Adviser Investments LLC Sells in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
-1.94K
- 12.98%
$26.1 - $31.22 $50.7K - $60.6K
13K $371K
O
Realty Income Corp

Real Estate
-2.14K
- 10.78%
$51.67 - $58.49 $111K - $125K
17.7K $1.03M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-15
- 0.42%
$81.1 - $94.7 $1.22K - $1.42K
3.54K $286K
SBR
Sabine Royalty Trust

Energy
-911
- 8.87%
$64.04 - $69.75 $58.3K - $63.5K
9.36K $633K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-2.22K
- 3.85%
$36.46 - $39.46 $80.9K - $87.6K
55.5K $2.12M
SYK
Stryker Corp

Healthcare
-348
- 4.23%
$355.18 - $399.9 $124K - $139K
7.88K $2.93M
PRU
Prudential Financial Inc

Financial Services
-44
- 1.37%
$105.04 - $122.33 $4.62K - $5.38K
3.16K $352K
GPC
Genuine Parts CO

Consumer Cyclical
-281
- 10.21%
$115.91 - $129.02 $32.6K - $36.3K
2.47K $294K
WFC
Wells Fargo & Company

Financial Services
-729
- 3.78%
$66.78 - $81.42 $48.7K - $59.4K
18.6K $1.33M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-222
- 5.59%
$75.99 - $81.58 $16.9K - $18.1K
3.75K $287K
BKR
Baker Hughes CO

Energy
-1.87K
- 8.75%
$41.16 - $48.85 $76.9K - $91.3K
19.5K $857K
EMHC
Spdr Bloomberg Emerging Market
-1K
- 6.72%
$23.72 - $24.56 $23.7K - $24.6K
13.9K $335K
HSY
Hershey CO

Consumer Defensive
-175
- 2.57%
$144.74 - $186.36 $25.3K - $32.6K
6.63K $1.13M
BDX
Becton Dickinson & CO

Healthcare
-217
- 1.48%
$222.79 - $249.08 $48.3K - $54.1K
14.5K $3.32M
NOC
Northrop Grumman Corp

Industrials
-95
- 12.18%
$433.45 - $513.82 $41.2K - $48.8K
685 $350K
MET
Metlife Inc

Financial Services
-52
- 0.72%
$77.7 - $87.0 $4.04K - $4.52K
7.17K $575K
FQAL
Fidelity Covington Tr Quality

ETFs
-34
- 0.37%
$63.12 - $69.13 $2.15K - $2.35K
9.05K $580K
EWJ
Ishares Msci Japan ETF

ETFs
-289
- 5.81%
$65.24 - $71.7 $18.9K - $20.7K
4.69K $321K
AKAM
Akamai Technologies Inc

Technology
-122
- 0.33%
N/A
37.4K $3.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-694
- 3.7%
$22.42 - $23.22 $15.6K - $16.1K
18K $416K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-48
- 1.11%
$63.77 - $68.75 $3.06K - $3.3K
4.26K $274K
XLP
Consumer Staples Sector Spdr

ETFs
-93
- 2.02%
N/A
4.5K $342K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-738
- 11.67%
$33.37 - $38.01 $24.6K - $28.1K
5.59K $209K
ZTS
Zoetis Inc.

Healthcare
-61
- 2.15%
$156.48 - $175.67 $9.55K - $10.7K
2.78K $457K
XLF
Financial Sector Spdr

ETFs
-586
- 3.1%
$47.32 - $52.19 $27.7K - $30.6K
18.3K $911K
XYL
Xylem Inc.

Industrials
-112
- 3.06%
$114.02 - $132.04 $12.8K - $14.8K
3.55K $423K
AOR
Ishares Tr Core Growth Allocat

ETFs
-279
- 0.45%
$56.63 - $59.39 $15.8K - $16.6K
61.4K $3.54M
BFA
Brown Forman Corp Cl A
-555
- 6.87%
N/A
7.52K $0
HEIA
Heico Crp Cl A
-368
- 20.39%
N/A
1.44K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-2.76K
- 34.44%
N/A
5.26K $0
Matthews Intl Fds
-64.1K
- 30.52%
N/A
146K $0
Lam Research Corp
-1.06K
- 2.64%
N/A
39.2K $0
Linde PLC
-1.12K
- 1.7%
N/A
64.6K $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.2K
- 16.05%
$9.19 - $12.93 $20.2K - $28.5K
11.5K $128K
BFB
Brown Forman Corp Cl B
-562
- 6.54%
N/A
8.03K $0
Ge Healthcare Technologies I
-191
- 4.08%
N/A
4.49K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
-3.75K
- 2.66%
N/A
137K $0
Labcorp Holdings Inc
-288
- 10.33%
N/A
2.5K $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-434
- 2.47%
$37.07 - $40.63 $16.1K - $17.6K
17.1K $674K
TRV
Travelers Companies, Inc.

Financial Services
-105
- 8.29%
$232.43 - $265.13 $24.4K - $27.8K
1.16K $307K
VHT
Vanguard Health Care ETF

ETFs
-498
- 4.08%
$254.06 - $273.83 $127K - $136K
11.7K $3.1M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-55
- 7.79%
$402.33 - $489.71 $22.1K - $26.9K
651 $299K
VALE
Vale S.A.

Basic Materials
-785
- 6.78%
$8.5 - $10.19 $6.67K - $8K
10.8K $107K
VCIT
Vanguard Intermediate Term Cor

ETFs
-57
- 0.79%
$79.17 - $82.04 $4.51K - $4.68K
7.17K $585K
COST
Costco Wholesale Corp

Consumer Defensive
-1.56K
- 3.1%
$890.62 - $1076.86 $1.38M - $1.67M
48.5K $45.9M
WMB
Williams Companies, Inc.

Energy
-1.28K
- 8.53%
$54.02 - $61.09 $69K - $78K
13.7K $817K
CME
Cme Group Inc.

Financial Services
-346
- 11.34%
$225.82 - $266.54 $78.1K - $92.2K
2.7K $717K
VLO
Valero Energy Corp

Energy
-74
- 3.52%
$121.76 - $142.99 $9.01K - $10.6K
2.03K $267K
YUM
Yum Brands Inc

Consumer Cyclical
-547
- 13.16%
$123.25 - $162.53 $67.4K - $88.9K
3.61K $568K
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
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