Adviser Investments LLC New Holdings in Q3 2025

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QLYS
Qualys, Inc.

Technology
611K
New
$127.89 - $150.07 $78.1M - $91.7M
611K $80.8M
SE
Sea LTD

Consumer Cyclical
31.2K
New
$146.23 - $196.5 $4.56M - $6.13M
31.2K $5.57M
NXPI
Nxp Semiconductors N.V.

Technology
24.4K
New
$205.16 - $239.07 $5M - $5.83M
24.4K $5.55M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
54.9K
New
$81.76 - $86.36 $4.48M - $4.74M
54.9K $4.65M
ITT
Itt Inc.

Industrials
20.4K
New
$155.93 - $182.88 $3.17M - $3.72M
20.4K $3.64M
DAR
Darling Ingredients Inc.

Consumer Defensive
81.3K
New
$29.74 - $39.45 $2.42M - $3.21M
81.3K $2.51M
CASY
Caseys General Stores Inc

Consumer Cyclical
3.42K
New
$494.52 - $565.32 $1.69M - $1.93M
3.42K $1.93M
FLIN
Franklin Templeton ETF Tr

ETFs
49.5K
New
$37.28 - $39.98 $1.84M - $1.98M
49.5K $1.85M
DOCU
Docusign, Inc.

Technology
15.7K
New
$67.14 - $85.01 $1.06M - $1.34M
15.7K $1.13M
PAAS
Pan American Silver Corp

Basic Materials
14.7K
New
$27.02 - $38.81 $397K - $571K
14.7K $569K
OSIS
Osi Systems Inc

Technology
1.7K
New
$208.12 - $249.24 $354K - $424K
1.7K $423K
EQT
Eqt Corp

Energy
5.8K
New
$49.19 - $59.19 $285K - $343K
5.8K $315K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.61K
New
$109.55 - $124.15 $285K - $324K
2.61K $305K
MELI
Mercadolibre Inc

Consumer Cyclical
129
New
$2292.04 - $2514.05 $296K - $324K
129 $301K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.49K
New
$45.4 - $47.61 $249K - $261K
5.49K $261K
NET
Cloudflare, Inc.

Technology
1.15K
New
$181.39 - $228.28 $209K - $263K
1.15K $246K
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
5.7K
New
$26.85 - $45.91 $153K - $262K
5.7K $237K
CRSP
Crispr Therapeutics Ag

Healthcare
3.51K
New
$48.51 - $68.14 $170K - $239K
3.51K $227K
ORI
Old Republic International Corp

Financial Services
5.36K
New
$35.74 - $42.47 $191K - $228K
5.36K $227K
EWY
Ishares Inc Msci South Korea E

ETFs
2.74K
New
$70.07 - $81.56 $192K - $223K
2.74K $219K
AXON
Axon Enterprise, Inc.

Industrials
298
New
$698.02 - $870.97 $208K - $260K
298 $213K
EFV
Msci Eafe Value ETF

ETFs
3.12K
New
$62.79 - $68.42 $196K - $214K
3.12K $211K
KWEB
Kraneshares Tr Csi China Inter

ETFs
5K
New
$33.63 - $42.59 $168K - $213K
5K $210K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.03K
New
$185.88 - $207.44 $191K - $213K
1.03K $206K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.46K
New
$53.54 - $64.21 $185K - $222K
3.46K $206K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
775
New
$239.62 - $294.04 $186K - $228K
775 $204K
TR
Tootsie Roll Industries Inc

Consumer Defensive
4.84K
New
$34.05 - $41.92 $165K - $203K
4.84K $202K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.48K
New
$53.81 - $57.52 $187K - $200K
3.48K $200K
RMNI
Rimini Street, Inc.

Technology
32.2K
New
$3.85 - $5.24 $124K - $169K
32.2K $150K
BORR
Borr Drilling LTD

Energy
52K
New
$1.86 - $3.17 $96.8K - $165K
52K $139K
LYG
Lloyds Banking Group PLC

Financial Services
10.1K
New
$4.03 - $4.63 $40.6K - $46.6K
10.1K $45K
The Alger ETF Trust
13.8K
New
N/A
13.8K $0
Super Micro Computer Inc
14.8K
New
N/A
14.8K $0
Blackrock ETF Trust Ii
7.82K
New
N/A
7.82K $0
Grayscale Bitcoin Mini Tr Et
4.41K
New
N/A
4.41K $0
Brookfield Corp
3.33K
New
N/A
3.33K $0
Jacobs Solutions Inc
35.4K
New
N/A
35.4K $0
Fidelity Wise Origin Bitcoin
2.14K
New
N/A
2.14K $0
Kraneshares Trust
17.7K
New
N/A
17.7K $0
Biohaven LTD
24K
New
N/A
24K $0
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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