- New Purchases: HYLS, HYLB, SHYG, IWO, XHB, VCLT, AFL, WMT, OEF,
- Added Positions: HYG, FTEC, JNJ, RTN, IYR, PFE, BSV, EFG, MDT, BLK, FHLC, VIOG, VCIT, DSI, VOE, VBR, VOT, SHM, VIG, SUSC, XLP, AMZN, PG, MMM, VUG, ADBE, VOO, MCD, TJX, NOW, IBB, FBT, NFLX, SO, EXC, VO, IWM, VTI,
- Reduced Positions: HYS, XOM, BNDX, AGG, XLV, XLU, BMY, CSCO, TLT, LQD, IYW, V, EMB, IEF, ERUS, WFC, SPY, VYM, ANGL, IEFA, IJH, EFA, MGC, ABBV, FB, TFI, VTV, IWB, IWD, IWS, SCZ, WK, GOOG, VTEB, MO, BRK.B, GOOGL, NEE, ABT, AEP, VTIP, AMGN, BA, KRE, KBE, IWF, DEO, EPD, GE, HD, UTX, UPS, HRL, MRK, T, XLG, ORCL, NYT, MS, VHT, VEU, VEA, ADI, BK, SDY, LMT, CVX, CI, HON, KO, COST, F,
- Sold Out: IYZ, PRU, IWN, LYB, CWB, XLI, XLF, IAU, GS, GDOT, IXC, VWO, DOW,
For the details of Adviser Investments LLC's stock buys and sells, go to https://www.gurufocus.com/guru/adviser+investments+llc/current-portfolio/portfolioportfolio
These are the top 5 holdings of Adviser Investments LLC- iShares Core S&P 500 ETF (IVV) - 224,856 shares, 7.52% of the total portfolio. Shares reduced by 0.38%
- Vanguard Short-Term Bond ETF (BSV) - 665,173 shares, 6.08% of the total portfolio. Shares added by 4.16%
- iShares MSCI EAFE Growth ETF (EFG) - 500,381 shares, 4.59% of the total portfolio. Shares added by 5.24%
- Fidelity MSCI Health Care Index ETF (FHLC) - 726,556 shares, 3.71% of the total portfolio. Shares added by 3.22%
- PIMCO 0-5 Year High Yield Corporate Bond Index Exc (HYS) - 274,371 shares, 3.13% of the total portfolio. Shares reduced by 13.95%
Adviser Investments LLC initiated holding in First Trust Tactical High Yield ETF. The purchase prices were between $47.54 and $48.35, with an estimated average price of $48.06. The stock is now traded at around $47.99. The impact to a portfolio due to this purchase was 2.39%. The holding were 438,121 shares as of .
New Purchase: Deutsche X-trackers USD High Yield Corporate Bond (HYLB)Adviser Investments LLC initiated holding in Deutsche X-trackers USD High Yield Corporate Bond . The purchase prices were between $48.68 and $50.4, with an estimated average price of $49.7. The stock is now traded at around $49.53. The impact to a portfolio due to this purchase was 1.63%. The holding were 286,286 shares as of .
New Purchase: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)Adviser Investments LLC initiated holding in iShares 0-5 Year High Yield Corporate Bond ETF. The purchase prices were between $45.76 and $46.86, with an estimated average price of $46.52. The stock is now traded at around $46.10. The impact to a portfolio due to this purchase was 1.46%. The holding were 276,124 shares as of .
New Purchase: iShares Russell 2000 Growth ETF (IWO)Adviser Investments LLC initiated holding in iShares Russell 2000 Growth ETF. The purchase prices were between $186.91 and $205.8, with an estimated average price of $197.49. The stock is now traded at around $195.54. The impact to a portfolio due to this purchase was 0.34%. The holding were 14,801 shares as of .
New Purchase: SPDR S&P Homebuilders ETF (XHB)Adviser Investments LLC initiated holding in SPDR S&P Homebuilders ETF. The purchase prices were between $38.36 and $41.68, with an estimated average price of $40.38. The stock is now traded at around $40.63. The impact to a portfolio due to this purchase was 0.23%. The holding were 48,677 shares as of .
New Purchase: Vanguard Long-Term Corporate Bond ETF (VCLT)Adviser Investments LLC initiated holding in Vanguard Long-Term Corporate Bond ETF. The purchase prices were between $90.3 and $96.87, with an estimated average price of $92.31. The stock is now traded at around $100.35. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,741 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond ETF (HYG)Adviser Investments LLC added to a holding in iShares iBoxx $ High Yield Corporate Bond ETF by 42.49%. The purchase prices were between $83.78 and $86.85, with an estimated average price of $85.2. The stock is now traded at around $86.07. The impact to a portfolio due to this purchase was 0.56%. The holding were 191,438 shares as of .
Added: Fidelity MSCI Information Technology Index ETF (FTEC)Adviser Investments LLC added to a holding in Fidelity MSCI Information Technology Index ETF by 52.85%. The purchase prices were between $56.25 and $63, with an estimated average price of $60.81. The stock is now traded at around $62.09. The impact to a portfolio due to this purchase was 0.33%. The holding were 136,520 shares as of .
Added: Johnson & Johnson (JNJ)Adviser Investments LLC added to a holding in Johnson & Johnson by 79.31%. The purchase prices were between $131.15 and $144.24, with an estimated average price of $138.41. The stock is now traded at around $132.33. The impact to a portfolio due to this purchase was 0.32%. The holding were 46,096 shares as of .
Added: Raytheon Co (RTN)Adviser Investments LLC added to a holding in Raytheon Co by 451.50%. The purchase prices were between $173.88 and $187.58, with an estimated average price of $179.96. The stock is now traded at around $184.34. The impact to a portfolio due to this purchase was 0.3%. The holding were 18,558 shares as of .
Added: iShares U.S. Real Estate ETF (IYR)Adviser Investments LLC added to a holding in iShares U.S. Real Estate ETF by 50.98%. The purchase prices were between $84.15 and $90.87, with an estimated average price of $86.99. The stock is now traded at around $91.10. The impact to a portfolio due to this purchase was 0.27%. The holding were 82,089 shares as of .
Added: Pfizer Inc (PFE)Adviser Investments LLC added to a holding in Pfizer Inc by 38.23%. The purchase prices were between $38.98 and $43.76, with an estimated average price of $41.82. The stock is now traded at around $35.25. The impact to a portfolio due to this purchase was 0.26%. The holding were 189,015 shares as of .
Sold Out: iShares U.S. Telecommunications ETF (IYZ)Adviser Investments LLC sold out a holding in iShares U.S. Telecommunications ETF. The sale prices were between $27.83 and $30.85, with an estimated average price of $29.6.
Sold Out: Prudential Financial Inc (PRU)Adviser Investments LLC sold out a holding in Prudential Financial Inc. The sale prices were between $92.38 and $105.71, with an estimated average price of $99.72.
Sold Out: iShares Russell 2000 Value ETF (IWN)Adviser Investments LLC sold out a holding in iShares Russell 2000 Value ETF. The sale prices were between $113.58 and $125.44, with an estimated average price of $120.28.
Sold Out: SPDR Barclays Convertible Securities ETF (CWB)Adviser Investments LLC sold out a holding in SPDR Barclays Convertible Securities ETF. The sale prices were between $50.24 and $53.58, with an estimated average price of $52.1.
Sold Out: LyondellBasell Industries NV (LYB)Adviser Investments LLC sold out a holding in LyondellBasell Industries NV. The sale prices were between $74.25 and $92.29, with an estimated average price of $85.31.
Sold Out: Industrial Select Sector SPDR Fund (XLI)Adviser Investments LLC sold out a holding in Industrial Select Sector SPDR Fund. The sale prices were between $72.05 and $78.75, with an estimated average price of $76.04.
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