Advisor Os, LLC Incresed Positions in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
180K
+ 8806.37%
$166.82 - $194.23 $30M - $34.9M
182K $35.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
295K
+ 80.23%
$100.04 - $100.54 $29.6M - $29.7M
664K $66.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
536K
+ 127.09%
$49.79 - $50.75 $26.7M - $27.2M
958K $48.6M
VEA
Vanguard Ftse Developed Market

ETFs
135K
+ 59.59%
$45.65 - $57.01 $6.17M - $7.71M
362K $20.6M
NVDA
Nvidia Corp

Technology
12.1K
+ 9.49%
$94.31 - $157.99 $1.14M - $1.9M
139K $22M
MSFT
Microsoft Corp

Technology
2.97K
+ 8.14%
$354.56 - $497.45 $1.05M - $1.48M
39.4K $19.6M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
82.3K
+ 22.09%
$50.52 - $50.92 $4.16M - $4.19M
455K $23.2M
SPYG
Spdr Portfolio

ETFs
38.5K
+ 437.76%
$71.83 - $95.32 $2.77M - $3.67M
47.4K $4.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
29K
+ 20.91%
$58.41 - $72.69 $1.7M - $2.11M
168K $12.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
67.8K
+ 445.47%
$32.66 - $40.75 $2.22M - $2.76M
83.1K $3.36M
META
Meta Platforms, Inc.

Communication Services
558
+ 7.14%
$484.66 - $738.09 $270K - $412K
8.38K $6.18M
AVGO
Broadcom Inc.

Technology
728
+ 6.16%
$146.29 - $275.65 $106K - $201K
12.6K $3.46M
XLU
Utilities Sector Spdr

ETFs
15.3K
+ 229.73%
$73.09 - $82.77 $1.11M - $1.26M
21.9K $1.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.2K
+ 36.16%
$96.84 - $99.46 $1.18M - $1.21M
45.8K $4.54M
VEU
Vanguard Ftse All World Ex Us

ETFs
11.9K
+ 19.55%
$54.19 - $67.22 $647K - $803K
73K $4.91M
TSLA
Tesla, Inc.

Consumer Cyclical
2.06K
+ 30.84%
$221.86 - $362.89 $457K - $748K
8.74K $2.78M
FTHI
First Trust Exchange Traded Fd

ETFs
30K
+ 9.12%
$19.66 - $22.85 $589K - $685K
358K $8.19M
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.23%
$210.28 - $289.91 $9.88K - $13.6K
20.3K $5.87M
FTLS
First Tr Long/Short Equity ETF

ETFs
13.3K
+ 297.45%
$60.06 - $66.28 $799K - $882K
17.8K $1.18M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.01K
+ 31.61%
$141.37 - $228.57 $284K - $459K
8.37K $1.89M
NFLX
Netflix Inc

Communication Services
283
+ 25.87%
$855.86 - $1339.13 $242K - $379K
1.38K $1.84M
ICSH
Blackrock Ultra Short Term Bon

ETFs
15.8K
+ 12.29%
$50.48 - $50.71 $799K - $803K
145K $7.34M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.3K
+ 243.48%
$34.72 - $42.74 $600K - $738K
24.4K $1.04M
VXF
Vanguard Extended Market ETF

ETFs
2.58K
+ 19.96%
$150.43 - $192.71 $387K - $496K
15.5K $2.98M
SPOT
Spotify Technology S.A.

Communication Services
394
+ 22.55%
$503.3 - $775.9 $198K - $306K
2.14K $1.64M
VIG
Vanguard Dividend Appreciation

ETFs
3.74K
+ 1.36%
N/A
279K $50.9M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
31.6K
+ 121.25%
$20.13 - $22.17 $635K - $700K
57.6K $1.25M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
8.34K
+ 235.18%
$66.87 - $79.47 $557K - $663K
11.9K $943K
IVV
Ishares Core S&P 500 ETF

ETFs
730
+ 20.29%
$498.8 - $620.9 $364K - $453K
4.33K $2.69M
WMT
Walmart Inc.

Consumer Defensive
3.86K
+ 13.7%
$81.79 - $99.98 $315K - $385K
32K $3.13M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.12K
+ 14.43%
N/A
56.5K $4.85M
VB
Vanguard Small Cap ETF

ETFs
1.63K
+ 12.03%
$193.73 - $237.37 $315K - $386K
15.2K $3.59M
XLK
Technology Sector Spdr

ETFs
2.09K
+ 158.87%
$179.73 - $253.23 $375K - $528K
3.4K $860K
CRWD
Crowd Strike Holdings, Inc.

Technology
736
+ 59.26%
$321.63 - $509.31 $237K - $375K
1.98K $1.01M
CAT
Caterpillar Inc

Industrials
930
+ 27.89%
$273.94 - $388.21 $255K - $361K
4.26K $1.66M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.1K
+ 212.98%
$70.44 - $86.87 $430K - $530K
8.97K $779K
SCHW
Schwab Charles Corp

Financial Services
5.33K
+ 116.02%
$69.06 - $91.24 $368K - $486K
9.93K $905K
CLOI
Vaneck ETF Tr

ETFs
9.74K
+ 33.59%
$51.16 - $53.02 $498K - $516K
38.7K $2.05M
ORCL
Oracle Corp

Technology
912
+ 24.22%
$122.82 - $218.63 $112K - $199K
4.68K $1.02M
FLEX
Flex Ltd.

Technology
2.56K
+ 12.44%
$26.68 - $50.09 $68.4K - $128K
23.2K $1.16M
AXP
American Express CO

Financial Services
575
+ 9.9%
$231.39 - $318.98 $133K - $183K
6.38K $2.04M
GOOG
Alphabet Inc.

Communication Services
821
+ 5.37%
$146.58 - $180.01 $120K - $148K
16.1K $2.86M
IBM
International Business Machines Corp

Technology
252
+ 2.94%
$221.03 - $294.78 $55.7K - $74.3K
8.82K $2.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.6K
+ 28.19%
$20.42 - $25.3 $299K - $371K
66.6K $1.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.22K
+ 13.87%
$72.96 - $90.39 $235K - $291K
26.4K $2.36M
JPIE
J P Morgan Exchange Traded Fd
9.94K
+ 52.7%
$45.12 - $46.32 $448K - $460K
28.8K $1.33M
GE
General Electric CO

Industrials
284
+ 4.45%
$166.81 - $257.39 $47.4K - $73.1K
6.67K $1.72M
XLI
Industrial Sector Spdr

ETFs
1.55K
+ 12.8%
$116.42 - $147.52 $181K - $229K
13.7K $2.02M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.52K
+ 3.39%
$60.34 - $74.89 $91.8K - $114K
46.4K $3.47M
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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