Adviser Investments LLC Portfolio Holdings
Adviser Investments LLC
- $7.85 Billion
- Q1 2025
Adviser Investments LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.85 Billion distributed in 857 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $920M, Vanguard Value ETF with a value of $757M, Vanguard Ftse Developed Market with a value of $688M, Ishares Core U.S. Aggregate Bo with a value of $486M, and Vanguard Intermediate Term Tre with a value of $290M.
Examining the 13F form we can see an decrease of $185M in the current position value, from $8.03B to 7.85B.
Below you can find more details about Adviser Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.85 Billion
ETFs: $5.54 Billion
Technology: $607 Million
Healthcare: $373 Million
Financial Services: $366 Million
Consumer Defensive: $227 Million
Industrials: $215 Million
Consumer Cyclical: $208 Million
Communication Services: $113 Million
Other: $173 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 857
- Current Value $7.85 Billion
- Prior Value $8.03 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 35 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 317 stocks