Adviser Investments LLC Portfolio Holdings
Adviser Investments LLC
- $7.95 Billion
- Q3 2024
Adviser Investments LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.95 Billion distributed in 888 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $995M, Vanguard Value ETF with a value of $848M, Vanguard Ftse Developed Market with a value of $574M, Vanguard Intermediate Term Tre with a value of $510M, and Spdr Ser Tr Spdr Portfolio Cor with a value of $402M.
Examining the 13F form we can see an increase of $413M in the current position value, from $7.54B to 7.95B.
Below you can find more details about Adviser Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.95 Billion
ETFs: $5.47 Billion
Technology: $672 Million
Healthcare: $377 Million
Financial Services: $317 Million
Consumer Defensive: $265 Million
Consumer Cyclical: $253 Million
Industrials: $233 Million
Communication Services: $148 Million
Other: $192 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 888
- Current Value $7.95 Billion
- Prior Value $7.54 Billion
- Filing
- Period Q3 2024
- Filing Date November 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 43 stocks
- Additional Purchases 244 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks