Adviser Investments LLC New Holdings in Q2 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
368K
New
$46.41 - $47.7 $17.1M - $17.6M
368K $17.5M
APO
Apollo Global Management, Inc.

Financial Services
41.8K
New
$108.68 - $145.07 $4.55M - $6.07M
41.8K $5.94M
VNQI
Vanguard Global Ex U.S. Real

ETFs
127K
New
$37.77 - $46.15 $4.8M - $5.87M
127K $5.87M
GPS
Gap Inc

Consumer Cyclical
228K
New
N/A
228K $4.59M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18.1K
New
$225.56 - $335.19 $4.08M - $6.06M
18.1K $4.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
79.2K
New
$51.1 - $53.29 $4.05M - $4.22M
79.2K $4.22M
CAR
Avis Budget Group, Inc.

Industrials
21.8K
New
$62.86 - $179.3 $1.37M - $3.91M
21.8K $3.69M
DECK
Deckers Outdoor Corp

Consumer Cyclical
16.7K
New
$100.44 - $129.37 $1.68M - $2.17M
16.7K $1.73M
LUV
Southwest Airlines CO

Industrials
50.9K
New
$24.04 - $34.36 $1.22M - $1.75M
50.9K $1.65M
WYNN
Wynn Resorts LTD

Consumer Cyclical
13K
New
$66.1 - $97.75 $860K - $1.27M
13K $1.22M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
16.4K
New
$47.63 - $60.01 $782K - $985K
16.4K $976K
MCK
Mckesson Corp

Healthcare
1.08K
New
$652.83 - $732.78 $707K - $794K
1.08K $793K
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
100K
New
$6.87 - $8.24 $687K - $824K
100K $789K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
22K
New
$30.03 - $40.05 $661K - $882K
22K $776K
NTNX
Nutanix, Inc.

Technology
10K
New
$58.17 - $83.07 $583K - $832K
10K $766K
FMC
Fmc Corp

Basic Materials
17.6K
New
$33.98 - $44.06 $598K - $775K
17.6K $734K
IMAX
Imax Corp

Communication Services
25.1K
New
$21.44 - $29.24 $538K - $733K
25.1K $701K
HWM
Howmet Aerospace Inc.

Industrials
3.58K
New
$112.33 - $186.13 $403K - $667K
3.58K $667K
BCS
Barclays PLC

Financial Services
35.2K
New
$12.69 - $18.61 $446K - $655K
35.2K $653K
NGD
New Gold Inc.

Basic Materials
130K
New
$2.98 - $4.95 $387K - $644K
130K $643K
MAG
Mag Silver Corp

Basic Materials
30K
New
$12.56 - $21.63 $377K - $649K
30K $633K
TSN
Tyson Foods, Inc.

Consumer Defensive
10K
New
$54.33 - $63.56 $543K - $636K
10K $559K
ELAN
Elanco Animal Health Inc

Healthcare
37.7K
New
$8.1 - $14.3 $305K - $539K
37.7K $538K
BKD
Brookdale Senior Living Inc.

Healthcare
75K
New
$5.13 - $7.1 $385K - $533K
75K $522K
ALK
Alaska Air Group, Inc.

Industrials
10.1K
New
$41.01 - $54.88 $413K - $552K
10.1K $497K
ONON
On Holding Ag

Consumer Cyclical
9.3K
New
$37.65 - $60.68 $350K - $565K
9.3K $484K
L
Loews Corp

Financial Services
5.01K
New
$80.89 - $92.09 $405K - $461K
5.01K $459K
EUFN
Ishares Msci Europe Financials

ETFs
14K
New
$24.77 - $32.27 $347K - $452K
14K $442K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
37.5K
New
$7.79 - $11.67 $292K - $438K
37.5K $437K
PH
Parker Hannifin Corp

Industrials
624
New
$517.23 - $700.54 $323K - $437K
624 $435K
SO
Southern CO

Utilities
4.57K
New
$84.91 - $92.56 $388K - $423K
4.57K $419K
SOXX
Ishares Semiconductor ETF

ETFs
1.68K
New
$154.86 - $239.07 $259K - $400K
1.68K $399K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.52K
New
$41.45 - $54.46 $312K - $409K
7.52K $391K
LVS
Las Vegas Sands Corp

Consumer Cyclical
8.27K
New
$30.7 - $44.12 $254K - $365K
8.27K $359K
PENN
Penn National Gaming Inc

Consumer Cyclical
20K
New
$13.75 - $18.28 $275K - $366K
20K $357K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
5K
New
$54.99 - $70.85 $275K - $354K
5K $350K
LYFT
Lyft, Inc.

Technology
21.5K
New
$9.97 - $17.21 $214K - $370K
21.5K $338K
HP
Helmerich & Payne, Inc.

Energy
20K
New
$15.16 - $26.78 $303K - $536K
20K $303K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5K
New
$48.22 - $60.41 $241K - $302K
5K $298K
IGOV
Ishares 1 3 International Trea

ETFs
6.82K
New
$39.53 - $43.1 $270K - $294K
6.82K $294K
FIGS
Figs, Inc.

Consumer Cyclical
50K
New
$3.62 - $5.89 $181K - $295K
50K $282K
NVMI
Nova Ltd.

Technology
1K
New
$162.03 - $275.2 $162K - $275K
1K $275K
MFC
Manulife Financial Corp

Financial Services
8.01K
New
$26.93 - $32.44 $216K - $260K
8.01K $256K
MGM
Mgm Resorts International

Consumer Cyclical
7.33K
New
$25.79 - $34.95 $189K - $256K
7.33K $252K
MLM
Martin Marietta Materials Inc

Basic Materials
459
New
$452.51 - $568.19 $208K - $261K
459 $251K
TT
Trane Technologies PLC

Industrials
564
New
$315.21 - $437.41 $178K - $247K
564 $246K
VTRS
Viatris Inc

Healthcare
26.7K
New
$7.26 - $9.12 $194K - $243K
26.7K $238K
GNRC
Generac Holdings Inc.

Industrials
1.66K
New
$101.92 - $143.21 $169K - $238K
1.66K $237K
DXCM
Dexcom Inc

Healthcare
2.61K
New
$59.83 - $87.57 $156K - $229K
2.61K $227K
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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