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Adviser Investments LLC Buys iShares Core S&P 500 ETF, Vanguard Growth ETF, Qualcomm Inc,


Investment company Adviser Investments LLC (Current Portfolio) buys iShares Core S&P 500 ETF, Vanguard Growth ETF, Qualcomm Inc, VanEck Vectors Semiconductor ETF, BTC iShares U.S. Home Construction ETF, sells iShares U.S. Medical Devices ETF, iShares Expanded Tech-Software Sector ETF, iShares MSCI Japan ETF, SPDR S&P Transportation ETF, iShares U.S. Broker-Dealers ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Adviser Investments LLC. As of 2021Q4, Adviser Investments LLC owns 249 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

  • New Purchases: SMH, ITB, FSTA, VSGX, IHF, EWL, VCEB, DBA, MRVL, NVDA, YUM, LLY, DRE, TTD, CVS, VXUS, TGT, PEG, WFCPL.PFD, MDLZ, CB, TLMD, NLTX, NMTR, LXRX, SFT,

  • Added Positions: IVV, VUG, QCOM, MUB, VSS, VIG, BND, FHLC, FBND, MSFT, EFG, IBB, AGG, IVOG, HYG, VIOG, CMCSA, XNTK, AAPL, NUMG, RTX, ESGV, ADP, JNJ, JPM, PEP, TIP, BRK.B, IWR, DIS, TLT, PG, VOT, RBLX, DLN, ABBV, TFI, VO, BLK, GOOGL, ETN, IVOO, BAC, XLRE, NEE, ESML, AMT, ACN, MCD, LIN, SUMO, UNP, ANTM, WMT, FDX, TSLA, GOOG, ABT, VOO, VOOG, GM, CRL, IWM, IWF, IWD, COIN, OEF, SBUX, DE, BAX, MU, UNH, MMM, SYK, DUK, IJR, ITW, AEP, GLD, KO, CVX, CRM, MA, PFE, BSV, BX,

  • Reduced Positions: IGV, SCZ, INTC, VTEB, ANGL, HON, LMT, MRK, MDT, V, FCOR, VZ, HYLB, PHB, PYPL, FBT, VBK, MGC, HYLS, USHY, AMGN, AMZN, AMP, ISRG, VTV, NVO, NYT, KMB, GE, TSM, IEFA, AMAT, XOM, XLV, XLK, CHTR, EXC,

  • Sold Out: IHI, EWJ, FDIS, IAI, XTN, FCOM, CWB, DBC, EWY, VXF, GILD, TFC, RDFN, MRNA, KD,

For the details of Adviser Investments LLC’s stock buys and sells,
go to https://www.gurufocus.com/guru/adviser+investments+llc/current-portfolio/portfolio

These are the top 5 holdings of Adviser Investments LLC

  1. iShares Core S&P 500 ETF (IVV) – 238,160 shares, 7.63% of the total portfolio. Shares added by 44.34%

  2. Vanguard Dividend Appreciation FTF (VIG) – 507,170 shares, 5.85% of the total portfolio. Shares added by 4.32%

  3. VANGUARD BD IDX FD (BND) – 746,265 shares, 4.25% of the total portfolio. Shares added by 4.86%

  4. Vanguard Tax-Exempt Bond ETF (VTEB) – 1,150,642 shares, 4.24% of the total portfolio. Shares reduced by 4.7%

  5. BTC iShares MSCI EAFE Growth ETF (EFG) – 512,241 shares, 3.79% of the total portfolio. Shares added by 2.92%

New Purchase: VanEck Vectors Semiconductor ETF (SMH)

Adviser Investments LLC initiated holding in VanEck Vectors Semiconductor ETF. The purchase prices were between $248.48 and $316.56, with an estimated average price of $288.38. The stock is now traded at around $261.690000. The impact to a portfolio due to this purchase was 0.45%. The holding were 21,531 shares as of 2021-12-31.

New Purchase: BTC iShares U.S. Home Construction ETF (ITB)

Adviser Investments LLC initiated holding in BTC iShares U.S. Home Construction ETF. The purchase prices were between $66.15 and $82.97, with an estimated average price of $75.43. The stock is now traded at around $68.860000. The impact to a portfolio due to this purchase was 0.44%. The holding were 79,686 shares as of 2021-12-31.

New Purchase: Fidelity MSCI Consumer Staples Index ETF (FSTA)

Adviser Investments LLC initiated holding in Fidelity MSCI Consumer Staples Index ETF. The purchase prices were between $41.61 and $46.67, with an estimated average price of $43.83. The stock is now traded at around $45.490000. The impact to a portfolio due to this purchase was 0.43%. The holding were 136,101 shares as of 2021-12-31.

New Purchase: Vanguard ESG International Stock ETF (VSGX)

Adviser Investments LLC initiated holding in Vanguard ESG International Stock ETF. The purchase prices were between $59.96 and $63.81, with an estimated average price of $62.03. The stock is now traded at around $58.470000. The impact to a portfolio due to this purchase was 0.42%. The holding were 99,820 shares as of 2021-12-31.

New Purchase: iShares U.S. Healthcare Providers ETF (IHF)

Adviser Investments LLC initiated holding in iShares U.S. Healthcare Providers ETF. The purchase prices were between $251.6 and $291.68, with an estimated average price of $272.85. The stock is now traded at around $265.150000. The impact to a portfolio due to this purchase was 0.42%. The holding were 21,652 shares as of 2021-12-31.

New Purchase: iShares MSCI Switzerland ETF (EWL)

Adviser Investments LLC initiated holding in iShares MSCI Switzerland ETF. The purchase prices were between $46.84 and $53.02, with an estimated average price of $50.13. The stock is now traded at around $48.680000. The impact to a portfolio due to this purchase was 0.41%. The holding were 115,613 shares as of 2021-12-31.

Added: iShares Core S&P 500 ETF (IVV)

Adviser Investments LLC added to a holding in iShares Core S&P 500 ETF by 44.34%. The purchase prices were between $428.93 and $479.53, with an estimated average price of $460.12. The stock is now traded at around $443.750000. The impact to a portfolio due to this purchase was 2.34%. The holding were 238,160 shares as of 2021-12-31.

Added: Vanguard Growth ETF (VUG)

Adviser Investments LLC added to a holding in Vanguard Growth ETF by 32.14%. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $281.860000. The impact to a portfolio due to this purchase was 0.49%. The holding were 93,451 shares as of 2021-12-31.

Added: Qualcomm Inc (QCOM)

Adviser Investments LLC added to a holding in Qualcomm Inc by 1242.17%. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $166.810000. The impact to a portfolio due to this purchase was 0.45%. The holding were 40,010 shares as of 2021-12-31.

Added: iShares National Muni Bond ETF (MUB)

Adviser Investments LLC added to a holding in iShares National Muni Bond ETF by 710.53%. The purchase prices were between $114.9 and $116.5, with an estimated average price of $115.82. The stock is now traded at around $113.620000. The impact to a portfolio due to this purchase was 0.41%. The holding were 59,590 shares as of 2021-12-31.

Added: Vanguard FTSE All-World Ex-US Small Capital Index (VSS)

Adviser Investments LLC added to a holding in Vanguard FTSE All-World Ex-US Small Capital Index by 109.06%. The purchase prices were between $127.84 and $137.44, with an estimated average price of $133.08. The stock is now traded at around $123.210000. The impact to a portfolio due to this purchase was 0.32%. The holding were 68,629 shares as of 2021-12-31.

Added: iShares Biotechnology ETF (IBB)

Adviser Investments LLC added to a holding in iShares Biotechnology ETF by 55.62%. The purchase prices were between $145.23 and $164.73, with an estimated average price of $154.73. The stock is now traded at around $127.970000. The impact to a portfolio due to this purchase was 0.09%. The holding were 25,075 shares as of 2021-12-31.

Sold Out: iShares U.S. Medical Devices ETF (IHI)

Adviser Investments LLC sold out a holding in iShares U.S. Medical Devices ETF. The sale prices were between $61.5 and $66.31, with an estimated average price of $63.97.

Sold Out: iShares MSCI Japan ETF (EWJ)

Adviser Investments LLC sold out a holding in iShares MSCI Japan ETF. The sale prices were between $65.12 and $69.45, with an estimated average price of $67.62.

Sold Out: iShares U.S. Broker-Dealers ETF (IAI)

Adviser Investments LLC sold out a holding in iShares U.S. Broker-Dealers ETF. The sale prices were between $104.28 and $115.6, with an estimated average price of $110.64.

Sold Out: Fidelity MSCI Consumer Discretionary Index ETF (FDIS)

Adviser Investments LLC sold out a holding in Fidelity MSCI Consumer Discretionary Index ETF. The sale prices were between $79.89 and $91.95, with an estimated average price of $86.98.

Sold Out: SPDR S&P Transportation ETF (XTN)

Adviser Investments LLC sold out a holding in SPDR S&P Transportation ETF. The sale prices were between $87.28 and $98.61, with an estimated average price of $92.34.

Sold Out: Fidelity MSCI Communication Services Index ETF (FCOM)

Adviser Investments LLC sold out a holding in Fidelity MSCI Communication Services Index ETF. The sale prices were between $49 and $54.95, with an estimated average price of $52.69.

Here is the complete portfolio of Adviser Investments LLC. Also check out:

1. Adviser Investments LLC’s Undervalued Stocks

2. Adviser Investments LLC’s Top Growth Companies, and

3. Adviser Investments LLC’s High Yield stocks

4. Stocks that Adviser Investments LLC keeps buyingThis article first appeared on GuruFocus.



Read More: Adviser Investments LLC Buys iShares Core S&P 500 ETF, Vanguard Growth ETF, Qualcomm Inc,

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