HoldingsChannel.com
Adviser Investments LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 268,005 +43,149 $80,005
     IVV268,005+43,149$80,005
VANGUARD BD INDEX FD INC (BSV) 639,661 -25,512 $51,678
     BSV639,661-25,512$51,678
ISHARES TR (EFG) 466,888 -33,493 $37,589
     EFG466,888-33,493$37,589
FIDELITY COVINGTON TR 696,142 -30,414 $30,192
     FHLC696,142-30,414$30,192
PIMCO ETF TR (HYS) 295,639 +21,268 $29,493
     HYS295,639+21,268$29,493
VANGUARD SCOTTSDALE FDS (VCIT) 296,126 -998 $27,019
     VCIT296,126-998$27,019
VANGUARD GROUP (VIG) 224,263 +1,442 $26,817
     VIG224,263+1,442$26,817
SPDR S&P 500 ETF TR (SPY) 76,901 -1,797 $22,822
     SPY76,901-1,797$22,822
VANGUARD ADMIRAL FDS INC (IVOG) 157,710 -192 $21,986
     IVOG157,710-192$21,986
FIRST TR EXCHANGE TRADED FD (HYLS) 439,380 +1,259 $21,193
     HYLS439,380+1,259$21,193
SPDR SERIES TRUST (SHM) 414,963 +15,528 $20,329
     SHM414,963+15,528$20,329
APPLE INC 80,475 -78 $18,024
     AAPL80,475-78$18,024
VANGUARD ADMIRAL FDS INC (VIOG) 100,962 -1,052 $15,490
     VIOG100,962-1,052$15,490
ISHARES TR (HYG) 177,591 -13,847 $15,481
     HYG177,591-13,847$15,481
ISHARES TR (IJH) 78,654 -3,472 $15,198
     IJH78,654-3,472$15,198
DBX ETF TR (HYLB) 287,175 +889 $14,382
     HYLB287,175+889$14,382
VANGUARD MUN BD FD INC (VTEB) 262,795 +2,724 $14,091
     VTEB262,795+2,724$14,091
MICROSOFT CORP 100,257 +1,947 $13,939
     MSFT100,257+1,947$13,939
ISHARES TR (IEFA) 222,773 -18,090 $13,605
     IEFA222,773-18,090$13,605
ISHARES TR (SHYG) 278,597 +2,473 $12,952
     SHYG278,597+2,473$12,952
VANGUARD INDEX FDS (VOE) 111,996 -15,438 $12,656
     VOE111,996-15,438$12,656
ISHARES TR (AGG) 108,595 +3,114 $12,290
     AGG108,595+3,114$12,290
VANECK VECTORS ETF TR (ANGL) 368,559 -1,661 $10,806
     ANGL368,559-1,661$10,806
ISHARES TR (LQD) 84,646 -7,145 $10,791
     LQD84,646-7,145$10,791
JPMORGAN CHASE & CO 87,766 -12,209 $10,329
     JPM87,766-12,209$10,329
VANGUARD INDEX FDS (VOT) 64,253 -7,957 $9,517
     VOT64,253-7,957$9,517
FIDELITY COVINGTON TR 137,253 +733 $8,753
     FTEC137,253+733$8,753
UNITED PARCEL SERVICE INC 70,212 -106 $8,413
     UPS70,212-106$8,413
FACEBOOK INC 45,701 -1,069 $8,138
     FB45,701-1,069$8,138
BERKSHIRE HATHAWAY INC DEL      $8,098
     BRK.B26,934+1,052$5,603
     BRK.A8UNCH$2,495
CISCO SYS INC 158,383 +1,467 $7,826
     CSCO158,383+1,467$7,826
HOME DEPOT INC 32,344 +588 $7,504
     HD32,344+588$7,504
BANK AMER CORP 256,057 +805 $7,469
     BAC256,057+805$7,469
FIDELITY COVINGTON TR 173,780 -28,687 $7,384
     FUTY173,780-28,687$7,384
FIDELITY COVINGTON TR 195,830 +195,830 $7,169
     FSTA195,830+195,830$7,169
PFIZER INC 190,639 +1,624 $6,850
     PFE190,639+1,624$6,850
VISA INC 38,896 +532 $6,690
     V38,896+532$6,690
COMCAST CORP NEW 148,024 +1,896 $6,673
     CMCSA148,024+1,896$6,673
NEXTERA ENERGY INC 28,600 +110 $6,663
     NEE28,600+110$6,663
PEPSICO INC 46,709 -35 $6,404
     PEP46,709-35$6,404
ISHARES TR (IYR) 67,803 -14,286 $6,342
     IYR67,803-14,286$6,342
JOHNSON & JOHNSON 46,569 +473 $6,025
     JNJ46,569+473$6,025
VANGUARD INDEX FDS (VBR) 45,947 -12,167 $5,920
     VBR45,947-12,167$5,920
MEDTRONIC PLC 51,310 -67 $5,573
     MDT51,310-67$5,573
VANGUARD INDEX FDS (VUG) 31,765 +2,099 $5,282
     VUG31,765+2,099$5,282
INTEL CORP 99,818 +2,993 $5,144
     INTC99,818+2,993$5,144
ABBVIE INC 67,177 +1,582 $5,087
     ABBV67,177+1,582$5,087
UNITED TECHNOLOGIES CORP 35,194 -82 $4,805
     UTX35,194-82$4,805
MCDONALDS CORP 22,001 +2 $4,724
     MCD22,001+2$4,724
ISHARES TR (IWR) 84,070 +500 $4,704
     IWR84,070+500$4,704

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 09/30/2019: $946,876
At 06/30/2019: $931,276

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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