Vista Wealth Management Group
Latest statistics and disclosures from Adero Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUHP, DIHP, AVUS, AVDE, DFAR, and represent 46.85% of Adero Partners's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$13M), AVUS (+$8.5M), DUHP, PCOR, DIHP, BRK.A, AVEM, ZM, AVDE, DFAR.
- Started 18 new stock positions in AZN, PGRE, JLL, SGOV, RELX, AOA, LAND, PGR, UMC, ROP. BLK, MFC, INTC, IEMG, BRK.A, MO, IHDG, BBVA.
- Reduced shares in these 10 stocks: DASH (-$8.0M), SNOW (-$7.7M), CCCS (-$5.8M), BABA, DFAC, QUAL, BIL, DFSI, VGSR, CRWD.
- Sold out of its positions in BNS, CLS, CIG, DECK, RDY, EMR, GM, HUBB, OKE, ROST. FLRN, BIL, FNDA, FNDX, TGT, PATH, URI, VTRS, WCC, RIG, STLA.
- Adero Partners was a net buyer of stock by $24M.
- Adero Partners has $1.5B in assets under management (AUM), dropping by -1.48%.
- Central Index Key (CIK): 0001800593
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Portfolio Holdings for Adero Partners
Adero Partners holds 259 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us High Profitab (DUHP) | 15.3 | $234M | +2% | 7.0M | 33.14 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 11.4 | $174M | 6.5M | 26.94 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 10.0 | $153M | +5% | 1.7M | 92.38 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.3 | $81M | +3% | 1.2M | 66.27 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 4.9 | $74M | +3% | 3.1M | 23.77 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 4.0 | $61M | +5% | 1.0M | 60.17 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.5 | $54M | -2% | 1.6M | 32.99 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 3.1 | $48M | 4.7M | 10.24 |
|
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.1 | $47M | +4% | 788k | 59.75 |
|
| Doordash Cl A (DASH) | 2.9 | $44M | -15% | 243k | 182.77 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 2.9 | $44M | -11% | 4.9M | 9.03 |
|
| Apple (AAPL) | 2.0 | $30M | 135k | 222.13 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $27M | 252k | 108.38 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $24M | +113% | 150k | 156.23 |
|
| Snowflake Cl A (SNOW) | 1.5 | $23M | -24% | 158k | 146.16 |
|
| Datadog Cl A Com (DDOG) | 1.5 | $23M | 233k | 99.21 |
|
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 1.3 | $20M | -2% | 563k | 35.81 |
|
| Dimensional Etf Trust International (DFSI) | 1.3 | $20M | -3% | 567k | 34.89 |
|
| Procore Technologies (PCOR) | 1.2 | $19M | +25% | 281k | 66.02 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 1.1 | $17M | 281k | 60.48 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 1.0 | $15M | 283k | 51.49 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $14M | +2% | 28k | 513.91 |
|
| Uber Technologies (UBER) | 0.9 | $13M | 183k | 72.86 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $12M | +3% | 21k | 576.37 |
|
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.7 | $10M | -5% | 1.0M | 10.14 |
|
| Microsoft Corporation (MSFT) | 0.6 | $9.6M | +21% | 26k | 375.40 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $8.2M | 15k | 559.41 |
|
|
| Dynatrace Com New (DT) | 0.5 | $7.8M | 165k | 47.15 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.5 | $7.2M | -3% | 182k | 39.69 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $7.1M | 210k | 33.68 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $6.6M | 211k | 31.23 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $6.2M | 40k | 154.64 |
|
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| Amazon (AMZN) | 0.4 | $5.7M | +11% | 30k | 190.26 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $5.6M | 22k | 257.03 |
|
|
| Tesla Motors (TSLA) | 0.3 | $4.9M | +22% | 19k | 259.17 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $4.8M | +2% | 20k | 245.30 |
|
| Ceridian Hcm Hldg (DAY) | 0.3 | $4.6M | -2% | 79k | 58.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.0M | +3% | 7.6k | 532.58 |
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| Rlx Technology Sponsored Ads (RLX) | 0.3 | $3.9M | 2.1M | 1.88 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.8M | 14k | 274.84 |
|
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| Roblox Corp Cl A (RBLX) | 0.2 | $3.5M | 60k | 58.29 |
|
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.3M | 54k | 62.10 |
|
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| Zoom Communications Cl A (ZM) | 0.2 | $3.3M | +701% | 44k | 73.77 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.2M | NEW | 4.00 | 798441.50 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $3.2M | +5% | 39k | 80.65 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $3.1M | -2% | 26k | 119.46 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.1M | 43k | 71.79 |
|
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $3.1M | -46% | 23k | 132.23 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.0M | 15k | 199.49 |
|
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $2.8M | 72k | 39.36 |
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| Servicenow (NOW) | 0.2 | $2.8M | 3.5k | 796.19 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.7M | -28% | 16k | 170.89 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $2.6M | +3% | 34k | 76.57 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.2 | $2.5M | 7.6k | 334.48 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $2.4M | 21k | 115.95 |
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| American Express Company (AXP) | 0.2 | $2.4M | 8.8k | 269.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.3M | 4.9k | 468.96 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.2M | 14k | 165.84 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $2.2M | -9% | 30k | 74.72 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.2M | -17% | 6.3k | 352.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.0M | +14% | 11k | 188.16 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $1.9M | -5% | 74k | 25.89 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.9M | -5% | 21k | 90.54 |
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| Lyft Cl A Com (LYFT) | 0.1 | $1.8M | 154k | 11.87 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.8M | 23k | 78.28 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.7M | -5% | 41k | 41.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.7M | 13k | 134.29 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.5M | 5.0k | 306.72 |
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| Visa Com Cl A (V) | 0.1 | $1.5M | +3% | 4.2k | 350.49 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.5M | 66k | 22.08 |
|
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.4M | 2.6k | 550.03 |
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| Intuit (INTU) | 0.1 | $1.4M | 2.3k | 613.98 |
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| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.1 | $1.4M | 158k | 8.75 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.3M | -20% | 5.1k | 258.62 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | 2.4k | 548.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | +21% | 3.6k | 361.09 |
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| Mongodb Cl A (MDB) | 0.1 | $1.3M | 7.3k | 175.41 |
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| Netflix (NFLX) | 0.1 | $1.3M | +5% | 1.3k | 932.21 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.2M | 17k | 71.97 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | 5.6k | 221.75 |
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| Procter & Gamble Company (PG) | 0.1 | $1.2M | 7.2k | 170.41 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 8.5k | 132.45 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | -9% | 6.7k | 166.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.1M | 22k | 50.83 |
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| Chevron Corporation (CVX) | 0.1 | $1.1M | +22% | 6.4k | 167.30 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | +5% | 15k | 71.62 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $1.1M | 9.5k | 111.49 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | +11% | 1.3k | 825.61 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $962k | 7.1k | 135.68 |
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| Costco Wholesale Corporation (COST) | 0.1 | $942k | +2% | 996.00 | 945.57 |
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| Home Depot (HD) | 0.1 | $929k | 2.5k | 366.47 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $915k | 5.3k | 172.26 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $876k | 1.6k | 533.48 |
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| Advanced Micro Devices (AMD) | 0.1 | $868k | -5% | 8.4k | 102.74 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $854k | -32% | 10k | 84.40 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $843k | 1.5k | 561.90 |
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| Wal-Mart Stores (WMT) | 0.1 | $798k | +6% | 9.1k | 87.79 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $785k | +10% | 6.6k | 118.94 |
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| UnitedHealth (UNH) | 0.1 | $770k | +21% | 1.5k | 523.93 |
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| Twilio Cl A (TWLO) | 0.1 | $767k | 7.8k | 97.91 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $743k | 12k | 61.89 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $741k | +3% | 4.1k | 179.69 |
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| Broadcom (AVGO) | 0.0 | $723k | +40% | 4.3k | 167.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $722k | 9.5k | 75.65 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $699k | 2.9k | 244.03 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $696k | 28k | 25.04 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $691k | 15k | 45.26 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $691k | NEW | 6.9k | 100.67 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $677k | +50% | 1.8k | 370.87 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $669k | +2% | 1.4k | 484.81 |
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| Abbvie (ABBV) | 0.0 | $667k | +14% | 3.2k | 209.50 |
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| Merck & Co (MRK) | 0.0 | $657k | -7% | 7.3k | 89.76 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $637k | 2.1k | 308.88 |
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| salesforce (CRM) | 0.0 | $631k | -20% | 2.4k | 268.38 |
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| O'reilly Automotive (ORLY) | 0.0 | $609k | 425.00 | 1432.58 |
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| Abbott Laboratories (ABT) | 0.0 | $581k | +2% | 4.4k | 132.66 |
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| McKesson Corporation (MCK) | 0.0 | $576k | +3% | 856.00 | 672.94 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $563k | -2% | 1.3k | 446.71 |
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| AFLAC Incorporated (AFL) | 0.0 | $561k | -16% | 5.0k | 111.19 |
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| Fiserv (FI) | 0.0 | $550k | +2% | 2.5k | 220.83 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $532k | 4.4k | 122.01 |
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| Cisco Systems (CSCO) | 0.0 | $503k | 8.2k | 61.71 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $500k | 5.9k | 85.07 |
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| Pepsi (PEP) | 0.0 | $485k | +11% | 3.2k | 149.96 |
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| Maplebear (CART) | 0.0 | $479k | 12k | 39.89 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $478k | +118% | 3.7k | 128.96 |
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| Snap Cl A (SNAP) | 0.0 | $475k | 55k | 8.71 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $470k | 4.0k | 117.49 |
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| Banco Santander Adr (SAN) | 0.0 | $467k | +5% | 70k | 6.70 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $467k | 7.3k | 63.53 |
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| Stryker Corporation (SYK) | 0.0 | $452k | +51% | 1.2k | 372.23 |
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| Broadridge Financial Solutions (BR) | 0.0 | $450k | 1.9k | 242.46 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $447k | -2% | 4.2k | 105.44 |
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| Nike CL B (NKE) | 0.0 | $444k | -14% | 7.0k | 63.48 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $442k | -36% | 7.8k | 56.28 |
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| Workday Cl A (WDAY) | 0.0 | $439k | -2% | 1.9k | 233.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $429k | 4.1k | 104.57 |
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| TJX Companies (TJX) | 0.0 | $427k | +2% | 3.5k | 121.80 |
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| Boeing Company (BA) | 0.0 | $422k | +3% | 2.5k | 170.55 |
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| International Business Machines (IBM) | 0.0 | $414k | +8% | 1.7k | 248.62 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $413k | 9.4k | 43.70 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $407k | 9.8k | 41.62 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $404k | +41% | 3.6k | 111.48 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $403k | 4.9k | 81.69 |
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| Pinterest Cl A (PINS) | 0.0 | $401k | +10% | 13k | 31.00 |
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| Danaher Corporation (DHR) | 0.0 | $400k | +11% | 2.0k | 205.00 |
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| Boston Scientific Corporation (BSX) | 0.0 | $389k | +3% | 3.9k | 100.88 |
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| Paychex (PAYX) | 0.0 | $377k | +2% | 2.4k | 154.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $374k | -2% | 564.00 | 662.63 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $373k | 19k | 19.78 |
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| Amgen (AMGN) | 0.0 | $372k | +17% | 1.2k | 311.66 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $370k | +2% | 1.8k | 207.25 |
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| W.W. Grainger (GWW) | 0.0 | $366k | 370.00 | 987.84 |
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| Colgate-Palmolive Company (CL) | 0.0 | $363k | +28% | 3.9k | 93.71 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $363k | +2% | 669.00 | 542.07 |
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| Applied Materials (AMAT) | 0.0 | $358k | -15% | 2.5k | 145.13 |
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| Bank of America Corporation (BAC) | 0.0 | $353k | +5% | 8.5k | 41.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $348k | -16% | 1.1k | 311.91 |
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| T. Rowe Price (TROW) | 0.0 | $341k | -4% | 3.7k | 91.86 |
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| Icici Bank Adr (IBN) | 0.0 | $341k | +13% | 11k | 31.52 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $338k | 8.8k | 38.34 |
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| Us Bancorp Del Com New (USB) | 0.0 | $337k | 8.0k | 42.22 |
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| Shell Spon Ads (SHEL) | 0.0 | $331k | +24% | 4.5k | 73.28 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $329k | +2% | 14k | 23.43 |
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| Moody's Corporation (MCO) | 0.0 | $329k | +2% | 706.00 | 465.92 |
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| Verisk Analytics (VRSK) | 0.0 | $321k | +4% | 1.1k | 297.62 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $317k | +45% | 3.2k | 98.92 |
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| At&t (T) | 0.0 | $312k | +8% | 11k | 28.28 |
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| Caterpillar (CAT) | 0.0 | $311k | +5% | 943.00 | 329.80 |
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| Msa Safety Inc equity (MSA) | 0.0 | $305k | 2.1k | 146.69 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $305k | 2.4k | 127.08 |
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| McDonald's Corporation (MCD) | 0.0 | $303k | +7% | 969.00 | 312.47 |
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| Qualcomm (QCOM) | 0.0 | $302k | +3% | 2.0k | 153.64 |
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| Ge Aerospace Com New (GE) | 0.0 | $302k | +20% | 1.5k | 200.14 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $300k | +2% | 7.4k | 40.76 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $297k | +3% | 774.00 | 383.59 |
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| Gilead Sciences (GILD) | 0.0 | $296k | +6% | 2.6k | 112.06 |
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| Honeywell International (HON) | 0.0 | $295k | 1.4k | 211.75 |
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| Ameriprise Financial (AMP) | 0.0 | $295k | +4% | 610.00 | 483.82 |
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| Samsara Com Cl A (IOT) | 0.0 | $292k | 7.6k | 38.33 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $292k | +20% | 1.7k | 176.53 |
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| S&p Global (SPGI) | 0.0 | $290k | 571.00 | 508.42 |
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| Verizon Communications (VZ) | 0.0 | $290k | -2% | 6.4k | 45.36 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $288k | +9% | 11k | 25.39 |
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| American Water Works (AWK) | 0.0 | $287k | +14% | 1.9k | 147.52 |
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| Williams-Sonoma (WSM) | 0.0 | $285k | +2% | 1.8k | 158.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $283k | 1.5k | 193.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $283k | 1.6k | 172.74 |
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| Intel Corporation (INTC) | 0.0 | $282k | NEW | 12k | 22.71 |
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| Micron Technology (MU) | 0.0 | $281k | 3.2k | 86.89 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $272k | +11% | 4.2k | 64.69 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $269k | -27% | 3.9k | 69.44 |
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| Prologis (PLD) | 0.0 | $268k | -7% | 2.4k | 111.78 |
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| Union Pacific Corporation (UNP) | 0.0 | $266k | +3% | 1.1k | 236.27 |
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| Palo Alto Networks (PANW) | 0.0 | $266k | +4% | 1.6k | 170.64 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $263k | NEW | 3.4k | 76.50 |
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| Docusign (DOCU) | 0.0 | $263k | +7% | 3.2k | 81.40 |
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| Citigroup Com New (C) | 0.0 | $263k | +2% | 3.7k | 70.99 |
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| Kroger (KR) | 0.0 | $261k | +7% | 3.9k | 67.69 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $260k | +3% | 428.00 | 607.87 |
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $260k | +18% | 4.2k | 61.27 |
|
| State Street Corporation (STT) | 0.0 | $260k | 2.9k | 89.53 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $258k | -5% | 1.8k | 139.82 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $257k | 9.2k | 27.96 |
|
|
| Booking Holdings (BKNG) | 0.0 | $257k | +5% | 56.00 | 4583.05 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.0 | $252k | -15% | 4.7k | 54.11 |
|
| Phillips 66 (PSX) | 0.0 | $251k | +6% | 2.0k | 123.48 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $250k | 1.4k | 173.23 |
|
|
| Cigna Corp (CI) | 0.0 | $245k | -11% | 746.00 | 328.88 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $245k | 6.1k | 40.41 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $243k | +6% | 2.1k | 116.67 |
|
| United Natural Foods (UNFI) | 0.0 | $243k | 8.9k | 27.39 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $241k | +4% | 971.00 | 248.01 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $238k | NEW | 3.2k | 73.50 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $238k | +8% | 18k | 13.63 |
|
| Altria (MO) | 0.0 | $229k | NEW | 3.8k | 60.02 |
|
| Analog Devices (ADI) | 0.0 | $229k | -9% | 1.1k | 201.59 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $224k | 1.2k | 186.26 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $224k | 2.3k | 95.48 |
|
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $223k | -4% | 3.4k | 66.44 |
|
| Progressive Corporation (PGR) | 0.0 | $222k | NEW | 784.00 | 282.84 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $220k | +3% | 4.3k | 51.78 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $218k | NEW | 4.3k | 50.41 |
|
| Blackrock (BLK) | 0.0 | $218k | NEW | 230.00 | 946.52 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $218k | 2.4k | 90.67 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $212k | -16% | 3.6k | 58.35 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $211k | NEW | 4.9k | 43.40 |
|
| Manulife Finl Corp (MFC) | 0.0 | $208k | NEW | 6.7k | 31.15 |
|
| Ubs Group SHS (UBS) | 0.0 | $207k | 6.8k | 30.63 |
|
|
| Walt Disney Company (DIS) | 0.0 | $207k | +12% | 2.1k | 98.72 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $207k | NEW | 3.8k | 53.97 |
|
| Hp (HPQ) | 0.0 | $205k | -3% | 7.4k | 27.69 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $205k | 7.7k | 26.58 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $202k | NEW | 814.00 | 247.91 |
|
| Roper Industries (ROP) | 0.0 | $200k | NEW | 340.00 | 589.51 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $190k | 11k | 16.63 |
|
|
| Infosys Sponsored Adr (INFY) | 0.0 | $187k | -43% | 10k | 18.25 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $180k | NEW | 13k | 13.62 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $169k | +4% | 11k | 15.46 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $159k | +3% | 30k | 5.27 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $152k | +8% | 13k | 11.92 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $135k | -31% | 14k | 9.37 |
|
| Finvolution Group Sponsored Ads (FINV) | 0.0 | $115k | 12k | 9.63 |
|
|
| Nerdwallet Com Cl A (NRDS) | 0.0 | $113k | +6% | 12k | 9.05 |
|
| Gladstone Ld (LAND) | 0.0 | $107k | NEW | 10k | 10.52 |
|
| Aegon Amer Reg 1 Cert (AEG) | 0.0 | $107k | 16k | 6.59 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $98k | -3% | 18k | 5.51 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $93k | 28k | 3.27 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $89k | NEW | 12k | 7.15 |
|
| Skillz Com Cl A (SKLZ) | 0.0 | $84k | 19k | 4.50 |
|
|
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $74k | 10k | 7.37 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $74k | +18% | 12k | 6.15 |
|
| Paramount Group Inc reit (PGRE) | 0.0 | $67k | NEW | 16k | 4.30 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $58k | -14% | 19k | 3.06 |
|
| Health Catalyst (HCAT) | 0.0 | $57k | 13k | 4.53 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $53k | -2% | 14k | 3.82 |
|
| Blend Labs Cl A (BLND) | 0.0 | $50k | 15k | 3.35 |
|
|
| Nektar Therapeutics (NKTR) | 0.0 | $35k | 52k | 0.68 |
|
|
| Lyell Immunopharma (LYEL) | 0.0 | $7.0k | 13k | 0.54 |
|
Past Filings by Adero Partners
SEC 13F filings are viewable for Adero Partners going back to 2019
- Adero Partners 2025 Q1 filed April 17, 2025
- Adero Partners 2024 Q4 filed Jan. 27, 2025
- Adero Partners 2024 Q3 filed Nov. 6, 2024
- Adero Partners 2024 Q2 filed July 30, 2024
- Adero Partners 2024 Q1 filed April 29, 2024
- Adero Partners 2023 Q4 filed Feb. 12, 2024
- Adero Partners 2023 Q3 filed Nov. 14, 2023
- Adero Partners 2023 Q2 filed Aug. 2, 2023
- Vista Wealth Management Group 2023 Q1 filed May 4, 2023
- Vista Wealth Management Group 2022 Q4 filed Feb. 7, 2023
- Vista Wealth Management Group 2022 Q3 filed Oct. 25, 2022
- Vista Wealth Management Group 2022 Q2 filed July 14, 2022
- Vista Wealth Management Group 2022 Q1 filed May 4, 2022
- Vista Wealth Management Group 2021 Q4 filed Jan. 19, 2022
- Vista Wealth Management Group 2021 Q3 filed Nov. 2, 2021
- Vista Wealth Management Group 2021 Q2 filed July 27, 2021