ADVISER INVESTMENTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 112K | $9.38M |
 | CAT | 108K | $51.42M |
 | VZ | 106K | $4.65M |
 | INTC | 105K | $3.53M |
 | HD | 98K | $39.76M |
 | DHR | 92K | $18.30M |
 | CVX | 88K | $13.66M |
 | AVTX | 87K | $1.10M |
 | AXP | 85K | $28.36M |
 | IBM | 84K | $23.60M |
 | PM | 83K | $13.38M |
 | DAR | 81K | $2.51M |
 | EPD | 80K | $2.50M |
 | BMY | 80K | $3.59M |
 | CLF | 78K | $953.32K |
 | MMM | 76K | $11.86M |
 | DIS | 76K | $8.68M |
 | BKD | 75K | $635.25K |
 | CB | 69K | $19.34M |
 | ORCL | 68K | $19.15M |
Merck & Co., Inc.
MRK
Shares Held
112K
Value
$9.38M
Caterpillar Inc.
CAT
Shares Held
108K
Value
$51.42M
Verizon Communications Inc.
VZ
Shares Held
106K
Value
$4.65M
Intel Corporation
INTC
Shares Held
105K
Value
$3.53M
The Home Depot, Inc.
HD
Shares Held
98K
Value
$39.76M
Danaher Corporation
DHR
Shares Held
92K
Value
$18.30M
Chevron Corporation
CVX
Shares Held
88K
Value
$13.66M
Avalo Therapeutics, Inc.
AVTX
Shares Held
87K
Value
$1.10M
American Express Company
AXP
Shares Held
85K
Value
$28.36M
International Business Machines Corporation
IBM
Shares Held
84K
Value
$23.60M
Philip Morris International Inc.
PM
Shares Held
83K
Value
$13.38M
Darling Ingredients Inc.
DAR
Shares Held
81K
Value
$2.51M
Enterprise Products Partners L.P.
EPD
Shares Held
80K
Value
$2.50M
Bristol-Myers Squibb Company
BMY
Shares Held
80K
Value
$3.59M
Cleveland-Cliffs Inc.
CLF
Shares Held
78K
Value
$953.32K
3M Company
MMM
Shares Held
76K
Value
$11.86M
The Walt Disney Company
DIS
Shares Held
76K
Value
$8.68M
Brookdale Senior Living Inc.
BKD
Shares Held
75K
Value
$635.25K
Chubb Limited
CB
Shares Held
69K
Value
$19.34M
Oracle Corporation
ORCL
Shares Held
68K
Value
$19.15M