Adviser Investments LLC Sells in Q1 2025

Adviser Investments LLC

  • $7.85 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
-198
- 4.88%
$55.94 - $66.15 $11.1K - $13.1K
3.86K $242K
WEC
Wec Energy Group, Inc.

Utilities
-254
- 9.53%
$92.12 - $108.98 $23.4K - $27.7K
2.41K $262K
CRWD
Crowd Strike Holdings, Inc.

Technology
-127
- 2.08%
$308.86 - $455.36 $39.2K - $57.8K
5.99K $2.11M
DRI
Darden Restaurants Inc

Consumer Cyclical
-60
- 3.74%
$180.02 - $208.56 $10.8K - $12.5K
1.54K $320K
IDXX
Idexx Laboratories Inc

Healthcare
-30
- 0.57%
$406.29 - $469.04 $12.2K - $14.1K
5.22K $2.19M
SHW
Sherwin Williams CO

Basic Materials
-24
- 0.74%
$330.16 - $365.55 $7.92K - $8.77K
3.2K $1.12M
CSGP
Costar Group, Inc.

Real Estate
-240
- 4.42%
$69.29 - $80.37 $16.6K - $19.3K
5.19K $411K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.63K
- 9.72%
$56.12 - $68.15 $91.2K - $111K
15.1K $1.02M
XLU
Utilities Sector Spdr

ETFs
-1
- 0.01%
$74.7 - $80.27 $74.7 - $80.3
8.52K $671K
FTNT
Fortinet, Inc.

Technology
-8
- 0.05%
$92.49 - $114.57 $740 - $917
15.1K $1.46M
SPOT
Spotify Technology S.A.

Communication Services
-751
- 17.38%
$457.79 - $648.32 $344K - $487K
3.57K $1.96M
ED
Consolidated Edison Inc

Utilities
-847
- 14.42%
$88.0 - $110.59 $74.5K - $93.7K
5.03K $555K
WM
Waste Management Inc

Industrials
-491
- 9.72%
$200.54 - $233.78 $98.5K - $115K
4.56K $1.06M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.2K
- 6.32%
$124.46 - $147.4 $149K - $176K
17.7K $2.52M
BSX
Boston Scientific Corp

Healthcare
-265
- 4.43%
$89.38 - $106.18 $23.7K - $28.1K
5.72K $577K
BK
Bank Of New York Mellon Corp

Financial Services
-556
- 4.28%
$75.42 - $88.95 $41.9K - $49.5K
12.4K $1.04M
AFL
Aflac Inc

Financial Services
-462
- 3.67%
$100.99 - $111.19 $46.7K - $51.4K
12.1K $1.35M
BP
Bp PLC

Energy
-3.09K
- 8.45%
$29.93 - $35.31 $92.4K - $109K
33.4K $1.13M
STE
Steris PLC

Healthcare
-31
- 1.14%
$202.46 - $232.74 $6.28K - $7.21K
2.7K $611K
AEP
American Electric Power CO Inc

Utilities
-817
- 9.95%
$90.32 - $109.27 $73.8K - $89.3K
7.4K $808K
ETR
Entergy Corp

Utilities
-66
- 1.09%
$75.26 - $87.89 $4.97K - $5.8K
5.97K $509K
CI
Cigna Corp

Healthcare
-338
- 10.81%
$274.49 - $329.0 $92.8K - $111K
2.79K $917K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-3.29K
- 3.24%
$63.91 - $70.19 $210K - $231K
98.3K $6.62M
AZO
Autozone Inc

Consumer Cyclical
-81
- 13.57%
$3193.96 - $3828.11 $259K - $310K
516 $1.97M
SHEL
Shell PLC

Energy
-120
- 1.76%
$62.84 - $73.29 $7.54K - $8.79K
6.71K $491K
AMT
American Tower Corp

Real Estate
-56
- 2.39%
$173.46 - $217.6 $9.71K - $12.2K
2.29K $498K
T
At&T Inc.

Communication Services
-28.2K
- 17.93%
$21.56 - $28.28 $608K - $798K
129K $3.65M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.12K
- 1.88%
$25.81 - $28.52 $80.4K - $88.9K
163K $4.49M
MO
Altria Group, Inc.

Consumer Defensive
-560
- 3.65%
$50.81 - $60.02 $28.5K - $33.6K
14.8K $888K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.94K
- 1.2%
$38.89 - $41.6 $75.3K - $80.6K
160K $6.47M
JPM
Jpmorgan Chase & CO

Financial Services
-9.47K
- 2.17%
$225.19 - $279.95 $2.13M - $2.65M
428K $105M
BRO
Brown & Brown, Inc.

Financial Services
-85
- 1.42%
$100.54 - $124.4 $8.55K - $10.6K
5.89K $732K
SCHW
Schwab Charles Corp

Financial Services
-9.73K
- 4.62%
$71.24 - $83.64 $693K - $814K
201K $15.7M
VZ
Verizon Communications Inc

Communication Services
-8.18K
- 8.36%
$37.81 - $46.49 $309K - $380K
89.7K $4.07M
AJG
Arthur J. Gallagher & Co.

Financial Services
-10
- 0.35%
$275.89 - $345.24 $2.76K - $3.45K
2.82K $972K
EXC
Exelon Corp

Utilities
-660
- 2.72%
$37.3 - $46.08 $24.6K - $30.4K
23.6K $1.09M
CTAS
Cintas Corp

Industrials
-381
- 3.39%
$182.09 - $208.14 $69.4K - $79.3K
10.8K $2.23M
GILD
Gilead Sciences, Inc.

Healthcare
-3.53K
- 10.89%
$89.14 - $117.41 $315K - $415K
28.9K $3.24M
OKTA
Okta, Inc.

Technology
-4.11K
- 15.85%
$78.83 - $116.72 $324K - $480K
21.8K $2.3M
DE
Deere & CO

Industrials
-334
- 3.73%
$408.57 - $509.27 $136K - $170K
8.63K $4.05M
PM
Philip Morris International Inc.

Consumer Defensive
-806
- 7.21%
$117.15 - $158.79 $94.4K - $128K
10.4K $1.65M
ROP
Roper Technologies Inc

Industrials
-81
- 1.55%
$502.71 - $593.81 $40.7K - $48.1K
5.16K $3.04M
IEFA
Ishares Tr

ETFs
-5.18K
- 3.56%
$69.57 - $78.65 $361K - $408K
141K $10.6M
GE
General Electric CO

Industrials
-1.51K
- 6.5%
$168.59 - $212.13 $255K - $321K
21.8K $4.35M
UBER
Uber Technologies, Inc

Technology
-13K
- 11.33%
$63.17 - $81.49 $823K - $1.06M
102K $7.42M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 9.09%
$663000.0 - $801950.0 $663K - $802K
10 $7.98M
UNP
Union Pacific Corp

Industrials
-1.79K
- 1.53%
$225.21 - $254.42 $402K - $455K
115K $27.2M
KO
Coca Cola CO

Consumer Defensive
-7.5K
- 6.5%
$60.81 - $72.32 $456K - $542K
108K $7.73M
SAP
Sap Se

Technology
-1.1K
- 2.91%
$241.4 - $293.69 $267K - $324K
36.9K $9.9M
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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