Adviser Investments LLC Reduced Holdings in Q2 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.19M
- 85.8%
$58.63 - $59.9 $246M - $251M
694K $41.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-6.2M
- 81.59%
$28.18 - $29.22 $175M - $181M
1.4M $40.9M
MBB
Ishares Tr

ETFs
-1.19M
- 84.25%
$91.41 - $94.22 $109M - $112M
223K $20.9M
VTV
Vanguard Value ETF

ETFs
-695K
- 15.88%
$153.67 - $176.74 $107M - $123M
3.68M $651M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-389K
- 76.38%
$97.51 - $118.42 $38M - $46.1M
120K $14.2M
MRK
Merck & Co., Inc.

Healthcare
-392K
- 71.54%
$73.47 - $87.12 $28.8M - $34.2M
156K $12.3M
MUB
Ishares National Muni Bond ETF

ETFs
-260K
- 9.67%
$102.31 - $105.8 $26.6M - $27.5M
2.42M $253M
UNH
Unitedhealth Group Inc

Healthcare
-49.9K
- 82.92%
$274.35 - $599.47 $13.7M - $29.9M
10.3K $3.2M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-266K
- 30.77%
$62.08 - $73.58 $16.5M - $19.6M
598K $40.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25.4K
- 30.2%
$483.48 - $539.8 $12.3M - $13.7M
58.8K $28.6M
AAPL
Apple Inc.

Technology
-4.1K
- 0.55%
$172.42 - $223.89 $706K - $917K
735K $151M
IWD
Ishares Russell 1000 Val ETF

ETFs
-62.3K
- 81.73%
$166.82 - $194.23 $10.4M - $12.1M
13.9K $2.7M
ABBV
Abb Vie Inc.

Healthcare
-23.1K
- 7.84%
$170.16 - $206.27 $3.94M - $4.77M
272K $50.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-120K
- 95.07%
$85.42 - $94.39 $10.2M - $11.3M
6.21K $583K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-116K
- 94.22%
$83.97 - $92.85 $9.72M - $10.7M
7.1K $626K
IEF
Ishares Barclays

ETFs
-99.5K
- 91.42%
$93.15 - $96.56 $9.26M - $9.6M
9.33K $893K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-10.4K
- 57.72%
$483.07 - $625.6 $5.01M - $6.49M
7.6K $3.99M
PEP
Pepsico Inc

Consumer Defensive
-20.5K
- 8.09%
$128.02 - $151.37 $2.63M - $3.11M
233K $30.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-162K
- 93.48%
$40.82 - $43.14 $6.63M - $7M
11.3K $488K
CVX
Chevron Corp

Energy
-24.4K
- 18.64%
$133.73 - $168.51 $3.26M - $4.11M
107K $15.3M
DUK
Duke Energy Corp

Utilities
-52K
- 51.45%
$112.46 - $124.05 $5.85M - $6.45M
49.1K $5.79M
CL
Colgate Palmolive CO

Consumer Defensive
-63.8K
- 25.83%
$87.57 - $96.0 $5.58M - $6.12M
183K $16.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-24.9K
- 32.94%
$210.83 - $235.28 $5.25M - $5.86M
50.7K $11.3M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-97.6K
- 90.53%
$61.25 - $63.4 $5.98M - $6.19M
10.2K $647K
BWX
Spdr Bloomberg International T

ETFs
-284K
- 60.95%
$21.87 - $23.49 $6.21M - $6.67M
182K $4.27M
MDT
Medtronic PLC

Healthcare
-63.8K
- 85.97%
$80.68 - $88.86 $5.15M - $5.67M
10.4K $907K
SAN
Banco Santander, S.A.

Financial Services
-1.01M
- 59.1%
$5.72 - $8.32 $5.78M - $8.4M
699K $5.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-48.9K
- 24.97%
$116.93 - $119.39 $5.71M - $5.83M
147K $17.5M
QCOM
Qualcomm Inc

Technology
-43K
- 19.14%
$124.66 - $159.48 $5.37M - $6.86M
182K $29M
EDV
Vanguard Extended Duration Tre

ETFs
-28.1K
- 3.22%
$62.83 - $72.45 $1.77M - $2.04M
846K $56.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-89.7K
- 77.58%
$45.98 - $56.15 $4.12M - $5.04M
25.9K $1.46M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-48.5K
- 20.31%
$61.03 - $67.59 $2.96M - $3.28M
190K $12.2M
PG
Procter & Gamble CO

Consumer Defensive
-3.94K
- 1.45%
$157.66 - $172.39 $621K - $680K
269K $42.8M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.35K
- 1.2%
$285.55 - $321.23 $385K - $433K
111K $32.4M
TMUS
T Mobile Us, Inc.

Communication Services
-4.4K
- 7.85%
$220.99 - $268.54 $972K - $1.18M
51.6K $12.3M
NEE
Nextera Energy Inc

Utilities
-25K
- 5.44%
$64.11 - $75.0 $1.6M - $1.87M
434K $30.1M
ITA
Ishares Tr

ETFs
-15.3K
- 88.72%
$135.31 - $188.64 $2.07M - $2.89M
1.95K $366K
ELV
Elevance Health, Inc.

Healthcare
-748
- 1.82%
$372.27 - $452.69 $278K - $339K
40.3K $15.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-44.9K
- 82.72%
$44.68 - $45.96 $2.01M - $2.07M
9.39K $429K
VHT
Vanguard Health Care ETF

ETFs
-5.38K
- 45.93%
$236.71 - $261.92 $1.27M - $1.41M
6.33K $1.57M
SPG
Simon Property Group Inc

Real Estate
-6.07K
- 8.94%
$140.37 - $171.44 $852K - $1.04M
61.8K $9.93M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-35.4K
- 22.19%
$36.02 - $41.92 $1.28M - $1.49M
124K $5.21M
LDOS
Leidos Holdings, Inc.

Technology
-21.5K
- 21.82%
$132.9 - $160.3 $2.86M - $3.45M
77.2K $12.2M
BDX
Becton Dickinson & CO

Healthcare
-1.69K
- 11.63%
$165.15 - $226.42 $278K - $382K
12.8K $2.2M
PFE
Pfizer Inc

Healthcare
-31.1K
- 11.82%
$21.59 - $24.84 $672K - $773K
232K $5.63M
VTC
Vanguard Scottsdale Fds Total

ETFs
-13.5K
- 28.5%
$74.71 - $77.33 $1.01M - $1.04M
33.9K $2.62M
UNP
Union Pacific Corp

Industrials
-1.07K
- 0.93%
$208.27 - $238.46 $223K - $255K
114K $26.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-8.18K
- 81.05%
$107.93 - $110.97 $883K - $908K
1.91K $210K
ACN
Accenture PLC

Technology
-764
- 1.5%
$279.23 - $323.21 $213K - $247K
50.3K $15M
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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