Adviser Investments LLC Purchases in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
93
+ 2.07%
N/A
4.59K $349K
YUM
Yum Brands Inc

Consumer Cyclical
200
+ 5.05%
$130.36 - $139.54 $26.1K - $27.9K
4.16K $557K
MDT
Medtronic PLC

Healthcare
1.35K
+ 13.28%
$79.61 - $92.24 $108K - $125K
11.5K $921K
GNRC
Generac Holdings Inc.

Industrials
59
+ 4.01%
$154.28 - $195.11 $9.1K - $11.5K
1.53K $237K
NEAR
Blackrock Short Maturity Bond

ETFs
153
+ 1.73%
$50.28 - $51.08 $7.69K - $7.82K
8.98K $453K
Tidal Trust Iii
4.81K
+ 2.18%
N/A
226K $0
Lam Research Corp
40.3K
New
N/A
40.3K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
71.4K
+ 102.76%
N/A
141K $0
Biohaven LTD
5.3K
+ 81.54%
N/A
11.8K $0
Ishares Bitcoin Trust ETF
9.85K
New
N/A
9.85K $0
Sharkninja Inc
16.2K
New
N/A
16.2K $0
Veralto Corp
175
+ 9.66%
N/A
1.99K $0
Blackrock Inc
24.8K
New
N/A
24.8K $0
Fidelity Covington Trust
32
+ 0.29%
N/A
11.1K $0
IWN
Ishares Russell2000 Val ETF

ETFs
363
+ 1.61%
$162.69 - $181.35 $59.1K - $65.8K
22.9K $3.76M
BFB
Brown Forman Corp Cl B
540
+ 6.71%
N/A
8.59K $0
FGRO
Fidelity Covington Tr

ETFs
4
+ 0.04%
N/A
9.6K $215K
HEIA
Heico Crp Cl A
1.81K
New
N/A
1.81K $0
Fidelity Covington Trust
20K
New
N/A
20K $0
NHC
National Healthcare Corp

Healthcare
300
+ 16.67%
$107.42 - $135.75 $32.2K - $40.7K
2.1K $225K
GDIV
Harbor ETF Tr Divid Growth Lea

ETFs
112
+ 0.67%
$15.07 - $15.75 $1.69K - $1.76K
16.8K $256K
VLO
Valero Energy Corp

Energy
179
+ 9.31%
$118.59 - $144.02 $21.2K - $25.8K
2.1K $257K
ACWI
Ishares Msci Acwi ETF

ETFs
231
+ 1.5%
$117.05 - $123.03 $27K - $28.4K
15.7K $1.84M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
633
+ 3.5%
$22.65 - $23.8 $14.3K - $15.1K
18.7K $425K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
25.5K
+ 198.64%
$27.54 - $83.04 $702K - $2.12M
38.3K $1.06M
XHS
Spdr S&P Health Care Services

ETFs
85
+ 3.84%
$89.61 - $98.48 $7.62K - $8.37K
2.3K $207K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.04%
$90.66 - $99.46 $272 - $298
8.17K $742K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.84K
+ 3.07%
$57.32 - $59.66 $105K - $110K
61.7K $3.54M
PHO
Invesco Exchange Traded Fd Tr

ETFs
151
+ 3.63%
$65.79 - $72.14 $9.93K - $10.9K
4.31K $283K
WM
Waste Management Inc

Industrials
86
+ 1.73%
$201.79 - $228.46 $17.4K - $19.6K
5.05K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
64
+ 1.02%
$174.22 - $187.62 $11.2K - $12K
6.36K $1.11M
GIS
General Mills Inc

Consumer Defensive
4.5K
+ 15.01%
$62.78 - $74.62 $282K - $336K
34.5K $2.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.39K
+ 9.61%
$114.08 - $125.68 $387K - $426K
38.7K $4.43M
GPC
Genuine Parts CO

Consumer Cyclical
332
+ 13.72%
$113.11 - $143.63 $37.6K - $47.7K
2.75K $321K
VCIT
Vanguard Intermediate Term Cor

ETFs
67
+ 0.94%
$80.13 - $83.77 $5.37K - $5.61K
7.22K $579K
VT
Vanguard Total World Stk Index

ETFs
803
+ 1.56%
$117.09 - $123.07 $94K - $98.8K
52.1K $6.12M
CMF
Ishares California Muni Bond E

ETFs
4.86K
+ 1.35%
$56.66 - $58.1 $275K - $282K
366K $21M
SHEL
Shell PLC

Energy
5
+ 0.07%
$60.63 - $70.23 $303 - $351
6.83K $428K
DD
Du Pont De Nemours, Inc.

Basic Materials
295
+ 7.56%
$75.95 - $88.05 $22.4K - $26K
4.2K $320K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
344
+ 1.67%
$91.94 - $100.02 $31.6K - $34.4K
20.9K $1.93M
OTIS
Otis Worldwide Corp

Industrials
18
+ 0.64%
$92.57 - $106.01 $1.67K - $1.91K
2.84K $262K
NOC
Northrop Grumman Corp

Industrials
25
+ 3.31%
$466.52 - $543.88 $11.7K - $13.6K
780 $366K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20
+ 0.22%
$74.5 - $78.37 $1.49K - $1.57K
9.22K $689K
IDEV
Ishares Core Msci Intl Develop

ETFs
872
+ 6.06%
$64.18 - $70.42 $56K - $61.4K
15.3K $984K
TDVG
T Rowe Price Exchange Traded F

Technology
1.14K
+ 1.93%
$39.51 - $41.92 $45K - $47.8K
60.1K $2.38M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
864
+ 1.63%
$74.71 - $79.24 $64.5K - $68.5K
53.8K $4.13M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.01%
$74.89 - $82.93 $74.9 - $82.9
8.52K $645K
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 9.01%
$1666.0 - $2117.3 $33.3K - $42.3K
242 $411K
SHW
Sherwin Williams CO

Basic Materials
233
+ 7.79%
$338.75 - $399.71 $78.9K - $93.1K
3.22K $1.1M
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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