Adviser Investments LLC Purchases in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
6.1K
New
$32.48 - $35.45 $198K - $216K
6.1K $210K
IDV
Ishares Tr

ETFs
6.95K
New
$27.62 - $30.64 $192K - $213K
6.95K $210K
NYT
New York Times CO

Communication Services
3.72K
New
$51.1 - $55.66 $190K - $207K
3.72K $207K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.11K
New
$27.8 - $29.26 $198K - $208K
7.11K $206K
AOR
Ishares Tr Core Growth Allocat

ETFs
515
+ 0.87%
$55.15 - $59.31 $28.4K - $30.5K
59.9K $3.55M
PSA
Public Storage

Real Estate
561
New
$283.13 - $365.01 $159K - $205K
561 $204K
FTV
Fortive Corp

Technology
2.58K
New
$67.01 - $79.2 $173K - $204K
2.58K $203K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.02%
$61.11 - $67.85 $672 - $746
56.3K $3.82M
EXC
Exelon Corp

Utilities
1.7K
+ 7.56%
$34.24 - $40.55 $58.3K - $69K
24.2K $982K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.05K
New
$90.87 - $102.43 $186K - $209K
2.05K $202K
INTU
Intuit Inc

Technology
481
+ 16.7%
$602.97 - $670.49 $290K - $323K
3.36K $2.09M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.01K
+ 6.95%
$64.35 - $75.71 $65.2K - $76.7K
15.6K $1.15M
APH
Amphenol Corp

Technology
3.41K
+ 22.74%
$58.39 - $70.41 $199K - $240K
18.4K $1.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.35K
+ 28.7%
$31.05 - $34.29 $135K - $149K
19.5K $669K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.05%
$391.53 - $469.81 $783 - $940
4.21K $1.98M
TDVG
T Rowe Price Exchange Traded F

Technology
771
+ 1.32%
$37.87 - $40.96 $29.2K - $31.6K
59K $2.42M
ECL
Ecolab Inc.

Basic Materials
454
+ 14.3%
$228.86 - $255.76 $104K - $116K
3.63K $926K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
27
+ 0.6%
$523.84 - $572.02 $14.1K - $15.4K
4.51K $2.57M
NSC
Norfolk Southern Corp

Industrials
4
+ 0.08%
$213.75 - $259.69 $855 - $1.04K
5.01K $1.24M
RBLX
Roblox Corp

Communication Services
23
+ 0.1%
$36.18 - $47.64 $832 - $1.1K
23.6K $1.04M
IDXX
Idexx Laboratories Inc

Healthcare
136
+ 2.63%
$455.08 - $517.19 $61.9K - $70.3K
5.3K $2.68M
XYL
Xylem Inc.

Industrials
1.17K
+ 47.11%
$126.14 - $141.53 $148K - $166K
3.66K $494K
WM
Waste Management Inc

Industrials
856
+ 20.83%
$196.96 - $223.45 $169K - $191K
4.97K $1.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
257
+ 3.38%
$210.25 - $231.86 $54K - $59.6K
7.87K $1.76M
ACWI
Ishares Msci Acwi ETF

ETFs
376
+ 2.49%
$107.24 - $119.84 $40.3K - $45.1K
15.4K $1.85M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
1K
+ 2.72%
$31.39 - $35.47 $31.5K - $35.6K
37.9K $1.34M
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.04%
$211.35 - $255.11 $1.69K - $2.04K
21.2K $5.26M
MCO
Moodys Corp

Financial Services
30
+ 1.23%
$421.49 - $494.67 $12.6K - $14.8K
2.46K $1.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
110
+ 3.88%
$386.81 - $423.12 $42.5K - $46.5K
2.95K $1.25M
MDT
Medtronic PLC

Healthcare
224
+ 2.25%
$76.84 - $91.03 $17.2K - $20.4K
10.2K $916K
UL
Unilever PLC

Consumer Defensive
1.35K
+ 32.56%
$54.7 - $65.59 $73.9K - $88.6K
5.5K $357K
DVY
Ishares Tr

ETFs
6
+ 0.07%
$119.99 - $135.74 $720 - $814
9.05K $1.22M
PLTM
Granite Shares Platinum Trust

ETFs
13K
New
$8.79 - $9.97 $115K - $130K
13K $124K
NOC
Northrop Grumman Corp

Industrials
122
+ 19.27%
$423.73 - $533.14 $51.7K - $65K
755 $398K
URI
United Rentals, Inc.

Industrials
3
+ 0.41%
$627.41 - $814.1 $1.88K - $2.44K
737 $596K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
25
+ 0.32%
$125.95 - $142.04 $3.15K - $3.55K
7.89K $1.12M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
13.1K
New
$8.26 - $12.16 $108K - $159K
13.1K $117K
ADI
Analog Devices Inc

Technology
388
+ 3.23%
$200.56 - $243.33 $77.8K - $94.4K
12.4K $2.85M
XLU
Utilities Sector Spdr

ETFs
2
+ 0.02%
$67.67 - $80.78 $135 - $162
8.52K $688K
VDE
Vanguard Energy ETF

ETFs
915
+ 42.58%
$117.44 - $131.06 $107K - $120K
3.06K $375K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
415
+ 3.34%
$75.47 - $83.18 $31.3K - $34.5K
12.8K $1.07M
XLK
Technology Sector Spdr

ETFs
461
+ 4.79%
$197.34 - $237.68 $91K - $110K
10.1K $2.28M
UPS
United Parcel Service Inc

Industrials
1.07K
+ 1.32%
$123.32 - $147.38 $131K - $157K
81.9K $11.2M
ZTS
Zoetis Inc.

Healthcare
87
+ 2.36%
$172.58 - $196.48 $15K - $17.1K
3.78K $738K
TDG
Trans Digm Group Inc

Industrials
16
+ 3.64%
$1202.03 - $1427.41 $19.2K - $22.8K
455 $649K
NVS
Novartis Ag

Healthcare
40
+ 0.43%
$106.13 - $120.89 $4.25K - $4.84K
9.41K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
40
+ 0.21%
$135.05 - $148.35 $5.4K - $5.93K
19K $2.71M
MGV
Vanguard Mega Cap Value

ETFs
103
+ 1.48%
$118.0 - $128.28 $12.2K - $13.2K
7.08K $907K
RDVY
First Trust Rising Dividend Ac

ETFs
151
+ 0.98%
$53.68 - $59.24 $8.11K - $8.95K
15.6K $924K
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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