HoldingsChannel.com
Adviser Investments LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 306,142 +38,137 $98,957
     IVV306,142+38,137$98,957
VANGUARD BD INDEX FD INC (BSV) 667,308 +27,647 $53,792
     BSV667,308+27,647$53,792
ISHARES TR (EFG) 473,450 +6,562 $40,939
     EFG473,450+6,562$40,939
FIDELITY COVINGTON TR 707,243 +11,101 $35,178
     FHLC707,243+11,101$35,178
VANGUARD ADMIRAL FDS INC (IVOG) 210,141 +52,431 $30,876
     IVOG210,141+52,431$30,876
VANGUARD SCOTTSDALE FDS (VCIT) 311,903 +15,777 $28,486
     VCIT311,903+15,777$28,486
VANGUARD GROUP (VIG) 225,170 +907 $28,070
     VIG225,170+907$28,070
SPDR S&P 500 ETF TR (SPY) 73,194 -3,707 $23,558
     SPY73,194-3,707$23,558
SPDR SERIES TRUST (SHM) 447,616 +32,653 $21,982
     SHM447,616+32,653$21,982
FIRST TR EXCHANGE TRADED FD (HYLS) 446,327 +6,947 $21,776
     HYLS446,327+6,947$21,776
PIMCO ETF TR (HYS) 217,117 -78,522 $21,653
     HYS217,117-78,522$21,653
APPLE INC 71,436 -9,039 $20,977
     AAPL71,436-9,039$20,977
VANGUARD MUN BD FD INC (VTEB) 332,101 +69,306 $17,781
     VTEB332,101+69,306$17,781
ISHARES TR (IJH) 86,118 +7,464 $17,725
     IJH86,118+7,464$17,725
VANGUARD ADMIRAL FDS INC (VIOG) 102,498 +1,536 $16,982
     VIOG102,498+1,536$16,982
MICROSOFT CORP 99,988 -269 $15,768
     MSFT99,988-269$15,768
ISHARES TR (HYG) 178,752 +1,161 $15,719
     HYG178,752+1,161$15,719
DBX ETF TR (HYLB) 283,137 -4,038 $14,262
     HYLB283,137-4,038$14,262
VANGUARD INDEX FDS (VOE) 118,945 +6,949 $14,177
     VOE118,945+6,949$14,177
ISHARES TR (IEFA) 216,549 -6,224 $14,128
     IEFA216,549-6,224$14,128
ISHARES TR (SHYG) 274,846 -3,751 $12,761
     SHYG274,846-3,751$12,761
ISHARES TR (LQD) 89,553 +4,907 $11,459
     LQD89,553+4,907$11,459
VANECK VECTORS ETF TRUST (ANGL) 362,969 -5,590 $10,835
     ANGL362,969-5,590$10,835
JPMORGAN CHASE & CO 75,534 -12,232 $10,529
     JPM75,534-12,232$10,529
VANGUARD INDEX FDS (VOT) 64,877 +624 $10,301
     VOT64,877+624$10,301
FIDELITY COVINGTON TR 139,514 +2,261 $10,112
     FTEC139,514+2,261$10,112
JOHNSON & JOHNSON 61,092 +14,523 $8,911
     JNJ61,092+14,523$8,911
UNITED PARCEL SERVICE INC 71,224 +1,012 $8,337
     UPS71,224+1,012$8,337
FACEBOOK INC 40,583 -5,118 $8,330
     FB40,583-5,118$8,330
BERKSHIRE HATHAWAY INC DEL      $8,321
     BRK.B26,245-689$5,944
     BRK.A7-1$2,377
CISCO SYS INC 160,808 +2,425 $7,712
     CSCO160,808+2,425$7,712
PFIZER INC 194,461 +3,822 $7,619
     PFE194,461+3,822$7,619
BANK AMER CORP 210,898 -45,159 $7,428
     BAC210,898-45,159$7,428
VISA INC 38,972 +76 $7,323
     V38,972+76$7,323
HOME DEPOT INC 32,770 +426 $7,156
     HD32,770+426$7,156
NEXTERA ENERGY INC 28,394 -206 $6,876
     NEE28,394-206$6,876
COMCAST CORP NEW 149,786 +1,762 $6,736
     CMCSA149,786+1,762$6,736
PEPSICO INC 47,789 +1,080 $6,531
     PEP47,789+1,080$6,531
VANGUARD INDEX FDS (VBR) 47,568 +1,621 $6,520
     VBR47,568+1,621$6,520
FIDELITY COVINGTON TR 172,221 -23,609 $6,491
     FSTA172,221-23,609$6,491
ANTHEM INC 20,498 +1,103 $6,191
     ANTM20,498+1,103$6,191
ISHARES TR (AGG) 54,358 -54,237 $6,108
     AGG54,358-54,237$6,108
VANGUARD INDEX FDS (VUG) 33,386 +1,621 $6,082
     VUG33,386+1,621$6,082
INTEL CORP 100,272 +454 $6,001
     INTC100,272+454$6,001
MEDTRONIC PLC 52,396 +1,086 $5,944
     MDT52,396+1,086$5,944
ABBVIE INC 66,776 -401 $5,912
     ABBV66,776-401$5,912
FIDELITY 112,859 +112,859 $5,839
     FBND112,859+112,859$5,839
AMGEN INC 22,317 +876 $5,380
     AMGN22,317+876$5,380
TRUIST FINL CORP 94,928 +94,928 $5,346
     TFC94,928+94,928$5,346
UNITED TECHNOLOGIES CORP 35,521 +327 $5,320
     UTX35,521+327$5,320

See Full List: All Stocks Held By Adviser Investments LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Adviser Investments LLC

Size ($ in 1000's)
At 12/31/2019: $1,008,450
At 09/30/2019: $946,876

Adviser Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Adviser Investments LLC 13F filings. Link to 13F filings: SEC filings

Adviser Investments LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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