Adviser Investments LLC Portfolio Holdings
Adviser Investments LLC
- $8.64 Billion
- Q3 2025
Adviser Investments LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.64 Billion distributed in 832 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.04B, Vanguard Ftse Developed Market with a value of $867M, Ishares Core U.S. Aggregate Bo with a value of $716M, Vanguard Value ETF with a value of $697M, and Ishares National Muni Bond ETF with a value of $255M.
Examining the 13F form we can see an increase of $786M in the current position value, from $7.85B to 8.64B.
Below you can find more details about Adviser Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.64 Billion
ETFs: $5.74 Billion
Technology: $947 Million
Financial Services: $426 Million
Healthcare: $365 Million
Industrials: $292 Million
Consumer Cyclical: $276 Million
Consumer Defensive: $215 Million
Communication Services: $193 Million
Other: $156 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 832
- Current Value $8.64 Billion
- Prior Value $7.85 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 41 stocks
- Additional Purchases 261 stocks
- Sold out of 0 stocks
- Reduced holdings in 184 stocks