Adviser Investments LLC Portfolio Holdings
Adviser Investments LLC
- $7.85 Billion
- Q2 2025
Adviser Investments LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.85 Billion distributed in 930 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $954M, Vanguard Ftse Developed Market with a value of $802M, Ishares Core U.S. Aggregate Bo with a value of $658M, Vanguard Value ETF with a value of $651M, and Ishares National Muni Bond ETF with a value of $253M.
Examining the 13F form we can see an increase of $3.65M in the current position value, from $7.85B 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: $5.39 Billion
Technology: $735 Million
Financial Services: $389 Million
Healthcare: $326 Million
Industrials: $239 Million
Consumer Cyclical: $225 Million
Consumer Defensive: $208 Million
Communication Services: $154 Million
Other: $163 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 930
- Current Value $7.85 Billion
- Prior Value $7.85 Billion
- Filing
- Period Q2 2025
- Filing Date August 06, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 75 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 235 stocks