Adviser Investments LLC Portfolio Holdings
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
Adviser Investments LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.03 Billion distributed in 894 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $1.04B, Vanguard Value ETF with a value of $832M, Vanguard Ftse Developed Market with a value of $537M, Vanguard Intermediate Term Tre with a value of $501M, and Spdr Ser Tr Spdr Portfolio Cor with a value of $395M.
Examining the 13F form we can see an increase of $84.6M in the current position value, from $7.95B to 8.03B.
Below you can find more details about Adviser Investments LLC portfolio as well as his latest detailed transactions.
Portfolio value
$8.03 Billion
ETFs: $5.53 Billion
Technology: $734 Million
Financial Services: $360 Million
Healthcare: $357 Million
Industrials: $243 Million
Consumer Defensive: $235 Million
Consumer Cyclical: $233 Million
Communication Services: $151 Million
Other: $165 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 894
- Current Value $8.03 Billion
- Prior Value $7.95 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 46 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 178 stocks