Adviser Investments LLC Sells in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-902
- 20.54%
$81.87 - $94.51 $73.8K - $85.2K
3.49K $294K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-7.25K
- 8.87%
$12.55 - $13.1 $91K - $95K
74.5K $953K
DGRO
Ishares Core Dividend Growth E

ETFs
-825
- 3.58%
$60.73 - $64.94 $50.1K - $53.6K
22.2K $1.36M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
-300
- 0.72%
$44.29 - $45.82 $13.3K - $13.7K
41.4K $1.84M
URI
United Rentals, Inc.

Industrials
-3
- 0.41%
$704.44 - $880.32 $2.11K - $2.64K
734 $517K
SJNK
Spdr Bloomberg Short Term High

ETFs
-2K
- 3.76%
$25.09 - $25.69 $50.2K - $51.4K
51.2K $1.29M
A
Agilent Technologies, Inc.

Healthcare
-357
- 18.95%
$125.69 - $146.56 $44.9K - $52.3K
1.53K $205K
T
At&T Inc.

Communication Services
-8.68K
- 5.23%
$21.22 - $23.88 $184K - $207K
157K $3.58M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-407
- 2.01%
$126.68 - $134.74 $51.6K - $54.8K
19.9K $2.54M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-100
- 0.16%
$41.74 - $46.2 $4.17K - $4.62K
63K $2.64M
PGR
Progressive Corp

Financial Services
-181
- 15.64%
$239.6 - $268.88 $43.4K - $48.7K
976 $233K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
-3.5K
- 13.97%
$11.09 - $12.09 $38.8K - $42.3K
21.6K $240K
MCO
Moodys Corp

Financial Services
-122
- 4.95%
$454.04 - $500.88 $55.4K - $61.1K
2.34K $1.11M
EBAY
Ebay Inc

Consumer Cyclical
-2
- 0.01%
$57.51 - $67.17 $115 - $134
18.3K $1.14M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-488
- 9.98%
$94.77 - $97.36 $46.2K - $47.5K
4.4K $420K
ROST
Ross Stores, Inc.

Consumer Cyclical
-398
- 5.27%
$138.59 - $156.61 $55.2K - $62.3K
7.16K $1.08M
USXF
Ishares Esg Advanced Msci Usa

Technology
-2.7K
- 2.06%
$48.45 - $52.57 $131K - $142K
129K $6.39M
AVY
Avery Dennison Corp

Industrials
-4
- 0.28%
$186.26 - $220.48 $745 - $882
1.4K $262K
VAW
Vanguard Materials ETF

ETFs
-24
- 1.45%
$186.91 - $215.32 $4.49K - $5.17K
1.63K $306K
PEN
Penumbra Inc

Healthcare
-877
- 22.93%
$190.97 - $253.66 $167K - $222K
2.95K $700K
IWM
Ishares Russell 2000 ETF

ETFs
-162
- 3.0%
$216.13 - $242.4 $35K - $39.3K
5.24K $1.16M
WEC
Wec Energy Group, Inc.

Utilities
-242
- 8.32%
$92.94 - $101.82 $22.5K - $24.6K
2.67K $250K
DRI
Darden Restaurants Inc

Consumer Cyclical
-392
- 19.64%
$155.96 - $188.66 $61.1K - $74K
1.6K $299K
IYW
Ishares Dj Us Tech ETF

ETFs
-699
- 6.62%
$148.14 - $166.23 $104K - $116K
9.86K $1.57M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-221
- 1.77%
$104.52 - $115.08 $23.1K - $25.4K
12.3K $1.29M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-435
- 4.41%
$42.95 - $45.72 $18.7K - $19.9K
9.43K $407K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-610
- 14.9%
$54.65 - $61.96 $33.3K - $37.8K
3.48K $204K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4
- 0.09%
$134.53 - $150.65 $538 - $603
4.61K $624K
PRU
Prudential Financial Inc

Financial Services
-97
- 2.94%
$114.59 - $129.52 $11.1K - $12.6K
3.2K $379K
CTVA
Corteva, Inc.

Basic Materials
-202
- 4.74%
$55.21 - $64.13 $11.2K - $13K
4.06K $231K
DOV
Dover Corp

Industrials
-4
- 0.11%
$184.72 - $206.51 $739 - $826
3.49K $655K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
-176
- 3.55%
$42.71 - $48.29 $7.52K - $8.5K
4.78K $205K
ATR
Aptargroup, Inc.

Healthcare
-30
- 1.18%
$156.73 - $176.15 $4.7K - $5.28K
2.52K $396K
TRV
Travelers Companies, Inc.

Financial Services
-78
- 5.8%
$225.97 - $266.66 $17.6K - $20.8K
1.27K $305K
MAA
Mid America Apartment Communities Inc.

Real Estate
-13
- 0.81%
$149.17 - $165.2 $1.94K - $2.15K
1.6K $246K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-148
- 1.84%
$50.67 - $50.9 $7.5K - $7.53K
7.89K $400K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-213
- 1.63%
$202.91 - $229.76 $43.2K - $48.9K
12.9K $2.7M
ATO
Atmos Energy Corp

Utilities
-50
- 1.16%
$136.41 - $151.43 $6.82K - $7.57K
4.25K $591K
HST
Host Hotels & Resorts, Inc.

Real Estate
-7
- 0.03%
$17.24 - $19.07 $121 - $133
26.2K $458K
PEAK
Healthpeak Properties, Inc.

Real Estate
-59
- 0.15%
N/A
38.2K $724K
XLF
Financial Sector Spdr

ETFs
-1.29K
- 6.37%
$44.89 - $51.34 $57.7K - $66K
18.9K $912K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-34
- 1.59%
$121.89 - $135.52 $4.14K - $4.61K
2.11K $263K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-58
- 2.1%
$74.89 - $84.46 $4.34K - $4.9K
2.7K $214K
Labcorp Holdings Inc
-167
- 5.65%
N/A
2.79K $0
Linde PLC
-853
- 1.28%
N/A
65.7K $0
Matthews Intl Fds
-32.4K
- 13.36%
N/A
210K $0
BFA
Brown Forman Corp Cl A
-244
- 2.93%
N/A
8.07K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-5.92K
- 42.44%
N/A
8.03K $0
Ge Healthcare Technologies I
-70.4K
- 93.76%
N/A
4.68K $0
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
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email