Adviser Investments LLC New Holdings in Q4 2024

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
806K
New
$67.27 - $79.67 $54.2M - $64.2M
806K $54.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
781K
New
$68.62 - $82.57 $53.6M - $64.5M
781K $53.6M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
514K
New
$20.98 - $21.19 $10.8M - $10.9M
514K $10.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
208K
New
$51.33 - $53.74 $10.7M - $11.2M
208K $10.7M
SPG
Simon Property Group Inc

Real Estate
39.5K
New
$167.23 - $183.84 $6.6M - $7.26M
39.5K $6.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
30.5K
New
$178.39 - $215.0 $5.44M - $6.56M
30.5K $5.88M
IAI
Ishares Tr Us Broker Dealers &

ETFs
22.4K
New
$127.59 - $153.41 $2.86M - $3.44M
22.4K $3.23M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
19.1K
New
$47.29 - $84.74 $906K - $1.62M
19.1K $1.43M
VTWO
Vanguard Russell 2000 ETF

ETFs
13.7K
New
$87.42 - $98.06 $1.2M - $1.34M
13.7K $1.22M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
34K
New
$28.3 - $30.67 $962K - $1.04M
34K $1M
COF
Capital One Financial Corp

Financial Services
4.97K
New
$145.19 - $192.01 $722K - $955K
4.97K $886K
BKR
Baker Hughes CO

Energy
21.4K
New
$35.98 - $44.88 $769K - $959K
21.4K $876K
CPRT
Copart Inc

Consumer Cyclical
14K
New
$51.36 - $63.8 $719K - $893K
14K $803K
AJG
Arthur J. Gallagher & Co.

Financial Services
2.83K
New
$278.49 - $315.16 $788K - $891K
2.83K $802K
WSO
Watsco Inc

Industrials
1.68K
New
$466.57 - $568.78 $783K - $955K
1.68K $795K
FICO
Fair Isaac Corp

Technology
380
New
$1911.01 - $2382.4 $726K - $905K
380 $756K
KR
Kroger CO

Consumer Defensive
12.3K
New
$55.21 - $63.3 $681K - $781K
12.3K $754K
BRO
Brown & Brown, Inc.

Financial Services
5.97K
New
$100.93 - $113.42 $603K - $677K
5.97K $609K
STE
Steris PLC

Healthcare
2.73K
New
$204.34 - $235.7 $557K - $643K
2.73K $560K
ETR
Entergy Corp

Utilities
6.03K
New
$73.19 - $156.4 $441K - $943K
6.03K $457K
RKLB
Rocket Lab Usa, Inc.

Industrials
15.7K
New
$9.23 - $28.44 $145K - $446K
15.7K $399K
PLTR
Palantir Technologies Inc.

Technology
4.75K
New
$36.46 - $82.38 $173K - $392K
4.75K $359K
WRB
Berkley W R Corp

Financial Services
6.14K
New
$56.48 - $64.94 $347K - $399K
6.14K $359K
SHOP
Shopify Inc.

Technology
3.35K
New
$78.14 - $119.49 $262K - $400K
3.35K $355K
STT
State Street Corp

Financial Services
3.35K
New
$85.96 - $100.78 $288K - $338K
3.35K $328K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
3.94K
New
$64.79 - $77.75 $255K - $306K
3.94K $303K
AON
Aon PLC

Financial Services
695
New
$344.14 - $393.31 $239K - $273K
695 $249K
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
DXCM
Dexcom Inc

Healthcare
2.97K
New
$65.68 - $81.01 $195K - $241K
2.97K $230K
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.7K
New
$48.87 - $53.53 $230K - $252K
4.7K $230K
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
XLE
Energy Sector Spdr

ETFs
2.49K
New
$83.32 - $97.27 $207K - $242K
2.49K $213K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
733
New
$278.19 - $315.36 $204K - $231K
733 $210K
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
ADSK
Autodesk, Inc.

Technology
715
New
N/A
715 $175K
Techtarget Inc
22.5K
New
N/A
22.5K $0
Blackrock Inc
24.8K
New
N/A
24.8K $0
Ishares Bitcoin Trust ETF
9.85K
New
N/A
9.85K $0
Sharkninja Inc
16.2K
New
N/A
16.2K $0
Fidelity Covington Trust
20K
New
N/A
20K $0
Lam Research Corp
40.3K
New
N/A
40.3K $0
HEIA
Heico Crp Cl A
1.81K
New
N/A
1.81K $0
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