Adviser Investments LLC Sells in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOOV
Vanguard S&P 500 Value ETF

ETFs
-820
- 5.06%
$179.71 - $192.06 $147K - $157K
15.4K $2.84M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-4.68K
- 20.35%
$48.65 - $53.06 $228K - $248K
18.3K $951K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.85K
- 13.0%
$85.55 - $94.34 $159K - $175K
12.4K $1.12M
SJNK
Spdr Bloomberg Short Term High

ETFs
-5.6K
- 10.94%
$25.08 - $25.64 $140K - $144K
45.6K $1.15M
MA
Mastercard Inc

Financial Services
-860
- 5.67%
$504.67 - $576.31 $434K - $496K
14.3K $7.84M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-7.15K
- 2.08%
$28.55 - $29.09 $204K - $208K
337K $9.74M
MPC
Marathon Petroleum Corp

Energy
-1.15K
- 22.88%
$134.72 - $159.03 $155K - $183K
3.88K $565K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5
- 0.03%
$92.45 - $106.69 $462 - $533
14.7K $1.36M
PSX
Phillips 66

Energy
-1.54K
- 22.98%
$113.93 - $131.55 $176K - $203K
5.17K $638K
ROK
Rockwell Automation, Inc

Industrials
-127
- 3.82%
$255.29 - $303.75 $32.4K - $38.6K
3.2K $825K
MS
Morgan Stanley

Financial Services
-386
- 5.01%
$111.68 - $141.08 $43.1K - $54.5K
7.32K $853K
IWS
Ishares Russell Midcap Value E

ETFs
-155
- 0.55%
$122.59 - $135.24 $19K - $21K
27.8K $3.5M
CMI
Cummins Inc

Industrials
-87
- 3.83%
$312.92 - $386.07 $27.2K - $33.6K
2.19K $685K
GLW
Corning Inc

Technology
-1.45K
- 7.91%
$44.91 - $54.25 $64.9K - $78.4K
16.8K $769K
DOV
Dover Corp

Industrials
-307
- 8.79%
$174.65 - $206.43 $53.6K - $63.4K
3.19K $559K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-203
- 2.25%
$101.98 - $115.66 $20.7K - $23.5K
8.8K $901K
STX
Seagate Technology Holdings PLC

Technology
-1.02K
- 28.98%
$84.92 - $108.42 $86.6K - $111K
2.5K $212K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-3.1K
- 1.0%
$35.96 - $36.72 $111K - $114K
306K $11.1M
APH
Amphenol Corp

Technology
-168
- 0.83%
$61.62 - $78.55 $10.4K - $13.2K
20K $1.32M
GM
General Motors CO

Consumer Cyclical
-717
- 8.16%
$45.22 - $54.92 $32.4K - $39.4K
8.07K $379K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1K
- 23.89%
$72.7 - $84.32 $72.9K - $84.6K
3.2K $238K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-939
- 2.45%
$25.58 - $29.24 $24K - $27.5K
37.4K $979K
TDVG
T Rowe Price Exchange Traded F

Technology
-3.24K
- 5.38%
$39.23 - $42.13 $127K - $136K
56.9K $2.3M
AOA
Ishares Tr Core Aggressive All

ETFs
-955
- 3.68%
$75.7 - $80.01 $72.3K - $76.4K
25K $1.91M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-6.72K
- 35.95%
$11.13 - $11.61 $74.8K - $78K
12K $134K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-924
- 8.85%
$37.84 - $44.02 $35K - $40.7K
9.51K $365K
TDG
Trans Digm Group Inc

Industrials
-87
- 20.86%
$1251.32 - $1394.11 $109K - $121K
330 $456K
URI
United Rentals, Inc.

Industrials
-21
- 2.86%
$594.17 - $789.56 $12.5K - $16.6K
713 $446K
DASH
Door Dash, Inc.

Communication Services
-800
- 15.76%
$168.37 - $213.38 $135K - $171K
4.28K $781K
NSC
Norfolk Southern Corp

Industrials
-342
- 6.7%
$227.69 - $259.76 $77.9K - $88.8K
4.76K $1.13M
STT
State Street Corp

Financial Services
-452
- 13.49%
$84.47 - $102.23 $38.2K - $46.2K
2.9K $259K
FISV
Fiserv Inc

Technology
-520
- 16.0%
N/A
2.73K $341K
MCO
Moodys Corp

Financial Services
-101
- 4.31%
$437.8 - $527.48 $44.2K - $53.3K
2.24K $1.04M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-282
- 6.52%
$120.24 - $134.3 $33.9K - $37.9K
4.04K $492K
MCHP
Microchip Technology Inc

Technology
-416
- 9.14%
$48.41 - $64.3 $20.1K - $26.7K
4.14K $200K
IGV
Ishares Expanded Tech Software

ETFs
-200
- 5.26%
$88.3 - $107.83 $17.7K - $21.6K
3.6K $320K
AVY
Avery Dennison Corp

Industrials
-256
- 18.26%
$174.58 - $195.91 $44.7K - $50.2K
1.15K $203K
MTD
Mettler Toledo International Inc

Healthcare
-41
- 16.67%
$1177.09 - $1390.0 $48.3K - $57K
205 $242K
NTR
Nutrien Ltd.

Basic Materials
-1.96K
- 24.82%
$45.28 - $53.84 $88.5K - $105K
5.92K $294K
USB
Us Bancorp \De\

Financial Services
-111
- 1.18%
$40.92 - $50.9 $4.54K - $5.65K
9.26K $390K
IXN
Ishares Global Information Tec

ETFs
-4
- 0.06%
$75.73 - $88.4 $303 - $354
6.17K $467K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-869
- 0.5%
$42.38 - $43.28 $36.8K - $37.6K
174K $7.38M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-852
- 9.03%
$40.87 - $45.28 $34.8K - $38.6K
8.58K $355K
FNDF
Schwab Fundamental Intl Large

ETFs
-2.09K
- 24.5%
$32.9 - $37.45 $68.8K - $78.3K
6.45K $232K
AME
Ametek Inc

Industrials
-150
- 5.06%
$170.39 - $190.43 $25.6K - $28.6K
2.82K $484K
OKE
Oneok Inc

Energy
-50
- 0.14%
$89.57 - $109.85 $4.48K - $5.49K
36.9K $3.66M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.32K
- 0.72%
$36.63 - $37.45 $48.2K - $49.3K
181K $6.67M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-6.47K
- 10.12%
$69.81 - $78.9 $452K - $510K
57.5K $4.48M
NDAQ
Nasdaq, Inc.

Financial Services
-107
- 0.47%
$72.17 - $83.76 $7.72K - $8.96K
22.7K $1.72M
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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