HoldingsChannel.com
Adviser Investments LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 225,715 +19,833 $64,229
     IVV225,715+19,833$64,229
VANGUARD BD INDEX FD INC (BSV) 638,603 +47,214 $50,826
     BSV638,603+47,214$50,826
ISHARES TR (EFG) 475,451 +70,588 $36,824
     EFG475,451+70,588$36,824
PIMCO ETF TR (HYS) 318,862 +62,778 $31,947
     HYS318,862+62,778$31,947
FIDELITY 703,861 +70,858 $31,322
     FHLC703,861+70,858$31,322
VANGUARD SCOTTSDALE FDS (VCIT) 289,949 +10,579 $25,188
     VCIT289,949+10,579$25,188
VANGUARD GROUP (VIG) 219,902 +14,258 $24,110
     VIG219,902+14,258$24,110
SPDR S&P 500 ETF TR (SPY) 80,125 -921 $22,634
     SPY80,125-921$22,634
VANGUARD ADMIRAL FDS INC (IVOG) 157,213 -26,957 $21,296
     IVOG157,213-26,957$21,296
SPDR SER TR (SHM) 391,444 +12,684 $18,977
     SHM391,444+12,684$18,977
ISHARES TR (IJH) 83,335 -3,170 $15,784
     IJH83,335-3,170$15,784
APPLE INC 81,020 -1,113 $15,390
     AAPL81,020-1,113$15,390
VANGUARD ADMIRAL FDS INC (VIOG) 97,664 +30,690 $14,983
     VIOG97,664+30,690$14,983
ISHARES TR (IEFA) 245,620 -16,891 $14,926
     IEFA245,620-16,891$14,926
ISHARES TR (AGG) 132,364 +64,064 $14,437
     AGG132,364+64,064$14,437
VANGUARD MUN BD FD INC (VTEB) 263,301 +91 $13,731
     VTEB263,301+91$13,731
VANGUARD INDEX FDS (VOE) 122,674 +15,941 $13,234
     VOE122,674+15,941$13,234
ISHARES TR (LQD) 104,996 +12,442 $12,501
     LQD104,996+12,442$12,501
MICROSOFT CORP 98,905 +892 $11,665
     MSFT98,905+892$11,665
ISHARES TR (HYG) 134,356 -1,877 $11,618
     HYG134,356-1,877$11,618
VANECK VECTORS ETF TR (ANGL) 382,424 -4,923 $10,995
     ANGL382,424-4,923$10,995
CISCO SYS INC 190,972 +3,972 $10,311
     CSCO190,972+3,972$10,311
FIDELITY 266,837 +266,837 $10,220
     FUTY266,837+266,837$10,220
JPMORGAN CHASE & CO 100,769 +822 $10,201
     JPM100,769+822$10,201
FIDELITY 310,752 +310,752 $9,931
     FCOM310,752+310,752$9,931
VANGUARD INDEX FDS (VOT) 69,308 +14,702 $9,895
     VOT69,308+14,702$9,895
FACEBOOK INC 48,484 -987 $8,082
     FB48,484-987$8,082
UNITED PARCEL SERVICE INC 71,181 +444 $7,954
     UPS71,181+444$7,954
BERKSHIRE HATHAWAY INC DEL      $7,738
     BRK.B26,521-120$5,328
     BRK.A8UNCH$2,410
VISA INC 47,016 +264 $7,343
     V47,016+264$7,343
VANGUARD INDEX FDS (VBR) 54,898 +20,350 $7,067
     VBR54,898+20,350$7,067
BANK AMER CORP 255,718 +1,847 $7,055
     BAC255,718+1,847$7,055
HOME DEPOT INC 32,250 +547 $6,188
     HD32,250+547$6,188
COMCAST CORP NEW 146,175 +4,271 $5,844
     CMCSA146,175+4,271$5,844
VANGUARD CHARLOTTE FDS (BNDX) 104,406 -105,054 $5,823
     BNDX104,406-105,054$5,823
PFIZER INC 136,739 +1,337 $5,807
     PFE136,739+1,337$5,807
PEPSICO INC 46,828 +584 $5,739
     PEP46,828+584$5,739
NEXTERA ENERGY INC 29,533 -192 $5,709
     NEE29,533-192$5,709
EXXON MOBIL CORP 69,423 +485 $5,609
     XOM69,423+485$5,609
ANTHEM INC 19,324 +390 $5,546
     ANTM19,324+390$5,546
ABBVIE INC 68,356 -283 $5,509
     ABBV68,356-283$5,509
FIDELITY 89,316 +53,938 $5,295
     FTEC89,316+53,938$5,295
INTEL CORP 96,478 -282 $5,181
     INTC96,478-282$5,181
SELECT SECTOR SPDR TR (XLU) 86,405 -15,654 $5,026
     XLU86,405-15,654$5,026
ISHARES TR (IYR) 54,371 -17,001 $4,732
     IYR54,371-17,001$4,732
UNITED TECHNOLOGIES CORP 36,014 +520 $4,642
     UTX36,014+520$4,642
VANGUARD INDEX FDS (VUG) 29,173 +10,086 $4,563
     VUG29,173+10,086$4,563
ISHARES TR (IWR) 83,603 -211 $4,510
     IWR83,603-211$4,510
PALO ALTO NETWORKS INC 18,029 UNCH $4,379
     PANW18,029UNCH$4,379
EATON CORP PLC 53,555 -540 $4,314
     ETN53,555-540$4,314

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 03/31/2019: $874,935
At 12/31/2018: $760,220

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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