Adviser Investments LLC Sells in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.76M
- 43.46%
$57.44 - $59.4 $216M - $223M
4.89M $290M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-6.18M
- 44.83%
$28.27 - $29.28 $175M - $181M
7.6M $221M
VUG
Vanguard Growth ETF

ETFs
-58.2K
- 2.29%
$369.1 - $427.61 $21.5M - $24.9M
2.48M $920M
MBB
Ishares Tr

ETFs
-988K
- 41.1%
$90.37 - $94.08 $89.3M - $92.9M
1.42M $133M
VTV
Vanguard Value ETF

ETFs
-532K
- 10.84%
$167.73 - $179.21 $89.3M - $95.4M
4.38M $757M
AAPL
Apple Inc.

Technology
-112K
- 13.11%
$209.68 - $247.1 $23.4M - $27.6M
739K $164M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-64.1K
- 41.73%
$360.07 - $417.26 $23.1M - $26.7M
89.4K $32.3M
MSFT
Microsoft Corp

Technology
-26.6K
- 6.48%
$375.39 - $447.2 $10M - $11.9M
384K $144M
IVV
Ishares Core S&P 500 ETF

ETFs
-28.9K
- 13.84%
$554.06 - $615.85 $16M - $17.8M
180K $101M
FDX
Fedex Corp

Industrials
-68.8K
- 84.96%
$230.33 - $281.53 $15.9M - $19.4M
12.2K $2.97M
IVE
Ishares S&P 500 Value ETF

ETFs
-81.4K
- 39.8%
$185.78 - $198.58 $15.1M - $16.2M
123K $23.5M
DELL
Dell Technologies Inc.

Technology
-122K
- 93.21%
$90.34 - $124.66 $11M - $15.2M
8.87K $808K
TGT
Target Corp

Consumer Defensive
-103K
- 92.48%
$103.65 - $142.5 $10.6M - $14.6M
8.35K $871K
MUB
Ishares National Muni Bond ETF

ETFs
-97.4K
- 3.5%
$104.71 - $107.69 $10.2M - $10.5M
2.68M $283M
GOOGL
Alphabet Inc.

Communication Services
-27K
- 12.61%
$154.33 - $206.19 $4.16M - $5.56M
187K $28.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-104K
- 34.65%
$114.57 - $118.14 $11.9M - $12.3M
196K $23.1M
HYG
Ishares Tr

ETFs
-136K
- 95.72%
$78.51 - $80.11 $10.7M - $10.9M
6.1K $480K
WMT
Walmart Inc.

Consumer Defensive
-106K
- 19.25%
$84.5 - $105.05 $8.96M - $11.1M
445K $39M
AMZN
Amazon Com Inc

Consumer Cyclical
-24.2K
- 14.16%
$190.26 - $242.06 $4.6M - $5.85M
146K $27.9M
NVDA
Nvidia Corp

Technology
-12.2K
- 4.03%
$106.98 - $149.43 $1.3M - $1.82M
289K $31.3M
GOOG
Alphabet Inc.

Communication Services
-20.3K
- 12.55%
$156.06 - $207.71 $3.16M - $4.21M
141K $22.1M
UPS
United Parcel Service Inc

Industrials
-66.4K
- 81.75%
$109.66 - $136.26 $7.29M - $9.05M
14.8K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-61.4K
- 34.19%
$102.49 - $119.96 $6.3M - $7.37M
118K $12.4M
PINS
Pinterest, Inc.

Communication Services
-251K
- 96.84%
$29.79 - $40.0 $7.48M - $10M
8.19K $253K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.7K
- 30.92%
$468.34 - $539.52 $5M - $5.76M
23.8K $11.2M
NFLX
Netflix Inc

Communication Services
-6.77K
- 61.76%
$828.4 - $1058.6 $5.61M - $7.16M
4.19K $3.91M
MAR
Marriott International Inc

Consumer Cyclical
-19.2K
- 90.9%
$237.01 - $304.45 $4.56M - $5.86M
1.93K $458K
VFVA
Vanguard Wellington Fd U S Val

ETFs
-24.7K
- 4.63%
$111.86 - $124.32 $2.77M - $3.08M
510K $58.1M
MU
Micron Technology Inc

Technology
-61.2K
- 92.75%
$86.89 - $109.38 $5.32M - $6.7M
4.79K $415K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5.71K
- 7.44%
$507.05 - $563.67 $2.89M - $3.22M
71K $36.5M
HD
Home Depot, Inc.

Consumer Cyclical
-6.49K
- 6.05%
$347.25 - $424.87 $2.25M - $2.76M
101K $37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.3K
- 6.49%
$168.16 - $186.21 $2.57M - $2.85M
221K $37.7M
EFG
Msci Eafe Growth ETF

ETFs
-48.4K
- 27.75%
$96.1 - $106.37 $4.65M - $5.14M
126K $12.6M
META
Meta Platforms, Inc.

Communication Services
-5.84K
- 11.67%
$576.36 - $736.67 $3.37M - $4.3M
44.2K $25.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-48.1K
- 18.66%
$57.21 - $65.8 $2.75M - $3.17M
210K $12.2M
NOW
Service Now, Inc.

Technology
-985
- 11.42%
$783.83 - $1170.39 $772K - $1.15M
7.64K $6.08M
NEE
Nextera Energy Inc

Utilities
-34.8K
- 7.05%
$66.96 - $76.16 $2.33M - $2.65M
459K $32.5M
ORCL
Oracle Corp

Technology
-5.82K
- 7.64%
$139.81 - $186.47 $814K - $1.09M
70.4K $9.84M
ADP
Automatic Data Processing Inc

Industrials
-11.1K
- 24.55%
$286.85 - $318.64 $3.19M - $3.54M
34.2K $10.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-9.58K
- 4.68%
$96.93 - $109.51 $928K - $1.05M
195K $19.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5.56K
- 4.53%
$126.86 - $146.45 $706K - $815K
117K $14.9M
ACN
Accenture PLC

Technology
-393
- 0.76%
$300.91 - $398.25 $118K - $157K
51.1K $15.9M
NKE
Nike, Inc.

Consumer Cyclical
-4.08K
- 2.8%
$63.29 - $81.72 $258K - $333K
142K $8.99M
LMT
Lockheed Martin Corp

Industrials
-730
- 1.74%
$423.19 - $506.29 $309K - $370K
41.2K $18.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-456
- 2.47%
$634.14 - $744.83 $289K - $340K
18K $11.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.12K
- 45.26%
$497.6 - $606.74 $1.55M - $1.9M
3.78K $1.88M
NVO
Novo Nordisk A S

Healthcare
-2.22K
- 2.45%
$69.3 - $90.95 $154K - $202K
88.6K $6.15M
DHR
Danaher Corp

Healthcare
-6.41K
- 49.87%
$201.62 - $250.59 $1.29M - $1.61M
6.45K $1.32M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.03K
- 1.67%
$161.27 - $192.3 $166K - $198K
60.4K $9.74M
Activity Summary
Buys All Purchases 162 New Holdings 35 Increased Positions 127 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 3
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