Advisor Os, LLC Purchases in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
4.23K
New
$79.17 - $82.04 $335K - $347K
4.23K $346K
JPM
Jpmorgan Chase & CO

Financial Services
956
+ 4.97%
$225.19 - $279.95 $215K - $268K
20.2K $4.96M
PM
Philip Morris International Inc.

Consumer Defensive
630
+ 10.32%
$117.15 - $158.79 $73.8K - $100K
6.74K $1.07M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.39K
+ 45.54%
$89.27 - $92.9 $303K - $315K
10.8K $1M
CMCSA
Comcast Corp

Communication Services
8.84K
+ 33.24%
$33.19 - $38.23 $293K - $338K
35.4K $1.31M
LLY
Eli Lilly & CO

Healthcare
18
+ 0.34%
$725.72 - $929.72 $13.1K - $16.7K
5.36K $4.43M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
13.8K
+ 112.64%
$21.6 - $23.19 $298K - $320K
26K $574K
CVX
Chevron Corp

Energy
1.12K
+ 22.47%
$146.71 - $167.97 $164K - $187K
6.08K $1.02M
BK
Bank Of New York Mellon Corp

Financial Services
3.53K
New
$75.42 - $88.95 $266K - $314K
3.53K $296K
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 7.98%
$890.62 - $1076.86 $199K - $241K
3.03K $2.87M
DOX
Amdocs LTD

Technology
1.96K
+ 11.98%
$82.21 - $92.02 $161K - $180K
18.3K $1.68M
FCX
Freeport Mcmoran Inc

Basic Materials
7.45K
New
$34.5 - $43.01 $257K - $320K
7.45K $281K
DUK
Duke Energy Corp

Utilities
767
+ 5.89%
$105.87 - $121.97 $81.2K - $93.6K
13.8K $1.68M
CB
Chubb LTD

Financial Services
748
+ 35.57%
$257.71 - $301.99 $193K - $226K
2.85K $860K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.55K
New
$75.47 - $84.24 $268K - $299K
3.55K $273K
ABT
Abbott Laboratories

Healthcare
610
+ 6.3%
$111.1 - $140.22 $67.8K - $85.5K
10.3K $1.37M
C
Citigroup Inc

Financial Services
3.75K
New
$67.23 - $84.63 $252K - $317K
3.75K $266K
ELV
Elevance Health, Inc.

Healthcare
595
New
$365.9 - $436.25 $218K - $260K
595 $258K
GE
General Electric CO

Industrials
245
+ 3.99%
$168.59 - $212.13 $41.3K - $52K
6.39K $1.28M
TXN
Texas Instruments Inc

Technology
1.3K
+ 32.75%
N/A
5.28K $1.03M
GD
General Dynamics Corp

Industrials
927
New
$241.94 - $272.58 $224K - $253K
927 $252K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.33K
New
$54.94 - $69.15 $238K - $299K
4.33K $249K
QCOM
Qualcomm Inc

Technology
1.59K
+ 24.24%
$151.94 - $175.86 $242K - $280K
8.15K $1.25M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.82K
+ 6.06%
N/A
49.4K $4.24M
VTV
Vanguard Value ETF

ETFs
1.35K
+ 56.15%
$167.73 - $179.21 $227K - $242K
3.76K $648K
CARR
Carrier Global Corp

Industrials
4.83K
+ 34.94%
$62.07 - $70.55 $300K - $340K
18.6K $1.18M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
4.56K
+ 57.73%
$49.52 - $50.2 $226K - $229K
12.5K $623K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.87K
New
$77.91 - $92.26 $223K - $264K
2.87K $227K
GILD
Gilead Sciences, Inc.

Healthcare
1.12K
+ 21.88%
$89.14 - $117.41 $100K - $132K
6.26K $701K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.36K
New
$25.69 - $26.89 $215K - $225K
8.36K $224K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.87K
New
$42.5 - $46.71 $207K - $227K
4.87K $220K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.65K
+ 2.91%
$50.44 - $50.7 $184K - $185K
129K $6.53M
JPIB
Jpmorgan International Bond Op

ETFs
4.53K
New
$46.97 - $48.35 $213K - $219K
4.53K $217K
EBAY
Ebay Inc

Consumer Cyclical
2.2K
+ 19.82%
$61.61 - $70.93 $136K - $156K
13.3K $900K
AZN
Astrazeneca PLC

Healthcare
2.9K
New
$65.37 - $77.96 $190K - $226K
2.9K $213K
PSR
Invesco Actively

ETFs
2.29K
New
$86.57 - $95.84 $198K - $219K
2.29K $211K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4295.4 - $5141.88 $198K - $237K
46 $211K
EME
Emcor Group, Inc.

Industrials
569
New
$361.16 - $535.99 $206K - $305K
569 $210K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.05K
New
$23.43 - $25.55 $189K - $206K
8.05K $205K
PPL
Ppl Corp

Utilities
5.67K
New
$31.68 - $36.11 $180K - $205K
5.67K $204K
PLD
Prologis, Inc.

Real Estate
1.82K
New
$103.59 - $124.04 $188K - $226K
1.82K $203K
CME
Cme Group Inc.

Financial Services
767
New
$225.82 - $266.54 $173K - $204K
767 $203K
FAST
Fastenal CO

Industrials
2.62K
New
$71.11 - $79.98 $186K - $210K
2.62K $203K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.23K
New
$85.29 - $92.57 $190K - $206K
2.23K $202K
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.39K
New
$25.54 - $27.64 $189K - $204K
7.39K $201K
THC
Tenet Healthcare Corp

Healthcare
1.49K
New
$119.51 - $144.98 $178K - $216K
1.49K $200K
MNST
Monster Beverage Corp

Consumer Defensive
3.43K
New
$46.16 - $58.58 $158K - $201K
3.43K $200K
SCHO
Schwab Short Term Us Treasury

ETFs
8.22K
New
$24.1 - $24.34 $198K - $200K
8.22K $200K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.75K
+ 69.07%
$48.65 - $66.04 $280K - $380K
14.1K $750K
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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