Advisor Os, LLC Purchases in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KR
Kroger CO

Consumer Defensive
996
+ 6.26%
$64.62 - $74.0 $64.4K - $73.7K
16.9K $1.21M
DE
Deere & CO

Industrials
167
+ 13.45%
$412.99 - $531.48 $69K - $88.8K
1.41K $716K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
385
+ 2.17%
$45.98 - $56.15 $17.7K - $21.6K
18.1K $1.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.42K
+ 52.67%
$22.54 - $23.17 $122K - $126K
15.7K $360K
HDB
Hdfc Bank LTD

Financial Services
752
+ 11.96%
$63.78 - $77.48 $48K - $58.3K
7.04K $539K
VOTE
Engine No 1 ETF Tr

ETFs
909
+ 12.11%
$58.2 - $72.74 $52.9K - $66.1K
8.42K $612K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.33K
+ 18.69%
$49.54 - $50.53 $115K - $118K
14.8K $744K
EME
Emcor Group, Inc.

Industrials
38
+ 6.68%
$342.02 - $534.89 $13K - $20.3K
607 $324K
CSX
Csx Corp

Industrials
2.58K
+ 29.77%
$26.69 - $32.91 $68.7K - $84.7K
11.2K $366K
FNDX
Schwab Fundamental U S Large C

ETFs
3.94K
+ 24.49%
$20.84 - $24.54 $82.1K - $96.7K
20K $491K
T
At&T Inc.

Communication Services
1.86K
+ 2.51%
$26.33 - $28.94 $49.1K - $53.9K
76.1K $2.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
597
+ 2.97%
$22.27 - $29.21 $13.3K - $17.4K
20.7K $604K
WM
Waste Management Inc

Industrials
494
+ 9.73%
$216.47 - $242.1 $107K - $120K
5.57K $1.28M
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 3.3%
$451.58 - $565.94 $22.6K - $28.3K
1.57K $850K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.09K
+ 43.21%
$47.02 - $47.83 $98.2K - $99.9K
6.92K $330K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
537
+ 31.64%
$167.22 - $212.42 $89.8K - $114K
2.23K $441K
GS
Goldman Sachs Group Inc

Financial Services
29
+ 6.13%
$462.22 - $707.75 $13.4K - $20.5K
502 $355K
C
Citigroup Inc

Financial Services
522
+ 13.92%
$58.13 - $85.12 $30.3K - $44.4K
4.27K $363K
CLX
Clorox CO

Consumer Defensive
2.16K
+ 35.83%
$118.01 - $148.69 $255K - $321K
8.19K $983K
LOW
Lowes Companies Inc

Consumer Cyclical
479
+ 51.78%
$210.83 - $235.28 $101K - $113K
1.4K $311K
SYK
Stryker Corp

Healthcare
196
+ 25.29%
$337.37 - $395.63 $66.1K - $77.5K
971 $384K
TJX
Tjx Companies Inc

Consumer Cyclical
723
+ 20.46%
$119.13 - $135.03 $86.1K - $97.6K
4.26K $525K
SEIC
Sei Investments CO

Financial Services
191
+ 3.12%
$66.45 - $89.86 $12.7K - $17.2K
6.32K $568K
WFC
Wells Fargo & Company

Financial Services
459
+ 6.92%
$60.98 - $80.12 $28K - $36.8K
7.09K $568K
RPG
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.07%
$33.86 - $45.77 $271 - $366
12.2K $557K
PSX
Phillips 66

Energy
854
+ 22.07%
$92.87 - $125.73 $79.3K - $107K
4.72K $563K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.64K
+ 7.61%
$17.76 - $22.1 $29.1K - $36.2K
23.2K $511K
ADBE
Adobe Inc.

Technology
212
+ 21.22%
$340.0 - $420.68 $72.1K - $89.2K
1.21K $468K
NSC
Norfolk Southern Corp

Industrials
229
+ 16.69%
$206.34 - $257.46 $47.3K - $59K
1.6K $409K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
14.5K
New
$5.64 - $6.2 $81.9K - $90K
14.5K $85K
RSG
Republic Services, Inc.

Industrials
263
+ 6.74%
$227.2 - $258.07 $59.8K - $67.9K
4.17K $1.03M
CB
Chubb LTD

Financial Services
402
+ 14.1%
$274.32 - $302.46 $110K - $122K
3.25K $942K
VRSK
Verisk Analytics, Inc.

Industrials
73
+ 1.73%
$277.03 - $321.33 $20.2K - $23.5K
4.28K $1.33M
CTAS
Cintas Corp

Industrials
30
+ 0.7%
$190.11 - $227.66 $5.7K - $6.83K
4.32K $962K
TT
Trane Technologies PLC

Industrials
12
+ 1.65%
$315.21 - $437.41 $3.78K - $5.25K
741 $324K
IBKR
Interactive Brokers Group, Inc.

Financial Services
10.4K
+ 229.74%
$50.53 - $212.53 $527K - $2.22M
15K $829K
NVO
Novo Nordisk A S

Healthcare
1.14K
+ 14.55%
$58.08 - $81.05 $66.4K - $92.6K
9K $621K
HON
Honeywell International Inc

Industrials
191
+ 12.81%
$182.86 - $232.88 $34.9K - $44.5K
1.68K $391K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
105
+ 3.17%
$60.61 - $87.72 $6.36K - $9.21K
3.42K $289K
OLED
Universal Display Corp Pa

Technology
226
+ 9.4%
$106.6 - $161.02 $24.1K - $36.4K
2.63K $406K
WSM
Williams Sonoma Inc

Consumer Cyclical
369
+ 17.45%
$137.62 - $174.44 $50.8K - $64.4K
2.48K $405K
MCK
Mckesson Corp

Healthcare
44
+ 6.91%
$652.83 - $732.78 $28.7K - $32.2K
681 $499K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
312
+ 16.49%
$103.49 - $133.44 $32.3K - $41.6K
2.2K $290K
ECL
Ecolab Inc.

Basic Materials
107
+ 4.07%
$225.65 - $270.95 $24.1K - $29K
2.74K $736K
ALLE
Allegion PLC

Industrials
228
+ 9.32%
$118.52 - $145.64 $27K - $33.2K
2.68K $385K
ABT
Abbott Laboratories

Healthcare
232
+ 2.25%
$123.95 - $138.08 $28.8K - $32K
10.5K $1.43M
CMI
Cummins Inc

Industrials
73
+ 2.49%
$267.12 - $336.65 $19.5K - $24.6K
3.01K $985K
BSX
Boston Scientific Corp

Healthcare
393
+ 11.91%
$89.7 - $107.41 $35.3K - $42.2K
3.69K $396K
TRV
Travelers Companies, Inc.

Financial Services
225
+ 17.79%
$233.83 - $276.34 $52.6K - $62.2K
1.49K $398K
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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