Advisor Os, LLC Incresed Positions in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
14.5K
+ 10.18%
$221.69 - $259.02 $3.22M - $3.76M
157K $39.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.5K
+ 4.37%
$521.84 - $558.82 $3.92M - $4.19M
179K $96.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.96K
+ 6.01%
$370.24 - $418.94 $1.09M - $1.24M
52.1K $20.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
30.6K
+ 73.59%
$57.29 - $63.1 $1.75M - $1.93M
72.2K $4.14M
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
+ 17.89%
$213.65 - $479.86 $234K - $526K
7.23K $2.92M
AVGO
Broadcom Inc.

Technology
1.76K
+ 12.55%
$159.67 - $250.0 $281K - $441K
15.8K $3.66M
GOOGL
Alphabet Inc.

Communication Services
1.66K
+ 4.95%
$161.86 - $196.66 $269K - $326K
35.2K $6.66M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
24.8K
+ 12.88%
$44.33 - $49.55 $1.1M - $1.23M
217K $9.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18K
+ 17.89%
$57.53 - $60.83 $1.04M - $1.1M
119K $6.83M
TCHP
T Rowe Price Exchange Traded F

Technology
2.7K
+ 1.05%
$39.17 - $43.9 $106K - $118K
260K $11M
AXP
American Express CO

Financial Services
2.09K
+ 64.85%
$267.35 - $305.57 $560K - $640K
5.32K $1.58M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.15K
+ 21.22%
N/A
46.5K $3.99M
AVUV
American Centy ETF Tr Avantis

ETFs
5.65K
+ 2.57%
$94.37 - $106.41 $533K - $601K
225K $21.8M
DOX
Amdocs LTD

Technology
7.94K
+ 94.31%
$82.94 - $92.86 $659K - $737K
16.4K $1.39M
VUG
Vanguard Growth ETF

ETFs
1.15K
+ 17.69%
$378.79 - $428.11 $437K - $494K
7.67K $3.15M
KMB
Kimberly Clark Corp

Consumer Defensive
5.12K
+ 69.46%
$130.37 - $146.09 $667K - $748K
12.5K $1.64M
VIG
Vanguard Dividend Appreciation

ETFs
3.18K
+ 1.16%
N/A
278K $50.7M
MDT
Medtronic PLC

Healthcare
7.12K
+ 152.03%
$79.61 - $92.24 $567K - $657K
11.8K $942K
CMCSA
Comcast Corp

Communication Services
14.4K
+ 117.58%
$37.39 - $45.14 $537K - $649K
26.6K $998K
FLEX
Flex Ltd.

Technology
11K
+ 125.9%
$32.52 - $41.3 $358K - $455K
19.8K $759K
CMI
Cummins Inc

Industrials
1.01K
+ 68.95%
$324.93 - $383.42 $328K - $386K
2.47K $861K
MRK
Merck & Co., Inc.

Healthcare
7.27K
+ 29.1%
$96.31 - $114.76 $700K - $835K
32.3K $3.21M
CB
Chubb LTD

Financial Services
1.37K
+ 187.3%
$271.57 - $301.89 $372K - $414K
2.1K $581K
IVV
Ishares Core S&P 500 ETF

ETFs
566
+ 19.18%
$570.51 - $610.59 $323K - $346K
3.52K $2.07M
SRE
Sempra Energy

Utilities
3.92K
+ 63.85%
$80.81 - $94.77 $317K - $371K
10.1K $881K
WMT
Walmart Inc.

Consumer Defensive
662
+ 2.13%
$79.1 - $95.7 $52.4K - $63.4K
31.7K $2.86M
CRM
Salesforce, Inc.

Technology
734
+ 47.91%
$270.87 - $367.87 $199K - $270K
2.27K $757K
OMC
Omnicom Group Inc.

Communication Services
4.57K
+ 114.4%
$85.82 - $105.47 $392K - $482K
8.56K $736K
WMB
Williams Companies, Inc.

Energy
2.4K
+ 10.97%
$46.37 - $59.74 $111K - $144K
24.3K $1.32M
META
Meta Platforms, Inc.

Communication Services
312
+ 4.44%
$554.08 - $632.68 $173K - $197K
7.34K $4.33M
CDW
Cdw Corp

Technology
2.2K
+ 151.14%
$171.49 - $225.64 $377K - $496K
3.65K $635K
MANH
Manhattan Associates Inc

Technology
1.16K
+ 89.31%
$263.36 - $309.78 $306K - $360K
2.46K $665K
SPMD
Spdr Portfolio

ETFs
5.39K
+ 7.22%
$54.13 - $59.56 $292K - $321K
80K $4.38M
MA
Mastercard Inc

Financial Services
394
+ 14.57%
$491.3 - $536.15 $194K - $211K
3.1K $1.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
344
+ 6.67%
$481.22 - $538.17 $166K - $185K
5.5K $2.81M
DELL
Dell Technologies Inc.

Technology
2.57K
+ 69.77%
$111.96 - $144.21 $287K - $370K
6.25K $719K
WFC
Wells Fargo & Company

Financial Services
2.97K
+ 63.83%
$54.98 - $77.35 $163K - $230K
7.63K $535K
QCOM
Qualcomm Inc

Technology
2.23K
+ 51.4%
$150.4 - $178.04 $335K - $397K
6.56K $1.01M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.5K
+ 7.04%
$17.93 - $18.8 $224K - $234K
190K $3.45M
KMI
Kinder Morgan, Inc.

Energy
1.79K
+ 5.04%
$22.59 - $28.54 $40.5K - $51.1K
37.3K $1.02M
ACWI
Ishares Msci Acwi ETF

ETFs
2.4K
+ 8.74%
$117.05 - $123.03 $281K - $295K
29.9K $3.51M
ET
Energy Transfer LP

Energy
2.58K
+ 5.61%
$16.05 - $19.86 $41.4K - $51.2K
48.6K $951K
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 4.34%
$52.45 - $60.02 $54.8K - $62.7K
25.2K $1.49M
DIS
Walt Disney CO

Communication Services
687
+ 8.87%
$92.39 - $117.6 $63.5K - $80.8K
8.44K $939K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.77K
+ 4.01%
$69.3 - $74.3 $123K - $131K
45.9K $3.28M
CAH
Cardinal Health Inc

Healthcare
1.08K
+ 15.51%
$107.89 - $125.33 $117K - $135K
8.04K $951K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.5K
+ 387.46%
$22.01 - $66.82 $341K - $1.04M
19.5K $443K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.32K
+ 4.58%
$47.58 - $48.56 $300K - $307K
144K $6.88M
VXF
Vanguard Extended Market ETF

ETFs
280
+ 1.84%
$179.17 - $207.15 $50.2K - $58K
15.5K $2.95M
Activity Summary
Buys All Purchases 243 New Holdings 54 Increased Positions 189 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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