Advisor Os, LLC Incresed Positions in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
120
+ 4.99%
$88.0 - $115.5 $10.6K - $13.9K
2.53K $288K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.68K
+ 36.87%
$45.22 - $52.17 $76.1K - $87.8K
6.25K $299K
ALC
Alcon Inc

Healthcare
102
+ 1.79%
$82.73 - $96.8 $8.44K - $9.87K
5.81K $551K
NTAP
Net App, Inc.

Technology
2.33K
+ 47.74%
$87.84 - $126.3 $205K - $294K
7.21K $633K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.35K
+ 26.89%
$165.25 - $224.62 $223K - $303K
6.36K $1.06M
TJX
Tjx Companies Inc

Consumer Cyclical
514
+ 17.03%
$112.81 - $126.16 $58K - $64.8K
3.53K $430K
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.42K
+ 2.34%
$14.46 - $15.96 $63.9K - $70.5K
193K $2.93M
CMI
Cummins Inc

Industrials
467
+ 18.91%
$312.92 - $386.07 $146K - $180K
2.94K $920K
BMY
Bristol Myers Squibb CO

Healthcare
537
+ 9.84%
$53.9 - $63.11 $28.9K - $33.9K
5.99K $365K
KMI
Kinder Morgan, Inc.

Energy
438
+ 1.17%
$26.1 - $31.22 $11.4K - $13.7K
37.8K $1.08M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
23
+ 4.42%
$402.49 - $513.76 $9.26K - $11.8K
543 $263K
SYK
Stryker Corp

Healthcare
117
+ 17.78%
$355.18 - $399.9 $41.6K - $46.8K
775 $288K
WEC
Wec Energy Group, Inc.

Utilities
23
+ 0.71%
$92.12 - $108.98 $2.12K - $2.51K
3.25K $353K
FNDX
Schwab Fundamental U S Large C

ETFs
2.14K
+ 15.31%
$23.03 - $25.01 $49.2K - $53.4K
16.1K $379K
SHV
Ishares Tr

ETFs
416
+ 7.07%
$110.11 - $110.51 $45.8K - $46K
6.3K $695K
UNP
Union Pacific Corp

Industrials
86
+ 2.74%
$225.21 - $254.42 $19.4K - $21.9K
3.22K $760K
MAS
Masco Corp

Industrials
881
+ 17.44%
$68.67 - $81.85 $60.5K - $72.1K
5.93K $412K
ROP
Roper Technologies Inc

Industrials
30
+ 7.77%
$502.71 - $593.81 $15.1K - $17.8K
416 $245K
IRT
Independence Realty Trust, Inc.

Real Estate
78
+ 0.26%
$18.23 - $21.8 $1.42K - $1.7K
30.2K $642K
AM
Antero Midstream Corp

Energy
64
+ 0.45%
$15.47 - $18.04 $990 - $1.15K
14.3K $257K
NOK
Nokia Corp

Technology
3.28K
+ 10.91%
$4.43 - $5.42 $14.5K - $17.8K
33.3K $175K
BR
Broadridge Financial Solutions, Inc.

Technology
87
+ 7.67%
$221.46 - $244.83 $19.3K - $21.3K
1.22K $296K
ES
Eversource Energy

Utilities
232
+ 4.25%
$55.63 - $63.8 $12.9K - $14.8K
5.69K $353K
XLI
Industrial Sector Spdr

ETFs
351
+ 2.98%
$128.78 - $141.67 $45.2K - $49.7K
12.1K $1.59M
OTIS
Otis Worldwide Corp

Industrials
35
+ 1.1%
$90.77 - $104.01 $3.18K - $3.64K
3.21K $330K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.01K
+ 8.16%
$27.01 - $28.54 $27.2K - $28.7K
13.3K $373K
AMP
Ameriprise Financial Inc

Financial Services
173
+ 17.21%
$472.29 - $575.13 $81.7K - $99.5K
1.18K $570K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
394
+ 1.87%
$18.36 - $20.51 $7.23K - $8.08K
21.5K $425K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
1.37K
+ 2.64%
$11.64 - $12.49 $15.9K - $17.1K
53.2K $626K
PH
Parker Hannifin Corp

Industrials
87
+ 10.07%
$591.65 - $707.05 $51.5K - $61.5K
951 $578K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.22%
$180.02 - $208.56 $540 - $626
1.38K $285K
EOG
Eog Resources Inc

Energy
102
+ 3.71%
$120.54 - $138.05 $12.3K - $14.1K
2.85K $365K
ADI
Analog Devices Inc

Technology
200
+ 17.76%
$201.56 - $243.82 $40.3K - $48.8K
1.33K $267K
UNM
Unum Group

Financial Services
51
+ 1.85%
$71.8 - $83.34 $3.66K - $4.25K
2.8K $228K
SYY
Sysco Corp

Consumer Defensive
597
+ 4.96%
$70.0 - $77.13 $41.8K - $46K
12.6K $947K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
274
+ 22.19%
$203.38 - $274.79 $55.7K - $75.3K
1.51K $310K
HOG
Harley Davidson, Inc.

Consumer Cyclical
3.31K
+ 27.59%
$24.13 - $30.02 $79.8K - $99.3K
15.3K $386K
FISV
Fiserv Inc

Technology
199
+ 19.25%
N/A
1.23K $154K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 10.36%
$25.64 - $27.7 $29.3K - $31.7K
12.2K $316K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
307
+ 22.09%
$186.55 - $250.04 $57.3K - $76.8K
1.7K $342K
VHT
Vanguard Health Care ETF

ETFs
49
+ 5.55%
$254.06 - $273.83 $12.4K - $13.4K
932 $246K
WING
Wingstop Inc.

Consumer Cyclical
347
+ 36.15%
$207.0 - $311.93 $71.8K - $108K
1.31K $294K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.65K
+ 12.19%
$23.16 - $27.04 $131K - $153K
52K $1.22M
APH
Amphenol Corp

Technology
728
+ 9.6%
$61.62 - $78.55 $44.9K - $57.2K
8.31K $545K
LECO
Lincoln Electric Holdings Inc

Industrials
85
+ 7.36%
$180.51 - $216.81 $15.3K - $18.4K
1.24K $234K
NSC
Norfolk Southern Corp

Industrials
67
+ 5.13%
$227.69 - $259.76 $15.3K - $17.4K
1.37K $324K
FLS
Flowserve Corp

Industrials
1.12K
+ 26.75%
$46.47 - $64.75 $52K - $72.4K
5.3K $258K
GNTX
Gentex Corp

Consumer Cyclical
3.08K
+ 31.44%
$23.3 - $28.48 $71.7K - $87.6K
12.9K $299K
HON
Honeywell International Inc

Industrials
163
+ 12.27%
$202.75 - $226.52 $33K - $36.9K
1.49K $315K
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
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