Adviser Investments LLC Sells in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
-5.81K
- 3.62%
$40.42 - $46.7 $235K - $271K
155K $7.09M
NOW
Service Now, Inc.

Technology
-668
- 8.29%
$730.87 - $937.36 $488K - $626K
7.39K $6.61M
NDAQ
Nasdaq, Inc.

Financial Services
-89
- 0.4%
$59.48 - $74.31 $5.29K - $6.61K
22.2K $1.62M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-4.76K
- 4.74%
$54.31 - $61.04 $258K - $290K
95.7K $5.84M
BX
Blackstone Inc.

Financial Services
-465
- 3.62%
$120.77 - $159.66 $56.2K - $74.2K
12.4K $1.9M
GIS
General Mills Inc

Consumer Defensive
-65
- 0.22%
$62.5 - $75.15 $4.06K - $4.88K
30K $2.21M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.93K
- 2.11%
$75.32 - $84.37 $145K - $162K
89.2K $7.46M
ICE
Intercontinental Exchange, Inc.

Financial Services
-39
- 0.27%
$136.93 - $162.81 $5.34K - $6.35K
14.2K $2.28M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-3.14K
- 4.4%
$43.67 - $51.82 $137K - $163K
68.3K $3.54M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.33K
- 16.67%
$72.18 - $107.33 $312K - $464K
21.6K $2.29M
APP
App Lovin Corp

Technology
-2.5K
- 14.85%
$67.14 - $130.65 $168K - $327K
14.3K $1.87M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-85
- 0.23%
$132.06 - $150.96 $11.2K - $12.8K
37K $5.44M
IWR
Ishares Russell Mid Cap ETF

ETFs
-696
- 0.81%
$79.92 - $88.19 $55.6K - $61.4K
84.8K $7.47M
MBB
Ishares Tr

ETFs
-96.1K
- 3.93%
$90.85 - $96.66 $8.73M - $9.29M
2.35M $225M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-141
- 0.14%
$73.43 - $80.37 $10.4K - $11.3K
97.3K $7.82M
GE
General Electric CO

Industrials
-256
- 1.1%
$156.66 - $189.66 $40.1K - $48.6K
22.9K $4.33M
AEM
Agnico Eagle Mines LTD

Basic Materials
-470
- 0.82%
$65.04 - $84.24 $30.6K - $39.6K
56.8K $4.58M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.36K
- 1.11%
$114.73 - $120.23 $386K - $404K
299K $35.8M
SAP
Sap Se

Technology
-838
- 1.97%
$197.21 - $231.0 $165K - $194K
41.6K $9.54M
CSCO
Cisco Systems, Inc.

Technology
-2.35K
- 1.17%
$44.74 - $53.22 $105K - $125K
199K $10.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.13K
- 0.8%
$105.53 - $118.34 $120K - $134K
140K $16.4M
CAT
Caterpillar Inc

Industrials
-874
- 2.89%
$316.8 - $391.12 $277K - $342K
29.4K $11.5M
TJX
Tjx Companies Inc

Consumer Cyclical
-896
- 0.36%
$107.93 - $120.23 $96.7K - $108K
249K $29.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.83K
- 3.57%
$181.06 - $197.17 $1.42M - $1.54M
212K $41.8M
ACN
Accenture PLC

Technology
-30
- 0.06%
$295.44 - $355.81 $8.86K - $10.7K
49.5K $17.5M
META
Meta Platforms, Inc.

Communication Services
-1.15K
- 2.18%
$453.41 - $572.44 $519K - $655K
51.4K $29.4M
LOW
Lowes Companies Inc

Consumer Cyclical
-4.9K
- 5.73%
$213.3 - $270.78 $1.04M - $1.33M
80.5K $21.8M
SBUX
Starbucks Corp

Consumer Cyclical
-1.88K
- 1.16%
$72.51 - $98.6 $136K - $185K
160K $15.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.45K
- 1.14%
$240.48 - $267.94 $830K - $925K
300K $80.3M
NEE
Nextera Energy Inc

Utilities
-68.9K
- 9.23%
$69.9 - $84.97 $4.82M - $5.86M
678K $57.3M
UNH
Unitedhealth Group Inc

Healthcare
-89
- 0.15%
$488.01 - $604.18 $43.4K - $53.8K
59.5K $34.8M
LMT
Lockheed Martin Corp

Industrials
-150
- 0.36%
$460.3 - $584.56 $69K - $87.7K
41.2K $24.1M
HD
Home Depot, Inc.

Consumer Cyclical
-3.08K
- 2.79%
$333.64 - $405.2 $1.03M - $1.25M
107K $43.5M
ABBV
Abb Vie Inc.

Healthcare
-13.2K
- 4.12%
$163.84 - $199.33 $2.16M - $2.62M
306K $60.5M
AAPL
Apple Inc.

Technology
-7.34K
- 0.87%
$207.23 - $234.82 $1.52M - $1.72M
834K $194M
VUG
Vanguard Growth ETF

ETFs
-17.6K
- 0.68%
$341.08 - $391.94 $6.01M - $6.91M
2.59M $995M
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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