Advisor Os, LLC Purchases in Q3 2024

Advisor Os, LLC

  • $968 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
1.44K
New
$103.95 - $144.98 $150K - $209K
1.44K $206K
CBOE
Cboe Global Markets, Inc.

Financial Services
1.01K
New
$168.57 - $213.65 $170K - $215K
1.01K $205K
LECO
Lincoln Electric Holdings Inc

Industrials
1.07K
New
$173.3 - $211.48 $185K - $226K
1.07K $205K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
4.64K
New
$39.71 - $44.22 $184K - $205K
4.64K $204K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.15K
New
$138.85 - $182.81 $160K - $211K
1.15K $204K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.42K
New
$77.02 - $85.06 $186K - $206K
2.42K $204K
VRT
Vertiv Holdings CO

Industrials
2.35K
New
$86.66 - $86.66 $204K - $204K
2.35K $203K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
193
New
$1024.09 - $1201.76 $198K - $232K
193 $202K
AEP
American Electric Power CO Inc

Utilities
1.16K
+ 22.91%
$87.11 - $104.95 $101K - $121K
6.2K $636K
SHV
Ishares Tr

ETFs
1.7K
+ 36.36%
$110.05 - $110.63 $187K - $188K
6.37K $704K
AXP
American Express CO

Financial Services
213
+ 7.06%
$225.92 - $271.17 $48.1K - $57.8K
3.23K $875K
DT
Dynatrace, Inc.

Technology
329
+ 1.81%
$40.49 - $53.47 $13.3K - $17.6K
18.5K $990K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22
+ 0.03%
$33.74 - $37.96 $742 - $835
68.5K $2.57M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
93
+ 0.21%
$63.28 - $70.06 $5.89K - $6.52K
44.1K $3.09M
VST
Vistra Corp.

Utilities
390
+ 11.27%
$69.0 - $119.06 $26.9K - $46.4K
3.85K $456K
ACN
Accenture PLC

Technology
102
+ 4.21%
$295.44 - $355.81 $30.1K - $36.3K
2.52K $892K
BAC
Bank Of America Corp

Financial Services
4.04K
+ 8.66%
$36.65 - $44.13 $148K - $178K
50.6K $2.01M
CTAS
Cintas Corp

Industrials
2.6K
+ 334.15%
$201.38 - $819.83 $524K - $2.13M
3.38K $696K
CAH
Cardinal Health Inc

Healthcare
670
+ 10.65%
$93.74 - $114.66 $62.8K - $76.8K
6.96K $769K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.69K
+ 2.72%
$16.42 - $18.12 $76.9K - $84.9K
177K $3.19M
DOX
Amdocs LTD

Technology
917
+ 12.22%
$78.13 - $87.85 $71.6K - $80.6K
8.42K $736K
PM
Philip Morris International Inc.

Consumer Defensive
260
+ 4.73%
$101.25 - $127.45 $26.3K - $33.1K
5.76K $699K
OKE
Oneok Inc

Energy
34
+ 0.24%
$78.62 - $95.27 $2.67K - $3.24K
13.9K $1.27M
ORCL
Oracle Corp

Technology
330
+ 12.06%
$125.9 - $170.35 $41.5K - $56.2K
3.07K $522K
LNT
Alliant Energy Corp

Utilities
138
+ 1.07%
$50.74 - $60.74 $7K - $8.38K
13.1K $794K
HCA
Hca Healthcare, Inc.

Healthcare
108
+ 10.66%
$315.12 - $406.43 $34K - $43.9K
1.12K $455K
XOM
Exxon Mobil Corp

Energy
809
+ 4.93%
$109.72 - $119.0 $88.8K - $96.3K
17.2K $2.02M
PWR
Quanta Services, Inc.

Industrials
54
+ 2.17%
$239.58 - $298.23 $12.9K - $16.1K
2.54K $757K
CGUS
Capital Group Core Equity ETF
3.04K
+ 30.28%
$31.19 - $34.33 $94.8K - $104K
13.1K $448K
T
At&T Inc.

Communication Services
1.46K
+ 4.6%
$18.21 - $22.28 $26.6K - $32.5K
33.1K $728K
TMUS
T Mobile Us, Inc.

Communication Services
295
+ 14.5%
$175.14 - $206.36 $51.7K - $60.9K
2.33K $480K
VZ
Verizon Communications Inc

Communication Services
1.64K
+ 12.95%
$38.89 - $45.0 $63.8K - $73.8K
14.3K $642K
F
Ford Motor CO

Consumer Cyclical
11.4K
New
$9.71 - $14.55 $111K - $166K
11.4K $120K
SYY
Sysco Corp

Consumer Defensive
706
+ 7.64%
$69.16 - $78.98 $48.8K - $55.8K
9.94K $776K
PH
Parker Hannifin Corp

Industrials
20
+ 2.42%
$501.01 - $635.92 $10K - $12.7K
845 $533K
GILD
Gilead Sciences, Inc.

Healthcare
672
+ 17.24%
$66.59 - $83.99 $44.7K - $56.4K
4.57K $383K
PFE
Pfizer Inc

Healthcare
2.24K
+ 4.75%
$27.7 - $31.39 $62K - $70.3K
49.4K $1.43M
HRL
Hormel Foods Corp

Consumer Defensive
2.8K
+ 15.48%
$30.04 - $33.14 $84.2K - $92.9K
20.9K $662K
ACGL
Arch Capital Group Ltd.

Financial Services
379
+ 6.12%
$94.47 - $114.25 $35.8K - $43.3K
6.57K $735K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
78
+ 0.15%
$31.05 - $34.29 $2.42K - $2.67K
51.5K $1.77M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
694
+ 3.55%
$31.95 - $38.02 $22.2K - $26.4K
20.2K $757K
AMGN
Amgen Inc

Healthcare
234
+ 8.57%
$309.38 - $337.38 $72.4K - $78.9K
2.97K $955K
ABT
Abbott Laboratories

Healthcare
28
+ 0.29%
$100.07 - $118.13 $2.8K - $3.31K
9.72K $1.11M
CMCSA
Comcast Corp

Communication Services
1.69K
+ 16.09%
$37.33 - $41.78 $63.2K - $70.8K
12.2K $510K
SPGI
S&P Global Inc.

Financial Services
100
+ 15.38%
$446.32 - $527.38 $44.6K - $52.7K
750 $387K
WMB
Williams Companies, Inc.

Energy
675
+ 3.18%
$41.24 - $46.22 $27.8K - $31.2K
21.9K $1M
LOW
Lowes Companies Inc

Consumer Cyclical
172
+ 17.48%
$213.3 - $270.78 $36.7K - $46.6K
1.16K $313K
SWK
Stanley Black & Decker, Inc.

Industrials
132
+ 4.96%
$77.75 - $110.17 $10.3K - $14.5K
2.8K $307K
UNP
Union Pacific Corp

Industrials
170
+ 6.38%
$221.78 - $256.09 $37.7K - $43.5K
2.84K $698K
Activity Summary
Buys All Purchases 236 New Holdings 43 Increased Positions 193 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 1 Puts 1
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