Adviser Investments LLC Incresed Positions in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
16.3K
+ 1.96%
$221.69 - $259.02 $3.62M - $4.23M
850K $213M
AVGO
Broadcom Inc.

Technology
9.44K
+ 3.8%
$159.67 - $250.0 $1.51M - $2.36M
258K $59.8M
MRK
Merck & Co., Inc.

Healthcare
207K
+ 61.19%
$96.31 - $114.76 $20M - $23.8M
547K $54.4M
TPL
Texas Pacific Land Corp

Energy
13K
+ 359.93%
$915.49 - $1730.0 $11.9M - $22.5M
16.6K $18.4M
CB
Chubb LTD

Financial Services
51.5K
+ 297.71%
$271.57 - $301.89 $14M - $15.6M
68.9K $19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
26.3K
+ 319.32%
$481.22 - $538.17 $12.6M - $14.1M
34.5K $17.6M
JPM
Jpmorgan Chase & CO

Financial Services
3.5K
+ 0.81%
$205.18 - $250.29 $718K - $876K
437K $105M
SPGI
S&P Global Inc.

Financial Services
26.4K
+ 370.56%
$480.36 - $529.17 $12.7M - $14M
33.5K $16.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
23.3K
+ 17.91%
$370.24 - $418.94 $8.63M - $9.77M
154K $61.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
18K
+ 4518.05%
$701.85 - $1046.91 $12.7M - $18.9M
18.4K $13.1M
ASML
Asml Holding Nv

Technology
18.4K
+ 167.77%
$658.43 - $872.27 $12.1M - $16.1M
29.4K $20.4M
HYG
Ishares Tr

ETFs
136K
+ 2128.49%
$78.09 - $80.04 $10.6M - $10.9M
143K $11.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
128K
+ 3608.78%
$81.68 - $82.93 $10.4M - $10.6M
131K $10.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
20.4K
+ 6.78%
$264.18 - $304.19 $5.38M - $6.2M
321K $89.8M
FDX
Fedex Corp

Industrials
25.8K
+ 46.76%
$260.5 - $305.15 $6.73M - $7.88M
81K $22.8M
BA
Boeing CO

Industrials
38.6K
+ 161.97%
$138.14 - $180.72 $5.33M - $6.97M
62.4K $11M
PINS
Pinterest, Inc.

Communication Services
252K
+ 3349.27%
$28.24 - $34.15 $7.11M - $8.6M
259K $7.52M
NVDA
Nvidia Corp

Technology
27.6K
+ 10.09%
$117.0 - $148.88 $3.23M - $4.11M
301K $40.5M
AMZN
Amazon Com Inc

Consumer Cyclical
5.39K
+ 3.26%
$180.88 - $232.93 $974K - $1.25M
171K $37.4M
MSFT
Microsoft Corp

Technology
23.3K
+ 6.01%
$406.35 - $454.46 $9.48M - $10.6M
411K $173M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.59K
+ 8.57%
$567.81 - $607.81 $4.88M - $5.22M
109K $63.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.1K
+ 15.12%
$521.84 - $558.82 $5.26M - $5.63M
76.7K $41.3M
GOOGL
Alphabet Inc.

Communication Services
5.54K
+ 2.66%
$161.86 - $196.66 $897K - $1.09M
214K $40.5M
VBR
Vanguard Small Cap Value ETF

ETFs
33.9K
+ 8.98%
$197.36 - $217.3 $6.69M - $7.36M
411K $81.5M
DUK
Duke Energy Corp

Utilities
55.9K
+ 111.36%
$105.76 - $120.76 $5.91M - $6.75M
106K $11.4M
DHI
Horton D R Inc

Consumer Cyclical
40.4K
+ 2355.86%
$137.24 - $194.56 $5.54M - $7.86M
42.1K $5.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82K
+ 46.63%
$61.68 - $67.87 $5.06M - $5.57M
258K $16.1M
FSLR
First Solar, Inc.

Technology
30.2K
+ 787.87%
$175.88 - $240.66 $5.31M - $7.27M
34K $6M
MU
Micron Technology Inc

Technology
60.9K
+ 1188.64%
$84.16 - $113.41 $5.13M - $6.91M
66K $5.56M
GOOG
Alphabet Inc.

Communication Services
4.44K
+ 2.83%
$163.08 - $198.16 $725K - $880K
162K $30.8M
IVV
Ishares Core S&P 500 ETF

ETFs
3.13K
+ 1.52%
$570.51 - $610.59 $1.79M - $1.91M
209K $123M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.3K
+ 27.96%
$113.92 - $127.38 $4.47M - $5M
180K $20.7M
QCOM
Qualcomm Inc

Technology
42.2K
+ 29.72%
$150.4 - $178.04 $6.35M - $7.52M
184K $28.3M
IEFA
Ishares Tr

ETFs
62.6K
+ 75.35%
$70.06 - $77.43 $4.39M - $4.85M
146K $10.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
311K
+ 11.49%
$44.04 - $49.49 $13.7M - $15.4M
3.02M $133M
HON
Honeywell International Inc

Industrials
3.74K
+ 2.89%
$202.84 - $236.0 $759K - $883K
133K $30.1M
EFG
Msci Eafe Growth ETF

ETFs
45K
+ 34.86%
$96.83 - $106.88 $4.36M - $4.81M
174K $16.9M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
117K
+ 686.11%
$24.5 - $25.72 $2.86M - $3M
134K $3.29M
JNJ
Johnson & Johnson

Healthcare
55.7K
+ 17.98%
$143.34 - $165.86 $7.98M - $9.24M
366K $52.9M
MA
Mastercard Inc

Financial Services
4.14K
+ 37.62%
$491.3 - $536.15 $2.04M - $2.22M
15.2K $7.98M
NOW
Service Now, Inc.

Technology
1.24K
+ 16.74%
$867.18 - $1148.42 $1.07M - $1.42M
8.63K $9.14M
CSCO
Cisco Systems, Inc.

Technology
13.5K
+ 6.77%
$52.45 - $60.02 $707K - $809K
212K $12.6M
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
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
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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