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  Name: Adviser Investments LLC
  City: NEWTON
  State: MA
  Zip: 02459
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $7,430,646,000
  Total Value Change : $419,534,000
  Securities Held Change : 18
   
All Securities Held : 534
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $342.82 $897,410,000 2,607,233 % 47,401,000 -126,969 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $159.58 $773,752,000 4,751,024 % 79,964,000 110,300 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $49.56 $536,764,000 10,698,914 % 32,211,000 165,455 0    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter - $57.67 $507,782,000 8,672,630 % 3,824,000 177,042 0    N/A
   (CBND)1 Year Chart         CBND Spdr Barclays Capital Issue... - $28.56 $377,120,000 12,955,011 % 3,681,000 257,338 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... - $107.02 $297,537,000 2,765,210 % 1,656,000 35,935 0    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond - $90.82 $210,594,000 2,278,662 % 272,000 43,102 0    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf - $50.26 $160,082,000 3,163,683 % 4,176,000 109,692 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $410.54 $159,350,000 378,755 % 14,929,000 -5,303 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $182.74 $140,699,000 820,500 % -19,389,000 -10,996 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $519.81 $109,893,000 209,029 % 18,772,000 18,253 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $43.20 $109,808,000 2,628,881 % 7,396,000 137,112 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $195.65 $82,609,000 412,427 % 10,184,000 -13,352 0    N/A
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS - $249.84 $77,342,000 296,649 % 6,912,000 5,338 0    N/A
   (VFVA)1 Year Chart         VFVA Vanguard Us Value Factor Etf - $0.00 $73,336,000 614,512 % 3,749,000 -3,108 0    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER - $186.44 $70,606,000 367,971 % 5,740,000 7,542 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $335.19 $61,730,000 183,147 % 14,237,000 26,491 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $160.45 $55,907,000 307,011 % 6,330,000 -12,903 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy - $72.85 $50,313,000 787,242 % -4,038,000 -107,580 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $517.19 $48,656,000 93,020 % 7,071,000 5,530 0    N/A
   (V)1 Year Chart         V Visa Inc - $277.19 $48,394,000 173,406 % 2,782,000 -1,790 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $148.95 $48,009,000 303,488 % -109,000 -3,503 0    N/A
   (ANTM)1 Year Chart         ANTM Anthem Inc - $533.35 $43,861,000 84,585 % 1,788,000 -4,636 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp - $763.41 $43,606,000 59,519 % -5,932,000 -15,530 0    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value - $182.16 $43,580,000 233,287 % -10,953,000 -80,318 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... New $0.00 $42,565,000 258,989 % 42,565,000 258,989 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $165.07 $42,488,000 261,867 % -2,192,000 -43,034 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc - $338.83 $42,400,000 110,533 % 3,468,000 -1,808 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $406.37 $40,734,000 96,867 % 1,553,000 -12,989 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc - $177.41 $38,706,000 221,163 % 1,769,000 3,681 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $37,503,000 284,219 % 5,486,000 -9,463 0.011    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.24 $36,453,000 605,841 % 6,828,000 417,923 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co - $775.00 $35,990,000 46,262 % 1,553,000 -12,815 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $256.30 $34,858,000 134,119 % 2,955,000 -367 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $268.49 $34,496,000 122,349 % -15,664,000 -46,819 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $116.15 $31,795,000 273,532 % 4,404,000 -431 0    N/A
   (TGT)1 Year Chart         TGT Target Corp - $159.59 $30,582,000 172,573 % 4,328,000 -11,770 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $169.38 $29,520,000 195,590 % -604,000 -20,061 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $188.00 $28,813,000 159,734 % 3,711,000 -5,476 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited - $1,325.37 $28,623,000 21,595 % -11,419,000 -14,276 0    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories - $104.94 $27,437,000 241,396 % 116,000 -6,818 0    N/A
   (UNP)1 Year Chart         UNP Union Pacific Corp - $245.90 $27,397,000 111,401 % -575,000 -2,485 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc - $198.05 $26,480,000 129,016 % 4,831,000 25,783 0    N/A
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf - $475.42 $26,266,000 54,640 % 12,477,000 23,073 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $472.60 $25,839,000 53,213 % 5,142,000 -5,261 0    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc - $98.50 $25,630,000 252,712 % 2,702,000 8,307 0    N/A
   (USXF)1 Year Chart         USXF Ishares Esg Advanced Msci U... - $0.00 $25,044,000 554,682 % 2,723,000 -5,875 0    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp - $39.05 $24,604,000 567,570 % 5,432,000 130,352 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc - $427.71 $24,256,000 52,241 % 2,907,000 260 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $180.55 $24,164,000 142,726 % 2,936,000 -4,045 0    N/A
   (FDX)1 Year Chart         FDX Fedex Corp - $258.01 $23,925,000 82,576 % 4,329,000 5,113 0    N/A
   (NKE)1 Year Chart         NKE Nike Inc B - $93.59 $23,858,000 253,860 % -4,653,000 -8,747 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp - $117.39 $23,399,000 186,280 % 3,072,000 -6,520 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $179.14 $23,250,000 127,320 % 1,180,000 -2,196 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $171.16 $23,091,000 151,656 % 377,000 -9,517 0    N/A
   (C)1 Year Chart         C Citigroup Inc - $62.75 $22,383,000 353,931 % 19,131,000 290,706 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp - $101.02 $22,223,000 227,854 % 2,489,000 -6,681 0.016    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $904.12 $22,042,000 24,395 % 8,787,000 -2,372 0    N/A
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp - $224.11 $21,617,000 88,964 % 1,412,000 -9,416 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp - $76.40 $21,502,000 297,239 % -446,000 -21,767 0    N/A
   (BLK)1 Year Chart         BLK BlackRock Inc A - $778.33 $20,870,000 25,033 % 125,000 -522 0    N/A
   (FHLC)1 Year Chart         FHLC Fidelity Msci Health Care I... - $66.94 $19,506,000 279,571 % 638,000 -12,093 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $162.54 $19,451,000 123,310 % 1,124,000 442 0    N/A
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF - $0.00 $19,401,000 186,928 % 409,000 -9,164 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $108.26 $19,205,000 173,768 % -5,267,000 -52,305 0    N/A
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... - $57.19 $19,203,000 333,737 % -50,000 1,439 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp - $466.16 $18,881,000 41,509 % -71,000 -306 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $503.21 $18,600,000 37,599 % 722,000 3,640 0    N/A
   (ACN)1 Year Chart         ACN Accenture Plc - $311.99 $18,485,000 53,329 % 656,000 2,521 0    N/A
   (PLD)1 Year Chart         PLD ProLogis Inc - $105.88 $18,387,000 141,200 % -2,098,000 -12,476 0    N/A
   (NYF)1 Year Chart         NYF iShares S&P NY AMT-Free Mun... - $53.54 $17,565,000 326,433 % -50,000 774 0    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co - $93.47 $16,962,000 188,362 % 1,534,000 -5,187 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $59.28 $16,811,000 276,778 % 1,428,000 221,275 0    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth - $117.00 $16,336,000 139,370 % 890,000 -9,010 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value - $175.05 $15,646,000 87,356 % 12,931,000 70,925 0    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc - $48.00 $15,531,000 311,180 % -1,638,000 -28,664 0    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp - $73.50 $14,913,000 163,179 % -725,000 303 0    N/A
   (JCI)1 Year Chart         JCI Johnson Controls Internatio... - $65.24 $14,451,000 221,240 % 220,000 -25,662 0    N/A
   (FSLR)1 Year Chart         FSLR First Solar, Inc. New $190.72 $14,016,000 83,032 % 14,016,000 83,032 0    N/A
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp - $717.15 $13,689,000 19,596 % 2,328,000 52 0    N/A
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... - $88.57 $13,491,000 150,453 % -612,000 -7,896 0    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF - $71.39 $13,167,000 181,284 % -257,000 -1,229 0    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc - $232.07 $13,148,000 51,617 % -7,316,000 -40,336 0    N/A
   (DG)1 Year Chart         DG Dollar General Corp New $137.52 $12,935,000 82,887 % 12,935,000 82,887 0    N/A
   (UPS)1 Year Chart         UPS United Parcel Service Inc - $147.77 $11,954,000 80,428 % -494,000 1,254 0    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... - $77.00 $11,916,000 153,294 % 11,084,000 142,539 0    N/A
   (HYLB)1 Year Chart         HYLB Xtrackers Usd High Yield Co... - $35.36 $11,677,000 327,007 % -636,000 -19,354 0    N/A
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) - $140.91 $11,577,000 77,830 % 0 -1,651 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe - $0.00 $11,516,000 155,161 % 1,306,000 10,031 0    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) - $126.69 $11,288,000 87,913 % 1,687,000 -4,893 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc - $344.50 $11,017,000 30,066 % 1,916,000 -714 0    N/A
   (BKLN)1 Year Chart         BKLN Powershares Senior Loan Por... - $21.18 $10,999,000 520,070 % 10,794,000 510,376 0    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) - $0.00 $10,801,000 11,130 % 1,418,000 -1,266 0    N/A
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... - $28.60 $10,791,000 371,844 % -663,000 -26,156 0    N/A
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... New $50.81 $10,779,000 208,903 % 10,779,000 208,903 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc - $242.94 $10,752,000 43,052 % 809,000 374 0    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc - $66.40 $10,631,000 138,077 % -158,000 -37,162 0    N/A
   (FTEC)1 Year Chart         FTEC Fidelity Msci Information T... - $153.09 $9,884,000 63,426 % 596,000 -1,233 0    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc - $246.27 $9,654,000 39,847 % 5,776,000 25,685 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... - $169.90 $9,633,000 50,445 % 1,105,000 -1,700 0    N/A
      100 Records Found
  1    
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