Adviser Investments LLC Reduced Holdings in Q3 2025

Adviser Investments LLC

  • $8.64 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-76.2K
- 32.67%
$133.81 - $152.16 $10.2M - $11.6M
157K $22.1M
NYF
Ishares New York Muni Bond ETF

ETFs
-170K
- 48.0%
$51.6 - $53.44 $8.75M - $9.07M
184K $9.81M
VGIT
Vanguard Intermediate Term Tre

ETFs
-131K
- 18.88%
$58.97 - $60.36 $7.72M - $7.9M
563K $33.8M
CRM
Salesforce, Inc.

Technology
-21.3K
- 30.01%
$231.66 - $273.65 $4.93M - $5.82M
49.6K $11.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-239K
- 17.11%
$28.77 - $29.79 $6.89M - $7.13M
1.16M $34.4M
LDOS
Leidos Holdings, Inc.

Technology
-46.3K
- 60.04%
$159.2 - $188.96 $7.38M - $8.75M
30.8K $5.83M
NVO
Novo Nordisk A S

Healthcare
-48.1K
- 19.88%
$45.38 - $71.7 $2.18M - $3.45M
194K $10.8M
QCOM
Qualcomm Inc

Technology
-36.9K
- 20.31%
$145.84 - $173.55 $5.38M - $6.41M
145K $24.1M
SPG
Simon Property Group Inc

Real Estate
-34.4K
- 55.65%
$159.93 - $187.67 $5.5M - $6.45M
27.4K $5.14M
HYG
Ishares Tr

ETFs
-50.3K
- 72.21%
$79.85 - $81.32 $4.01M - $4.09M
19.3K $1.57M
C
Citigroup Inc

Financial Services
-72.7K
- 33.92%
$85.57 - $103.49 $6.22M - $7.52M
142K $14.4M
IEFA
Ishares Tr

ETFs
-49.9K
- 36.98%
$81.7 - $87.53 $4.08M - $4.37M
85K $7.42M
MBB
Ishares Tr

ETFs
-41K
- 18.39%
$92.46 - $95.73 $3.79M - $3.92M
182K $17.3M
MMM
3 M CO

Industrials
-25K
- 24.66%
$144.41 - $160.2 $3.61M - $4.01M
76.4K $11.9M
LMT
Lockheed Martin Corp

Industrials
-9.11K
- 21.95%
$410.74 - $499.21 $3.74M - $4.55M
32.4K $16.2M
MRK
Merck & Co., Inc.

Healthcare
-44.2K
- 28.35%
$77.6 - $87.37 $3.43M - $3.86M
112K $9.38M
WMT
Walmart Inc.

Consumer Defensive
-49.9K
- 11.91%
$94.4 - $104.27 $4.71M - $5.2M
369K $38M
ACN
Accenture PLC

Technology
-322
- 0.64%
$232.56 - $304.78 $74.9K - $98.1K
50K $12.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.63K
- 37.83%
$404.94 - $499.99 $3.49M - $4.31M
14.2K $6.88M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-43.5K
- 22.86%
$61.56 - $66.95 $2.68M - $2.91M
147K $9.81M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-27K
- 22.41%
$116.21 - $129.7 $3.13M - $3.5M
93.4K $11.9M
CL
Colgate Palmolive CO

Consumer Defensive
-825
- 0.45%
$79.36 - $93.33 $65.5K - $77K
182K $14.6M
JPM
Jpmorgan Chase & CO

Financial Services
-40.8K
- 9.47%
$282.78 - $316.06 $11.5M - $12.9M
390K $123M
APO
Apollo Global Management, Inc.

Financial Services
-10.2K
- 24.31%
$131.55 - $156.05 $1.34M - $1.59M
31.7K $4.22M
CVX
Chevron Corp

Energy
-18.6K
- 17.44%
$145.57 - $161.83 $2.7M - $3.01M
87.9K $13.7M
TMUS
T Mobile Us, Inc.

Communication Services
-6.47K
- 12.54%
$226.02 - $259.01 $1.46M - $1.68M
45.1K $10.8M
CMF
Ishares California Muni Bond E

ETFs
-28.7K
- 8.34%
$55.16 - $57.13 $1.58M - $1.64M
315K $18M
CSCO
Cisco Systems, Inc.

Technology
-11.7K
- 4.18%
$66.2 - $71.79 $771K - $836K
267K $18.3M
UNH
Unitedhealth Group Inc

Healthcare
-4.02K
- 39.13%
$237.77 - $353.61 $955K - $1.42M
6.25K $2.16M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-8.97K
- 6.11%
$117.65 - $120.08 $1.06M - $1.08M
138K $16.5M
VT
Vanguard Total World Stk Index

ETFs
-10.2K
- 16.61%
$128.41 - $138.03 $1.31M - $1.4M
51K $7.03M
ABT
Abbott Laboratories

Healthcare
-1.65K
- 0.66%
$120.51 - $136.62 $199K - $225K
246K $33M
IEF
Ishares Barclays

ETFs
-6.98K
- 74.84%
$93.91 - $97.26 $656K - $679K
2.35K $226K
VIG
Vanguard Dividend Appreciation

ETFs
-3.48K
- 3.53%
N/A
95.3K $17.4M
DEO
Diageo PLC

Consumer Defensive
-5.6K
- 59.11%
$93.64 - $115.33 $524K - $646K
3.87K $369K
KHC
Kraft Heinz CO

Consumer Defensive
-22.9K
- 25.46%
$25.63 - $28.94 $588K - $663K
67.1K $1.75M
CMCSA
Comcast Corp

Communication Services
-10.7K
- 21.9%
$31.41 - $36.33 $337K - $390K
38.3K $1.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
-567
- 1.38%
$118.3 - $142.16 $67.1K - $80.6K
40.5K $4.92M
IWS
Ishares Russell Midcap Value E

ETFs
-4.79K
- 17.21%
$132.83 - $140.61 $636K - $673K
23K $3.22M
XOM
Exxon Mobil Corp

Energy
-15K
- 6.01%
$105.83 - $117.22 $1.59M - $1.76M
235K $26.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-8.25K
- 7.02%
$194.44 - $206.51 $1.6M - $1.7M
109K $22.6M
UPS
United Parcel Service Inc

Industrials
-2.15K
- 16.92%
$82.58 - $105.54 $178K - $227K
10.6K $882K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.29K
- 15.73%
$196.15 - $217.83 $252K - $280K
6.89K $1.39M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-28.7K
- 14.93%
$28.92 - $32.19 $830K - $924K
163K $5.22M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.44K
- 14.74%
$133.48 - $144.38 $593K - $641K
25.7K $3.66M
MSI
Motorola Solutions, Inc.

Technology
-1.94K
- 14.29%
$408.73 - $490.3 $793K - $952K
11.6K $5.32M
CNI
Canadian National Railway CO

Industrials
-61
- 0.16%
$92.01 - $106.6 $5.61K - $6.5K
38.1K $3.59M
PANW
Palo Alto Networks Inc

Technology
-1.32K
- 2.13%
$167.06 - $208.19 $221K - $276K
60.7K $12.4M
FCX
Freeport Mcmoran Inc

Basic Materials
-3.63K
- 8.07%
$35.34 - $47.21 $128K - $172K
41.4K $1.62M
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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