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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

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Nov 05, 2021
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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.



Here is the complete portfolio of Adviser Investments LLC. Also check out:

1. Adviser Investments LLC's Undervalued Stocks
2. Adviser Investments LLC's Top Growth Companies, and
3. Adviser Investments LLC's High Yield stocks
4. Stocks that Adviser Investments LLC keeps buying
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