HoldingsChannel.com
Adviser Investments LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 224,856 -859 $66,276
     IVV224,856-859$66,276
VANGUARD BD INDEX FD INC (BSV) 665,173 +26,570 $53,566
     BSV665,173+26,570$53,566
ISHARES TR (EFG) 500,381 +24,930 $40,416
     EFG500,381+24,930$40,416
FIDELITY 726,556 +22,695 $32,702
     FHLC726,556+22,695$32,702
PIMCO ETF TR (HYS) 274,371 -44,491 $27,547
     HYS274,371-44,491$27,547
VANGUARD SCOTTSDALE FDS (VCIT) 297,124 +7,175 $26,697
     VCIT297,124+7,175$26,697
VANGUARD GROUP (VIG) 222,821 +2,919 $25,660
     VIG222,821+2,919$25,660
SPDR S&P 500 ETF TR (SPY) 78,698 -1,427 $23,059
     SPY78,698-1,427$23,059
VANGUARD ADMIRAL FDS INC (IVOG) 157,902 +689 $22,158
     IVOG157,902+689$22,158
FIRST TR EXCHANGE TRADED FD (HYLS) 438,121 +438,121 $21,078
     HYLS438,121+438,121$21,078
SPDR SERIES TRUST (SHM) 399,435 +7,991 $19,544
     SHM399,435+7,991$19,544
ISHARES TR (HYG) 191,438 +57,082 $16,690
     HYG191,438+57,082$16,690
VANGUARD ADMIRAL FDS INC (VIOG) 102,014 +4,350 $15,968
     VIOG102,014+4,350$15,968
ISHARES TR (IJH) 82,126 -1,209 $15,954
     IJH82,126-1,209$15,954
APPLE INC 80,553 -467 $15,943
     AAPL80,553-467$15,943
ISHARES TR (IEFA) 240,863 -4,757 $14,789
     IEFA240,863-4,757$14,789
DBX ETF TR (HYLB) 286,286 +286,286 $14,369
     HYLB286,286+286,286$14,369
VANGUARD INDEX FDS (VOE) 127,434 +4,760 $14,188
     VOE127,434+4,760$14,188
VANGUARD MUN BD FD INC (VTEB) 260,071 -3,230 $13,802
     VTEB260,071-3,230$13,802
MICROSOFT CORP 98,310 -595 $13,170
     MSFT98,310-595$13,170
ISHARES TR (SHYG) 276,124 +276,124 $12,895
     SHYG276,124+276,124$12,895
ISHARES TR (AGG) 105,481 -26,883 $11,745
     AGG105,481-26,883$11,745
ISHARES TR (LQD) 91,791 -13,205 $11,416
     LQD91,791-13,205$11,416
JPMORGAN CHASE & CO 99,975 -794 $11,177
     JPM99,975-794$11,177
VANECK VECTORS ETF TR (ANGL) 370,220 -12,204 $10,847
     ANGL370,220-12,204$10,847
VANGUARD INDEX FDS (VOT) 72,210 +2,902 $10,782
     VOT72,210+2,902$10,782
FACEBOOK INC 46,770 -1,714 $9,027
     FB46,770-1,714$9,027
CISCO SYS INC 156,916 -34,056 $8,588
     CSCO156,916-34,056$8,588
FIDELITY 136,520 +47,204 $8,502
     FTEC136,520+47,204$8,502
PFIZER INC 189,015 +52,276 $8,188
     PFE189,015+52,276$8,188
BERKSHIRE HATHAWAY INC DEL      $8,064
     BRK.B25,882-639$5,517
     BRK.A8UNCH$2,547
FIDELITY 202,467 -64,370 $7,951
     FUTY202,467-64,370$7,951
VANGUARD INDEX FDS (VBR) 58,114 +3,216 $7,586
     VBR58,114+3,216$7,586
BANK AMER CORP 255,252 -466 $7,402
     BAC255,252-466$7,402
UNITED PARCEL SERVICE INC 70,318 -863 $7,262
     UPS70,318-863$7,262
ISHARES TR (IYR) 82,089 +27,718 $7,167
     IYR82,089+27,718$7,167
VISA INC 38,364 -8,652 $6,658
     V38,364-8,652$6,658
HOME DEPOT INC 31,756 -494 $6,604
     HD31,756-494$6,604
JOHNSON & JOHNSON 46,096 +20,389 $6,420
     JNJ46,096+20,389$6,420
COMCAST CORP NEW 146,128 -47 $6,178
     CMCSA146,128-47$6,178
PEPSICO INC 46,744 -84 $6,130
     PEP46,744-84$6,130
NEXTERA ENERGY INC 28,490 -1,043 $5,836
     NEE28,490-1,043$5,836
ANTHEM INC 19,268 -56 $5,438
     ANTM19,268-56$5,438
MEDTRONIC PLC 51,377 +19,841 $5,004
     MDT51,377+19,841$5,004
VANGUARD INDEX FDS (VUG) 29,666 +493 $4,847
     VUG29,666+493$4,847
ABBVIE INC 65,595 -2,761 $4,770
     ABBV65,595-2,761$4,770
ISHARES TR (IWR) 83,570 -33 $4,669
     IWR83,570-33$4,669
INTEL CORP 96,825 +347 $4,635
     INTC96,825+347$4,635
UNITED TECHNOLOGIES CORP 35,276 -738 $4,593
     UTX35,276-738$4,593
MCDONALDS CORP 21,999 +367 $4,568
     MCD21,999+367$4,568

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 06/30/2019: $931,276
At 03/31/2019: $874,935

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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