HoldingsChannel.com
Adviser Investments LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BSV) 711,009 +43,701 $58,431
     BSV711,009+43,701$58,431
VANGUARD SPECIALIZED FUNDS (VIG) 411,493 +186,323 $42,544
     VIG411,493+186,323$42,544
ISHARES TR (IVV) 134,287 -171,855 $34,700
     IVV134,287-171,855$34,700
FIDELITY COVINGTON TR 700,797 -6,446 $30,120
     FHLC700,797-6,446$30,120
VANGUARD SCOTTSDALE FDS (VCIT) 343,095 +31,192 $29,880
     VCIT343,095+31,192$29,880
ISHARES TR (EFG) 365,568 -107,882 $25,996
     EFG365,568-107,882$25,996
SPDR SER TR (SHM) 458,516 +10,900 $22,421
     SHM458,516+10,900$22,421
VANGUARD MUN BD FD INC (VTEB) 421,871 +89,770 $22,317
     VTEB421,871+89,770$22,317
ISHARES TR (HYG) 279,042 +100,290 $21,506
     HYG279,042+100,290$21,506
SPDR S&P 500 ETF TR (SPY) 70,817 -2,377 $18,253
     SPY70,817-2,377$18,253
FIDELITY 339,999 +227,140 $17,595
     FBND339,999+227,140$17,595
APPLE INC 64,570 -6,866 $16,419
     AAPL64,570-6,866$16,419
MICROSOFT CORP 98,569 -1,419 $15,545
     MSFT98,569-1,419$15,545
VANGUARD INDEX FDS (VBK) 67,294 +49,968 $10,114
     VBK67,294+49,968$10,114
ISHARES TR (LQD) 79,639 -9,914 $9,836
     LQD79,639-9,914$9,836
VANGUARD INDEX FDS (VOT) 71,692 +6,815 $9,083
     VOT71,692+6,815$9,083
FIDELITY COVINGTON TR 139,981 +467 $8,775
     FTEC139,981+467$8,775
ISHARES TR (IJH) 60,967 -25,151 $8,771
     IJH60,967-25,151$8,771
JOHNSON & JOHNSON 60,501 -591 $7,933
     JNJ60,501-591$7,933
ISHARES TR (SHYG) 175,661 -99,185 $7,179
     SHYG175,661-99,185$7,179
INVESCO EXCHANGE TRADED FD T (PHB) 431,676 +431,676 $7,157
     PHB431,676+431,676$7,157
VANGUARD ADMIRAL FDS INC (VIOG) 58,975 -43,523 $6,984
     VIOG58,975-43,523$6,984
NEXTERA ENERGY INC 28,871 +477 $6,947
     NEE28,871+477$6,947
JPMORGAN CHASE & CO 75,016 -518 $6,754
     JPM75,016-518$6,754
UNITED PARCEL SERVICE INC 71,901 +677 $6,717
     UPS71,901+677$6,717
FACEBOOK INC 40,166 -417 $6,700
     FB40,166-417$6,700
BERKSHIRE HATHAWAY INC DEL      $6,583
     BRK.B25,593-652$4,679
     BRK.A7UNCH$1,904
VISA INC 39,584 +612 $6,378
     V39,584+612$6,378
CISCO SYS INC 159,480 -1,328 $6,269
     CSCO159,480-1,328$6,269
PFIZER INC 188,359 -6,102 $6,148
     PFE188,359-6,102$6,148
HOME DEPOT INC 32,695 -75 $6,104
     HD32,695-75$6,104
VANGUARD INDEX FDS (VUG) 37,842 +4,456 $5,929
     VUG37,842+4,456$5,929
PEPSICO INC 48,220 +431 $5,791
     PEP48,220+431$5,791
VERIZON COMMUNICATIONS INC 105,656 +35,248 $5,677
     VZ105,656+35,248$5,677
INTEL CORP 98,991 -1,281 $5,357
     INTC98,991-1,281$5,357
COMCAST CORP NEW 150,263 +477 $5,166
     CMCSA150,263+477$5,166
ISHARES TR (SUSB) 205,575 +34,833 $5,123
     SUSB205,575+34,833$5,123
ABBVIE INC 67,063 +287 $5,110
     ABBV67,063+287$5,110
ANTHEM INC 20,463 -35 $4,646
     ANTM20,463-35$4,646
BLACKROCK INC 10,229 +184 $4,501
     BLK10,229+184$4,501
MEDTRONIC PLC 49,609 -2,787 $4,474
     MDT49,609-2,787$4,474
AMAZON COM INC 2,192 -77 $4,274
     AMZN2,192-77$4,274
AMGEN INC 20,719 -1,598 $4,200
     AMGN20,719-1,598$4,200
EATON CORP PLC 53,331 -983 $4,143
     ETN53,331-983$4,143
BK OF AMERICA CORP 193,464 -17,434 $4,107
     BAC193,464-17,434$4,107
COSTCO WHSL CORP NEW 13,800 +9,950 $3,935
     COST13,800+9,950$3,935
FIDELITY COVINGTON TR 77,138 +9,573 $3,661
     FDHY77,138+9,573$3,661
MCDONALDS CORP 21,836 -493 $3,611
     MCD21,836-493$3,611
DBX ETF TR (HYDW) 78,393 +78,393 $3,597
     HYDW78,393+78,393$3,597
OKTA INC 28,897 -2,438 $3,533
     OKTA28,897-2,438$3,533

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 03/31/2020: $705,648
At 12/31/2019: $1,008,450

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.