Advisor Os, LLC Incresed Positions in Q3 2025

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
150K
+ 22.6%
$100.16 - $100.7 $15M - $15.1M
814K $81.9M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
203K
+ 21.19%
$50.53 - $50.82 $10.3M - $10.3M
1.16M $59M
AAPL
Apple Inc.

Technology
8.44K
+ 5.29%
$202.38 - $256.87 $1.71M - $2.17M
168K $42.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.85K
+ 2.38%
$567.77 - $614.76 $2.19M - $2.37M
165K $101M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
78.9K
+ 46.99%
$72.65 - $78.68 $5.73M - $6.21M
247K $19.3M
NOC
Northrop Grumman Corp

Industrials
1.61K
+ 3.42%
$498.9 - $609.32 $802K - $980K
48.6K $29.6M
JNJ
Johnson & Johnson

Healthcare
28.2K
+ 138.39%
$155.17 - $185.42 $4.38M - $5.23M
48.6K $9.02M
VXF
Vanguard Extended Market ETF

ETFs
26.3K
+ 169.77%
$193.58 - $213.07 $5.09M - $5.6M
41.8K $8.74M
NVDA
Nvidia Corp

Technology
6.3K
+ 4.53%
$153.3 - $186.58 $966K - $1.18M
145K $27.1M
VEA
Vanguard Ftse Developed Market

ETFs
39.3K
+ 10.84%
$56.02 - $60.3 $2.2M - $2.37M
401K $24.1M
GOOGL
Alphabet Inc.

Communication Services
639
+ 1.96%
$174.36 - $254.72 $111K - $163K
33.2K $8.06M
MSFT
Microsoft Corp

Technology
2.7K
+ 6.84%
$491.09 - $535.64 $1.32M - $1.44M
42.1K $21.8M
VIG
Vanguard Dividend Appreciation

ETFs
11.7K
+ 4.2%
N/A
291K $53M
XLK
Technology Sector Spdr

ETFs
7.2K
+ 211.92%
$250.97 - $282.66 $1.81M - $2.04M
10.6K $2.99M
VTI
Vanguard Total Stock Market Et

ETFs
833
+ 1.51%
$303.93 - $329.86 $253K - $275K
56.1K $18.4M
FTHI
First Trust Exchange Traded Fd

ETFs
46.6K
+ 13.01%
$22.76 - $23.92 $1.06M - $1.12M
405K $9.6M
TSLA
Tesla, Inc.

Consumer Cyclical
184
+ 2.1%
$293.94 - $444.72 $54.1K - $81.8K
8.93K $3.97M
MCK
Mckesson Corp

Healthcare
1.51K
+ 221.44%
$659.01 - $772.54 $994K - $1.16M
2.19K $1.69M
TCHP
T Rowe Price Exchange Traded F

Technology
10.5K
+ 5.75%
$44.9 - $49.35 $470K - $516K
192K $9.4M
GOOG
Alphabet Inc.

Communication Services
149
+ 0.93%
$175.16 - $255.24 $26.1K - $38K
16.3K $3.96M
CB
Chubb LTD

Financial Services
3.81K
+ 117.09%
$265.99 - $289.59 $1.01M - $1.1M
7.06K $1.99M
AMZN
Amazon Com Inc

Consumer Cyclical
4.64K
+ 10.14%
$211.65 - $238.24 $983K - $1.11M
50.4K $11.1M
SPMD
Spdr Portfolio

ETFs
12.3K
+ 12.32%
$54.43 - $58.29 $670K - $718K
112K $6.42M
ACWI
Ishares Msci Acwi ETF

ETFs
4.98K
+ 16.61%
$128.32 - $138.41 $639K - $689K
35K $4.83M
ABBV
Abb Vie Inc.

Healthcare
870
+ 5.18%
$184.85 - $231.54 $161K - $201K
17.7K $4.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.4K
+ 39.06%
$45.26 - $46.63 $922K - $949K
72.5K $3.35M
CAT
Caterpillar Inc

Industrials
995
+ 23.33%
$390.92 - $477.15 $389K - $475K
5.26K $2.51M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
17.1K
+ 70.61%
$44.22 - $45.74 $755K - $781K
41.3K $1.88M
HDV
Ishares Core High Dividend ETF

ETFs
3.99K
+ 7.5%
$118.16 - $123.66 $471K - $493K
57.1K $7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
13.8K
+ 9.5%
$50.52 - $50.75 $695K - $698K
158K $8.04M
ASML
Asml Holding Nv

Technology
553
+ 58.46%
$689.63 - $968.09 $381K - $535K
1.5K $1.45M
FTLS
First Tr Long/Short Equity ETF

ETFs
8.34K
+ 46.92%
$65.78 - $69.95 $549K - $584K
26.1K $1.83M
GE
General Electric CO

Industrials
1.14K
+ 17.13%
$244.75 - $305.63 $280K - $349K
7.81K $2.35M
XOM
Exxon Mobil Corp

Energy
4.81K
+ 28.05%
$105.83 - $117.22 $509K - $564K
22K $2.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
633
+ 7.57%
$224.68 - $282.71 $142K - $179K
9K $2.51M
XLC
Select Sector Spdr Tr Communic

ETFs
3.82K
+ 24.67%
$105.99 - $119.41 $405K - $456K
19.3K $2.29M
FLEX
Flex Ltd.

Technology
7.14K
+ 30.83%
$48.49 - $59.33 $346K - $423K
30.3K $1.76M
JPM
Jpmorgan Chase & CO

Financial Services
245
+ 1.21%
$282.78 - $316.06 $69.3K - $77.4K
20.5K $6.47M
CASY
Caseys General Stores Inc

Consumer Cyclical
815
+ 38.24%
$494.52 - $565.32 $403K - $461K
2.95K $1.67M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.58K
+ 7.71%
$74.93 - $80.73 $268K - $289K
50K $4.03M
WMT
Walmart Inc.

Consumer Defensive
3.57K
+ 11.16%
$94.4 - $104.27 $337K - $372K
35.6K $3.67M
AMAT
Applied Materials Inc

Technology
2.25K
+ 160.58%
$156.25 - $204.95 $352K - $462K
3.66K $748K
XLI
Industrial Sector Spdr

ETFs
2.59K
+ 18.89%
$147.94 - $154.99 $383K - $401K
16.3K $2.51M
PLTR
Palantir Technologies Inc.

Technology
1.18K
+ 19.99%
$130.68 - $186.97 $154K - $221K
7.08K $1.29M
EFX
Equifax Inc

Industrials
1.81K
+ 128.11%
$234.03 - $265.73 $422K - $480K
3.21K $824K
META
Meta Platforms, Inc.

Communication Services
634
+ 7.57%
$695.21 - $791.73 $441K - $502K
9.01K $6.62M
WMB
Williams Companies, Inc.

Energy
6.32K
+ 27.15%
$56.52 - $64.01 $357K - $404K
29.6K $1.87M
LLY
Eli Lilly & CO

Healthcare
630
+ 11.57%
$625.65 - $812.69 $394K - $512K
6.07K $4.63M
BAC
Bank Of America Corp

Financial Services
3.99K
+ 9.98%
$44.92 - $52.42 $179K - $209K
43.9K $2.27M
Activity Summary
Buys All Purchases 285 New Holdings 58 Increased Positions 227 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 1 Puts 2
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