Adviser Investments LLC Sells in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
-3.35K
- 30.46%
$238.08 - $510.13 $798K - $1.71M
7.65K $2.03M
ADI
Analog Devices Inc

Technology
-6.78K
- 45.79%
$201.56 - $243.82 $1.37M - $1.65M
8.03K $1.62M
C
Citigroup Inc

Financial Services
-23.4K
- 8.38%
$67.23 - $84.63 $1.57M - $1.98M
256K $18.2M
ETN
Eaton Corp PLC

Industrials
-2.67K
- 22.36%
$271.83 - $371.23 $727K - $992K
9.28K $2.52M
CRM
Salesforce, Inc.

Technology
-2.65K
- 24.04%
$268.36 - $359.95 $711K - $954K
8.38K $2.25M
ABNB
Airbnb, Inc.

Consumer Cyclical
-6.7K
- 14.02%
$119.38 - $161.42 $799K - $1.08M
41.1K $4.91M
EEM
Ishares Msci Emerging Markets

ETFs
-37.6K
- 25.07%
$40.81 - $45.34 $1.53M - $1.7M
112K $4.91M
BA
Boeing CO

Industrials
-5.53K
- 8.87%
$148.15 - $186.25 $819K - $1.03M
56.8K $9.69M
TER
Teradyne, Inc

Technology
-1.48K
- 5.4%
$82.6 - $140.0 $122K - $207K
25.9K $2.14M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.03K
- 1.35%
$222.66 - $268.42 $230K - $278K
75.6K $17.6M
CMF
Ishares California Muni Bond E

ETFs
-15.2K
- 4.16%
$55.93 - $57.47 $851K - $875K
351K $19.7M
AXP
American Express CO

Financial Services
-1.38K
- 4.94%
$255.39 - $325.87 $352K - $449K
26.5K $7.12M
PANW
Palo Alto Networks Inc

Technology
-2.4K
- 3.74%
$167.82 - $208.28 $402K - $499K
61.7K $10.5M
AMAT
Applied Materials Inc

Technology
-6.07K
- 46.97%
$145.06 - $195.51 $880K - $1.19M
6.85K $993K
TJX
Tjx Companies Inc

Consumer Cyclical
-11.1K
- 4.35%
$112.81 - $126.16 $1.26M - $1.41M
245K $29.9M
VGT
Vanguard Information Technolog

ETFs
-1.12K
- 20.21%
$542.38 - $646.34 $606K - $723K
4.41K $2.39M
VTC
Vanguard Scottsdale Fds Total

ETFs
-13.8K
- 22.57%
$74.74 - $77.39 $1.03M - $1.07M
47.4K $3.64M
USXF
Ishares Esg Advanced Msci Usa

Technology
-12.1K
- 9.41%
$46.38 - $52.65 $561K - $637K
116K $5.43M
ADBE
Adobe Inc.

Technology
-1.41K
- 21.11%
$377.84 - $464.11 $532K - $653K
5.26K $2.02M
DIS
Walt Disney CO

Communication Services
-5.12K
- 15.61%
$96.87 - $114.0 $496K - $584K
27.7K $2.73M
CMCSA
Comcast Corp

Communication Services
-23.5K
- 30.6%
$33.19 - $38.23 $781K - $900K
53.4K $1.97M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.33K
- 19.23%
$65.15 - $91.81 $348K - $490K
22.4K $1.46M
OEF
Ishares S&P 100 ETF

ETFs
-3.13K
- 43.12%
N/A
4.13K $1.1M
BX
Blackstone Inc.

Financial Services
-2.53K
- 18.48%
$136.53 - $186.74 $346K - $473K
11.2K $1.56M
TXN
Texas Instruments Inc

Technology
-4.11K
- 20.79%
N/A
15.6K $3.04M
SBUX
Starbucks Corp

Consumer Cyclical
-10.5K
- 30.37%
$91.75 - $115.81 $963K - $1.22M
24.1K $2.36M
MRVL
Marvell Technology, Inc.

Technology
-3.19K
- 26.29%
$61.57 - $126.06 $197K - $403K
8.95K $551K
DEO
Diageo PLC

Consumer Defensive
-4.11K
- 26.87%
$104.79 - $126.12 $431K - $519K
11.2K $1.17M
WDAY
Workday, Inc.

Technology
-1.09K
- 5.23%
$233.53 - $277.82 $254K - $302K
19.7K $4.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.78K
- 74.63%
$408.78 - $448.82 $726K - $798K
604 $253K
F
Ford Motor CO

Consumer Cyclical
-75.2K
- 34.25%
$9.12 - $10.43 $686K - $785K
144K $1.45M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.08K
- 3.53%
$168.84 - $202.89 $182K - $218K
29.4K $5.17M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-8.06K
- 42.1%
$62.43 - $84.12 $503K - $678K
11.1K $722K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23.6K
- 14.25%
$21.75 - $24.28 $513K - $573K
142K $3.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.31K
- 22.66%
$77.7 - $78.94 $723K - $735K
31.8K $2.51M
BAC
Bank Of America Corp

Financial Services
-9.31K
- 6.69%
$39.61 - $47.74 $369K - $444K
130K $5.41M
EMR
Emerson Electric CO

Industrials
-1.97K
- 5.96%
$108.64 - $131.17 $214K - $258K
31.1K $3.41M
CEG
Constellation Energy Corp

Utilities
-2.41K
- 46.66%
$201.63 - $347.44 $485K - $836K
2.75K $554K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-806
- 17.86%
$522.96 - $601.18 $422K - $485K
3.71K $1.98M
GS
Goldman Sachs Group Inc

Financial Services
-532
- 4.79%
$524.81 - $672.19 $279K - $358K
10.6K $5.77M
PFE
Pfizer Inc

Healthcare
-9.47K
- 3.47%
$25.01 - $27.13 $237K - $257K
263K $6.67M
XOM
Exxon Mobil Corp

Energy
-27.3K
- 11.55%
$105.44 - $118.93 $2.87M - $3.24M
209K $24.8M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-9.95K
- 35.76%
$28.45 - $41.08 $283K - $409K
17.9K $541K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-12K
- 28.57%
$44.68 - $46.49 $536K - $558K
30K $1.39M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.89K
- 52.73%
$100.34 - $100.68 $491K - $493K
4.39K $441K
IEMG
Ishares Inc

ETFs
-9.08K
- 22.1%
N/A
32K $1.72M
IBM
International Business Machines Corp

Technology
-7.74K
- 15.47%
$217.4 - $264.74 $1.68M - $2.05M
42.3K $10.5M
VIG
Vanguard Dividend Appreciation

ETFs
-2.65K
- 2.52%
N/A
103K $18.7M
BR
Broadridge Financial Solutions, Inc.

Technology
-2.73K
- 24.6%
$221.46 - $244.83 $604K - $667K
8.35K $2.03M
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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