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| Name: |
Adviser Investments LLC |
| City: |
NEWTON |
| State: |
MA |
| Zip: |
02459 |
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data |
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| Holdings
Found :
35 |
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Menu
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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 |
|
QUAL |
Ishares Msci Usa Quality Fa... |
|
New |
$0.00 |
$42,565,000 |
258,989 |
% |
42,565,000 |
258,989 |
0 |
N/A |
|
|
FSLR |
First Solar, Inc. |
|
New |
$194.67 |
$14,016,000 |
83,032 |
% |
14,016,000 |
83,032 |
0 |
N/A |
|
|
DG |
Dollar General Corp |
|
New |
$139.90 |
$12,935,000 |
82,887 |
% |
12,935,000 |
82,887 |
0 |
N/A |
|
|
CIU |
iShares Barclays Intermedia... |
|
New |
$50.90 |
$10,779,000 |
208,903 |
% |
10,779,000 |
208,903 |
0 |
N/A |
|
|
ADM |
Archer Daniels Midland Co |
|
New |
$61.59 |
$6,309,000 |
100,439 |
% |
6,309,000 |
100,439 |
0 |
N/A |
|
|
LVS |
Las Vegas Sands Corp |
|
New |
$46.72 |
$5,903,000 |
114,183 |
% |
5,903,000 |
114,183 |
0 |
N/A |
|
|
XMLV |
Invesco S&P MidCap Low Vola... |
|
New |
$56.32 |
$5,650,000 |
100,170 |
% |
5,650,000 |
100,170 |
0 |
N/A |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
|
New |
$0.00 |
$4,921,000 |
90,454 |
% |
4,921,000 |
90,454 |
0 |
N/A |
|
|
IBN |
ICICI Bank Limited (ADR) |
|
New |
$27.12 |
$3,715,000 |
140,667 |
% |
3,715,000 |
140,667 |
0 |
N/A |
|
|
CCE |
Coca-Cola Enterprises Inc |
|
New |
$73.30 |
$3,682,000 |
52,642 |
% |
3,682,000 |
52,642 |
0 |
N/A |
|
|
AGG |
iShares Barclays Agency Bond |
|
New |
$96.46 |
$3,265,000 |
33,333 |
% |
3,265,000 |
33,333 |
0 |
N/A |
|
|
PDD |
Bloom Energy Corp |
|
New |
$137.65 |
$2,617,000 |
22,512 |
% |
2,617,000 |
22,512 |
0 |
N/A |
|
|
DKNG |
Draftkings Inc Class A |
|
New |
$0.00 |
$1,423,000 |
31,347 |
% |
1,423,000 |
31,347 |
0 |
N/A |
|
|
MQY |
Blackrock Muniyield Quality... |
|
New |
$12.14 |
$608,000 |
49,628 |
% |
608,000 |
49,628 |
0 |
N/A |
|
|
TDG |
Transdigm Group Inc |
|
New |
$1,310.40 |
$551,000 |
447 |
% |
551,000 |
447 |
0 |
N/A |
|
|
USO |
United States Oil Fund, Lp |
|
New |
$75.50 |
$354,000 |
4,501 |
% |
354,000 |
4,501 |
0 |
N/A |
|
|
VWOB |
Vanguard Emerging Markets G... |
|
New |
$63.30 |
$300,000 |
4,691 |
% |
300,000 |
4,691 |
0 |
N/A |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
|
New |
$17.35 |
$298,000 |
13,718 |
% |
298,000 |
13,718 |
0 |
N/A |
|
|
BITO |
Proshares Bitcoin Strategy Etf |
|
New |
$0.00 |
$275,000 |
8,508 |
% |
275,000 |
8,508 |
0 |
N/A |
|
|
CIBR |
First Trust Nasdaq Cea Cybe... |
|
New |
$0.00 |
$242,000 |
4,292 |
% |
242,000 |
4,292 |
0 |
N/A |
|
|
VMC |
Vulcan Materials Co |
|
New |
$268.35 |
$239,000 |
875 |
% |
239,000 |
875 |
0 |
N/A |
|
|
PGR |
Progressive Corp |
|
New |
$215.46 |
$237,000 |
1,144 |
% |
237,000 |
1,144 |
0 |
N/A |
|
|
MLM |
Martin Marietta Materials Inc |
|
New |
$598.81 |
$230,000 |
375 |
% |
230,000 |
375 |
0 |
N/A |
|
|
FTV |
Fortive Corp |
|
New |
$77.04 |
$223,000 |
2,588 |
% |
223,000 |
2,588 |
0 |
N/A |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
|
New |
$0.00 |
$219,000 |
1,903 |
% |
219,000 |
1,903 |
0 |
N/A |
|
|
CMC |
Commercial Metals Co |
|
New |
$56.27 |
$214,000 |
3,639 |
% |
214,000 |
3,639 |
0 |
N/A |
|
|
VPU |
Vanguard Utilities VIPERS |
|
New |
$151.04 |
$214,000 |
1,500 |
% |
214,000 |
1,500 |
0 |
N/A |
|
|
BIN |
Waste Connections, Inc |
|
New |
$165.50 |
$214,000 |
1,244 |
% |
214,000 |
1,244 |
0 |
N/A |
|
|
COWZ |
Pacer Us Cash Cows 100 Etf |
|
New |
$0.00 |
$213,000 |
3,674 |
% |
213,000 |
3,674 |
0 |
N/A |
|
|
IYG |
iShares Dow Jones US Financ... |
|
New |
$65.01 |
$211,000 |
3,186 |
% |
211,000 |
3,186 |
0 |
N/A |
|
|
VFQY |
Vanguard Us Quality Factor Etf |
|
New |
$0.00 |
$204,000 |
1,489 |
% |
204,000 |
1,489 |
0 |
N/A |
|
|
TROW |
T Rowe Price Group Inc |
|
New |
$111.25 |
$202,000 |
1,657 |
% |
202,000 |
1,657 |
0 |
N/A |
|
|
UL |
Unilever Plc (ADR) |
|
New |
$52.66 |
$201,000 |
4,000 |
% |
201,000 |
4,000 |
0 |
N/A |
|
|
SF |
Stifel Financial Corp |
|
New |
$82.79 |
$201,000 |
2,572 |
% |
201,000 |
2,572 |
0 |
N/A |
|
|
ALLG |
Allego Ord Shs |
|
New |
$0.00 |
$15,000 |
10,000 |
% |
15,000 |
10,000 |
0 |
N/A |
|
