Adviser Investments LLC
Adviser Investments LLC is an SEC-registered investment advisory firm headquartered in Newton, Massachusetts. Founded in 1994, the firm manages portfolios for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Adviser Investments employs over 100 professionals and focuses on delivering customized investment solutions for its clients, with an emphasis on transparency and fiduciary responsibility.
Investment Strategy
Adviser Investments LLC provides portfolio management services primarily to individuals and high-net-worth investors, managing diversified portfolios across public equities and fixed income. The firm employs both discretionary and non-discretionary management, focusing on long-term growth, risk management, and aligning investment objectives with clients' financial goals. Their strategy incorporates fundamental analysis, asset allocation, and regular portfolio rebalancing to adapt to changing market conditions.
Top Holdings
Equity Positions (582)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 11.94% | $954.1M | 2,176,216 | $215.79 | $438.40 | +$33.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 10.04% | $802.5M | 14,076,338 | $44.67 | $57.01 | +$114.1M |
A AGG | ISHARES TR | 8.23% | $658.2M | 6,634,648 | $98.99 | $99.20 | +$171.8M |
V VTV | VANGUARD INDEX FDS | 8.15% | $651.2M | 3,684,307 | $141.25 | $176.74 | -$105.4M |
M MUB | ISHARES TR | 3.17% | $253.2M | 2,423,680 | $107.74 | $104.48 | -$29.7M |
Options Positions (4)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CAR | AVIS BUDGET GROUP | New | Put | $277.3K | 112 | $169.05 | $169.05 | +112 | +$277.3K |
E ETN | EATON CORP PLC | New | Put | $46.4K | 36 | $356.99 | $356.99 | +36 | +$46.4K |
A AAPL | APPLE INC | — | Put | $21.4K | 10 | $205.17 | $222.13 | 0 | +$4.1K |
M MSFT | MICROSOFT CORP | Sold | Put | $5.2K | 11 | $497.41 | $375.39 | -13 | -$79.0K |