Advisor Os, LLC Incresed Positions in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPAB
Spdr Portfolio Aggregate Bond

ETFs
829K
+ 7829.49%
$24.73 - $25.62 $20.5M - $21.2M
839K $21.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
143K
+ 63.72%
$100.32 - $100.76 $14.4M - $14.4M
368K $37.1M
IEF
Ishares Barclays

ETFs
21.4K
+ 5.75%
$91.17 - $95.39 $1.95M - $2.04M
393K $37.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
52K
+ 14.06%
$50.48 - $51.04 $2.63M - $2.66M
422K $21.4M
VEA
Vanguard Ftse Developed Market

ETFs
27.6K
+ 13.85%
$47.4 - $52.99 $1.31M - $1.46M
227K $11.5M
SPMD
Spdr Portfolio

ETFs
38.4K
+ 48.03%
$50.21 - $57.73 $1.93M - $2.22M
118K $6.06M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.96K
+ 19.58%
$551.42 - $612.93 $2.18M - $2.43M
24.2K $13.5M
T
At&T Inc.

Communication Services
38.4K
+ 107.4%
$21.56 - $28.28 $829K - $1.09M
74.2K $2.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.59K
+ 6.49%
$169.43 - $182.84 $1.12M - $1.2M
108K $18.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
550
+ 7.71%
$442.66 - $534.52 $243K - $294K
7.69K $4.09M
ABBV
Abb Vie Inc.

Healthcare
1.33K
+ 8.83%
$169.2 - $216.66 $225K - $288K
16.4K $3.44M
SPOT
Spotify Technology S.A.

Communication Services
1.29K
+ 282.28%
$457.79 - $648.32 $591K - $836K
1.75K $960K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.29K
+ 3.18%
$44.41 - $45.98 $412K - $427K
302K $13.8M
UNH
Unitedhealth Group Inc

Healthcare
1.11K
+ 34.01%
$461.52 - $548.18 $510K - $606K
4.35K $2.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.77K
+ 32.09%
$468.34 - $539.52 $827K - $953K
7.27K $3.41M
JNJ
Johnson & Johnson

Healthcare
1.13K
+ 6.05%
$142.06 - $167.7 $160K - $189K
19.7K $3.27M
MA
Mastercard Inc

Financial Services
895
+ 28.88%
$504.67 - $576.31 $452K - $516K
3.99K $2.19M
VO
Vanguard Mid Cap ETF

ETFs
2.13K
+ 55.71%
$251.87 - $277.95 $536K - $591K
5.95K $1.54M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.78K
+ 14.34%
$126.11 - $135.06 $477K - $510K
30.1K $3.89M
AMGN
Amgen Inc

Healthcare
1.02K
+ 25.54%
$258.59 - $327.36 $264K - $334K
5.02K $1.56M
HDV
Ishares Core High Dividend ETF

ETFs
395
+ 0.77%
$110.86 - $121.12 $43.8K - $47.8K
51.6K $6.25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.9K
+ 13.12%
$95.85 - $99.25 $374K - $387K
33.6K $3.33M
KO
Coca Cola CO

Consumer Defensive
1.6K
+ 4.72%
$60.81 - $72.32 $97.1K - $115K
35.4K $2.53M
MDT
Medtronic PLC

Healthcare
3.11K
+ 26.37%
$79.84 - $94.5 $248K - $294K
14.9K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
593
+ 6.31%
$279.74 - $321.29 $166K - $191K
9.99K $3.12M
XLF
Financial Sector Spdr

ETFs
6.83K
+ 19.24%
$47.32 - $52.19 $323K - $356K
42.3K $2.11M
IBM
International Business Machines Corp

Technology
648
+ 8.18%
$217.4 - $264.74 $141K - $172K
8.57K $2.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.79K
+ 26.85%
$56.12 - $68.15 $212K - $258K
17.9K $1.21M
XOM
Exxon Mobil Corp

Energy
1.39K
+ 8.49%
$105.44 - $118.93 $146K - $165K
17.8K $2.11M
RTX
Raytheon Technologies Corp

Industrials
1.09K
+ 8.91%
$114.1 - $135.66 $125K - $148K
13.4K $1.77M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.5K
+ 40.04%
$25.44 - $25.58 $343K - $345K
47.1K $1.2M
JPM
Jpmorgan Chase & CO

Financial Services
956
+ 4.97%
$225.19 - $279.95 $215K - $268K
20.2K $4.96M
PM
Philip Morris International Inc.

Consumer Defensive
630
+ 10.32%
$117.15 - $158.79 $73.8K - $100K
6.74K $1.07M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.39K
+ 45.54%
$89.27 - $92.9 $303K - $315K
10.8K $1M
CMCSA
Comcast Corp

Communication Services
8.84K
+ 33.24%
$33.19 - $38.23 $293K - $338K
35.4K $1.31M
LLY
Eli Lilly & CO

Healthcare
18
+ 0.34%
$725.72 - $929.72 $13.1K - $16.7K
5.36K $4.43M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
13.8K
+ 112.64%
$21.6 - $23.19 $298K - $320K
26K $574K
CVX
Chevron Corp

Energy
1.12K
+ 22.47%
$146.71 - $167.97 $164K - $187K
6.08K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 7.98%
$890.62 - $1076.86 $199K - $241K
3.03K $2.87M
DOX
Amdocs LTD

Technology
1.96K
+ 11.98%
$82.21 - $92.02 $161K - $180K
18.3K $1.68M
DUK
Duke Energy Corp

Utilities
767
+ 5.89%
$105.87 - $121.97 $81.2K - $93.6K
13.8K $1.68M
CB
Chubb LTD

Financial Services
748
+ 35.57%
$257.71 - $301.99 $193K - $226K
2.85K $860K
ABT
Abbott Laboratories

Healthcare
610
+ 6.3%
$111.1 - $140.22 $67.8K - $85.5K
10.3K $1.37M
GE
General Electric CO

Industrials
245
+ 3.99%
$168.59 - $212.13 $41.3K - $52K
6.39K $1.28M
TXN
Texas Instruments Inc

Technology
1.3K
+ 32.75%
N/A
5.28K $1.03M
QCOM
Qualcomm Inc

Technology
1.59K
+ 24.24%
$151.94 - $175.86 $242K - $280K
8.15K $1.25M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.82K
+ 6.06%
N/A
49.4K $4.24M
VTV
Vanguard Value ETF

ETFs
1.35K
+ 56.15%
$167.73 - $179.21 $227K - $242K
3.76K $648K
CARR
Carrier Global Corp

Industrials
4.83K
+ 34.94%
$62.07 - $70.55 $300K - $340K
18.6K $1.18M
Activity Summary
Buys All Purchases 274 New Holdings 51 Increased Positions 223 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 1 Puts 1
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