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
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-281
- 5.34%
N/A
4.98K $0
Lam Research Corp
-28.2K
- 71.97%
N/A
11K $0
BFB
Brown Forman Corp Cl B
-334
- 4.16%
N/A
7.7K $0
Blackrock Inc
-264
- 1.06%
N/A
24.5K $0
ADBE
Adobe Inc.

Technology
-43
- 0.82%
$340.0 - $420.68 $14.6K - $18.1K
5.22K $2.02M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-538
- 11.44%
$43.34 - $55.24 $23.3K - $29.7K
4.16K $230K
USB
Us Bancorp \De\

Financial Services
-493
- 5.32%
$36.4 - $45.76 $17.9K - $22.6K
8.77K $396K
ECL
Ecolab Inc.

Basic Materials
-96
- 4.66%
$225.65 - $270.95 $21.7K - $26K
1.96K $528K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-413
- 5.57%
$120.49 - $141.16 $49.8K - $58.3K
7K $967K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-236
- 5.94%
$144.63 - $179.53 $34.1K - $42.4K
3.74K $615K
ROL
Rollins Inc

Consumer Cyclical
-1
- 0.02%
$50.65 - $58.58 $50.7 - $58.6
4.02K $226K
PINS
Pinterest, Inc.

Communication Services
-669
- 8.17%
$24.21 - $35.95 $16.2K - $24.1K
7.52K $269K
GLD
Spdr Gold Trust

ETFs
-361
- 4.77%
$273.71 - $316.29 $98.8K - $114K
7.21K $2.2M
XLU
Utilities Sector Spdr

ETFs
-60
- 0.7%
$73.09 - $82.77 $4.39K - $4.97K
8.46K $691K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-56
- 0.65%
$36.14 - $44.23 $2.02K - $2.48K
8.52K $376K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-215
- 5.32%
$108.06 - $135.3 $23.2K - $29.1K
3.83K $517K
NTR
Nutrien Ltd.

Basic Materials
-407
- 6.87%
$46.88 - $62.89 $19.1K - $25.6K
5.51K $321K
XYL
Xylem Inc.

Industrials
-21
- 0.59%
$102.86 - $129.5 $2.16K - $2.72K
3.53K $456K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-756
- 8.59%
$91.62 - $116.16 $69.3K - $87.8K
8.05K $934K
MGC
Vanguard Mega Cap ETF

ETFs
-5
- 0.33%
$179.23 - $224.92 $896 - $1.12K
1.5K $337K
STT
State Street Corp

Financial Services
-60
- 2.07%
$75.33 - $106.34 $4.52K - $6.38K
2.84K $301K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6
- 0.11%
$108.87 - $133.04 $653 - $798
5.31K $705K
ICE
Intercontinental Exchange, Inc.

Financial Services
-715
- 4.27%
$151.62 - $183.47 $108K - $131K
16K $2.94M
NSC
Norfolk Southern Corp

Industrials
-140
- 2.94%
$206.34 - $257.46 $28.9K - $36K
4.62K $1.18M
KR
Kroger CO

Consumer Defensive
-103
- 0.64%
$64.62 - $74.0 $6.66K - $7.62K
16K $1.15M
H
Hyatt Hotels Corp

Consumer Cyclical
-4
- 0.11%
$104.22 - $139.65 $417 - $559
3.63K $506K
EEMV
Ishares Msci Emerging Markets

ETFs
-4.51K
- 5.8%
$54.12 - $62.8 $244K - $283K
73.3K $4.61M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-68
- 0.34%
$103.88 - $123.68 $7.06K - $8.41K
20.1K $2.48M
IXN
Ishares Global Information Tec

ETFs
-304
- 4.93%
$65.81 - $92.34 $20K - $28.1K
5.87K $541K
C
Citigroup Inc

Financial Services
-41.5K
- 16.22%
$58.13 - $85.12 $2.41M - $3.53M
214K $18.2M
CCL
Carnival Corp

Consumer Cyclical
-97.2K
- 29.58%
$16.43 - $28.12 $1.6M - $2.73M
231K $6.51M
MCHP
Microchip Technology Inc

Technology
-1
- 0.02%
$35.34 - $71.6 $35.3 - $71.6
4.13K $290K
XLY
Select Sector Spdr Consumer Di

ETFs
-4
- 0.08%
$176.34 - $218.59 $705 - $874
4.77K $1.04M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-600
- 2.66%
$75.29 - $91.16 $45.2K - $54.7K
21.9K $1.98M
EBAY
Ebay Inc

Consumer Cyclical
-54
- 0.28%
$59.52 - $79.36 $3.21K - $4.29K
19.1K $1.42M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.66K
- 2.7%
$53.36 - $61.57 $88.6K - $102K
59.8K $3.68M
FTNT
Fortinet, Inc.

Technology
-1
- 0.01%
$84.71 - $108.69 $84.7 - $109
15.1K $1.6M
CNI
Canadian National Railway CO

Industrials
-1.09K
- 2.79%
$92.66 - $108.13 $101K - $118K
38.1K $3.97M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-710
- 2.27%
$93.75 - $114.45 $66.6K - $81.3K
30.6K $3.5M
IWN
Ishares Russell2000 Val ETF

ETFs
-56
- 0.22%
$131.84 - $157.76 $7.38K - $8.83K
25.4K $4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-92
- 0.41%
$73.7 - $90.98 $6.78K - $8.37K
22.4K $2.04M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.45K
- 2.54%
$20.42 - $25.3 $70.5K - $87.3K
132K $3.35M
AEM
Agnico Eagle Mines LTD

Basic Materials
-3.26K
- 6.15%
$99.48 - $124.46 $324K - $405K
49.7K $5.91M
SYK
Stryker Corp

Healthcare
-18
- 0.23%
$337.37 - $395.63 $6.07K - $7.12K
7.86K $3.11M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-134
- 3.94%
$179.95 - $278.88 $24.1K - $37.4K
3.27K $910K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.41K
- 1.6%
$114.78 - $133.31 $162K - $189K
87K $11.6M
RBLX
Roblox Corp

Communication Services
-1.12K
- 16.21%
$51.22 - $105.59 $57.3K - $118K
5.78K $607K
IYW
Ishares Dj Us Tech ETF

ETFs
-488
- 4.95%
$122.57 - $173.27 $59.8K - $84.6K
9.37K $1.62M
AMD
Advanced Micro Devices Inc

Technology
-744
- 8.04%
$78.21 - $143.81 $58.2K - $107K
8.51K $1.21M
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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