Advisor Os, LLC Incresed Positions in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
136
+ 2.06%
$74.88 - $91.97 $10.2K - $12.5K
6.74K $619K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.64K
+ 9.23%
$32.56 - $35.71 $85.9K - $94.2K
31.2K $1.03M
TXN
Texas Instruments Inc

Technology
275
+ 5.21%
N/A
5.56K $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
541
+ 11.04%
$51.16 - $62.02 $27.7K - $33.6K
5.44K $337K
BX
Blackstone Inc.

Financial Services
114
+ 3.28%
$120.07 - $151.11 $13.7K - $17.2K
3.59K $537K
V
Visa Inc.

Financial Services
11
+ 0.11%
$308.27 - $373.31 $3.39K - $4.11K
10.4K $3.7M
IEFA
Ishares Tr

ETFs
7
+ 0.11%
$67.83 - $84.09 $475 - $589
6.29K $524K
CBOE
Cboe Global Markets, Inc.

Financial Services
147
+ 6.61%
$205.81 - $234.23 $30.3K - $34.4K
2.37K $552K
DOX
Amdocs LTD

Technology
566
+ 3.09%
$80.46 - $94.08 $45.5K - $53.2K
18.9K $1.72M
LNT
Alliant Energy Corp

Utilities
1.71K
+ 11.64%
$58.79 - $64.85 $101K - $111K
16.4K $992K
VZ
Verizon Communications Inc

Communication Services
1.73K
+ 12.05%
$41.67 - $45.62 $72K - $78.8K
16.1K $695K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
950
+ 7.8%
$22.89 - $27.54 $21.7K - $26.2K
13.1K $361K
DRI
Darden Restaurants Inc

Consumer Cyclical
135
+ 9.81%
$186.58 - $225.78 $25.2K - $30.5K
1.51K $329K
KNSL
Kinsale Capital Group, Inc.

Financial Services
95
+ 8.72%
$419.99 - $501.97 $39.9K - $47.7K
1.19K $573K
PRU
Prudential Financial Inc

Financial Services
508
+ 14.34%
$95.12 - $112.71 $48.3K - $57.3K
4.05K $435K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
510
+ 20.18%
$107.83 - $119.94 $55K - $61.2K
3.04K $327K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
635
+ 3.39%
$40.82 - $43.14 $25.9K - $27.4K
19.4K $835K
MNST
Monster Beverage Corp

Consumer Defensive
401
+ 11.7%
$55.01 - $64.24 $22.1K - $25.8K
3.83K $239K
CME
Cme Group Inc.

Financial Services
104
+ 13.56%
$252.37 - $290.71 $26.2K - $30.2K
871 $240K
TDY
Teledyne Technologies Inc

Technology
55
+ 8.66%
$435.54 - $512.31 $24K - $28.2K
690 $353K
PPG
Ppg Industries Inc

Basic Materials
45
+ 0.65%
$91.66 - $115.04 $4.12K - $5.18K
6.98K $794K
IXUS
Ishares Tr

ETFs
19
+ 0.41%
$62.37 - $77.63 $1.19K - $1.47K
4.64K $358K
ICE
Intercontinental Exchange, Inc.

Financial Services
122
+ 10.23%
$151.62 - $183.47 $18.5K - $22.4K
1.31K $241K
USB
Us Bancorp \De\

Financial Services
357
+ 5.36%
$36.4 - $45.76 $13K - $16.3K
7.02K $317K
EOG
Eog Resources Inc

Energy
492
+ 17.25%
$104.61 - $129.97 $51.5K - $63.9K
3.35K $400K
HD
Home Depot, Inc.

Consumer Cyclical
91
+ 1.76%
$335.24 - $380.78 $30.5K - $34.7K
5.26K $1.93M
ANSS
Ansys Inc

Technology
15
+ 1.86%
$284.19 - $351.22 $4.26K - $5.27K
822 $288K
MO
Altria Group, Inc.

Consumer Defensive
778
+ 7.6%
$55.56 - $60.91 $43.2K - $47.4K
11K $646K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
500
+ 0.94%
$10.42 - $12.26 $5.21K - $6.13K
53.7K $657K
ADP
Automatic Data Processing Inc

Industrials
66
+ 3.18%
$276.76 - $326.81 $18.3K - $21.6K
2.14K $660K
AEP
American Electric Power CO Inc

Utilities
616
+ 8.93%
$98.59 - $109.11 $60.7K - $67.2K
7.51K $779K
DFUS
Dimensional ETF Tr U S Equity

ETFs
10
+ 0.26%
$53.65 - $67.02 $537 - $670
3.79K $254K
PEG
Public Service Enterprise Group Inc

Utilities
239
+ 9.24%
$77.13 - $84.18 $18.4K - $20.1K
2.83K $237K
CMCSA
Comcast Corp

Communication Services
1.83K
+ 5.17%
$32.84 - $36.72 $60.2K - $67.3K
37.3K $1.33M
GD
General Dynamics Corp

Industrials
14
+ 1.51%
$247.68 - $291.66 $3.47K - $4.08K
941 $274K
FLS
Flowserve Corp

Industrials
54
+ 1.02%
$39.49 - $53.64 $2.13K - $2.9K
5.35K $280K
GVI
Ishares Tr

ETFs
166
+ 3.23%
$104.82 - $106.79 $17.4K - $17.7K
5.31K $566K
CRM
Salesforce, Inc.

Technology
27
+ 1.01%
$236.26 - $291.15 $6.38K - $7.86K
2.69K $733K
MCD
Mcdonalds Corp

Consumer Cyclical
753
+ 7.54%
$285.55 - $321.23 $215K - $242K
10.7K $3.14M
AM
Antero Midstream Corp

Energy
61
+ 0.43%
$15.88 - $18.99 $969 - $1.16K
14.4K $272K
FTSL
First Trust Senior Ln Fund

ETFs
297
+ 5.59%
$44.58 - $46.07 $13.2K - $13.7K
5.61K $257K
DHR
Danaher Corp

Healthcare
247
+ 4.84%
$174.64 - $205.16 $43.1K - $50.7K
5.35K $1.06M
MDT
Medtronic PLC

Healthcare
564
+ 3.78%
$80.68 - $88.86 $45.5K - $50.1K
15.5K $1.35M
BR
Broadridge Financial Solutions, Inc.

Technology
27
+ 2.21%
$217.22 - $246.25 $5.86K - $6.65K
1.25K $303K
SHV
Ishares Tr

ETFs
45
+ 0.71%
$110.06 - $110.46 $4.95K - $4.97K
6.34K $700K
SCHO
Schwab Short Term Us Treasury

ETFs
190
+ 2.31%
$24.19 - $24.45 $4.6K - $4.65K
8.41K $204K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
130
+ 0.44%
$7.05 - $8.02 $917 - $1.04K
29.5K $236K
NRZ
New Residential Investment Corp.

Real Estate
151
+ 1.49%
N/A
10.3K $74K
PAYX
Paychex Inc

Industrials
153
+ 6.32%
$137.01 - $159.78 $21K - $24.4K
2.57K $374K
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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