Advisor Os, LLC Incresed Positions in Q3 2024

Advisor Os, LLC

  • $968 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FPE
First Tr Pfd Secs & Income ETF

ETFs
461K
+ 1087.6%
$17.35 - $18.22 $7.99M - $8.39M
503K $9.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.93K
+ 4.21%
$475.2 - $527.7 $3.29M - $3.66M
172K $90.5M
AVUV
American Centy ETF Tr Avantis

ETFs
60.5K
+ 37.98%
$88.24 - $99.7 $5.34M - $6.03M
220K $21.1M
AAPL
Apple Inc.

Technology
6.92K
+ 5.09%
$207.23 - $234.82 $1.43M - $1.62M
143K $33.2M
NOC
Northrop Grumman Corp

Industrials
25
+ 0.05%
$423.73 - $533.14 $10.6K - $13.3K
47K $24.8M
VEA
Vanguard Ftse Developed Market

ETFs
60.1K
+ 25.07%
$47.6 - $53.31 $2.86M - $3.2M
300K $15.8M
IEF
Ishares Barclays

ETFs
16.5K
+ 3.69%
$92.67 - $99.14 $1.53M - $1.63M
462K $45.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.45K
+ 17.84%
$332.02 - $382.76 $2.47M - $2.85M
49.2K $18.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
63.3K
+ 18.72%
$50.52 - $50.95 $3.2M - $3.23M
401K $20.4M
VIG
Vanguard Dividend Appreciation

ETFs
15.3K
+ 5.9%
$182.15 - $182.15 $2.79M - $2.79M
275K $50.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
21.3K
+ 8.51%
$60.84 - $67.51 $1.29M - $1.44M
271K $18.3M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.8K
+ 9.43%
$44.65 - $47.21 $1.42M - $1.5M
369K $17.2M
XLF
Financial Sector Spdr

ETFs
24.4K
+ 19.83%
$40.84 - $45.74 $996K - $1.12M
147K $6.68M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.9K
+ 9.03%
$41.02 - $46.01 $654K - $734K
193K $8.76M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
13.5K
+ 6.38%
$100.09 - $100.69 $1.35M - $1.36M
225K $22.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.4K
+ 11.13%
$50.32 - $50.75 $1.23M - $1.24M
244K $12.4M
BDX
Becton Dickinson & CO

Healthcare
5.03K
+ 544.05%
$221.47 - $242.41 $1.11M - $1.22M
5.95K $1.43M
XLI
Industrial Sector Spdr

ETFs
3.8K
+ 7.81%
$120.56 - $135.44 $458K - $515K
52.5K $7.11M
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
+ 1.93%
$255.18 - $283.2 $268K - $297K
55.4K $15.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
18.3K
+ 5.06%
$50.61 - $50.96 $926K - $932K
380K $19.3M
XLC
Select Sector Spdr Tr Communic

ETFs
5.55K
+ 7.52%
$82.16 - $90.4 $456K - $502K
79.3K $7.17M
META
Meta Platforms, Inc.

Communication Services
624
+ 9.74%
$453.41 - $572.44 $283K - $357K
7.03K $4.02M
SPMD
Spdr Portfolio

ETFs
9.87K
+ 15.24%
$50.29 - $54.92 $496K - $542K
74.7K $4.08M
IBM
International Business Machines Corp

Technology
1.51K
+ 22.14%
$175.1 - $223.38 $264K - $337K
8.32K $1.84M
WMT
Walmart Inc.

Consumer Defensive
3.78K
+ 13.86%
$66.91 - $81.4 $253K - $308K
31K $2.51M
AVGO
Broadcom Inc.

Technology
12.9K
+ 1169.71%
$136.27 - $1745.86 $1.76M - $22.6M
14K $2.42M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.54K
+ 7.44%
$47.18 - $48.74 $450K - $465K
138K $6.71M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.57K
+ 5.86%
$54.98 - $59.51 $306K - $332K
101K $5.99M
ABBV
Abb Vie Inc.

Healthcare
1.07K
+ 7.42%
$163.84 - $199.33 $175K - $213K
15.5K $3.06M
HDV
Ishares Core High Dividend ETF

ETFs
1.35K
+ 2.85%
$107.62 - $118.76 $145K - $160K
48.8K $5.74M
MCD
Mcdonalds Corp

Consumer Cyclical
426
+ 4.93%
$245.82 - $304.51 $105K - $130K
9.06K $2.76M
JNJ
Johnson & Johnson

Healthcare
1.68K
+ 9.54%
$145.48 - $167.38 $245K - $282K
19.3K $3.13M
PG
Procter & Gamble CO

Consumer Defensive
2.12K
+ 10.72%
$160.76 - $177.82 $340K - $376K
21.8K $3.78M
NVDA
Nvidia Corp

Technology
6.3K
+ 5.27%
$98.91 - $134.91 $623K - $850K
126K $15.3M
VXF
Vanguard Extended Market ETF

ETFs
1.84K
+ 13.7%
$163.98 - $182.92 $301K - $336K
15.2K $2.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.04K
+ 17.42%
$96.25 - $101.98 $388K - $411K
27.2K $2.75M
AME
Ametek Inc

Industrials
2.64K
+ 25.79%
$152.74 - $176.01 $403K - $464K
12.9K $2.21M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.11K
+ 18.92%
$85.84 - $85.84 $524K - $524K
38.4K $3.3M
XLK
Technology Sector Spdr

ETFs
2.22K
+ 7.58%
$197.34 - $237.68 $437K - $526K
31.4K $7.1M
TSLA
Tesla, Inc.

Consumer Cyclical
156
+ 2.61%
$191.76 - $263.26 $29.9K - $41.1K
6.13K $1.6M
KKR
Kkr & Co. Inc.

Financial Services
477
+ 3.39%
$104.51 - $133.23 $49.9K - $63.6K
14.5K $1.9M
JPM
Jpmorgan Chase & CO

Financial Services
1.27K
+ 7.41%
$194.9 - $224.8 $248K - $286K
18.4K $3.89M
GE
General Electric CO

Industrials
1.69K
+ 53.14%
$156.66 - $189.66 $264K - $320K
4.86K $915K
UNH
Unitedhealth Group Inc

Healthcare
278
+ 8.56%
$488.01 - $604.18 $136K - $168K
3.52K $2.06M
HD
Home Depot, Inc.

Consumer Cyclical
251
+ 5.14%
$333.64 - $405.2 $83.7K - $102K
5.14K $2.08M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.07K
+ 28.35%
$41.95 - $43.42 $339K - $350K
36.5K $1.59M
CGXU
Capital Group Intl Focus Equit

ETFs
10.9K
+ 16.96%
$24.27 - $27.46 $266K - $300K
75.5K $2.03M
ISRG
Intuitive Surgical Inc

Healthcare
704
+ 113.0%
$416.14 - $494.01 $293K - $348K
1.33K $651K
DWM
Wisdomtree Tr

ETFs
3.79K
+ 11.39%
$52.24 - $58.1 $198K - $220K
37.1K $2.13M
Activity Summary
Buys All Purchases 236 New Holdings 43 Increased Positions 193 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 1 Puts 1
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