Adviser Investments LLC Sells in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
-259
- 1.97%
$161.44 - $213.89 $41.8K - $55.4K
12.9K $2.1M
DELL
Dell Technologies Inc.

Technology
-988
- 0.75%
$111.96 - $144.21 $111K - $142K
131K $15M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.13K
- 3.22%
$70.1 - $76.53 $149K - $163K
63.9K $4.52M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.22K
- 34.51%
$275.15 - $388.2 $887K - $1.25M
6.12K $2.09M
SO
Southern CO

Utilities
-5.08K
- 37.11%
$81.5 - $94.15 $414K - $479K
8.61K $709K
IDXX
Idexx Laboratories Inc

Healthcare
-50
- 0.94%
$406.92 - $495.42 $20.3K - $24.8K
5.25K $2.17M
AEP
American Electric Power CO Inc

Utilities
-3.74K
- 31.26%
$90.91 - $102.21 $340K - $382K
8.21K $757K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-10.4K
- 7.81%
$129.96 - $144.97 $1.35M - $1.51M
123K $17.1M
EWJ
Ishares Msci Japan ETF

ETFs
-6.04K
- 54.85%
$66.18 - $71.84 $400K - $434K
4.97K $333K
KHC
Kraft Heinz CO

Consumer Defensive
-5.35K
- 8.19%
$30.1 - $36.02 $161K - $193K
60K $1.84M
AMD
Advanced Micro Devices Inc

Technology
-114
- 1.18%
$118.88 - $172.8 $13.6K - $19.7K
9.57K $1.16M
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.24K
- 1.93%
$9.24 - $13.94 $20.7K - $31.2K
113K $1.07M
LEN
Lennar Corp

Consumer Cyclical
-1.62K
- 51.15%
$136.2 - $188.96 $221K - $307K
1.55K $211K
AMT
American Tower Corp

Real Estate
-1.08K
- 31.51%
$179.4 - $232.01 $194K - $251K
2.35K $430K
HSY
Hershey CO

Consumer Defensive
-1.09K
- 13.78%
$168.67 - $193.65 $183K - $210K
6.8K $1.15M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.01K
- 52.22%
$106.33 - $110.69 $320K - $333K
2.75K $293K
O
Realty Income Corp

Real Estate
-2.02K
- 9.24%
$51.76 - $64.71 $105K - $131K
19.9K $1.06M
VTC
Vanguard Scottsdale Fds Total

ETFs
-1.28K
- 2.05%
$75.59 - $79.31 $96.9K - $102K
61.2K $4.63M
BDX
Becton Dickinson & CO

Healthcare
-400
- 2.65%
$220.02 - $243.75 $88K - $97.5K
14.7K $3.33M
ZTS
Zoetis Inc.

Healthcare
-944
- 24.97%
$162.24 - $194.42 $153K - $184K
2.84K $462K
CTAS
Cintas Corp

Industrials
-80
- 0.71%
$182.7 - $226.47 $14.6K - $18.1K
11.2K $2.05M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-3.05K
- 43.4%
$110.69 - $154.48 $337K - $471K
3.98K $505K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.84K
- 10.24%
$91.29 - $91.8 $259K - $260K
24.9K $2.27M
IBB
Ishares Biotechnology ETF

ETFs
-745
- 6.19%
$131.21 - $148.85 $97.8K - $111K
11.3K $1.49M
CARR
Carrier Global Corp

Industrials
-2.45K
- 32.4%
$66.69 - $82.65 $163K - $202K
5.11K $348K
VIG
Vanguard Dividend Appreciation

ETFs
-1.3K
- 1.21%
N/A
105K $19.2M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-968
- 2.62%
$143.69 - $159.92 $139K - $155K
36K $5.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-565
- 19.18%
$417.69 - $450.94 $236K - $255K
2.38K $1.01M
KMB
Kimberly Clark Corp

Consumer Defensive
-102
- 0.54%
$130.37 - $146.09 $13.3K - $14.9K
18.9K $2.48M
JLL
Jones Lang Lasalle Inc

Real Estate
-775
- 43.66%
$246.93 - $283.67 $191K - $220K
1K $253K
TER
Teradyne, Inc

Technology
-36
- 0.13%
$102.58 - $133.62 $3.69K - $4.81K
27.4K $3.45M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-526
- 3.14%
$184.21 - $199.29 $96.9K - $105K
16.2K $2.99M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-4.55K
- 41.84%
$33.67 - $37.35 $153K - $170K
6.33K $214K
GD
General Dynamics Corp

Industrials
-37
- 0.82%
$260.28 - $314.03 $9.63K - $11.6K
4.46K $1.18M
SAP
Sap Se

Technology
-3.64K
- 8.73%
$218.13 - $255.54 $793K - $929K
38K $9.35M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-807
- 16.93%
$316.94 - $357.88 $256K - $289K
3.96K $1.36M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.31K
- 15.01%
$109.14 - $121.63 $143K - $159K
7.41K $814K
AME
Ametek Inc

Industrials
-1.14K
- 27.69%
$165.89 - $197.38 $188K - $224K
2.97K $534K
BP
Bp PLC

Energy
-3.18K
- 8.01%
$28.16 - $33.14 $89.6K - $105K
36.5K $1.08M
FQAL
Fidelity Covington Tr Quality

ETFs
-2.51K
- 21.66%
$64.43 - $68.47 $162K - $172K
9.09K $594K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-654
- 1.55%
$112.69 - $123.97 $73.7K - $81.1K
41.6K $4.68M
AEM
Agnico Eagle Mines LTD

Basic Materials
-73
- 0.13%
$75.99 - $88.85 $5.55K - $6.49K
56.7K $4.44M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-170
- 0.51%
$115.64 - $129.74 $19.7K - $22.1K
32.9K $3.82M
TDG
Trans Digm Group Inc

Industrials
-38
- 8.35%
$1239.0 - $1442.53 $47.1K - $54.8K
417 $528K
DASH
Door Dash, Inc.

Communication Services
-1.72K
- 25.25%
$141.93 - $180.48 $243K - $310K
5.08K $851K
VALE
Vale S.A.

Basic Materials
-7K
- 37.69%
$8.74 - $11.78 $61.2K - $82.5K
11.6K $102K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-738
- 1.73%
$45.17 - $47.23 $33.3K - $34.9K
42K $1.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.99K
- 11.9%
$94.43 - $105.47 $187K - $209K
14.7K $1.49M
STX
Seagate Technology Holdings PLC

Technology
-200
- 5.38%
$86.31 - $112.64 $17.3K - $22.5K
3.52K $303K
Activity Summary
Buys All Purchases 311 New Holdings 46 Increased Positions 265 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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