Adviser Investments LLC Sells in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USXF
Ishares Esg Advanced Msci Usa

Technology
-452K
- 77.51%
$43.59 - $49.35 $19.7M - $22.3M
131K $6.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-41.9K
- 24.36%
$332.02 - $382.76 $13.9M - $16.1M
130K $48.9M
MU
Micron Technology Inc

Technology
-100K
- 95.14%
$86.27 - $136.82 $8.65M - $13.7M
5.12K $531K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-27.7K
- 77.1%
$434.77 - $502.96 $12M - $13.9M
8.23K $4.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-135K
- 97.44%
$81.31 - $83.29 $11M - $11.2M
3.54K $294K
IEF
Ishares Barclays

ETFs
-117K
- 98.27%
$92.67 - $99.14 $10.8M - $11.6M
2.06K $201K
ABC
Amerisourcebergen Corp

Healthcare
-54.2K
- 61.89%
N/A
33.4K $6.18M
CCL
Carnival Corp

Consumer Cyclical
-451K
- 49.64%
$14.01 - $19.18 $6.32M - $8.66M
458K $8.46M
IEMG
Ishares Inc

ETFs
-149K
- 79.7%
$53.64 - $53.64 $7.99M - $7.99M
37.9K $2.03M
SWKS
Skyworks Solutions, Inc.

Technology
-65.1K
- 52.22%
$96.22 - $120.68 $6.26M - $7.85M
59.5K $5.88M
TGT
Target Corp

Consumer Defensive
-49.4K
- 28.22%
$133.47 - $159.25 $6.59M - $7.87M
126K $19.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-22K
- 9.65%
$520.18 - $576.82 $11.4M - $12.7M
205K $118M
APD
Air Products & Chemicals, Inc.

Basic Materials
-24.7K
- 62.59%
$247.34 - $300.11 $6.12M - $7.43M
14.8K $4.4M
EFG
Msci Eafe Growth ETF

ETFs
-57.8K
- 30.91%
$96.84 - $108.77 $5.6M - $6.29M
129K $13.9M
IEFA
Ishares Tr

ETFs
-72.9K
- 46.74%
$70.09 - $78.74 $5.11M - $5.74M
83.1K $6.49M
NVO
Novo Nordisk A S

Healthcare
-22.5K
- 26.97%
$119.07 - $145.42 $2.68M - $3.28M
61K $7.27M
FSLR
First Solar, Inc.

Technology
-20.2K
- 84.07%
$205.36 - $255.78 $4.16M - $5.18M
3.83K $956K
CMCSA
Comcast Corp

Communication Services
-139K
- 24.79%
$37.33 - $41.78 $5.19M - $5.81M
422K $17.6M
C
Citigroup Inc

Financial Services
-58.6K
- 16.27%
$56.11 - $67.61 $3.29M - $3.96M
301K $18.9M
PLD
Prologis, Inc.

Real Estate
-40.7K
- 25.53%
$111.95 - $132.43 $4.56M - $5.39M
119K $15M
LLY
Eli Lilly & CO

Healthcare
-1.32K
- 2.9%
$772.14 - $960.02 $1.02M - $1.27M
44.2K $39.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-34.1K
- 19.39%
$50.63 - $51.11 $1.72M - $1.74M
142K $7.23M
FDX
Fedex Corp

Industrials
-616
- 1.1%
$254.64 - $313.52 $157K - $193K
55.2K $15.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-21.3K
- 24.86%
$76.94 - $79.54 $1.64M - $1.7M
64.5K $5.12M
ELV
Elevance Health, Inc.

Healthcare
-28
- 0.04%
$500.12 - $562.29 $14K - $15.7K
66.8K $34.8M
QTRX
Quanterix Corp

Healthcare
-100K
- 34.11%
$10.92 - $16.36 $1.09M - $1.64M
193K $2.5M
VIG
Vanguard Dividend Appreciation

ETFs
-6.57K
- 5.8%
$182.15 - $182.15 $1.2M - $1.2M
107K $19.4M
INTC
Intel Corp

Technology
-3.45K
- 2.31%
$18.9 - $34.87 $65.1K - $120K
146K $3.42M
BA
Boeing CO

Industrials
-1.93K
- 7.5%
$152.04 - $190.6 $293K - $368K
23.8K $3.62M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-7.05K
- 10.2%
$152.9 - $180.39 $1.08M - $1.27M
62.1K $10.8M
BSM
Black Stone Minerals, L.P.

Energy
-60.7K
- 43.67%
$14.05 - $15.85 $853K - $962K
78.3K $1.18M
DDOG
Datadog, Inc.

Technology
-4.88K
- 27.35%
$104.97 - $134.56 $512K - $657K
13K $1.49M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-25.6K
- 9.02%
$67.43 - $74.23 $1.73M - $1.9M
259K $18.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-6.27K
- 15.1%
$112.99 - $126.45 $709K - $793K
35.3K $4.44M
HCA
Hca Healthcare, Inc.

Healthcare
-1.74K
- 50.38%
$315.12 - $406.43 $550K - $709K
1.72K $698K
PANW
Palo Alto Networks Inc

Technology
-1.34K
- 4.11%
$294.18 - $368.01 $393K - $492K
31.2K $10.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-7.49K
- 25.11%
$51.02 - $52.74 $382K - $395K
22.3K $1.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.78K
- 43.37%
$56.04 - $62.99 $324K - $364K
7.55K $461K
EW
Edwards Lifesciences Corp

Healthcare
-2.54K
- 44.91%
$59.7 - $93.78 $152K - $238K
3.12K $205K
DIS
Walt Disney CO

Communication Services
-2.03K
- 5.48%
$85.6 - $98.61 $174K - $200K
35K $3.37M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.33K
- 10.73%
$91.42 - $91.82 $304K - $306K
27.7K $2.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-8.63K
- 15.3%
$44.65 - $47.21 $385K - $407K
47.8K $2.23M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-1.04K
- 3.44%
$26.71 - $39.42 $27.8K - $41K
29.2K $931K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.11K
- 11.82%
$58.03 - $65.37 $529K - $595K
68K $4.4M
VALE
Vale S.A.

Basic Materials
-22.3K
- 54.5%
$9.9 - $11.8 $220K - $263K
18.6K $217K
MCHP
Microchip Technology Inc

Technology
-1.88K
- 29.68%
$72.0 - $95.98 $135K - $180K
4.45K $357K
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.92K
- 8.23%
$218.05 - $243.47 $636K - $711K
32.5K $7.92M
SJNK
Spdr Bloomberg Short Term High

ETFs
-9.24K
- 14.81%
$24.8 - $25.75 $229K - $238K
53.2K $1.37M
BIDU
Baidu, Inc.

Communication Services
-2.89K
- 46.6%
$81.0 - $105.29 $234K - $304K
3.31K $348K
Activity Summary
Buys All Purchases 287 New Holdings 43 Increased Positions 244 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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