Advisor Os, LLC Purchases in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
14.5K
+ 10.18%
$221.69 - $259.02 $3.22M - $3.76M
157K $39.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.5K
+ 4.37%
$521.84 - $558.82 $3.92M - $4.19M
179K $96.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.96K
+ 6.01%
$370.24 - $418.94 $1.09M - $1.24M
52.1K $20.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
30.6K
+ 73.59%
$57.29 - $63.1 $1.75M - $1.93M
72.2K $4.14M
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
+ 17.89%
$213.65 - $479.86 $234K - $526K
7.23K $2.92M
AVGO
Broadcom Inc.

Technology
1.76K
+ 12.55%
$159.67 - $250.0 $281K - $441K
15.8K $3.66M
GOOGL
Alphabet Inc.

Communication Services
1.66K
+ 4.95%
$161.86 - $196.66 $269K - $326K
35.2K $6.66M
MUB
Ishares National Muni Bond ETF

ETFs
9.99K
New
$105.78 - $108.7 $1.06M - $1.09M
9.99K $1.06M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.8K
+ 12.88%
$44.33 - $49.55 $1.1M - $1.23M
217K $9.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18K
+ 17.89%
$57.53 - $60.83 $1.04M - $1.1M
119K $6.83M
JPM
Jpmorgan Chase & CO

Financial Services
800
+ 4.34%
$205.18 - $250.29 $164K - $200K
19.2K $4.61M
AXP
American Express CO

Financial Services
2.09K
+ 64.85%
$267.35 - $305.57 $560K - $640K
5.32K $1.58M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.15K
+ 21.22%
N/A
46.5K $3.99M
EBAY
Ebay Inc

Consumer Cyclical
11.1K
New
$57.51 - $67.17 $638K - $746K
11.1K $687K
AVUV
American Centy ETF Tr Avantis

ETFs
5.65K
+ 2.57%
$94.37 - $106.41 $533K - $601K
225K $21.8M
DOX
Amdocs LTD

Technology
7.94K
+ 94.31%
$82.94 - $92.86 $659K - $737K
16.4K $1.39M
VUG
Vanguard Growth ETF

ETFs
1.15K
+ 17.69%
$378.79 - $428.11 $437K - $494K
7.67K $3.15M
DDOG
Datadog, Inc.

Technology
4.34K
New
$113.98 - $168.65 $495K - $733K
4.34K $620K
PPG
Ppg Industries Inc

Basic Materials
5.15K
New
$119.09 - $131.37 $613K - $676K
5.15K $614K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
51.8K
New
$11.48 - $12.95 $595K - $671K
51.8K $595K
KMB
Kimberly Clark Corp

Consumer Defensive
5.12K
+ 69.46%
$130.37 - $146.09 $667K - $748K
12.5K $1.64M
MSTR
Microstrategy Inc

Technology
2.02K
New
$162.69 - $473.83 $328K - $955K
2.02K $583K
VIG
Vanguard Dividend Appreciation

ETFs
3.18K
+ 1.16%
N/A
278K $50.7M
NTAP
Net App, Inc.

Technology
4.88K
New
$115.31 - $131.11 $563K - $640K
4.88K $566K
BRO
Brown & Brown, Inc.

Financial Services
5.5K
New
$100.93 - $113.42 $555K - $624K
5.5K $561K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
8.32K
New
$62.09 - $82.32 $517K - $685K
8.32K $556K
NLOK
Norton Life Lock Inc.

Technology
25.1K
New
N/A
25.1K $539K
AMP
Ameriprise Financial Inc

Financial Services
1.01K
New
$473.15 - $574.01 $476K - $577K
1.01K $535K
MDT
Medtronic PLC

Healthcare
7.12K
+ 152.03%
$79.61 - $92.24 $567K - $657K
11.8K $942K
HUBB
Hubbell Inc

Industrials
1.17K
New
$418.89 - $472.12 $489K - $551K
1.17K $489K
CMCSA
Comcast Corp

Communication Services
14.4K
+ 117.58%
$37.39 - $45.14 $537K - $649K
26.6K $998K
CPB
Campbell Soup CO

Consumer Defensive
11.6K
New
$41.42 - $48.71 $481K - $566K
11.6K $486K
FLEX
Flex Ltd.

Technology
11K
+ 125.9%
$32.52 - $41.3 $358K - $455K
19.8K $759K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.45K
New
$129.13 - $198.21 $316K - $485K
2.45K $453K
BIIB
Biogen Inc.

Healthcare
2.82K
New
$146.47 - $191.55 $413K - $540K
2.82K $431K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
15.3K
New
$27.09 - $32.06 $416K - $492K
15.3K $429K
TTD
Trade Desk, Inc.

Technology
3.64K
New
$108.7 - $139.51 $396K - $508K
3.64K $428K
PLTR
Palantir Technologies Inc.

Technology
5.65K
New
$36.46 - $82.38 $206K - $466K
5.65K $427K
SEIC
Sei Investments CO

Financial Services
5.1K
New
$69.36 - $86.58 $354K - $442K
5.1K $420K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2K
New
$152.04 - $211.12 $305K - $423K
2K $406K
CMI
Cummins Inc

Industrials
1.01K
+ 68.95%
$324.93 - $383.42 $328K - $386K
2.47K $861K
KNSL
Kinsale Capital Group, Inc.

Financial Services
801
New
$424.05 - $524.22 $340K - $420K
801 $372K
MRK
Merck & Co., Inc.

Healthcare
7.27K
+ 29.1%
$96.31 - $114.76 $700K - $835K
32.3K $3.21M
CB
Chubb LTD

Financial Services
1.37K
+ 187.3%
$271.57 - $301.89 $372K - $414K
2.1K $581K
IVV
Ishares Core S&P 500 ETF

ETFs
566
+ 19.18%
$570.51 - $610.59 $323K - $346K
3.52K $2.07M
SRE
Sempra Energy

Utilities
3.92K
+ 63.85%
$80.81 - $94.77 $317K - $371K
10.1K $881K
MAS
Masco Corp

Industrials
5.05K
New
$72.52 - $85.73 $366K - $433K
5.05K $366K
HOG
Harley Davidson, Inc.

Consumer Cyclical
12K
New
$29.69 - $38.02 $356K - $456K
12K $361K
WMT
Walmart Inc.

Consumer Defensive
662
+ 2.13%
$79.1 - $95.7 $52.4K - $63.4K
31.7K $2.86M
Activity Summary
Buys All Purchases 243 New Holdings 54 Increased Positions 189 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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