Advisor Os, LLC Purchases in Q3 2024

Advisor Os, LLC

  • $968 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
90
+ 6.56%
$266.63 - $326.4 $24K - $29.4K
1.46K $472K
MO
Altria Group, Inc.

Consumer Defensive
793
+ 8.49%
$45.95 - $54.71 $36.4K - $43.4K
10.1K $517K
SCHA
Schwab Strategic Tr Us Small C

ETFs
43
+ 0.19%
$46.9 - $51.96 $2.02K - $2.23K
22.2K $1.14M
DE
Deere & CO

Industrials
128
+ 14.45%
$344.84 - $418.0 $44.1K - $53.5K
1.01K $423K
ZTS
Zoetis Inc.

Healthcare
301
+ 20.13%
$172.58 - $196.48 $51.9K - $59.1K
1.8K $350K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
717
+ 4.89%
$76.94 - $79.54 $55.2K - $57K
15.4K $1.22M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
861
+ 13.36%
$100.3 - $100.74 $86.4K - $86.7K
7.31K $735K
ADP
Automatic Data Processing Inc

Industrials
23
+ 1.11%
$233.44 - $279.45 $5.37K - $6.43K
2.1K $580K
KMI
Kinder Morgan, Inc.

Energy
214
+ 0.61%
$19.72 - $22.22 $4.22K - $4.76K
35.5K $785K
BLK
Black Rock Inc.

Financial Services
31
+ 9.54%
$782.27 - $949.51 $24.3K - $29.4K
356 $338K
KMB
Kimberly Clark Corp

Consumer Defensive
342
+ 4.87%
$135.05 - $148.35 $46.2K - $50.7K
7.37K $1.05M
ETN
Eaton Corp PLC

Industrials
131
+ 7.35%
$272.52 - $333.02 $35.7K - $43.6K
1.91K $633K
MDT
Medtronic PLC

Healthcare
276
+ 6.26%
$76.84 - $91.03 $21.2K - $25.1K
4.68K $421K
DELL
Dell Technologies Inc.

Technology
1.05K
+ 39.67%
$87.89 - $145.97 $91.8K - $153K
3.68K $436K
OTIS
Otis Worldwide Corp

Industrials
513
+ 20.05%
$91.43 - $104.43 $46.9K - $53.6K
3.07K $319K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
310
+ 1.89%
$36.02 - $41.68 $11.2K - $12.9K
16.7K $690K
OMC
Omnicom Group Inc.

Communication Services
190
+ 5.0%
$87.69 - $103.9 $16.7K - $19.7K
3.99K $412K
FNDX
Schwab Fundamental U S Large C

ETFs
675
+ 17.78%
$65.36 - $71.76 $44.1K - $48.4K
4.47K $320K
MET
Metlife Inc

Financial Services
151
+ 3.64%
$67.96 - $82.48 $10.3K - $12.5K
4.3K $354K
IEFA
Ishares Tr

ETFs
404
+ 7.13%
$70.09 - $78.74 $28.3K - $31.8K
6.07K $473K
AWK
American Water Works Company, Inc.

Utilities
107
+ 4.0%
$127.76 - $149.9 $13.7K - $16K
2.78K $406K
PLD
Prologis, Inc.

Real Estate
251
+ 12.48%
$111.95 - $132.43 $28.1K - $33.2K
2.26K $285K
USB
Us Bancorp \De\

Financial Services
533
+ 9.66%
$39.04 - $47.23 $20.8K - $25.2K
6.05K $276K
MGC
Vanguard Mega Cap ETF

ETFs
19
+ 0.34%
$185.93 - $206.64 $3.53K - $3.93K
5.62K $1.16M
TRV
Travelers Companies, Inc.

Financial Services
51
+ 3.94%
$201.87 - $242.35 $10.3K - $12.4K
1.35K $314K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
853
+ 13.68%
$48.96 - $50.57 $41.8K - $43.1K
7.09K $357K
NSC
Norfolk Southern Corp

Industrials
29
+ 2.23%
$213.75 - $259.69 $6.2K - $7.53K
1.33K $330K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
578
+ 16.87%
$59.93 - $66.52 $34.6K - $38.4K
4K $266K
AMD
Advanced Micro Devices Inc

Technology
260
+ 7.34%
$128.67 - $183.96 $33.5K - $47.8K
3.8K $624K
ANET
Arista Networks, Inc.

Technology
37
+ 3.56%
$311.42 - $388.21 $11.5K - $14.4K
1.08K $412K
BOND
Pimco Active Bond Exchange Tra

ETFs
268
+ 4.11%
$90.01 - $95.32 $24.1K - $25.5K
6.79K $642K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
47
+ 0.25%
$30.27 - $34.42 $1.42K - $1.62K
19.2K $654K
PAYX
Paychex Inc

Industrials
51
+ 2.05%
$116.17 - $135.19 $5.92K - $6.89K
2.54K $341K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
834
+ 8.67%
$24.84 - $27.54 $20.7K - $23K
10.4K $287K
RSG
Republic Services, Inc.

Industrials
114
+ 3.17%
$189.34 - $208.21 $21.6K - $23.7K
3.71K $744K
TRGP
Targa Resources Corp.

Energy
53
+ 3.17%
$127.86 - $156.46 $6.78K - $8.29K
1.72K $255K
PRU
Prudential Financial Inc

Financial Services
201
+ 5.65%
$105.53 - $127.32 $21.2K - $25.6K
3.76K $455K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
51
+ 1.69%
$108.44 - $120.37 $5.53K - $6.14K
3.08K $370K
MS
Morgan Stanley

Financial Services
123
+ 5.4%
$92.07 - $106.96 $11.3K - $13.2K
2.4K $250K
RPG
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.05%
$33.68 - $39.31 $202 - $236
12.2K $477K
HLN
Haleon PLC

Healthcare
4
+ 0.04%
$8.32 - $10.7 $33.3 - $42.8
10.1K $106K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
33
+ 1.29%
$113.45 - $126.18 $3.74K - $4.16K
2.6K $327K
SYK
Stryker Corp

Healthcare
26
+ 4.13%
$315.94 - $371.96 $8.21K - $9.67K
656 $236K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.01K
+ 9.56%
$12.25 - $13.1 $12.3K - $13.2K
11.5K $151K
CI
Cigna Corp

Healthcare
27
+ 4.08%
$319.12 - $367.1 $8.62K - $9.91K
688 $238K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
2.14K
+ 10.2%
$5.85 - $6.33 $12.5K - $13.5K
23.1K $143K
CSX
Csx Corp

Industrials
249
+ 2.97%
$32.48 - $35.45 $8.09K - $8.83K
8.64K $298K
VRSK
Verisk Analytics, Inc.

Industrials
90
+ 2.31%
$260.31 - $285.99 $23.4K - $25.7K
3.99K $1.07M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
123
+ 0.42%
$7.45 - $8.23 $916 - $1.01K
29.1K $234K
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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