$19.07 - $26.23 $71.7K - $98.6K
150K $3M
GE
General Electric CO

Industrials
315
+ 1.37%
$159.95 - $194.23 $50.4K - $61.2K
23.3K $3.88M
FCX
Freeport Mcmoran Inc

Basic Materials
2.58K
+ 5.58%
$38.08 - $50.82 $98.2K - $131K
48.8K $1.86M
TMO
Thermo Fisher Scientific Inc.

Healthcare
233
+ 3.49%
$501.29 - $612.85 $117K - $143K
6.9K $3.59M
SCHV
Schwab Strategic Tr Us Large C

ETFs
182K
+ 187.15%
$25.79 - $80.4 $4.7M - $14.6M
279K $7.28M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.81K
+ 1.82%
$64.62 - $71.43 $117K - $129K
102K $6.56M
SAN
Banco Santander, S.A.

Financial Services
39.5K
+ 2.33%
$4.49 - $5.05 $177K - $200K
1.74M $7.92M
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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