Adviser Investments LLC Purchases in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
27.1K
+ 0.56%
$159.75 - $174.57 $4.33M - $4.73M
4.86M $848M
VEA
Vanguard Ftse Developed Market

ETFs
30.5K
+ 0.28%
$47.6 - $53.31 $1.45M - $1.62M
10.9M $574M
VGIT
Vanguard Intermediate Term Tre

ETFs
95.9K
+ 1.15%
$57.8 - $60.8 $5.54M - $5.83M
8.44M $510M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
168K
+ 1.27%
$28.45 - $30.18 $4.77M - $5.06M
13.4M $402M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
198K
+ 2019.52%
$91.37 - $101.65 $18.1M - $20.2M
208K $21.2M
MMM
3 M CO

Industrials
104K
+ 348.86%
$99.69 - $139.42 $10.4M - $14.5M
134K $18.3M
WMT
Walmart Inc.

Consumer Defensive
82.2K
+ 13.74%
$66.91 - $81.4 $5.5M - $6.69M
680K $55M
DELL
Dell Technologies Inc.

Technology
122K
+ 1222.21%
$87.89 - $145.97 $10.7M - $17.7M
132K $15.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
68.4K
+ 412.34%
$173.36 - $189.8 $11.9M - $13M
85K $16.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
142K
New
$83.76 - $91.82 $11.9M - $13.1M
142K $13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.1K
+ 0.75%
$41.9 - $48.26 $842K - $970K
2.71M $130M
BWX
Spdr Bloomberg International T

ETFs
511K
New
$21.34 - $23.47 $10.9M - $12M
511K $11.9M
EMB
Ishares Tr

ETFs
125K
+ 314.94%
$87.75 - $93.74 $11M - $11.7M
165K $15.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
118K
+ 1081.25%
$89.91 - $101.33 $10.6M - $12M
129K $12.7M
PFE
Pfizer Inc

Healthcare
394K
+ 144.94%
$27.7 - $31.39 $10.9M - $12.4M
666K $19.3M
ORCL
Oracle Corp

Technology
34.7K
+ 26.82%
$125.9 - $170.35 $4.37M - $5.92M
164K $28M
JPM
Jpmorgan Chase & CO

Financial Services
26.4K
+ 6.48%
$194.9 - $224.8 $5.14M - $5.93M
434K $91.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
90.2K
+ 2.83%
$49.93 - $51.15 $4.5M - $4.61M
3.28M $167M
MUB
Ishares National Muni Bond ETF

ETFs
14.5K
+ 0.52%
$106.13 - $108.7 $1.54M - $1.58M
2.79M $303M
VBR
Vanguard Small Cap Value ETF

ETFs
2.43K
+ 0.65%
$179.99 - $201.6 $438K - $490K
377K $75.7M
TMUS
T Mobile Us, Inc.

Communication Services
26.4K
+ 64.11%
$175.14 - $206.36 $4.62M - $5.45M
67.6K $13.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
112K
New
$49.83 - $62.75 $5.6M - $7.05M
112K $6.47M
NEM
Newmont Corp

Basic Materials
120K
New
$41.65 - $55.85 $5M - $6.7M
120K $6.41M
MCD
Mcdonalds Corp

Consumer Cyclical
1.03K
+ 0.94%
$245.82 - $304.51 $254K - $314K
111K $33.9M
JNJ
Johnson & Johnson

Healthcare
4.92K
+ 1.61%
$145.48 - $167.38 $715K - $823K
310K $50.2M
IBDV
Ishares Tr

Technology
250K
New
$21.11 - $22.24 $5.27M - $5.56M
250K $5.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
970
+ 1.03%
$405.19 - $478.57 $393K - $464K
95.5K $43.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
74.3K
+ 222.29%
$60.13 - $68.17 $4.47M - $5.06M
108K $7.29M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
66.1K
New
$69.31 - $77.34 $4.58M - $5.11M
66.1K $5.07M
EFV
Msci Eafe Value ETF

ETFs
88K
New
$51.72 - $57.96 $4.55M - $5.1M
88K $5.06M
DUK
Duke Energy Corp

Utilities
42K
+ 512.3%
$99.35 - $117.71 $4.17M - $4.95M
50.2K $5.79M
VFVA
Vanguard Wellington Fd U S Val

ETFs
2.86K
+ 0.48%
$111.27 - $122.66 $318K - $351K
600K $72.4M
RTX
Raytheon Technologies Corp

Industrials
754
+ 0.33%
$99.55 - $123.34 $75.1K - $93K
226K $27.4M
AVB
Avalonbay Communities Inc

Real Estate
20.8K
New
$200.95 - $234.65 $4.18M - $4.88M
20.8K $4.68M
BLK
Black Rock Inc.

Financial Services
45
+ 0.18%
$782.27 - $949.51 $35.2K - $42.7K
24.8K $23.6M
AVGO
Broadcom Inc.

Technology
224K
+ 925.96%
$136.27 - $1745.86 $30.6M - $392M
249K $42.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
903
+ 0.91%
$517.38 - $573.86 $467K - $518K
100K $57.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.1K
+ 61.35%
$96.25 - $101.98 $2.99M - $3.17M
81.8K $8.29M
DAL
Delta Air Lines, Inc.

Industrials
48.6K
+ 18.58%
$37.32 - $51.8 $1.81M - $2.52M
310K $15.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19K
+ 54.94%
$147.95 - $191.05 $2.82M - $3.64M
53.7K $9.33M
MRK
Merck & Co., Inc.

Healthcare
54.7K
+ 19.23%
$111.15 - $128.97 $6.08M - $7.05M
339K $38.5M
NKE
Nike, Inc.

Consumer Cyclical
2.46K
+ 1.05%
$71.09 - $89.44 $175K - $220K
237K $20.9M
FREL
Fidelity Covington Tr Msci Rea

ETFs
110K
New
$25.07 - $29.94 $2.75M - $3.29M
110K $3.24M
LRCX
Lam Research Corp

Technology
3.93K
New
$731.56 - $1127.3 $2.88M - $4.43M
3.93K $3.21M
COST
Costco Wholesale Corp

Consumer Defensive
1.04K
+ 1.76%
$801.83 - $917.05 $836K - $956K
60.1K $53.3M
TSLA
Tesla, Inc.

Consumer Cyclical
6.61K
+ 31.27%
$191.76 - $263.26 $1.27M - $1.74M
27.7K $7.26M
IGM
Ishares Expanded Tech Sector E

ETFs
31.7K
+ 175.22%
$84.03 - $98.62 $2.67M - $3.13M
49.8K $4.78M
SCJ
Ishares Msci Japan Small Cap E

ETFs
37.8K
New
$68.65 - $79.7 $2.6M - $3.01M
37.8K $2.98M
V
Visa Inc.

Financial Services
2.65K
+ 1.51%
$253.74 - $291.56 $673K - $773K
178K $48.9M
Activity Summary
Buys All Purchases 287 New Holdings 43 Increased Positions 244 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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