Advisor Os, LLC Purchases in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
829K
+ 7829.49%
$24.73 - $25.62 $20.5M - $21.2M
839K $21.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
143K
+ 63.72%
$100.32 - $100.76 $14.4M - $14.4M
368K $37.1M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
308K
New
$34.58 - $45.97 $10.7M - $14.2M
308K $14.2M
FTHI
First Trust Exchange Traded Fd

ETFs
328K
New
$21.62 - $23.74 $7.1M - $7.8M
328K $7.18M
IEF
Ishares Barclays

ETFs
21.4K
+ 5.75%
$91.17 - $95.39 $1.95M - $2.04M
393K $37.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
52K
+ 14.06%
$50.48 - $51.04 $2.63M - $2.66M
422K $21.4M
VEA
Vanguard Ftse Developed Market

ETFs
27.6K
+ 13.85%
$47.4 - $52.99 $1.31M - $1.46M
227K $11.5M
XLP
Consumer Staples Sector Spdr

ETFs
22.9K
New
N/A
22.9K $1.74M
SPMD
Spdr Portfolio

ETFs
38.4K
+ 48.03%
$50.21 - $57.73 $1.93M - $2.22M
118K $6.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.96K
+ 19.58%
$551.42 - $612.93 $2.18M - $2.43M
24.2K $13.5M
AVDE
American Centy ETF Tr Avantis

ETFs
18.7K
New
$60.63 - $68.55 $1.13M - $1.28M
18.7K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
5.61K
New
$192.6 - $233.2 $1.08M - $1.31M
5.61K $1.11M
KR
Kroger CO

Consumer Defensive
15.9K
New
$58.36 - $67.72 $929K - $1.08M
15.9K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.59K
+ 6.49%
$169.43 - $182.84 $1.12M - $1.2M
108K $18.7M
JPIE
J P Morgan Exchange Traded Fd
18.9K
New
$45.46 - $46.18 $857K - $871K
18.9K $868K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
550
+ 7.71%
$442.66 - $534.52 $243K - $294K
7.69K $4.09M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.7K
+ 4.12%
$50.72 - $50.92 $747K - $750K
372K $18.9M
GLD
Spdr Gold Trust

ETFs
2.68K
New
$243.19 - $288.14 $653K - $773K
2.68K $773K
ABBV
Abb Vie Inc.

Healthcare
1.33K
+ 8.83%
$169.2 - $216.66 $225K - $288K
16.4K $3.44M
SPOT
Spotify Technology S.A.

Communication Services
1.29K
+ 282.28%
$457.79 - $648.32 $591K - $836K
1.75K $960K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.29K
+ 3.18%
$44.41 - $45.98 $412K - $427K
302K $13.8M
UNH
Unitedhealth Group Inc

Healthcare
1.11K
+ 34.01%
$461.52 - $548.18 $510K - $606K
4.35K $2.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.77K
+ 32.09%
$468.34 - $539.52 $827K - $953K
7.27K $3.41M
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 6.05%
$142.06 - $167.7 $160K - $189K
19.7K $3.27M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.35K
New
$408.78 - $448.82 $551K - $605K
1.35K $566K
IWR
Ishares Russell Mid Cap ETF

ETFs
6.6K
New
$82.81 - $92.93 $547K - $613K
6.6K $561K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.29K
New
$237.72 - $276.98 $545K - $635K
2.29K $560K
MA
Mastercard Inc

Financial Services
895
+ 28.88%
$504.67 - $576.31 $452K - $516K
3.99K $2.19M
VFMV
Vanguard Wellington Fd

ETFs
4.19K
New
$119.38 - $128.27 $500K - $537K
4.19K $530K
VO
Vanguard Mid Cap ETF

ETFs
2.13K
+ 55.71%
$251.87 - $277.95 $536K - $591K
5.95K $1.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.78K
+ 14.34%
$126.11 - $135.06 $477K - $510K
30.1K $3.89M
XLU
Utilities Sector Spdr

ETFs
6.64K
New
$74.7 - $80.27 $496K - $533K
6.64K $523K
AMGN
Amgen Inc

Healthcare
1.02K
+ 25.54%
$258.59 - $327.36 $264K - $334K
5.02K $1.56M
XLV
Select Sector Spdr Fund Health

ETFs
3.5K
New
$137.61 - $149.68 $482K - $524K
3.5K $511K
HDV
Ishares Core High Dividend ETF

ETFs
395
+ 0.77%
$110.86 - $121.12 $43.8K - $47.8K
51.6K $6.25M
VOTE
Engine No 1 ETF Tr

ETFs
7.51K
New
$64.6 - $72.12 $485K - $541K
7.51K $490K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.9K
+ 13.12%
$95.85 - $99.25 $374K - $387K
33.6K $3.33M
FTNT
Fortinet, Inc.

Technology
4.49K
New
$92.49 - $114.57 $415K - $514K
4.49K $431K
KO
Coca Cola CO

Consumer Defensive
1.6K
+ 4.72%
$60.81 - $72.32 $97.1K - $115K
35.4K $2.53M
MDT
Medtronic PLC

Healthcare
3.11K
+ 26.37%
$79.84 - $94.5 $248K - $294K
14.9K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
593
+ 6.31%
$279.74 - $321.29 $166K - $191K
9.99K $3.12M
XLF
Financial Sector Spdr

ETFs
6.83K
+ 19.24%
$47.32 - $52.19 $323K - $356K
42.3K $2.11M
IBM
International Business Machines Corp

Technology
648
+ 8.18%
$217.4 - $264.74 $141K - $172K
8.57K $2.13M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.3K
New
$32.5 - $33.3 $366K - $375K
11.3K $374K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.79K
+ 26.85%
$56.12 - $68.15 $212K - $258K
17.9K $1.21M
SCHW
Schwab Charles Corp

Financial Services
4.6K
New
$71.24 - $83.64 $327K - $384K
4.6K $359K
XOM
Exxon Mobil Corp

Energy
1.39K
+ 8.49%
$105.44 - $118.93 $146K - $165K
17.8K $2.11M
RTX
Raytheon Technologies Corp

Industrials
1.09K
+ 8.91%
$114.1 - $135.66 $125K - $148K
13.4K $1.77M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.5K
+ 40.04%
$25.44 - $25.58 $343K - $345K
47.1K $1.2M
Activity Summary
Buys All Purchases 274 New Holdings 51 Increased Positions 223 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 1 Puts 1
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