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
JNK
Spdr Bloomberg High Yield Bond

ETFs
-92
- 1.94%
$96.22 - $98.19 $8.85K - $9.03K
4.65K $455K
XLU
Utilities Sector Spdr

ETFs
-564
- 6.67%
$81.14 - $87.32 $45.8K - $49.2K
7.9K $688K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-639
- 7.94%
$115.96 - $125.95 $74.1K - $80.5K
7.41K $932K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-153
- 1.5%
$62.49 - $64.56 $9.56K - $9.88K
10.1K $646K
Linde PLC
-2.11K
- 3.38%
N/A
60.3K $0
J P Morgan Exchange Traded F
-25.4K
- 2.9%
N/A
848K $0
Ishares Bitcoin Trust ETF
-1.14K
- 5.39%
N/A
19.9K $0
SBR
Sabine Royalty Trust

Energy
-1.48K
- 16.05%
$65.49 - $82.12 $96.7K - $121K
7.72K $613K
Tidal Trust Iii
-3.21K
- 19.8%
N/A
13K $0
Matthews Intl Fds
-14.2K
- 10.72%
N/A
118K $0
SHW
Sherwin Williams CO

Basic Materials
-5
- 0.15%
$330.88 - $375.23 $1.65K - $1.88K
3.25K $1.12M
EXC
Exelon Corp

Utilities
-641
- 2.75%
$42.73 - $45.54 $27.4K - $29.2K
22.7K $1.02M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.81K
- 5.08%
$113.73 - $121.28 $205K - $219K
33.7K $4.03M
IYY
Ishares Tr

ETFs
-112
- 3.59%
$150.75 - $162.82 $16.9K - $18.2K
3.01K $488K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-19.9K
- 4.76%
$27.61 - $29.15 $548K - $579K
398K $11.6M
BHP
Bhp Group LTD

Basic Materials
-200
- 4.4%
$48.67 - $56.22 $9.73K - $11.2K
4.35K $242K
EWP
Ishares Inc Msci Spain ETF

ETFs
-44
- 0.86%
$43.48 - $49.5 $1.91K - $2.18K
5.05K $249K
STT
State Street Corp

Financial Services
-10
- 0.35%
$102.01 - $117.25 $1.02K - $1.17K
2.83K $328K
TDVG
T Rowe Price Exchange Traded F

Technology
-981
- 1.99%
$42.05 - $43.96 $41.3K - $43.1K
48.3K $2.12M
GPC
Genuine Parts CO

Consumer Cyclical
-60
- 2.38%
$122.23 - $142.77 $7.33K - $8.57K
2.47K $341K
BP
Bp PLC

Energy
-5.84K
- 10.8%
$30.25 - $35.69 $177K - $209K
48.3K $1.66M
VHT
Vanguard Health Care ETF

ETFs
-99
- 1.56%
$239.12 - $259.95 $23.7K - $25.7K
6.23K $1.62M
IDEV
Ishares Core Msci Intl Develop

ETFs
-660
- 2.72%
$74.68 - $80.26 $49.3K - $53K
23.6K $1.89M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-108
- 1.78%
$85.31 - $97.03 $9.21K - $10.5K
5.94K $565K
XYL
Xylem Inc.

Industrials
-100
- 2.83%
$129.67 - $147.5 $13K - $14.8K
3.43K $505K
FBT
First Trust Nyse Arca Biotechn

ETFs
-168
- 3.79%
$159.46 - $180.52 $26.8K - $30.3K
4.26K $764K
ROK
Rockwell Automation, Inc

Industrials
-11
- 0.34%
$328.67 - $358.52 $3.62K - $3.94K
3.27K $1.14M
VV
Vanguard Large Cap ETF

ETFs
-19
- 0.72%
$285.05 - $309.14 $5.42K - $5.87K
2.61K $802K
HSY
Hershey CO

Consumer Defensive
-459
- 6.68%
$161.95 - $193.45 $74.3K - $88.8K
6.42K $1.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.41K
- 2.36%
$60.99 - $64.39 $86.2K - $91K
58.4K $3.76M
RBLX
Roblox Corp

Communication Services
-822
- 14.23%
$100.65 - $141.56 $82.7K - $116K
4.96K $686K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-316
- 2.16%
$187.97 - $199.47 $59.4K - $63K
14.3K $2.86M
SNA
Snap On Inc

Industrials
-26
- 0.87%
$313.01 - $346.53 $8.14K - $9.01K
2.96K $1.02M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-156
- 0.71%
$94.17 - $99.95 $14.7K - $15.6K
21.9K $2.19M
MS
Morgan Stanley

Financial Services
-514
- 4.93%
$139.09 - $161.16 $71.5K - $82.8K
9.91K $1.57M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.22K
- 3.65%
$72.04 - $77.35 $232K - $249K
85K $6.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-521
- 4.25%
$339.37 - $366.46 $177K - $191K
11.7K $4.29M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-15
- 0.84%
$473.44 - $553.71 $7.1K - $8.31K
1.77K $967K
NTRS
Northern Trust Corp

Financial Services
-1
- 0.01%
$123.6 - $134.6 $124 - $135
17K $2.28M
VOT
Vanguard Mid Cap Growth Index

ETFs
-518
- 1.63%
$282.75 - $294.19 $146K - $152K
31.2K $9.17M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-100
- 1.43%
$138.31 - $165.45 $13.8K - $16.5K
6.9K $1.14M
NGD
New Gold Inc.

Basic Materials
-13.5K
- 10.39%
$4.13 - $7.18 $55.8K - $96.9K
116K $836K
IYW
Ishares Dj Us Tech ETF

ETFs
-82
- 0.87%
$171.38 - $197.01 $14.1K - $16.2K
9.29K $1.82M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-96
- 0.15%
$40.43 - $44.52 $3.88K - $4.27K
65.3K $2.88M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-49
- 0.16%
$113.22 - $123.86 $5.55K - $6.07K
30.6K $3.72M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.12K
- 0.79%
$24.46 - $26.5 $27.4K - $29.7K
141K $3.71M
EEM
Ishares Msci Emerging Markets

ETFs
-6.01K
- 5.49%
$48.07 - $53.4 $289K - $321K
103K $5.52M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.56K
- 3.43%
$72.65 - $78.68 $259K - $280K
100K $7.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.78K
- 3.35%
$62.09 - $66.51 $607K - $650K
283K $18.4M
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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