Advisor Os, LLC Incresed Positions in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
1.6K
+ 22.15%
$71.63 - $125.98 $114K - $201K
8.8K $1.08M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.52K
+ 54.83%
$45.11 - $52.34 $339K - $394K
21.2K $1.11M
ELV
Elevance Health, Inc.

Healthcare
1.08K
+ 180.67%
$372.27 - $452.69 $400K - $487K
1.67K $649K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.8K
+ 131.27%
$77.94 - $79.5 $374K - $382K
8.46K $672K
GLD
Spdr Gold Trust

ETFs
1.08K
+ 40.16%
$273.71 - $316.29 $295K - $341K
3.76K $1.15M
CARR
Carrier Global Corp

Industrials
2.19K
+ 11.74%
$55.55 - $75.83 $122K - $166K
20.8K $1.52M
DDOG
Datadog, Inc.

Technology
1.17K
+ 22.38%
$87.0 - $134.33 $102K - $158K
6.42K $862K
MRVL
Marvell Technology, Inc.

Technology
1.17K
+ 7.45%
$49.38 - $79.97 $57.7K - $93.5K
16.9K $1.31M
PSR
Invesco Actively

ETFs
3.72K
+ 162.23%
$81.92 - $93.07 $304K - $346K
6.01K $548K
JPIB
Jpmorgan International Bond Op

ETFs
6.87K
+ 151.43%
$47.18 - $48.62 $324K - $334K
11.4K $554K
APH
Amphenol Corp

Technology
167
+ 2.01%
$59.09 - $98.75 $9.87K - $16.5K
8.48K $837K
COST
Costco Wholesale Corp

Consumer Defensive
157
+ 5.18%
$908.13 - $1056.85 $143K - $166K
3.19K $3.15M
CSCO
Cisco Systems, Inc.

Technology
1.31K
+ 5.1%
$53.19 - $69.38 $69.5K - $90.6K
26.9K $1.87M
PFE
Pfizer Inc

Healthcare
14.3K
+ 25.72%
$21.59 - $24.84 $308K - $354K
69.7K $1.69M
PM
Philip Morris International Inc.

Consumer Defensive
669
+ 9.93%
$149.23 - $184.95 $99.8K - $124K
7.41K $1.35M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
846
+ 23.17%
$160.22 - $209.35 $136K - $177K
4.5K $941K
RTX
Raytheon Technologies Corp

Industrials
654
+ 4.9%
$113.75 - $148.48 $74.4K - $97.1K
14K $2.05M
MSTR
Microstrategy Inc

Technology
77
+ 3.75%
$237.95 - $421.61 $18.3K - $32.5K
2.13K $861K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 80.43%
$4164.15 - $5789.24 $154K - $214K
83 $480K
BAC
Bank Of America Corp

Financial Services
872
+ 2.23%
$34.39 - $47.46 $30K - $41.4K
40K $1.89M
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.21K
+ 124.56%
$25.48 - $27.78 $235K - $256K
16.6K $441K
CGUS
Capital Group Core Equity ETF
4.56K
+ 24.98%
$29.93 - $36.93 $136K - $168K
22.8K $841K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
702
+ 2.33%
$114.78 - $133.31 $80.6K - $93.6K
30.8K $4.11M
LMT
Lockheed Martin Corp

Industrials
374
+ 12.67%
$430.82 - $486.45 $161K - $182K
3.33K $1.54M
QCOM
Qualcomm Inc

Technology
1.08K
+ 13.27%
$124.66 - $159.48 $135K - $173K
9.24K $1.47M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
264
+ 13.72%
$179.95 - $278.88 $47.5K - $73.6K
2.19K $610K
DUK
Duke Energy Corp

Utilities
2.17K
+ 15.76%
$112.46 - $124.05 $244K - $270K
16K $1.88M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.94K
+ 16.86%
$24.96 - $25.5 $198K - $203K
55K $1.4M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.22K
+ 51.58%
$41.79 - $54.16 $135K - $175K
9.47K $499K
TTD
Trade Desk, Inc.

Technology
1.21K
+ 18.62%
$45.27 - $79.4 $54.7K - $95.9K
7.7K $554K
AMD
Advanced Micro Devices Inc

Technology
807
+ 37.83%
$78.21 - $143.81 $63.1K - $116K
2.94K $417K
MS
Morgan Stanley

Financial Services
910
+ 32.01%
$99.83 - $140.86 $90.8K - $128K
3.75K $528K
MANH
Manhattan Associates Inc

Technology
359
+ 7.92%
$143.9 - $197.47 $51.7K - $70.9K
4.89K $965K
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.03K
+ 44.63%
$32.62 - $33.58 $164K - $169K
16.3K $547K
BA
Boeing CO

Industrials
398
+ 17.68%
$136.59 - $217.51 $54.4K - $86.6K
2.65K $555K
CASY
Caseys General Stores Inc

Consumer Cyclical
21
+ 1.0%
$415.82 - $510.91 $8.73K - $10.7K
2.13K $1.09M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11
+ 0.73%
$177.93 - $313.14 $1.96K - $3.44K
1.52K $475K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.83K
+ 51.14%
$24.32 - $27.87 $166K - $190K
20.2K $534K
CDW
Cdw Corp

Technology
427
+ 9.33%
$144.49 - $190.68 $61.7K - $81.4K
5K $893K
AMP
Ameriprise Financial Inc

Financial Services
189
+ 16.04%
$422.19 - $533.73 $79.8K - $101K
1.37K $729K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
3.74K
+ 18.28%
$43.63 - $45.4 $163K - $170K
24.2K $1.08M
NTAP
Net App, Inc.

Technology
226
+ 3.13%
$76.1 - $106.55 $17.2K - $24.1K
7.44K $792K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.44K
+ 24.46%
$50.56 - $59.57 $174K - $205K
17.5K $908K
KO
Coca Cola CO

Consumer Defensive
2.66K
+ 7.52%
$68.37 - $73.9 $182K - $197K
38K $2.69M
SO
Southern CO

Utilities
1.65K
+ 10.18%
$84.91 - $92.56 $140K - $153K
17.9K $1.64M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.66K
+ 15.3%
$89.87 - $92.93 $149K - $154K
12.5K $1.15M
KR
Kroger CO

Consumer Defensive
996
+ 6.26%
$64.62 - $74.0 $64.4K - $73.7K
16.9K $1.21M
DE
Deere & CO

Industrials
167
+ 13.45%
$412.99 - $531.48 $69K - $88.8K
1.41K $716K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
385
+ 2.17%
$45.98 - $56.15 $17.7K - $21.6K
18.1K $1.02M
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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