Advisor Os, LLC Purchases in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
1.45K
New
$122.57 - $173.27 $177K - $251K
1.45K $250K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.21K
+ 124.56%
$25.48 - $27.78 $235K - $256K
16.6K $441K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.15K
New
$82.96 - $110.1 $178K - $236K
2.15K $236K
APG
A Pi Group Corp

Industrials
4.55K
New
$32.2 - $51.23 $147K - $233K
4.55K $232K
CGUS
Capital Group Core Equity ETF
4.56K
+ 24.98%
$29.93 - $36.93 $136K - $168K
22.8K $841K
COIN
Coinbase Global, Inc.

Technology
659
New
$151.47 - $375.07 $99.8K - $247K
659 $230K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.17K
New
$24.54 - $25.07 $225K - $230K
9.17K $229K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
702
+ 2.33%
$114.78 - $133.31 $80.6K - $93.6K
30.8K $4.11M
D
Dominion Energy, Inc

Utilities
3.95K
New
$49.66 - $58.0 $196K - $229K
3.95K $223K
LMT
Lockheed Martin Corp

Industrials
374
+ 12.67%
$430.82 - $486.45 $161K - $182K
3.33K $1.54M
CL
Colgate Palmolive CO

Consumer Defensive
2.39K
New
$87.57 - $96.0 $209K - $229K
2.39K $217K
VBR
Vanguard Small Cap Value ETF

ETFs
1.11K
New
$162.76 - $195.77 $180K - $217K
1.11K $215K
BFH
Bread Financial Holdings, Inc.

Financial Services
3.77K
New
$41.88 - $57.12 $158K - $215K
3.77K $215K
FNDF
Schwab Fundamental Intl Large

ETFs
5.29K
New
$32.25 - $40.02 $171K - $212K
5.29K $211K
SAP
Sap Se

Technology
691
New
$237.53 - $309.8 $164K - $214K
691 $210K
CYBR
Cyber Ark Software Ltd.

Technology
513
New
$305.98 - $406.88 $157K - $209K
513 $208K
ATR
Aptargroup, Inc.

Healthcare
1.33K
New
$133.66 - $158.53 $178K - $211K
1.33K $208K
JCI
Johnson Controls International PLC

Industrials
1.97K
New
$71.14 - $105.62 $140K - $208K
1.97K $207K
THO
Thor Industries Inc

Consumer Cyclical
2.31K
New
$64.83 - $89.72 $150K - $208K
2.31K $205K
SE
Sea LTD

Consumer Cyclical
1.28K
New
$105.57 - $170.4 $135K - $218K
1.28K $204K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
264
+ 13.72%
$179.95 - $278.88 $47.5K - $73.6K
2.19K $610K
SNPS
Synopsys Inc

Technology
395
New
$380.9 - $517.66 $150K - $204K
395 $202K
UTHR
United Therapeutics Corp

Healthcare
706
New
$276.47 - $328.4 $195K - $232K
706 $202K
DAL
Delta Air Lines, Inc.

Industrials
4.12K
New
$35.88 - $52.99 $148K - $219K
4.12K $202K
DUK
Duke Energy Corp

Utilities
2.17K
+ 15.76%
$112.46 - $124.05 $244K - $270K
16K $1.88M
AXON
Axon Enterprise, Inc.

Industrials
243
New
$497.13 - $827.94 $121K - $201K
243 $201K
HWM
Howmet Aerospace Inc.

Industrials
1.08K
New
$112.33 - $186.13 $122K - $202K
1.08K $201K
CVNA
Carvana Co.

Consumer Cyclical
595
New
$162.57 - $345.64 $96.7K - $206K
595 $200K
ADM
Archer Daniels Midland CO

Consumer Defensive
3.22K
+ 51.58%
$41.79 - $54.16 $135K - $175K
9.47K $499K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.94K
+ 16.86%
$24.96 - $25.5 $198K - $203K
55K $1.4M
TTD
Trade Desk, Inc.

Technology
1.21K
+ 18.62%
$45.27 - $79.4 $54.7K - $95.9K
7.7K $554K
AMD
Advanced Micro Devices Inc

Technology
807
+ 37.83%
$78.21 - $143.81 $63.1K - $116K
2.94K $417K
MS
Morgan Stanley

Financial Services
910
+ 32.01%
$99.83 - $140.86 $90.8K - $128K
3.75K $528K
VRT
Vertiv Holdings CO

Industrials
2.28K
New
N/A
2.28K $197K
MANH
Manhattan Associates Inc

Technology
359
+ 7.92%
$143.9 - $197.47 $51.7K - $70.9K
4.89K $965K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
13.5K
New
$12.21 - $13.9 $165K - $188K
13.5K $175K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.03K
+ 44.63%
$32.62 - $33.58 $164K - $169K
16.3K $547K
CASY
Caseys General Stores Inc

Consumer Cyclical
21
+ 1.0%
$415.82 - $510.91 $8.73K - $10.7K
2.13K $1.09M
BA
Boeing CO

Industrials
398
+ 17.68%
$136.59 - $217.51 $54.4K - $86.6K
2.65K $555K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11
+ 0.73%
$177.93 - $313.14 $1.96K - $3.44K
1.52K $475K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.83K
+ 51.14%
$24.32 - $27.87 $166K - $190K
20.2K $534K
CDW
Cdw Corp

Technology
427
+ 9.33%
$144.49 - $190.68 $61.7K - $81.4K
5K $893K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3.74K
+ 18.28%
$43.63 - $45.4 $163K - $170K
24.2K $1.08M
AMP
Ameriprise Financial Inc

Financial Services
189
+ 16.04%
$422.19 - $533.73 $79.8K - $101K
1.37K $729K
NTAP
Net App, Inc.

Technology
226
+ 3.13%
$76.1 - $106.55 $17.2K - $24.1K
7.44K $792K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.44K
+ 24.46%
$50.56 - $59.57 $174K - $205K
17.5K $908K
KO
Coca Cola CO

Consumer Defensive
2.66K
+ 7.52%
$68.37 - $73.9 $182K - $197K
38K $2.69M
SO
Southern CO

Utilities
1.65K
+ 10.18%
$84.91 - $92.56 $140K - $153K
17.9K $1.64M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.66K
+ 15.3%
$89.87 - $92.93 $149K - $154K
12.5K $1.15M
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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