Adviser Investments LLC Buys Fidelity Corporate Bond ETF, SPDR NYSE Technology ETF, iShares MSCI EAFE Small-Cap ETF, Sells iShares Core S&P 500 ETF, VanEck Vectors Semiconductor ETF, Invesco Dynamic Leisure and Entertainment ETF

Investment company Adviser Investments LLC (Current Portfolio) buys Fidelity Corporate Bond ETF, SPDR NYSE Technology ETF, iShares MSCI EAFE Small-Cap ETF, iShares U.S. Medical Devices ETF, iShares Expanded Tech-Software Sector ETF, sells iShares Core S&P 500 ETF, VanEck Vectors Semiconductor ETF, Invesco Dynamic Leisure and Entertainment ETF, iShares MSCI Switzerland ETF, iShares U.S. Healthcare Providers ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Adviser Investments LLC. As of 2021Q3, Adviser Investments LLC owns 237 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Adviser Investments LLC's stock buys and sells, go to https://www.gurufocus.com/guru/adviser+investments+llc/current-portfolio/portfolio

These are the top 5 holdings of Adviser Investments LLC
  1. Vanguard Dividend Appreciation FTF (VIG) - 486,159 shares, 5.59% of the total portfolio. Shares added by 2.52%
  2. iShares Core S&P 500 ETF (IVV) - 165,002 shares, 5.32% of the total portfolio. Shares reduced by 31.81%
  3. Vanguard Tax-Exempt Bond ETF (VTEB) - 1,207,450 shares, 4.95% of the total portfolio. Shares added by 2.97%
  4. Vanguard Total Bond Market ETF (BND) - 711,668 shares, 4.55% of the total portfolio. Shares added by 4.15%
  5. BTC iShares MSCI EAFE Growth ETF (EFG) - 497,694 shares, 3.96% of the total portfolio. Shares added by 2.17%
New Purchase: Fidelity Corporate Bond ETF (FCOR)

Adviser Investments LLC initiated holding in Fidelity Corporate Bond ETF. The purchase prices were between $55.25 and $56.26, with an estimated average price of $55.83. The stock is now traded at around $55.980000. The impact to a portfolio due to this purchase was 1.71%. The holding were 413,688 shares as of 2021-09-30.

New Purchase: SPDR NYSE Technology ETF (XNTK)

Adviser Investments LLC initiated holding in SPDR NYSE Technology ETF. The purchase prices were between $152.86 and $166.47, with an estimated average price of $159.89. The stock is now traded at around $173.700000. The impact to a portfolio due to this purchase was 0.88%. The holding were 75,121 shares as of 2021-09-30.

New Purchase: iShares U.S. Medical Devices ETF (IHI)

Adviser Investments LLC initiated holding in iShares U.S. Medical Devices ETF. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.740000. The impact to a portfolio due to this purchase was 0.47%. The holding were 100,553 shares as of 2021-09-30.

New Purchase: iShares MSCI Japan ETF (EWJ)

Adviser Investments LLC initiated holding in iShares MSCI Japan ETF. The purchase prices were between $66.26 and $74.12, with an estimated average price of $69.25. The stock is now traded at around $70.360000. The impact to a portfolio due to this purchase was 0.46%. The holding were 87,185 shares as of 2021-09-30.

New Purchase: iShares U.S. Broker-Dealers ETF (IAI)

Adviser Investments LLC initiated holding in iShares U.S. Broker-Dealers ETF. The purchase prices were between $97.22 and $110.28, with an estimated average price of $104.91. The stock is now traded at around $113.620000. The impact to a portfolio due to this purchase was 0.45%. The holding were 58,088 shares as of 2021-09-30.

New Purchase: SPDR S&P Transportation ETF (XTN)

Adviser Investments LLC initiated holding in SPDR S&P Transportation ETF. The purchase prices were between $78.92 and $89.39, with an estimated average price of $84.7. The stock is now traded at around $98.080000. The impact to a portfolio due to this purchase was 0.45%. The holding were 70,225 shares as of 2021-09-30.

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Adviser Investments LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 56.06%. The purchase prices were between $72.22 and $79.08, with an estimated average price of $76.11. The stock is now traded at around $77.380000. The impact to a portfolio due to this purchase was 0.51%. The holding were 257,092 shares as of 2021-09-30.

Added: iShares Expanded Tech-Software Sector ETF (IGV)

Adviser Investments LLC added to a holding in iShares Expanded Tech-Software Sector ETF by 2185.29%. The purchase prices were between $386.87 and $428.17, with an estimated average price of $408.07. The stock is now traded at around $439.010000. The impact to a portfolio due to this purchase was 0.46%. The holding were 15,997 shares as of 2021-09-30.

Added: Airbnb Inc (ABNB)

Adviser Investments LLC added to a holding in Airbnb Inc by 30.78%. The purchase prices were between $131.88 and $175.88, with an estimated average price of $152.79. The stock is now traded at around $201.620000. The impact to a portfolio due to this purchase was 0.16%. The holding were 52,501 shares as of 2021-09-30.

Added: Vanguard Total Stock Market ETF (VTI)

Adviser Investments LLC added to a holding in Vanguard Total Stock Market ETF by 101.78%. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $242.360000. The impact to a portfolio due to this purchase was 0.12%. The holding were 13,695 shares as of 2021-09-30.

Added: Vanguard FTSE All-World ex-US ETF (VEU)

Adviser Investments LLC added to a holding in Vanguard FTSE All-World ex-US ETF by 156.21%. The purchase prices were between $60.96 and $64.22, with an estimated average price of $62.6. The stock is now traded at around $63.390000. The impact to a portfolio due to this purchase was 0.02%. The holding were 9,536 shares as of 2021-09-30.

Added: Sumo Logic Inc (SUMO)

Adviser Investments LLC added to a holding in Sumo Logic Inc by 51.09%. The purchase prices were between $15.86 and $22.47, with an estimated average price of $19.9. The stock is now traded at around $17.000000. The impact to a portfolio due to this purchase was 0.01%. The holding were 27,293 shares as of 2021-09-30.

Sold Out: VanEck Vectors Semiconductor ETF (SMH)

Adviser Investments LLC sold out a holding in VanEck Vectors Semiconductor ETF. The sale prices were between $246.8 and $275.86, with an estimated average price of $263.43.

Sold Out: Invesco Dynamic Leisure and Entertainment ETF (PEJ)

Adviser Investments LLC sold out a holding in Invesco Dynamic Leisure and Entertainment ETF. The sale prices were between $47.19 and $52.38, with an estimated average price of $49.62.

Sold Out: iShares MSCI Switzerland ETF (EWL)

Adviser Investments LLC sold out a holding in iShares MSCI Switzerland ETF. The sale prices were between $46.58 and $51.16, with an estimated average price of $49.65.

Sold Out: iShares U.S. Healthcare Providers ETF (IHF)

Adviser Investments LLC sold out a holding in iShares U.S. Healthcare Providers ETF. The sale prices were between $255.78 and $272.5, with an estimated average price of $265.98.

Sold Out: Fidelity MSCI Real Estate Index ETF (FREL)

Adviser Investments LLC sold out a holding in Fidelity MSCI Real Estate Index ETF. The sale prices were between $30.34 and $32.88, with an estimated average price of $31.48.

Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

Adviser Investments LLC sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $109.64 and $113.19, with an estimated average price of $111.62.



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