Advisor Os, LLC Purchases in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLEX
Flex Ltd.

Technology
2.56K
+ 12.44%
$26.68 - $50.09 $68.4K - $128K
23.2K $1.16M
IBM
International Business Machines Corp

Technology
252
+ 2.94%
$221.03 - $294.78 $55.7K - $74.3K
8.82K $2.6M
GOOG
Alphabet Inc.

Communication Services
821
+ 5.37%
$146.58 - $180.01 $120K - $148K
16.1K $2.86M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.6K
+ 28.19%
$20.42 - $25.3 $299K - $371K
66.6K $1.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.22K
+ 13.87%
$72.96 - $90.39 $235K - $291K
26.4K $2.36M
JPIE
J P Morgan Exchange Traded Fd
9.94K
+ 52.7%
$45.12 - $46.32 $448K - $460K
28.8K $1.33M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
20.7K
New
$19.33 - $22.25 $401K - $461K
20.7K $460K
GE
General Electric CO

Industrials
284
+ 4.45%
$166.81 - $257.39 $47.4K - $73.1K
6.67K $1.72M
XLI
Industrial Sector Spdr

ETFs
1.55K
+ 12.8%
$116.42 - $147.52 $181K - $229K
13.7K $2.02M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.52K
+ 3.39%
$60.34 - $74.89 $91.8K - $114K
46.4K $3.47M
COF
Capital One Financial Corp

Financial Services
1.97K
New
$150.57 - $212.76 $297K - $420K
1.97K $419K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.52K
+ 54.83%
$45.11 - $52.34 $339K - $394K
21.2K $1.11M
EEM
Ishares Msci Emerging Markets

ETFs
8.16K
New
$38.52 - $48.28 $314K - $394K
8.16K $393K
ELV
Elevance Health, Inc.

Healthcare
1.08K
+ 180.67%
$372.27 - $452.69 $400K - $487K
1.67K $649K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.8K
+ 131.27%
$77.94 - $79.5 $374K - $382K
8.46K $672K
GLD
Spdr Gold Trust

ETFs
1.08K
+ 40.16%
$273.71 - $316.29 $295K - $341K
3.76K $1.15M
RWK
Invesco Exchange Traded Fd Tr

ETFs
3K
New
$94.8 - $117.22 $284K - $352K
3K $350K
CARR
Carrier Global Corp

Industrials
2.19K
+ 11.74%
$55.55 - $75.83 $122K - $166K
20.8K $1.52M
CEG
Constellation Energy Corp

Utilities
1.06K
New
$170.96 - $322.76 $181K - $342K
1.06K $342K
DDOG
Datadog, Inc.

Technology
1.17K
+ 22.38%
$87.0 - $134.33 $102K - $158K
6.42K $862K
MRVL
Marvell Technology, Inc.

Technology
1.17K
+ 7.45%
$49.38 - $79.97 $57.7K - $93.5K
16.9K $1.31M
PSR
Invesco Actively

ETFs
3.72K
+ 162.23%
$81.92 - $93.07 $304K - $346K
6.01K $548K
JPIB
Jpmorgan International Bond Op

ETFs
6.87K
+ 151.43%
$47.18 - $48.62 $324K - $334K
11.4K $554K
VTV
Vanguard Value ETF

ETFs
1.8K
+ 47.83%
$153.67 - $176.74 $276K - $318K
5.55K $981K
FIX
Comfort Systems Usa Inc

Industrials
614
New
$296.51 - $536.21 $182K - $329K
614 $329K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.5K
New
$34.78 - $43.42 $261K - $326K
7.5K $324K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10K
New
$24.38 - $30.18 $244K - $302K
10K $301K
APH
Amphenol Corp

Technology
167
+ 2.01%
$59.09 - $98.75 $9.87K - $16.5K
8.48K $837K
COST
Costco Wholesale Corp

Consumer Defensive
157
+ 5.18%
$908.13 - $1056.85 $143K - $166K
3.19K $3.15M
CSCO
Cisco Systems, Inc.

Technology
1.31K
+ 5.1%
$53.19 - $69.38 $69.5K - $90.6K
26.9K $1.87M
UAL
United Airlines Holdings, Inc.

Industrials
3.6K
New
$56.15 - $84.23 $202K - $303K
3.6K $286K
PFE
Pfizer Inc

Healthcare
14.3K
+ 25.72%
$21.59 - $24.84 $308K - $354K
69.7K $1.69M
CI
Cigna Corp

Healthcare
857
New
$301.89 - $340.04 $259K - $291K
857 $283K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1794.73 - $2613.63 $194K - $282K
108 $282K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
846
+ 23.17%
$160.22 - $209.35 $136K - $177K
4.5K $941K
PM
Philip Morris International Inc.

Consumer Defensive
669
+ 9.93%
$149.23 - $184.95 $99.8K - $124K
7.41K $1.35M
VST
Vistra Corp.

Utilities
1.43K
New
$98.07 - $195.04 $140K - $278K
1.43K $276K
RTX
Raytheon Technologies Corp

Industrials
654
+ 4.9%
$113.75 - $148.48 $74.4K - $97.1K
14K $2.05M
MU
Micron Technology Inc

Technology
2.21K
New
$64.72 - $127.91 $143K - $283K
2.21K $272K
MSTR
Microstrategy Inc

Technology
77
+ 3.75%
$237.95 - $421.61 $18.3K - $32.5K
2.13K $861K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 80.43%
$4164.15 - $5789.24 $154K - $214K
83 $480K
ZS
Zscaler, Inc.

Technology
840
New
$174.67 - $315.32 $147K - $265K
840 $263K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.49K
New
$57.46 - $75.58 $200K - $264K
3.49K $263K
IAU
Ishares Gold Trust

ETFs
4.19K
New
$56.1 - $64.74 $235K - $272K
4.19K $261K
BAC
Bank Of America Corp

Financial Services
872
+ 2.23%
$34.39 - $47.46 $30K - $41.4K
40K $1.89M
CVS
Cvs Health Corp

Healthcare
3.73K
New
$60.04 - $70.18 $224K - $262K
3.73K $257K
AMAT
Applied Materials Inc

Technology
1.4K
New
$126.95 - $183.52 $178K - $257K
1.4K $256K
NET
Cloudflare, Inc.

Technology
1.31K
New
$97.08 - $195.83 $127K - $256K
1.31K $255K
DGRO
Ishares Core Dividend Growth E

ETFs
3.95K
New
$55.22 - $63.94 $218K - $252K
3.95K $252K
Activity Summary
Buys All Purchases 297 New Holdings 59 Increased Positions 238 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 8 Puts 1
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