Adviser Investments LLC Sells in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FQAL
Fidelity Covington Tr Quality

ETFs
-220
- 1.86%
$58.92 - $64.9 $13K - $14.3K
11.6K $752K
LPX
Louisiana Pacific Corp

Industrials
-579
- 16.08%
$80.06 - $107.45 $46.4K - $62.2K
3.02K $324K
ATR
Aptargroup, Inc.

Healthcare
-140
- 5.2%
$138.54 - $160.11 $19.4K - $22.4K
2.55K $408K
EWJ
Ishares Msci Japan ETF

ETFs
-59
- 0.53%
$63.12 - $72.99 $3.72K - $4.31K
11K $788K
NTRS
Northern Trust Corp

Financial Services
-800
- 4.5%
$82.48 - $92.62 $66K - $74.1K
17K $1.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-767
- 5.06%
$77.02 - $85.06 $59.1K - $65.2K
14.4K $1.22M
FBT
First Trust Nyse Arca Biotechn

ETFs
-302
- 5.62%
$152.39 - $172.91 $46K - $52.2K
5.07K $871K
FCX
Freeport Mcmoran Inc

Basic Materials
-326
- 0.7%
$39.52 - $51.92 $12.9K - $16.9K
46.2K $2.31M
GLW
Corning Inc

Technology
-1.36K
- 7.56%
$37.76 - $46.2 $51.3K - $62.7K
16.6K $749K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.5K
- 5.65%
$57.32 - $62.65 $604K - $660K
176K $11M
SRE
Sempra Energy

Utilities
-54
- 0.68%
$74.97 - $84.04 $4.05K - $4.54K
7.9K $660K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-224
- 1.76%
$97.05 - $106.1 $21.7K - $23.8K
12.5K $1.32M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-26
- 0.37%
$82.38 - $93.84 $2.14K - $2.44K
6.94K $641K
CRM
Salesforce, Inc.

Technology
-329
- 3.64%
$238.42 - $276.53 $78.4K - $91K
8.7K $2.38M
IWM
Ishares Russell 2000 ETF

ETFs
-153
- 2.76%
$200.87 - $224.6 $30.7K - $34.4K
5.4K $1.19M
DHI
Horton D R Inc

Consumer Cyclical
-119
- 6.49%
$135.21 - $197.06 $16.1K - $23.5K
1.72K $327K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.02K
- 2.73%
$59.93 - $66.52 $61.1K - $67.9K
36.3K $2.42M
VTC
Vanguard Scottsdale Fds Total

ETFs
-2.02K
- 3.14%
$75.09 - $79.73 $152K - $161K
62.5K $4.95M
IDEV
Ishares Core Msci Intl Develop

ETFs
-43
- 0.3%
$63.46 - $71.43 $2.73K - $3.07K
14.4K $1.02M
CMI
Cummins Inc

Industrials
-96
- 3.94%
$266.63 - $326.4 $25.6K - $31.3K
2.34K $757K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.83K
- 1.59%
$41.95 - $43.42 $119K - $123K
174K $7.57M
DGRO
Ishares Core Dividend Growth E

ETFs
-340
- 1.46%
$57.47 - $62.76 $19.5K - $21.3K
23K $1.44M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1K
- 12.46%
$80.44 - $110.41 $80.4K - $110K
7.03K $775K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-473
- 2.25%
$87.56 - $95.49 $41.4K - $45.2K
20.5K $1.96M
BK
Bank Of New York Mellon Corp

Financial Services
-646
- 4.98%
$59.54 - $72.17 $38.5K - $46.6K
12.3K $885K
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.01%
$196.56 - $218.55 $197 - $219
6.87K $1.48M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.48K
- 1.88%
$36.06 - $37.66 $125K - $131K
182K $6.84M
SYK
Stryker Corp

Healthcare
-120
- 1.5%
$315.94 - $371.96 $37.9K - $44.6K
7.86K $2.84M
IWP
Ishares Russell Mid Cap Growth

ETFs
-101
- 0.49%
$103.87 - $117.59 $10.5K - $11.9K
20.7K $2.43M
IBN
Icici Bank LTD

Financial Services
-243
- 0.17%
$27.58 - $31.38 $6.7K - $7.63K
141K $4.21M
AFL
Aflac Inc

Financial Services
-66
- 0.99%
$88.52 - $111.8 $5.84K - $7.38K
6.58K $735K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-125
- 0.56%
$80.13 - $88.89 $10K - $11.1K
22.2K $1.96M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.41K
- 2.49%
$116.79 - $133.54 $398K - $455K
133K $17.6M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-4.38K
- 4.2%
$64.83 - $72.82 $284K - $319K
99.8K $7.19M
ETN
Eaton Corp PLC

Industrials
-142
- 1.17%
$272.52 - $333.02 $38.7K - $47.3K
11.9K $3.96M
VHT
Vanguard Health Care ETF

ETFs
-95
- 0.78%
$261.88 - $288.1 $24.9K - $27.4K
12.1K $3.41M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-7.2K
- 2.08%
$28.11 - $29.42 $202K - $212K
339K $9.97M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.37K
- 2.65%
$71.45 - $75.64 $312K - $331K
160K $12M
PM
Philip Morris International Inc.

Consumer Defensive
-411
- 3.64%
$101.25 - $127.45 $41.6K - $52.4K
10.9K $1.32M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-121
- 0.59%
$117.9 - $128.2 $14.3K - $15.5K
20.3K $2.6M
FXI
Ishares Tr

ETFs
-1.75K
- 4.28%
$24.78 - $32.17 $43.4K - $56.3K
39.2K $1.24M
ISRG
Intuitive Surgical Inc

Healthcare
-381
- 4.76%
$416.14 - $494.01 $159K - $188K
7.62K $3.74M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-137
- 1.04%
$186.75 - $211.16 $25.6K - $28.9K
13.1K $2.71M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-207
- 0.49%
$105.49 - $116.32 $21.8K - $24.1K
42.2K $4.84M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-857
- 2.53%
$109.24 - $121.48 $93.6K - $104K
33K $3.96M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.03K
- 1.48%
$46.9 - $51.96 $48.4K - $53.6K
68.9K $3.55M
SHW
Sherwin Williams CO

Basic Materials
-47
- 1.55%
$294.65 - $384.0 $13.8K - $18K
2.99K $1.14M
FTNT
Fortinet, Inc.

Technology
-402
- 2.59%
$55.39 - $77.55 $22.3K - $31.2K
15.1K $1.17M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-5.66K
- 1.8%
$35.26 - $36.92 $200K - $209K
308K $11.4M
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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