Adviser Investments LLC Sells in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
-802
- 14.05%
N/A
4.91K $0
MSI
Motorola Solutions, Inc.

Technology
-2
- 0.36%
$449.08 - $504.6 $898 - $1.01K
555 $256K
IWR
Ishares Russell Mid Cap ETF

ETFs
-145
- 0.17%
$87.25 - $95.52 $12.7K - $13.9K
84.6K $7.48M
USB
Us Bancorp \De\

Financial Services
-148
- 1.55%
$43.98 - $53.66 $6.51K - $7.94K
9.37K $448K
SRE
Sempra Energy

Utilities
-44
- 0.56%
$80.81 - $94.77 $3.56K - $4.17K
7.85K $688K
CMI
Cummins Inc

Industrials
-70
- 2.99%
$324.93 - $383.42 $22.7K - $26.8K
2.27K $792K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-22
- 10.58%
$4100.99 - $5300.34 $90.2K - $117K
186 $924K
EPD
Enterprise Products Partners L.P.

Energy
-544
- 1.59%
$28.66 - $34.43 $15.6K - $18.7K
33.6K $1.05M
KMI
Kinder Morgan, Inc.

Energy
-551
- 3.55%
$22.59 - $28.54 $12.4K - $15.7K
15K $409K
SNOW
Snowflake Inc.

Technology
-50
- 1.84%
$109.65 - $186.51 $5.48K - $9.33K
2.67K $412K
IWP
Ishares Russell Mid Cap Growth

ETFs
-409
- 1.98%
$116.4 - $138.52 $47.6K - $56.7K
20.3K $2.57M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-1.35K
- 4.63%
$28.38 - $39.27 $38.3K - $53K
27.8K $1.08M
DDOG
Datadog, Inc.

Technology
-741
- 5.71%
$113.98 - $168.65 $84.5K - $125K
12.2K $1.75M
GILD
Gilead Sciences, Inc.

Healthcare
-173
- 0.53%
$83.95 - $97.9 $14.5K - $16.9K
32.4K $3M
DIS
Walt Disney CO

Communication Services
-2.19K
- 6.27%
$92.39 - $117.6 $203K - $258K
32.8K $3.65M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.61K
- 1.73%
$100.18 - $109.1 $362K - $394K
205K $21.5M
OKE
Oneok Inc

Energy
-229
- 0.62%
$92.28 - $117.05 $21.1K - $26.8K
36.9K $3.71M
EMR
Emerson Electric CO

Industrials
-957
- 2.82%
$108.13 - $134.33 $103K - $129K
33K $4.09M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-681
- 1.1%
$170.03 - $192.78 $116K - $131K
61.4K $11.4M
GS
Goldman Sachs Group Inc

Financial Services
-609
- 5.2%
$486.1 - $608.57 $296K - $371K
11.1K $6.35M
C
Citigroup Inc

Financial Services
-22.2K
- 7.36%
$61.31 - $72.5 $1.36M - $1.61M
279K $19.7M
VTI
Vanguard Total Stock Market Et

ETFs
-177
- 0.14%
$280.04 - $302.45 $49.6K - $53.5K
129K $37.3M
NFLX
Netflix Inc

Communication Services
-465
- 4.07%
$687.65 - $936.56 $320K - $436K
11K $9.77M
APP
App Lovin Corp

Technology
-3.34K
- 23.29%
$130.67 - $401.5 $436K - $1.34M
11K $3.56M
SCHW
Schwab Charles Corp

Financial Services
-2.48K
- 1.16%
$63.31 - $82.85 $157K - $205K
211K $15.6M
V
Visa Inc.

Financial Services
-5
- -0.0%
$273.87 - $320.91 $1.37K - $1.6K
178K $56.2M
VUG
Vanguard Growth ETF

ETFs
-52.7K
- 2.03%
$378.79 - $428.11 $20M - $22.6M
2.54M $1.04B
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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