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
ISRG
Intuitive Surgical Inc

Healthcare
-190
- 2.4%
$451.58 - $565.94 $85.8K - $108K
7.73K $4.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-533
- 0.9%
$54.19 - $67.22 $28.9K - $35.8K
58.9K $3.96M
VO
Vanguard Mid Cap ETF

ETFs
-238
- 1.19%
$228.54 - $279.83 $54.4K - $66.6K
19.8K $5.55M
EEM
Ishares Msci Emerging Markets

ETFs
-2.92K
- 2.6%
$38.52 - $48.28 $112K - $141K
109K $5.27M
ABT
Abbott Laboratories

Healthcare
-3.32K
- 1.32%
$123.95 - $138.08 $411K - $458K
248K $33.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-114
- 0.56%
$104.34 - $138.68 $11.9K - $15.8K
20.2K $2.8M
USXF
Ishares Esg Advanced Msci Usa

Technology
-7.5K
- 6.44%
$41.54 - $53.93 $312K - $405K
109K $5.88M
VGT
Vanguard Information Technolog

ETFs
-136
- 3.08%
$470.37 - $663.28 $64K - $90.2K
4.28K $2.84M
XLK
Technology Sector Spdr

ETFs
-50
- 0.44%
$179.73 - $253.23 $8.99K - $12.7K
11.2K $2.84M
IDXX
Idexx Laboratories Inc

Healthcare
-159
- 3.04%
$361.04 - $536.34 $57.4K - $85.3K
5.06K $2.72M
CRWD
Crowd Strike Holdings, Inc.

Technology
-619
- 10.34%
$321.63 - $509.31 $199K - $315K
5.37K $2.73M
INTU
Intuit Inc

Technology
-1
- 0.03%
$544.07 - $787.63 $544 - $788
3.62K $2.85M
IEFA
Ishares Tr

ETFs
-5.64K
- 4.01%
$67.83 - $84.09 $383K - $474K
135K $11.3M
PSTG
Pure Storage, Inc.

Technology
-143
- 0.26%
$37.18 - $57.58 $5.32K - $8.23K
53.9K $3.1M
EMR
Emerson Electric CO

Industrials
-187
- 0.6%
$94.15 - $133.33 $17.6K - $24.9K
30.9K $4.12M
NKE
Nike, Inc.

Consumer Cyclical
-1.79K
- 1.26%
$53.27 - $72.04 $95.1K - $129K
140K $9.93M
CSCO
Cisco Systems, Inc.

Technology
-16.7K
- 5.65%
$53.19 - $69.38 $889K - $1.16M
279K $19.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
-496
- 1.54%
$216.28 - $284.39 $107K - $141K
31.7K $9.02M
RTX
Raytheon Technologies Corp

Industrials
-12.7K
- 5.72%
$113.75 - $148.48 $1.44M - $1.89M
209K $30.6M
BA
Boeing CO

Industrials
-4.79K
- 8.44%
$136.59 - $217.51 $655K - $1.04M
52K $10.9M
SAP
Sap Se

Technology
-97
- 0.26%
$237.53 - $309.8 $23K - $30.1K
36.8K $11.2M
NFLX
Netflix Inc

Communication Services
-45
- 1.07%
$855.86 - $1339.13 $38.5K - $60.3K
4.15K $5.55M
WMT
Walmart Inc.

Consumer Defensive
-25.7K
- 5.77%
$81.79 - $99.98 $2.1M - $2.57M
419K $41M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.19K
- 1.97%
$139.8 - $197.22 $166K - $235K
59.2K $11.7M
SCHW
Schwab Charles Corp

Financial Services
-5.59K
- 2.78%
$69.06 - $91.24 $386K - $510K
195K $17.8M
HON
Honeywell International Inc

Industrials
-1.37K
- 1.03%
$182.86 - $232.88 $250K - $319K
132K $30.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-462
- 0.39%
$113.67 - $150.4 $52.5K - $69.5K
117K $17.6M
CAT
Caterpillar Inc

Industrials
-6.42K
- 6.72%
$273.94 - $388.21 $1.76M - $2.49M
89.2K $34.6M
VTI
Vanguard Total Stock Market Et

ETFs
-3.87K
- 2.51%
$243.75 - $303.93 $943K - $1.18M
150K $45.7M
ORCL
Oracle Corp

Technology
-501
- 0.71%
$122.82 - $218.63 $61.5K - $110K
69.9K $15.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-381
- 0.27%
$496.48 - $617.85 $189K - $235K
139K $85.7M
AVGO
Broadcom Inc.

Technology
-16K
- 6.34%
$146.29 - $275.65 $2.33M - $4.4M
236K $65M
VUG
Vanguard Growth ETF

ETFs
-306K
- 12.31%
$329.49 - $438.4 $101M - $134M
2.18M $954M
MSFT
Microsoft Corp

Technology
-1.08K
- 0.28%
$354.56 - $497.45 $382K - $535K
383K $191M
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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