Adviser Investments LLC New Holdings in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
142K
New
$83.76 - $91.82 $11.9M - $13.1M
142K $13M
BWX
Spdr Bloomberg International T

ETFs
511K
New
$21.34 - $23.47 $10.9M - $12M
511K $11.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
112K
New
$49.83 - $62.75 $5.6M - $7.05M
112K $6.47M
NEM
Newmont Corp

Basic Materials
120K
New
$41.65 - $55.85 $5M - $6.7M
120K $6.41M
IBDV
Ishares Tr

Technology
250K
New
$21.11 - $22.24 $5.27M - $5.56M
250K $5.54M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
66.1K
New
$69.31 - $77.34 $4.58M - $5.11M
66.1K $5.07M
EFV
Msci Eafe Value ETF

ETFs
88K
New
$51.72 - $57.96 $4.55M - $5.1M
88K $5.06M
AVB
Avalonbay Communities Inc

Real Estate
20.8K
New
$200.95 - $234.65 $4.18M - $4.88M
20.8K $4.68M
FREL
Fidelity Covington Tr Msci Rea

ETFs
110K
New
$25.07 - $29.94 $2.75M - $3.29M
110K $3.24M
LRCX
Lam Research Corp

Technology
3.93K
New
$731.56 - $1127.3 $2.88M - $4.43M
3.93K $3.21M
SPOT
Spotify Technology S.A.

Communication Services
4.24K
New
$290.16 - $384.01 $1.23M - $1.63M
4.24K $1.56M
XLRE
Select Sector Spdr Tr Real Est

ETFs
24.9K
New
$38.04 - $45.36 $945K - $1.13M
24.9K $1.11M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
2.65K
New
$268.61 - $337.37 $712K - $895K
2.65K $752K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.8K
New
$36.02 - $41.68 $390K - $451K
10.8K $446K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
17K
New
$24.34 - $25.83 $414K - $439K
17K $437K
STX
Seagate Technology Holdings PLC

Technology
3.72K
New
$92.1 - $110.76 $343K - $412K
3.72K $407K
KRE
Spdr S&P Regional Banking ETF

ETFs
6.58K
New
$47.94 - $59.23 $315K - $390K
6.58K $372K
OTIS
Otis Worldwide Corp

Industrials
2.82K
New
$91.43 - $104.43 $258K - $294K
2.82K $292K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
13.3K
New
$19.84 - $22.57 $264K - $301K
13.3K $279K
CBRE
Cbre Group, Inc.

Real Estate
2.23K
New
$85.97 - $124.48 $192K - $278K
2.23K $277K
GLDM
World Gold Trust

ETFs
5.23K
New
$46.2 - $53.01 $242K - $277K
5.23K $272K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.54K
New
$52.27 - $60.45 $237K - $274K
4.54K $269K
MTD
Mettler Toledo International Inc

Healthcare
169
New
$1308.0 - $1521.03 $221K - $257K
169 $253K
MSI
Motorola Solutions, Inc.

Technology
557
New
$385.65 - $450.49 $215K - $251K
557 $250K
D
Dominion Energy, Inc

Utilities
4.26K
New
$48.01 - $58.53 $204K - $249K
4.26K $245K
GNRC
Generac Holdings Inc.

Industrials
1.47K
New
$133.16 - $159.78 $196K - $235K
1.47K $234K
IRM
Iron Mountain Inc

Real Estate
1.94K
New
$89.69 - $119.32 $174K - $232K
1.94K $230K
WTMF
Wisdomtree Tr Managed Futures

ETFs
6.3K
New
$34.69 - $36.83 $219K - $232K
6.3K $223K
TTD
Trade Desk, Inc.

Technology
2.03K
New
$83.08 - $110.79 $169K - $225K
2.03K $222K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
4.96K
New
$39.24 - $45.31 $194K - $225K
4.96K $219K
XHS
Spdr S&P Health Care Services

ETFs
2.22K
New
$88.45 - $100.0 $196K - $222K
2.22K $214K
IDV
Ishares Tr

ETFs
6.95K
New
$27.62 - $30.64 $192K - $213K
6.95K $210K
CSX
Csx Corp

Industrials
6.1K
New
$32.48 - $35.45 $198K - $216K
6.1K $210K
NYT
New York Times CO

Communication Services
3.72K
New
$51.1 - $55.66 $190K - $207K
3.72K $207K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.11K
New
$27.8 - $29.26 $198K - $208K
7.11K $206K
PSA
Public Storage

Real Estate
561
New
$283.13 - $365.01 $159K - $205K
561 $204K
FTV
Fortive Corp

Technology
2.58K
New
$67.01 - $79.2 $173K - $204K
2.58K $203K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.05K
New
$90.87 - $102.43 $186K - $209K
2.05K $202K
HDV
Ishares Core High Dividend ETF

ETFs
1.72K
New
$107.62 - $118.76 $185K - $204K
1.72K $201K
PLTM
Granite Shares Platinum Trust

ETFs
13K
New
$8.79 - $9.97 $115K - $130K
13K $124K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
13.1K
New
$8.26 - $12.16 $108K - $159K
13.1K $117K
Veralto Corp
1.81K
New
N/A
1.81K $0
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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