Adviser Investments LLC Sells in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRE
Sempra Energy

Utilities
-4.88K
- 62.18%
$67.85 - $87.67 $331K - $428K
2.97K $211K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-1.53K
- 4.65%
$103.96 - $122.36 $159K - $187K
31.3K $3.35M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-9.54K
- 7.37%
$50.87 - $51.09 $485K - $487K
120K $6.11M
BMY
Bristol Myers Squibb CO

Healthcare
-12.2K
- 17.73%
$53.9 - $63.11 $659K - $772K
56.7K $3.46M
XLV
Select Sector Spdr Fund Health

ETFs
-3.66K
- 30.77%
$137.61 - $149.68 $504K - $548K
8.24K $1.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-17.1K
- 6.69%
$65.44 - $70.64 $1.12M - $1.21M
239K $16.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22.5K
- 12.74%
$33.84 - $37.77 $761K - $850K
154K $5.61M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.26K
- 20.87%
$192.6 - $233.2 $243K - $294K
4.78K $943K
IBB
Ishares Biotechnology ETF

ETFs
-2.79K
- 24.69%
$127.9 - $140.56 $356K - $392K
8.5K $1.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.34K
- 1.59%
$82.81 - $92.93 $111K - $125K
83.3K $7.08M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.33K
- 1.69%
$23.16 - $27.04 $53.9K - $63K
136K $3.18M
VOT
Vanguard Mid Cap Growth Index

ETFs
-318
- 0.98%
$237.72 - $276.98 $75.6K - $88.1K
32.2K $7.88M
INTC
Intel Corp

Technology
-33.7K
- 22.52%
$19.1 - $27.39 $643K - $922K
116K $2.63M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.59K
- 4.67%
$71.17 - $73.66 $612K - $633K
175K $12.9M
ECL
Ecolab Inc.

Basic Materials
-1.6K
- 43.74%
$229.72 - $269.82 $368K - $432K
2.06K $521K
DVY
Ishares Tr

ETFs
-2.79K
- 20.28%
$128.58 - $138.1 $359K - $386K
11K $1.47M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.57K
- 4.07%
$37.9 - $43.9 $97.2K - $113K
60.4K $2.32M
PEAK
Healthpeak Properties, Inc.

Real Estate
-17.1K
- 44.73%
N/A
21.1K $400K
COP
Conocophillips

Energy
-3.29K
- 33.89%
$88.6 - $105.85 $291K - $348K
6.42K $673K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.72K
- 7.04%
$110.75 - $119.78 $301K - $326K
35.9K $4.15M
KHC
Kraft Heinz CO

Consumer Defensive
-8.31K
- 13.85%
$28.51 - $32.22 $237K - $268K
51.7K $1.57M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.93K
- 11.77%
$91.45 - $91.75 $268K - $268K
21.9K $2.01M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-9.23K
- 23.6%
$31.42 - $34.87 $290K - $322K
29.9K $1.01M
PCAR
Paccar Inc

Industrials
-2.22K
- 39.24%
$96.91 - $112.51 $215K - $250K
3.44K $335K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2K
- 40.43%
$96.3 - $112.23 $193K - $224K
2.95K $287K
BSM
Black Stone Minerals, L.P.

Energy
-19.4K
- 24.81%
$14.48 - $15.59 $281K - $303K
58.9K $898K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.1K
- 30.64%
$402.49 - $513.76 $442K - $564K
2.49K $1.2M
MGC
Vanguard Mega Cap ETF

ETFs
-999
- 39.86%
$199.2 - $222.69 $199K - $222K
1.51K $303K
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.3K
- 45.8%
$101.42 - $113.2 $233K - $261K
2.72K $299K
ATO
Atmos Energy Corp

Utilities
-1.88K
- 44.24%
$136.51 - $154.58 $257K - $291K
2.37K $366K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.26K
- 10.12%
$58.01 - $64.46 $421K - $468K
64.5K $4.01M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2.34K
- 11.19%
$90.0 - $96.32 $210K - $225K
18.5K $1.71M
ITW
Illinois Tool Works Inc

Industrials
-634
- 5.63%
$244.9 - $274.48 $155K - $174K
10.6K $2.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.1K
- 29.03%
$51.52 - $52.37 $211K - $215K
10K $525K
AMD
Advanced Micro Devices Inc

Technology
-312
- 3.26%
$96.63 - $129.55 $30.1K - $40.4K
9.25K $950K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-13.3K
- 17.78%
$12.24 - $13.31 $162K - $176K
61.3K $750K
IYH
Ishares Tr

ETFs
-3.71K
- 41.92%
$58.32 - $62.76 $217K - $233K
5.15K $313K
COIN
Coinbase Global, Inc.

Technology
-46
- 1.83%
$172.23 - $301.3 $7.92K - $13.9K
2.46K $424K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.82K
- 4.57%
$105.1 - $109.61 $296K - $309K
58.9K $6.4M
CLF
Cleveland Cliffs Inc.

Basic Materials
-7.12K
- 6.27%
$8.22 - $12.02 $58.5K - $85.5K
106K $873K
FXI
Ishares Tr

ETFs
-11.2K
- 28.61%
$28.65 - $38.55 $321K - $432K
28K $1M
IWP
Ishares Russell Mid Cap Growth

ETFs
-17
- 0.08%
$114.9 - $139.6 $1.95K - $2.37K
20.3K $2.38M
MMM
3 M CO

Industrials
-16.7K
- 13.05%
$129.7 - $155.12 $2.16M - $2.59M
111K $16.3M
FCX
Freeport Mcmoran Inc

Basic Materials
-4.16K
- 8.52%
$34.5 - $43.01 $143K - $179K
44.6K $1.69M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-4.45K
- 10.76%
$44.28 - $45.4 $197K - $202K
36.9K $1.67M
GIS
General Mills Inc

Consumer Defensive
-523
- 1.52%
$57.56 - $65.3 $30.1K - $34.2K
34K $2.03M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.27K
- 8.09%
$115.16 - $124.13 $146K - $158K
14.4K $1.68M
INTU
Intuit Inc

Technology
-179
- 4.72%
$555.63 - $630.23 $99.5K - $113K
3.62K $2.22M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-93
- 4.98%
$314.47 - $431.35 $29.2K - $40.1K
1.77K $650K
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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