Adviser Investments LLC Purchases in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
32.1K
+ 86.07%
$58.02 - $58.88 $1.86M - $1.89M
69.5K $4.04M
ABNB
Airbnb, Inc.

Consumer Cyclical
12.7K
+ 36.39%
$125.36 - $147.37 $1.6M - $1.88M
47.8K $6.28M
IBDV
Ishares Tr

Technology
94K
+ 37.62%
$21.24 - $22.15 $2M - $2.08M
344K $7.34M
TJX
Tjx Companies Inc

Consumer Cyclical
7.7K
+ 3.1%
$112.15 - $127.2 $864K - $980K
256K $31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
889
+ 1.65%
$172.07 - $207.36 $153K - $184K
54.6K $10.8M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
19.1K
New
$47.29 - $84.74 $906K - $1.62M
19.1K $1.43M
PSTG
Pure Storage, Inc.

Technology
15.4K
+ 39.71%
$48.19 - $66.6 $740K - $1.02M
54K $3.32M
PG
Procter & Gamble CO

Consumer Defensive
16.4K
+ 6.41%
$161.05 - $179.7 $2.64M - $2.94M
272K $45.6M
GLDM
World Gold Trust

ETFs
25.4K
+ 486.3%
$50.76 - $55.23 $1.29M - $1.41M
30.7K $1.59M
CRM
Salesforce, Inc.

Technology
2.32K
+ 26.71%
$270.87 - $367.87 $630K - $855K
11K $3.69M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.7K
New
$87.42 - $98.06 $1.2M - $1.34M
13.7K $1.22M
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.7K
+ 14.77%
$71.75 - $75.11 $1.7M - $1.78M
184K $13.2M
BAC
Bank Of America Corp

Financial Services
13.2K
+ 10.5%
$39.22 - $47.77 $518K - $631K
139K $6.11M
VB
Vanguard Small Cap ETF

ETFs
4K
+ 12.46%
$233.76 - $261.58 $936K - $1.05M
36.1K $8.68M
BR
Broadridge Financial Solutions, Inc.

Technology
4.22K
+ 61.4%
$209.64 - $236.44 $884K - $997K
11.1K $2.51M
PANW
Palo Alto Networks Inc

Technology
33K
+ 105.75%
$181.96 - $405.9 $6M - $13.4M
64.1K $11.7M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
34K
New
$28.3 - $30.67 $962K - $1.04M
34K $1M
AXP
American Express CO

Financial Services
818
+ 3.03%
$267.35 - $305.57 $219K - $250K
27.9K $8.27M
JKHY
Henry Jack & Associates Inc

Technology
5.18K
New
$171.12 - $186.18 $887K - $965K
5.18K $908K
COF
Capital One Financial Corp

Financial Services
4.97K
New
$145.19 - $192.01 $722K - $955K
4.97K $886K
BKR
Baker Hughes CO

Energy
21.4K
New
$35.98 - $44.88 $769K - $959K
21.4K $876K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
467
+ 5.54%
$1146.59 - $1270.6 $535K - $593K
8.89K $10.5M
CPRT
Copart Inc

Consumer Cyclical
14K
New
$51.36 - $63.8 $719K - $893K
14K $803K
AJG
Arthur J. Gallagher & Co.

Financial Services
2.83K
New
$278.49 - $315.16 $788K - $891K
2.83K $802K
WSO
Watsco Inc

Industrials
1.68K
New
$466.57 - $568.78 $783K - $955K
1.68K $795K
FICO
Fair Isaac Corp

Technology
380
New
$1911.01 - $2382.4 $726K - $905K
380 $756K
KR
Kroger CO

Consumer Defensive
12.3K
New
$55.21 - $63.3 $681K - $781K
12.3K $754K
SNA
Snap On Inc

Industrials
2.03K
+ 244.63%
$285.44 - $371.35 $579K - $753K
2.86K $969K
SCHG
Schwab Strategic Tr Us Large C

ETFs
54.6K
+ 478.14%
$25.93 - $105.3 $1.42M - $5.75M
66K $1.84M
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.01%
$246.06 - $292.59 $738 - $878
21.2K $5.9M
RBLX
Roblox Corp

Communication Services
5.05K
+ 21.4%
$39.86 - $61.45 $201K - $310K
28.6K $1.66M
BRO
Brown & Brown, Inc.

Financial Services
5.97K
New
$100.93 - $113.42 $603K - $677K
5.97K $609K
ACN
Accenture PLC

Technology
1.94K
+ 3.92%
$343.9 - $376.86 $668K - $731K
51.5K $18.1M
OKTA
Okta, Inc.

Technology
6.44K
+ 33.03%
$71.81 - $86.11 $462K - $554K
25.9K $2.04M
DVY
Ishares Tr

ETFs
4.71K
+ 52.04%
$129.55 - $143.41 $610K - $676K
13.8K $1.81M
MRVL
Marvell Technology, Inc.

Technology
1.58K
+ 14.95%
$70.31 - $124.78 $111K - $197K
12.1K $1.34M
AFL
Aflac Inc

Financial Services
6K
+ 91.2%
$100.37 - $115.27 $602K - $692K
12.6K $1.3M
STE
Steris PLC

Healthcare
2.73K
New
$204.34 - $235.7 $557K - $643K
2.73K $560K
NVO
Novo Nordisk A S

Healthcare
29.8K
+ 48.8%
$85.0 - $120.04 $2.53M - $3.58M
90.8K $7.81M
WDAY
Workday, Inc.

Technology
972
+ 4.91%
$233.85 - $279.91 $227K - $272K
20.8K $5.36M
XLV
Select Sector Spdr Fund Health

ETFs
4.56K
+ 62.17%
$136.28 - $154.74 $622K - $706K
11.9K $1.64M
BX
Blackstone Inc.

Financial Services
1.31K
+ 10.6%
$148.45 - $199.05 $195K - $261K
13.7K $2.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.62K
+ 2.33%
$55.73 - $66.16 $146K - $173K
115K $6.93M
ETR
Entergy Corp

Utilities
6.03K
New
$73.19 - $156.4 $441K - $943K
6.03K $457K
VO
Vanguard Mid Cap ETF

ETFs
1.68K
+ 11.44%
$261.5 - $284.63 $439K - $478K
16.4K $4.32M
MS
Morgan Stanley

Financial Services
2.27K
+ 41.82%
$104.42 - $134.99 $237K - $307K
7.71K $968K
RKLB
Rocket Lab Usa, Inc.

Industrials
15.7K
New
$9.23 - $28.44 $145K - $446K
15.7K $399K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26.7K
+ 17.81%
$34.13 - $37.35 $911K - $997K
176K $6.02M
CME
Cme Group Inc.

Financial Services
1.58K
+ 106.92%
$221.17 - $246.02 $349K - $388K
3.05K $708K
Activity Summary
Buys All Purchases 311 New Holdings 46 Increased Positions 265 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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