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
ALL
Allstate Corp

Financial Services
-2.18K
- 3.73%
$192.0 - $214.65 $419K - $469K
56.3K $12.1M
USXF
Ishares Esg Advanced Msci Usa

Technology
-768
- 0.7%
$53.69 - $57.31 $41.2K - $44K
108K $6.2M
CVS
Cvs Health Corp

Healthcare
-152
- 0.28%
$58.75 - $76.5 $8.93K - $11.6K
53.7K $4.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-205
- 0.15%
$25.29 - $28.33 $5.18K - $5.81K
132K $3.68M
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.65K
- 3.28%
$8.12 - $12.84 $21.5K - $34K
78.1K $953K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-300
- 1.66%
$208.02 - $237.84 $62.4K - $71.4K
17.7K $4.15M
GLDM
World Gold Trust

ETFs
-3.44K
- 5.78%
$64.73 - $76.45 $223K - $263K
56.1K $4.29M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-4.4K
- 7.43%
$195.29 - $223.85 $858K - $984K
54.8K $12.2M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-709
- 1.82%
$138.45 - $158.63 $98.2K - $112K
38.2K $5.96M
VB
Vanguard Small Cap ETF

ETFs
-380
- 0.97%
$237.58 - $259.17 $90.3K - $98.5K
38.7K $9.84M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.5K
- 8.12%
$420.11 - $472.68 $4.83M - $5.44M
130K $60.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.3K
- 3.27%
$108.46 - $120.63 $575K - $639K
157K $18.6M
GS
Goldman Sachs Group Inc

Financial Services
-58
- 0.51%
$696.56 - $806.32 $40.4K - $46.8K
11.3K $8.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.92K
- 5.51%
$546.99 - $602.2 $2.14M - $2.36M
67.1K $40.3M
INTC
Intel Corp

Technology
-2.69K
- 2.49%
$19.31 - $35.5 $52K - $95.6K
105K $3.53M
PSTG
Pure Storage, Inc.

Technology
-2.73K
- 5.07%
$54.47 - $88.29 $149K - $241K
51.2K $4.29M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-504
- 0.29%
$109.47 - $119.06 $55.2K - $60K
171K $20.2M
SAN
Banco Santander, S.A.

Financial Services
-4.31K
- 0.62%
$8.27 - $10.48 $35.7K - $45.2K
694K $7.28M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-371
- 0.32%
$148.97 - $165.88 $55.3K - $61.5K
116K $19.2M
NEE
Nextera Energy Inc

Utilities
-12.6K
- 2.92%
$69.77 - $77.54 $882K - $980K
421K $31.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
-4.66K
- 9.38%
$116.14 - $168.56 $541K - $785K
45K $7.59M
MUB
Ishares National Muni Bond ETF

ETFs
-28.3K
- 1.17%
$103.24 - $106.68 $2.92M - $3.02M
2.4M $255M
APP
App Lovin Corp

Technology
-706
- 9.19%
$335.1 - $718.54 $237K - $507K
6.97K $5.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-973
- 1.32%
$567.77 - $614.76 $552K - $598K
72.7K $44.5M
HD
Home Depot, Inc.

Consumer Cyclical
-2.25K
- 2.24%
$357.4 - $423.42 $805K - $954K
98.1K $39.8M
ORCL
Oracle Corp

Technology
-1.81K
- 2.59%
$218.96 - $328.33 $396K - $594K
68.1K $19.2M
RTX
Raytheon Technologies Corp

Industrials
-1.52K
- 0.73%
$144.19 - $167.33 $219K - $254K
208K $34.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-6.74K
- 3.57%
$620.67 - $670.08 $4.18M - $4.52M
182K $122M
SPY
Spdr S&P 500 ETF Trust

ETFs
-176
- 0.13%
$617.65 - $666.84 $109K - $117K
139K $92.3M
ABBV
Abb Vie Inc.

Healthcare
-18.9K
- 6.93%
$184.85 - $231.54 $3.48M - $4.36M
253K $58.6M
GOOG
Alphabet Inc.

Communication Services
-2.19K
- 1.54%
$175.16 - $255.24 $383K - $559K
140K $34M
GOOGL
Alphabet Inc.

Communication Services
-19.6K
- 6.18%
$174.36 - $254.72 $3.41M - $4.99M
297K $72.3M
VUG
Vanguard Growth ETF

ETFs
-15.1K
- 0.69%
$433.97 - $484.08 $6.56M - $7.31M
2.16M $1.04B
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
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email