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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
55
1
4
3
1
0
40
5
3
ADVISER INVESTMENTS LLC

Time Period2019-06-30

Total Holdings228

Total Value ($x1000)931,276
Activities
New13

Increased62

Unchanged62

Decreased91

Sold Out14

Top 10 Stock Holdingstotal 36.43%
IVV7.12

BSV5.75

EFG4.34

FHLC3.51

HYS2.96

 
VCIT2.87

VIG2.76

SPY2.48

IVOG2.38

HYLS2.26

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
7.12%
CORE S&P500 ETF
BSV
5.75%
SHORT TRM BOND
EFG
4.34%
EAFE GRWTH ETF
FHLC
3.51%
MSCI HLTH CARE I
HYS
2.96%
0-5 HIGH YIELD
VCIT
2.87%
INT-TERM CORP
VIG
2.76%
DIV APP ETF
SPY
2.48%
TR UNIT
IVOG
2.38%
MIDCP 400 GRTH
HYLS
2.26%
FIRST TR TA HIYL
SHM
2.1%
NUVN BR SHT MUNI
HYG
1.79%
IBOXX HI YD ETF
VIOG
1.71%
SMLCP 600 GRTH
IJH
1.71%
CORE S&P MCP ETF
AAPL
1.71%
COM
IEFA
1.59%
CORE MSCI EAFE
HYLB
1.54%
DEUTSCHE USD ETF
VOE
1.52%
MCAP VL IDXVIP
VTEB
1.48%
TAX-EXEMPT BD
MSFT
1.41%
COM
SHYG
1.38%
0-5YR HI YL CP
AGG
1.26%
CORE TOTUSBD ETF
LQD
1.23%
IBOXX INV CP ETF
JPM
1.2%
COM
ANGL
1.16%
FALLEN ANGEL HG
VOT
1.16%
MCAP GR IDXVIP
FB
0.97%
CL A
CSCO
0.92%
COM
FTEC
0.91%
MSCI INFO TECH I
PFE
0.88%
COM
FUTY
0.85%
MSCI UTILS INDEX
VBR
0.81%
SM CP VAL ETF
BAC
0.79%
COM
UPS
0.78%
CL B
IYR
0.77%
U.S. REAL ES ETF
V
0.71%
COM CL A
HD
0.71%
COM
JNJ
0.69%
COM
CMCSA
0.66%
CL A
PEP
0.66%
COM
NEE
0.63%
COM
BRK.B
0.59%
CL B NEW
ANTM
0.58%
COM
MDT
0.54%
SHS
VUG
0.52%
GROWTH ETF
ABBV
0.51%
COM
IWR
0.5%
RUS MID-CAP ETF
INTC
0.5%
COM
UTX
0.49%
COM
MCD
0.49%
COM
BLK
0.49%
COM
ETN
0.48%
SHS
DIS
0.47%
COM DISNEY
BBT
0.45%
COM
OKTA
0.43%
CL A
VZ
0.43%
COM
AMGN
0.43%
COM
XLP
0.43%
SBI CONS STPLS
WDAY
0.42%
CL A
UNP
0.41%
COM
AMZN
0.41%
COM
PANW
0.39%
COM
DEO
0.39%
SPON ADR NEW
FDHY
0.39%
HIGH YILD ETF
JPHY
0.38%
DCPLND HG YLD
VBK
0.36%
SML CP GRW ETF
EFA
0.35%
MSCI EAFE ETF
WFC
0.35%
COM
RTN
0.35%
COM NEW
IWD
0.33%
RUS 1000 VAL ETF
MO
0.33%
COM
IWS
0.33%
RUS MDCP VAL ETF
VFC
0.33%
COM
NKE
0.32%
CL B
IWO
0.32%
RUS 2000 GRW ETF
BSM
0.32%
COM UNIT
IWB
0.31%
RUS 1000 ETF
XLU
0.31%
SBI INT-UTILS
BNDX
0.31%
INTL BD IDX ETF
MAR
0.29%
CL A
VHT
0.28%
HEALTH CAR ETF
BA
0.28%
COM
BRK.A
0.27%
CL A
IVOV
0.27%
MIDCP 400 VAL
SUSB
0.25%
ESG 1 5 YR USD
IBB
0.24%
NASDQ BIOTEC ETF
XOM
0.23%
COM
XHB
0.22%
S&P HOMEBUILD
ESGV
0.21%
ESG US STK ETF
EMB
0.21%
JP MOR EM MK ETF
SCHF
0.2%
INTL EQTY ETF
FBT
0.19%
NY ARCA BIOTECH
MUB
0.19%
NAT AMT FREE BD
PG
0.18%
COM
GOOGL
0.17%
CAP STK CL A
IEF
0.16%
7-10 Y TR BD ETF
IYW
0.16%
U.S. TECH ETF
VCLT
0.14%
LG-TERM COR BD
QQQ
0.14%
UNIT SER 1
DGRO
0.14%
CORE DIV GRWTH
NOW
0.14%
COM
GOOG
0.14%
CAP STK CL C
CVX
0.13%
COM
JKE
0.13%
MRNGSTR LG-CP GR
TLT
0.13%
20+ YR TR BD ETF
FEZ
0.13%
EURO STOXX 50
VTI
0.12%
TOTAL STK MKT
QTRX
0.12%
COM
FCOR
0.12%
CORP BOND ETF
UUP
0.12%
BULLISH FD
CI
0.12%
COM
VTIP
0.12%
STRM INFPROIDX
AXP
0.11%
COM
DSI
0.11%
MSCI KLD400 SOC
TMO
0.11%
COM
SUSC
0.11%
ESG USD CORPT
PSTG
0.11%
CL A
NUMG
0.11%
ESG MID CAP
IBM
0.11%
COM
SDY
0.11%
S&P DIVID ETF
ORCL
0.11%
COM
COST
0.11%
COM
FQAL
0.1%
QLTY FCTOR ETF
BMY
0.1%
COM
VEU
0.1%
ALLWRLD EX US
ADI
0.1%
COM
SBUX
0.1%
COM
MMM
0.1%
COM
ERUS
0.1%
MSCI RUS ETF NEW
IVOO
0.09%
MIDCP 400 IDX
MRK
0.09%
COM
TJX
0.09%
COM
XLV
0.09%
SBI HEALTHCARE
GWL
0.09%
S&P WRLD EX US
MGC
0.08%
MEGA CAP INDEX
SCZ
0.08%
EAFE SML CP ETF
DHR
0.08%
COM
NFLX
0.08%
COM
T
0.08%
COM
VTV
0.08%
VALUE ETF
SO
0.08%
COM
VYM
0.08%
HIGH DIV YLD
ICE
0.07%
COM
ED
0.07%
COM
HUM
0.07%
COM
ABMD
0.07%
COM
FLTB
0.07%
LTD TRM BD ETF
VEA
0.07%
FTSE DEV MKT ETF
PFF
0.07%
U.S. PFD STK ETF
GLTR
0.06%
PHYSCL PM BASKET
GLD
0.06%
GOLD SHS
TFI
0.06%
NUVN BRCLY MUNI
VO
0.06%
MID CAP ETF
EPD
0.06%
COM
NVO
0.06%
ADR
ROST
0.06%
COM
XLG
0.05%
S&P 500 TOP 50
IJR
0.05%
CORE S&P SCP ETF
SBR
0.05%
UNIT BEN INT
MA
0.05%
CL A
TXN
0.05%
COM
HRL
0.05%
COM
HON
0.05%
COM
PNC
0.05%
COM
ADBE
0.05%
COM
KRE
0.05%
S&P REGL BKG
DLN
0.05%
LARGECAP DIVID
VOO
0.05%
SHS
WK
0.05%
CL A
ABT
0.04%
COM
NVS
0.04%
SPONSORED ADR
FULT
0.04%
COM
KMB
0.04%
COM
CAT
0.04%
COM
AMAT
0.04%
COM
SAP
0.04%
SPON ADR
LOW
0.04%
COM
GE
0.04%
COM
CRM
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
REGN
0.04%
COM
PCAR
0.03%
COM
PM
0.03%
COM
HYD
0.03%
HIGH YLD MUN ETF
MS
0.03%
COM NEW
MU
0.03%
COM
KO
0.03%
COM
EXC
0.03%
COM
UNH
0.03%
COM
STI
0.03%
COM
LMT
0.03%
COM
CME
0.03%
COM
MPC
0.03%
COM
ASML
0.03%
N Y REGISTRY SHS
ACN
0.03%
SHS CLASS A
CSGP
0.03%
COM
MFM
0.03%
SH BEN INT
NGVT
0.03%
COM
MDY
0.03%
UTSER1 S&PDCRP
KBE
0.03%
S&P BK ETF
IJS
0.03%
SP SMCP600VL ETF
VGT
0.03%
INF TECH ETF
DGX
0.03%
COM
IWM
0.03%
RUSSELL 2000 ETF
DUK
0.02%
COM NEW
ALL
0.02%
COM
FDX
0.02%
COM
ARQL
0.02%
COM
WDFC
0.02%
COM
WMT
0.02%
COM
AEP
0.02%
COM
NYT
0.02%
CL A
DE
0.02%
COM
BK
0.02%
COM
FTV
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
HCA
0.02%
COM
VLO
0.02%
COM
IWF
0.02%
RUS 1000 GRW ETF
WBA
0.02%
COM
LUV
0.02%
COM
CRL
0.02%
COM
AFL
0.02%
COM
OEF
0.02%
S&P 100 ETF
FSP
0.02%
COM
F
0.01%
COM PAR $0.01
ATHX
< 0.01%
COM
GCVRZ
< 0.01%
RIGHT 12/31/2020
FCOM
1.14%
TELECOMM SVCS
IYZ
0.33%
U.S. TELECOM ETF
PRU
0.31%
COM
IWN
0.26%
RUS 2000 VAL ETF
CWB
0.21%
BRC CNV SECS ETF
LYB
0.21%
SHS - A -
XLI
0.17%
SBI INT-INDS
XLF
0.16%
SBI INT-FINL
IAU
0.15%
ISHARES
GS
0.04%
COM
DWDP
0.03%
COM
GDOT
0.02%
CL A
IXC
0.02%
GLOBAL ENERG ETF
VWO
0.02%
FTSE EMR MKT ETF