Advisor Os, LLC Incresed Positions in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
4.56K
+ 57.73%
$49.52 - $50.2 $226K - $229K
12.5K $623K
GILD
Gilead Sciences, Inc.

Healthcare
1.12K
+ 21.88%
$89.14 - $117.41 $100K - $132K
6.26K $701K
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.65K
+ 2.91%
$50.44 - $50.7 $184K - $185K
129K $6.53M
EBAY
Ebay Inc

Consumer Cyclical
2.2K
+ 19.82%
$61.61 - $70.93 $136K - $156K
13.3K $900K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
5.75K
+ 69.07%
$48.65 - $66.04 $280K - $380K
14.1K $750K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.96K
+ 16.09%
$30.38 - $34.94 $120K - $138K
28.6K $978K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.5K
+ 34.29%
$49.78 - $53.19 $174K - $186K
13.7K $700K
TMUS
T Mobile Us, Inc.

Communication Services
240
+ 9.83%
$211.3 - $272.83 $50.7K - $65.5K
2.68K $715K
SO
Southern CO

Utilities
243
+ 1.52%
$80.96 - $92.96 $19.7K - $22.6K
16.2K $1.49M
WMB
Williams Companies, Inc.

Energy
643
+ 2.64%
$54.02 - $61.09 $34.7K - $39.3K
25K $1.49M
CTAS
Cintas Corp

Industrials
425
+ 11.0%
$182.09 - $208.14 $77.4K - $88.5K
4.29K $881K
EFA
Ishares Tr Msci Eafe ETF

ETFs
381
+ 1.67%
$74.85 - $84.89 $28.5K - $32.3K
23.2K $1.9M
GVI
Ishares Tr

ETFs
1.53K
+ 42.47%
$103.49 - $106.02 $159K - $163K
5.14K $545K
CLOI
Vaneck ETF Tr

ETFs
3.13K
+ 12.08%
$52.68 - $53.16 $165K - $166K
29K $1.53M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.61K
+ 4.06%
$59.78 - $60.03 $156K - $157K
66.9K $4.01M
KNSL
Kinsale Capital Group, Inc.

Financial Services
289
+ 36.08%
$416.48 - $494.72 $120K - $143K
1.09K $530K
PLTR
Palantir Technologies Inc.

Technology
1.28K
+ 22.62%
$64.98 - $124.62 $83K - $159K
6.93K $584K
MMM
3 M CO

Industrials
769
+ 32.1%
$129.7 - $155.12 $99.7K - $119K
3.17K $464K
ACGL
Arch Capital Group Ltd.

Financial Services
1.38K
+ 24.31%
$88.13 - $96.94 $122K - $134K
7.06K $678K
VRSK
Verisk Analytics, Inc.

Industrials
209
+ 5.23%
$268.63 - $301.33 $56.1K - $63K
4.21K $1.25M
AEP
American Electric Power CO Inc

Utilities
348
+ 5.32%
$90.32 - $109.27 $31.4K - $38K
6.9K $753K
CGUS
Capital Group Core Equity ETF
5.03K
+ 38.06%
$33.08 - $36.62 $166K - $184K
18.2K $609K
DE
Deere & CO

Industrials
213
+ 20.7%
$408.57 - $509.27 $87K - $108K
1.24K $582K
CBOE
Cboe Global Markets, Inc.

Financial Services
396
+ 21.67%
$190.84 - $226.29 $75.6K - $89.6K
2.22K $503K
PPG
Ppg Industries Inc

Basic Materials
1.79K
+ 34.8%
$107.44 - $124.29 $192K - $223K
6.94K $758K
CPB
Campbell Soup CO

Consumer Defensive
4.04K
+ 34.8%
$37.29 - $42.04 $151K - $170K
15.7K $625K
NLOK
Norton Life Lock Inc.

Technology
6.37K
+ 25.37%
N/A
31.5K $676K
CSL
Carlisle Companies Inc

Industrials
435
+ 73.36%
$326.43 - $408.24 $142K - $178K
1.03K $350K
MCK
Mckesson Corp

Healthcare
107
+ 20.19%
$566.21 - $672.99 $60.6K - $72K
637 $428K
NFLX
Netflix Inc

Communication Services
87
+ 8.64%
$828.4 - $1058.6 $72.1K - $92.1K
1.09K $1.02M
HCA
Hca Healthcare, Inc.

Healthcare
212
+ 20.19%
$296.7 - $345.55 $62.9K - $73.3K
1.26K $436K
MANH
Manhattan Associates Inc

Technology
2.07K
+ 84.11%
$163.5 - $295.1 $338K - $611K
4.53K $784K
ABC
Amerisourcebergen Corp

Healthcare
638
+ 28.44%
N/A
2.88K $533K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
748
+ 25.76%
$175.5 - $209.86 $131K - $157K
3.65K $662K
CASY
Caseys General Stores Inc

Consumer Cyclical
79
+ 3.89%
$378.71 - $442.54 $29.9K - $35K
2.11K $915K
AMT
American Tower Corp

Real Estate
303
+ 25.38%
$173.46 - $217.6 $52.6K - $65.9K
1.5K $325K
KLAC
Kla Corp

Technology
71
+ 6.66%
$636.62 - $777.63 $45.2K - $55.2K
1.14K $772K
CDW
Cdw Corp

Technology
927
+ 25.4%
$160.26 - $206.13 $149K - $191K
4.58K $733K
PG
Procter & Gamble CO

Consumer Defensive
187
+ 0.81%
$158.56 - $176.26 $29.7K - $33K
23.2K $3.96M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
23.8K
+ 12.55%
$16.57 - $18.85 $394K - $448K
213K $3.55M
CSCO
Cisco Systems, Inc.

Technology
478
+ 1.9%
$58.74 - $64.87 $28.1K - $31K
25.6K $1.58M
OLED
Universal Display Corp Pa

Technology
741
+ 44.58%
$139.48 - $161.59 $103K - $120K
2.4K $335K
EPD
Enterprise Products Partners L.P.

Energy
184
+ 0.62%
$31.75 - $34.14 $5.84K - $6.28K
30K $1.02M
COP
Conocophillips

Energy
588
+ 14.26%
$88.6 - $105.85 $52.1K - $62.2K
4.71K $494K
INTC
Intel Corp

Technology
2.58K
+ 24.62%
$19.1 - $27.39 $49.3K - $70.6K
13.1K $296K
AZO
Autozone Inc

Consumer Cyclical
3
+ 2.54%
$3193.96 - $3828.11 $9.58K - $11.5K
121 $461K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
3.53K
+ 23.01%
$25.93 - $29.28 $91.5K - $103K
18.9K $512K
OMC
Omnicom Group Inc.

Communication Services
1.32K
+ 15.36%
$79.43 - $88.34 $104K - $116K
9.87K $818K
BSX
Boston Scientific Corp

Healthcare
486
+ 17.27%
$89.38 - $106.18 $43.4K - $51.6K
3.3K $332K
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
Track This Portfolio

Track Advisor Os, LLC Portfolio

Follow Advisor Os, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Os, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Os, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email