Adviser Investments LLC Incresed Positions in Q3 2024

Adviser Investments LLC

  • $7.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
12
+ 0.42%
N/A
2.86K $358K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 0.5%
$1024.09 - $1201.76 $2.05K - $2.4K
399 $419K
SNOW
Snowflake Inc.

Technology
424
+ 18.43%
$108.56 - $143.02 $46K - $60.6K
2.72K $312K
NVDA
Nvidia Corp

Technology
4.69K
+ 1.74%
$98.91 - $134.91 $464K - $633K
274K $33.2M
SCMB
Schwab Strategic Tr Mun Bd ETF
655
+ 0.95%
N/A
69.5K $0
Ge Vernova Inc
904
+ 18.81%
N/A
5.71K $0
Fidelity Covington Trust
34
+ 0.31%
N/A
11K $0
BFB
Brown Forman Corp Cl B
356
+ 4.63%
N/A
8.05K $0
Linde PLC
14.6K
+ 28.0%
N/A
66.5K $0
Tidal Trust Iii
16.1K
+ 7.84%
N/A
221K $0
Ge Healthcare Technologies I
70.2K
+ 1462.57%
N/A
75.1K $0
GM
General Motors CO

Consumer Cyclical
79
+ 1.18%
$39.95 - $49.9 $3.16K - $3.94K
6.76K $302K
HST
Host Hotels & Resorts, Inc.

Real Estate
7
+ 0.03%
$15.92 - $18.86 $111 - $132
26.2K $460K
SBR
Sabine Royalty Trust

Energy
18
+ 0.18%
$59.42 - $67.35 $1.07K - $1.21K
10.3K $633K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
25
+ 1.04%
$211.47 - $281.27 $5.29K - $7.03K
2.43K $595K
COP
Conocophillips

Energy
268
+ 3.83%
$102.3 - $116.61 $27.4K - $31.3K
7.27K $765K
CNI
Canadian National Railway CO

Industrials
7
+ 0.02%
$110.1 - $123.65 $771 - $866
37.7K $4.41M
VLO
Valero Energy Corp

Energy
2
+ 0.1%
$132.81 - $163.48 $266 - $327
1.92K $259K
SHEL
Shell PLC

Energy
1
+ 0.01%
$65.65 - $73.28 $65.7 - $73.3
6.82K $449K
PSX
Phillips 66

Energy
124
+ 1.96%
$125.0 - $147.17 $15.5K - $18.2K
6.45K $847K
DPZ
Dominos Pizza Inc

Consumer Cyclical
7
+ 1.11%
$402.52 - $505.35 $2.82K - $3.54K
640 $275K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.04%
$158.61 - $180.75 $317 - $362
4.97K $810K
PINS
Pinterest, Inc.

Communication Services
36
+ 0.48%
$28.66 - $43.51 $1.03K - $1.57K
7.52K $243K
HAL
Halliburton CO

Energy
381
+ 1.72%
$27.81 - $36.44 $10.6K - $13.9K
22.5K $652K
COIN
Coinbase Global, Inc.

Technology
12
+ 0.52%
$147.09 - $265.15 $1.77K - $3.18K
2.31K $411K
CLF
Cleveland Cliffs Inc.

Basic Materials
11.1K
+ 10.63%
$10.91 - $16.21 $121K - $180K
116K $1.48M
TTGT
Tech Target Inc

Communication Services
479
+ 2.17%
$23.36 - $34.75 $11.2K - $16.6K
22.5K $551K
HUM
Humana Inc

Healthcare
1
+ 0.04%
$310.25 - $404.52 $310 - $405
2.64K $835K
BP
Bp PLC

Energy
279
+ 0.71%
$30.78 - $37.05 $8.59K - $10.3K
39.7K $1.25M
ADBE
Adobe Inc.

Technology
94
+ 1.46%
$508.13 - $586.55 $47.8K - $55.1K
6.53K $3.38M
TER
Teradyne, Inc

Technology
980
+ 3.71%
$114.25 - $163.0 $112K - $160K
27.4K $3.67M
OKTA
Okta, Inc.

Technology
19
+ 0.1%
$71.0 - $100.39 $1.35K - $1.91K
19.5K $1.45M
AMAT
Applied Materials Inc

Technology
41
+ 0.31%
$174.88 - $254.97 $7.17K - $10.5K
13.2K $2.66M
GOOGL
Alphabet Inc.

Communication Services
14.9K
+ 7.73%
$148.65 - $191.18 $2.22M - $2.86M
208K $34.5M
HON
Honeywell International Inc

Industrials
892
+ 0.69%
$196.73 - $220.21 $175K - $196K
129K $26.7M
KLAC
Kla Corp

Technology
20
+ 0.13%
$696.17 - $892.35 $13.9K - $17.8K
15.1K $11.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
14
+ 0.04%
$113.01 - $154.34 $1.58K - $2.16K
35K $4.44M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 0.74%
$161.02 - $200.0 $195K - $242K
165K $30.8M
CVX
Chevron Corp

Energy
1.46K
+ 1.16%
$137.88 - $161.97 $201K - $236K
127K $18.7M
GOOG
Alphabet Inc.

Communication Services
5.9K
+ 3.9%
$149.54 - $192.66 $882K - $1.14M
157K $26.3M
ASML
Asml Holding Nv

Technology
388
+ 3.66%
$749.82 - $1098.95 $291K - $426K
11K $9.16M
MSFT
Microsoft Corp

Technology
6.6K
+ 1.73%
$395.15 - $467.56 $2.61M - $3.09M
388K $167M
QCOM
Qualcomm Inc

Technology
899
+ 0.64%
$156.12 - $209.64 $140K - $188K
142K $24.2M
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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