Adviser Investments LLC Purchases in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
80
+ 1.89%
$362.95 - $502.38 $29K - $40.2K
4.32K $1.93M
WRB
Berkley W R Corp

Financial Services
6.14K
New
$56.48 - $64.94 $347K - $399K
6.14K $359K
PLTR
Palantir Technologies Inc.

Technology
4.75K
New
$36.46 - $82.38 $173K - $392K
4.75K $359K
SHOP
Shopify Inc.

Technology
3.35K
New
$78.14 - $119.49 $262K - $400K
3.35K $355K
PCAR
Paccar Inc

Industrials
3.24K
+ 133.7%
$97.92 - $118.41 $317K - $384K
5.67K $589K
VGT
Vanguard Information Technolog

ETFs
261
+ 4.95%
$571.78 - $647.97 $149K - $169K
5.53K $3.44M
WFC
Wells Fargo & Company

Financial Services
1.43K
+ 7.99%
$54.98 - $77.35 $78.5K - $110K
19.3K $1.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.03%
$241.48 - $274.89 $2.17K - $2.47K
32.5K $8.26M
ROK
Rockwell Automation, Inc

Industrials
1.03K
+ 45.13%
$264.65 - $302.92 $273K - $313K
3.32K $949K
BMY
Bristol Myers Squibb CO

Healthcare
38
+ 0.06%
$51.92 - $59.94 $1.97K - $2.28K
68.9K $3.9M
STT
State Street Corp

Financial Services
3.35K
New
$85.96 - $100.78 $288K - $338K
3.35K $328K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.42K
+ 127.27%
$124.61 - $133.96 $302K - $324K
4.33K $557K
AZO
Autozone Inc

Consumer Cyclical
88
+ 17.29%
$2981.19 - $3370.27 $262K - $297K
597 $1.91M
ABT
Abbott Laboratories

Healthcare
4.71K
+ 1.88%
$111.93 - $119.39 $527K - $562K
255K $28.8M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.94K
New
$64.79 - $77.75 $255K - $306K
3.94K $303K
INTU
Intuit Inc

Technology
433
+ 12.88%
$602.01 - $706.25 $261K - $306K
3.8K $2.39M
ADI
Analog Devices Inc

Technology
2.42K
+ 19.54%
$206.35 - $236.48 $500K - $573K
14.8K $3.15M
DE
Deere & CO

Industrials
533
+ 6.32%
$389.45 - $466.0 $208K - $248K
8.96K $3.8M
ROP
Roper Technologies Inc

Industrials
840
+ 19.11%
$519.85 - $575.95 $437K - $484K
5.24K $2.72M
CVX
Chevron Corp

Energy
3.96K
+ 3.12%
$141.15 - $162.53 $558K - $643K
131K $19M
FTNT
Fortinet, Inc.

Technology
1
+ 0.01%
$76.49 - $99.21 $76.5 - $99.2
15.1K $1.43M
AVB
Avalonbay Communities Inc

Real Estate
1.63K
+ 7.86%
$216.28 - $237.81 $353K - $389K
22.4K $4.93M
AON
Aon PLC

Financial Services
695
New
$344.14 - $393.31 $239K - $273K
695 $249K
XLY
Select Sector Spdr Consumer Di

ETFs
513
+ 9.29%
$194.8 - $239.43 $99.9K - $123K
6.04K $1.35M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 0.28%
$471.27 - $550.62 $9.9K - $11.6K
7.64K $3.99M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3.81K
New
$63.15 - $75.4 $240K - $287K
3.81K $244K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
639
New
$260.53 - $404.79 $166K - $259K
639 $244K
PYPL
Pay Pal Holdings, Inc.

Financial Services
502
+ 1.84%
$77.25 - $91.3 $38.8K - $45.8K
27.7K $2.37M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.31K
+ 84.78%
$99.11 - $112.25 $229K - $259K
5.03K $526K
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.7K
New
$48.87 - $53.53 $230K - $252K
4.7K $230K
DXCM
Dexcom Inc

Healthcare
2.97K
New
$65.68 - $81.01 $195K - $241K
2.97K $230K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.75K
+ 62.37%
$38.37 - $42.82 $259K - $289K
17.6K $673K
VMC
Vulcan Materials CO

Basic Materials
868
New
$237.95 - $292.31 $207K - $254K
868 $223K
MLM
Martin Marietta Materials Inc

Basic Materials
426
New
$516.5 - $619.58 $220K - $264K
426 $220K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.98K
+ 66.58%
$104.59 - $118.05 $207K - $233K
4.94K $536K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.8K
+ 12.2%
$31.23 - $33.51 $400K - $430K
118K $3.71M
XLE
Energy Sector Spdr

ETFs
2.49K
New
$83.32 - $97.27 $207K - $242K
2.49K $213K
COIN
Coinbase Global, Inc.

Technology
201
+ 8.71%
$163.17 - $343.62 $32.8K - $69.1K
2.51K $622K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
733
New
$278.19 - $315.36 $204K - $231K
733 $210K
APH
Amphenol Corp

Technology
1.8K
+ 9.76%
$62.07 - $75.35 $112K - $135K
20.2K $1.4M
XLC
Select Sector Spdr Tr Communic

ETFs
2.09K
New
$89.66 - $102.16 $187K - $214K
2.09K $202K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.84K
New
$107.06 - $123.74 $197K - $228K
1.84K $201K
XLK
Technology Sector Spdr

ETFs
567
+ 5.62%
$220.26 - $241.44 $125K - $137K
10.7K $2.48M
COP
Conocophillips

Energy
2.44K
+ 33.52%
$95.12 - $114.72 $232K - $279K
9.7K $962K
MGV
Vanguard Mega Cap Value

ETFs
1.62K
+ 22.92%
$124.06 - $133.48 $201K - $217K
8.7K $1.09M
IWB
Ishares Tr Russell 1000 ETF

ETFs
267
+ 2.22%
$311.11 - $335.64 $83.1K - $89.6K
12.3K $3.95M
ADSK
Autodesk, Inc.

Technology
715
New
N/A
715 $175K
IEMG
Ishares Inc

ETFs
3.14K
+ 8.27%
N/A
41.1K $2.2M
GM
General Motors CO

Consumer Cyclical
2.04K
+ 30.14%
$44.82 - $60.2 $91.3K - $123K
8.79K $468K
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
Track This Portfolio

Track Adviser Investments LLC Portfolio

Follow Adviser Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email