HoldingsChannel.com
All Stocks Held By Adviser Investments LLC
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
UNITED TECHNOLOGIES CORP 33,292 -2,229 $3,140
     UTX33,292-2,229$3,140
NIKE INC 37,290 +630 $3,085
     NKE37,290+630$3,085
UNION PAC CORP 21,813 -1,261 $3,077
     UNP21,813-1,261$3,077
PALO ALTO NETWORKS INC 18,159 UNCH $2,977
     PANW18,159UNCH$2,977
LOCKHEED MARTIN CORP 8,641 +7,862 $2,929
     LMT8,641+7,862$2,929
ISHARES TR (IWR) 66,302 -17,279 $2,862
     IWR66,302-17,279$2,862
VANGUARD WORLD FD (ESGV) 59,049 +2,483 $2,704
     ESGV59,049+2,483$2,704
DIAGEO P L C 20,685 +317 $2,630
     DEO20,685+317$2,630
SCHWAB STRATEGIC TR 101,276 +43,241 $2,617
     SCHF101,276+43,241$2,617
WORKDAY INC 18,835 UNCH $2,453
     WDAY18,835UNCH$2,453
RAYTHEON CO 18,375 -443 $2,410
     RTN18,375-443$2,410
ALTRIA GROUP INC 60,723 +37,562 $2,348
     MO60,723+37,562$2,348
VANGUARD INTL EQUITY INDEX F (VSS) 28,775 +28,775 $2,252
     VSS28,775+28,775$2,252
PIMCO ETF TR (MUNI) 40,650 +40,650 $2,218
     MUNI40,650+40,650$2,218
ISHARES TR (IBB) 19,800 -796 $2,133
     IBB19,800-796$2,133
FIRST TR EXCHANGE TRADED FD (FBT) 16,096 +194 $2,111
     FBT16,096+194$2,111
ISHARES TR (SUSC) 82,081 +12,012 $2,110
     SUSC82,081+12,012$2,110
PROCTER & GAMBLE CO 18,802 +929 $2,068
     PG18,802+929$2,068
ISHARES TR (AGG) 16,873 -37,485 $1,947
     AGG16,873-37,485$1,947
NUSHARES ETF TR (NUMG) 65,655 +9,768 $1,921
     NUMG65,655+9,768$1,921
V F CORP 34,708 -1,020 $1,877
     VFC34,708-1,020$1,877
VANGUARD WORLD FDS (VHT) 10,992 -4,053 $1,826
     VHT10,992-4,053$1,826
ISHARES TR (IWB) 12,774 -2,842 $1,808
     IWB12,774-2,842$1,808
ALPHABET INC 1,458 -40 $1,694
     GOOGL1,458-40$1,694
VANGUARD ADMIRAL FDS INC (IVOG) 15,163 -194,978 $1,673
     IVOG15,163-194,978$1,673
ISHARES TR (MUB) 14,804 UNCH $1,673
     MUB14,804UNCH$1,673
SELECT SECTOR SPDR TR (XLV) 17,570 +9,505 $1,556
     XLV17,570+9,505$1,556
INVESCO QQQ TR 8,002 -2,945 $1,524
     QQQ8,002-2,945$1,524
ISHARES TR (DSI) 15,144 +649 $1,475
     DSI15,144+649$1,475
MARRIOTT INTL INC NEW 19,452 -202 $1,455
     MAR19,452-202$1,455
ALPHABET INC 1,120 -155 $1,302
     GOOG1,120-155$1,302
SERVICENOW INC 4,490 -196 $1,287
     NOW4,490-196$1,287
BRISTOL MYERS SQUIBB CO 22,164 -31 $1,235
     BMY22,164-31$1,235
AMERICAN EXPRESS CO 14,253 +5,500 $1,220
     AXP14,253+5,500$1,220
CIGNA CORP NEW 6,756 -174 $1,197
     CI6,756-174$1,197
ISHARES GOLD TRUST (IAU) 77,531 -1,215 $1,168
     IAU77,531-1,215$1,168
ISHARES TR (IEFA) 23,007 -193,542 $1,148
     IEFA23,007-193,542$1,148
ISHARES TR (IYW) 5,531 -1,662 $1,130
     IYW5,531-1,662$1,130
MERCK & CO. INC 14,599 +3,580 $1,123
     MRK14,599+3,580$1,123
ISHARES TR (JKE) 5,961 -158 $1,107
     JKE5,961-158$1,107
HORMEL FOODS CORP 23,626 +11,765 $1,102
     HRL23,626+11,765$1,102
ISHARES TR (IEI) 7,806 +7,806 $1,041
     IEI7,806+7,806$1,041
SELECT SECTOR SPDR TR (XLP) 18,351 -3,166 $1,000
     XLP18,351-3,166$1,000
ISHARES TR (EFA) 18,678 -32,000 $999
     EFA18,678-32,000$999
THERMO FISHER SCIENTIFIC INC 3,522 -51 $999
     TMO3,522-51$999
FIDELITY COVINGTON TR 32,430 +9,707 $990
     FQAL32,430+9,707$990
ISHARES TR (ISHG) 12,812 +12,812 $989
     ISHG12,812+12,812$989
VANGUARD INDEX FDS (VTI) 7,598 +298 $979
     VTI7,598+298$979
EXXON MOBIL CORP 25,304 -503 $961
     XOM25,304-503$961
BLACK STONE MINERALS L P 191,432 UNCH $896
     BSM191,432UNCH$896
ISHARES TR (SCZ) 19,764 -33,896 $886
     SCZ19,764-33,896$886
TJX COS INC NEW 18,050 +994 $863
     TJX18,050+994$863
CROWDSTRIKE HLDGS INC 15,213 UNCH $847
     CRWD15,213UNCH$847
PURE STORAGE INC 66,939 UNCH $823
     PSTG66,939UNCH$823
HUMANA INC 2,600 UNCH $816
     HUM2,600UNCH$816
DANAHER CORPORATION 5,549 +272 $768
     DHR5,549+272$768
INTERNATIONAL BUSINESS MACHS 6,832 -269 $758
     IBM6,832-269$758
ANALOG DEVICES INC 8,338 +2 $748
     ADI8,338+2$748
VANGUARD WORLD FDS (VGT) 3,356 +529 $711
     VGT3,356+529$711
ISHARES TR (ESML) 34,724 -9,774 $693
     ESML34,724-9,774$693
AT&T INC 23,339 -1,143 $680
     T23,339-1,143$680
ISHARES TR (PFF) 21,331 -358 $679
     PFF21,331-358$679
SOUTHERN CO 12,513 +100 $677
     SO12,513+100$677
3M CO 4,913 +617 $671
     MMM4,913+617$671
ISHARES TR (IWS) 10,456 +7,854 $670
     IWS10,456+7,854$670
ABERDEEN STD PRECIOUS METALS 8,775 UNCH $659
     GLTR8,775UNCH$659
INTERCONTINENTAL EXCHANGE IN (ICE) 8,093 UNCH $654
     ICE8,093UNCH$654
SPDR GOLD TRUST (GLD) 4,335 -120 $642
     GLD4,335-120$642
SPDR SER TR (TFI) 12,563 +583 $628
     TFI12,563+583$628
QUANTERIX CORP 34,000 UNCH $625
     QTRX34,000UNCH$625
STARBUCKS CORP 9,432 +1,134 $620
     SBUX9,432+1,134$620
CONSOLIDATED EDISON INC 7,914 UNCH $617
     ED7,914UNCH$617
VANGUARD ADMIRAL FDS INC (IVOO) 6,342 -80 $617
     IVOO6,342-80$617
NOVO NORDISK A S 10,234 -500 $616
     NVO10,234-500$616
CHEVRON CORP NEW 7,242 -2,478 $525
     CVX7,242-2,478$525
VANGUARD WORLD FD (MGC) 5,707 -372 $519
     MGC5,707-372$519
VANGUARD TAX MANAGED INTL FD (VEA) 15,479 +497 $516
     VEA15,479+497$516
MASTERCARD INC 2,116 -27 $511
     MA2,116-27$511
TEXAS INSTRS INC 5,014 UNCH $501
     TXN5,014UNCH$501
VANGUARD INDEX FDS (VOE) 6,125 -112,820 $498
     VOE6,125-112,820$498
VANGUARD CHARLOTTE FDS (BNDX) 8,805 +8,805 $495
     BNDX8,805+8,805$495
WALMART INC 4,352 +48 $494
     WMT4,352+48$494
REGENERON PHARMACEUTICALS 998 -26 $487
     REGN998-26$487
ISHARES TR (IJR) 8,637 -1,918 $485
     IJR8,637-1,918$485
ROSS STORES INC 5,500 UNCH $478
     ROST5,500UNCH$478
FIDELITY 9,518 +315 $474
     FLTB9,518+315$474
ABBOTT LABS 5,910 +1,241 $466
     ABT5,910+1,241$466
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,769 +178 $465
     MDY1,769+178$465
ISHARES TR (SUB) 4,315 +4,315 $459
     SUB4,315+4,315$459
VANGUARD INDEX FDS (VTV) 5,046 -324 $449
     VTV5,046-324$449
ADOBE INC 1,395 -142 $444
     ADBE1,395-142$444
VANGUARD INDEX FDS (VV) 3,724 +3,724 $441
     VV3,724+3,724$441
UNITEDHEALTH GROUP INC 1,682 -258 $419
     UNH1,682-258$419
VANGUARD INDEX FDS (VOO) 1,658 -255 $393
     VOO1,658-255$393
DISNEY WALT CO 3,999 -28,720 $386
     DIS3,999-28,720$386
ABIOMED INC 2,595 UNCH $377
     ABMD2,595UNCH$377
WISDOMTREE TR 4,609 -121 $373
     DLN4,609-121$373
KIMBERLY CLARK CORP 2,859 -187 $366
     KMB2,859-187$366
ISHARES TR (IEF) 2,981 +627 $362
     IEF2,981+627$362
APPLIED MATLS INC 7,789 +28 $357
     AMAT7,789+28$357
HONEYWELL INTL INC 2,634 -598 $352
     HON2,634-598$352
ASML HOLDING N V 1,337 UNCH $350
     ASML1,337UNCH$350
NOVARTIS A G 4,176 -29 $344
     NVS4,176-29$344
SALESFORCE COM INC 2,309 -261 $332
     CRM2,309-261$332
PNC FINL SVCS GROUP INC 3,414 +36 $327
     PNC3,414+36$327
MICRON TECHNOLOGY INC 7,705 UNCH $324
     MU7,705UNCH$324
CATERPILLAR INC DEL 2,731 +2 $317
     CAT2,731+2$317
ORACLE CORP 6,529 -11,362 $316
     ORCL6,529-11,362$316
VANGUARD INDEX FDS (VO) 2,356 -10,968 $310
     VO2,356-10,968$310
NETFLIX INC 823 +7 $309
     NFLX823+7$309
ISHARES TR (DGRO) 9,118 -25,020 $297
     DGRO9,118-25,020$297
SPDR INDEX SHS FDS (SPDW) 12,234 -14,307 $293
     SPDW12,234-14,307$293
ISHARES TR (IWF) 1,931 +586 $291
     IWF1,931+586$291
HOST HOTELS & RESORTS INC 26,158 +26,158 $289
     HST26,158+26,158$289
PHILIP MORRIS INTL INC 3,955 -24,037 $289
     PM3,955-24,037$289
WELLS FARGO CO NEW 9,899 -4,110 $284
     WFC9,899-4,110$284
SABINE ROYALTY TR 10,209 UNCH $282
     SBR10,209UNCH$282
SCHWAB STRATEGIC TR 3,519 UNCH $280
     SCHG3,519UNCH$280
PACCAR INC 4,536 UNCH $277
     PCAR4,536UNCH$277
SAP SE 2,500 UNCH $276
     SAP2,500UNCH$276
WD 40 CO 1,371 UNCH $275
     WDFC1,371UNCH$275
ISHARES TR (DVY) 3,677 -2,160 $270
     DVY3,677-2,160$270
COSTAR GROUP INC 457 -43 $268
     CSGP457-43$268
ISHARES TR (TLT) 1,609 -1,499 $265
     TLT1,609-1,499$265
VANGUARD WHITEHALL FDS (VYM) 3,610 -3,360 $255
     VYM3,610-3,360$255
MFS MUN INCOME TR 39,246 UNCH $251
     MFM39,246UNCH$251
ACCENTURE PLC IRELAND 1,528 -14 $249
     ACN1,528-14$249
CME GROUP INC 1,380 UNCH $239
     CME1,380UNCH$239
GENERAL ELECTRIC CO 29,891 -681 $237
     GE29,891-681$237
LOWES COS INC 2,742 -480 $236
     LOW2,742-480$236
COCA COLA CO 5,223 UNCH $231
     KO5,223UNCH$231
VANGUARD ADMIRAL FDS INC (IVOV) 2,710 -18,426 $229
     IVOV2,710-18,426$229
EXELON CORP 6,149 UNCH $226
     EXC6,149UNCH$226
ISHARES TR (OEF) 1,866 +320 $221
     OEF1,866+320$221
EVERSOURCE ENERGY 2,807 UNCH $220
     ES2,807UNCH$220
DUKE ENERGY CORP NEW 2,696 +3 $218
     DUK2,696+3$218
VANGUARD SCOTTSDALE FDS (VCLT) 2,249 -3,045 $218
     VCLT2,249-3,045$218
TRUIST FINL CORP 6,930 -87,998 $214
     TFC6,930-87,998$214
SPDR SER TR (CWB) 4,450 +4,450 $213
     CWB4,450+4,450$213
ALLSTATE CORP 2,276 UNCH $209
     ALL2,276UNCH$209
VANGUARD INDEX FDS (VBR) 2,333 -45,235 $207
     VBR2,333-45,235$207
ENTERPRISE PRODS PARTNERS L 13,565 -5,320 $194
     EPD13,565-5,320$194
FRANKLIN STR PPTYS CORP 24,509 UNCH $140
     FSP24,509UNCH$140
FORD MTR CO DEL 12,630 +12,630 $61
     F12,630+12,630$61
ATHERSYS INC NEW 11,620 +0 $35
     ATHX11,620UNCH$35
AMERICAN ELEC PWR CO INC $0 (exited)
     AEP0-2,446$0
AFLAC INC $0 (exited)
     AFL0-4,876$0
VANECK VECTORS ETF TRUST $0 (exited)
     ANGL0-362,969$0
ARQULE INC $0 (exited)
     ARQL0-22,750$0
BOEING CO $0 (exited)
     BA0-7,172$0
BANK NEW YORK MELLON CORP $0 (exited)
     BK0-4,827$0
CITIGROUP INC $0 (exited)
     C0-3,185$0
CHUBB LIMITED $0 (exited)
     CB0-1,720$0
CITIZENS FINL GROUP INC $0 (exited)
     CFG0-88,855$0
CHARLES RIV LABS INTL INC $0 (exited)
     CRL0-1,422$0
CVS HEALTH CORP $0 (exited)
     CVS0-2,854$0
DEERE & CO $0 (exited)
     DE0-1,218$0
QUEST DIAGNOSTICS INC $0 (exited)
     DGX0-2,316$0
SPDR DOW JONES INDL AVRG ETF $0 (exited)
     DIA0-729$0
ISHARES TR $0 (exited)
     ENZL0-5,921$0
ISHARES INC $0 (exited)
     ERUS0-9,060$0
ISHARES INC $0 (exited)
     EWA0-14,096$0
ISHARES INC $0 (exited)
     EWC0-12,479$0
ISHARES INC $0 (exited)
     EWG0-11,096$0
ISHARES INC $0 (exited)
     EWL0-9,118$0
FIDELITY $0 (exited)
     FCOR0-20,113$0
SPDR INDEX SHS FDS $0 (exited)
     FEZ0-31,300$0
FIDELITY COVINGTON TR $0 (exited)
     FSTA0-172,221$0
FULTON FINL CORP PA $0 (exited)
     FULT0-15,373$0
SANOFI $0 (exited)
     GCVRZ0-15,000$0
HCA HEALTHCARE INC $0 (exited)
     HCA0-1,579$0
WISDOMTREE TR $0 (exited)
     HEDJ0-3,448$0
VANECK VECTORS ETF TR $0 (exited)
     HYD0-5,119$0
DBX ETF TR $0 (exited)
     HYLB0-283,137$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     HYLS0-446,327$0
PIMCO ETF TR $0 (exited)
     HYS0-217,117$0
ISHARES TR $0 (exited)
     IJS0-1,732$0
ISHARES TR $0 (exited)
     IWM0-12,561$0
ISHARES TR $0 (exited)
     IWN0-15,488$0
ISHARES TR $0 (exited)
     IYR0-6,187$0
JP MORGAN EXCHANGE TRADED FD $0 (exited)
     JPHY0-69,001$0
SPDR SERIES TRUST $0 (exited)
     KBE0-4,552$0
SPDR SERIES TRUST $0 (exited)
     KRE0-7,973$0
SOUTHWEST AIRLS CO $0 (exited)
     LUV0-4,086$0
LYONDELLBASELL INDUSTRIES N $0 (exited)
     LYB0-2,813$0
MARATHON PETE CORP $0 (exited)
     MPC0-5,000$0
MORGAN STANLEY $0 (exited)
     MS0-6,966$0
INGEVITY CORP $0 (exited)
     NGVT0-2,607$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-3,173$0
SPDR SERIES TRUST $0 (exited)
     SDY0-9,801$0
VANECK VECTORS ETF TRUST $0 (exited)
     SMH0-22,427$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-18,025$0
VALERO ENERGY CORP NEW $0 (exited)
     VLO0-2,475$0
VANGUARD INDEX FDS $0 (exited)
     VXF0-1,787$0
WORKIVA INC $0 (exited)
     WK0-7,375$0
SELECT SECTOR SPDR TR $0 (exited)
     XLF0-108,131$0
INVESCO EXCHANGE TRADED FD T $0 (exited)
     XLG0-2,024$0
SELECT SECTOR SPDR TR 0 -2,202 $0 (exited)
     XLK0-2,202$0

See Summary: Adviser Investments LLC Top Holdings
See Details: Top 10 Stocks Held By Adviser Investments LLC

EntityShares/Amount
Change
Position Value
Change
PHB +431,676+$7,157
HYDW +78,393+$3,597
VSS +28,775+$2,252
MUNI +40,650+$2,218
IEI +7,806+$1,041
ISHG +12,812+$989
BNDX +8,805+$495
SUB +4,315+$459
VV +3,724+$441
HST +26,158+$289
EntityShares/Amount
Change
Position Value
Change
HYLS -446,327-$21,776
HYS -217,117-$21,653
HYLB -283,137-$14,262
ANGL -362,969-$10,835
FSTA -172,221-$6,491
CFG -88,855-$3,608
JPHY -69,001-$3,572
XLF -108,131-$3,328
SMH -22,427-$3,171
BA -7,172-$2,336
EntityShares/Amount
Change
Position Value
Change
FBND +227,140+$11,756
VIG +186,323+$14,474
HYG +100,290+$5,787
VTEB +89,770+$4,536
VBK +49,968+$6,671
BSV +43,701+$4,639
SCHF +43,241+$665
MO +37,562+$1,192
VZ +35,248+$1,354
SUSB +34,833+$781
EntityShares/Amount
Change
Position Value
Change
IVOG -194,978-$29,203
IEFA -193,542-$12,980
IVV -171,855-$64,257
VOE -112,820-$13,679
EFG -107,882-$14,943
SHYG -99,185-$5,582
TFC -87,998-$5,132
VBR -45,235-$6,313
VIOG -43,523-$9,998
Size ($ 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

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