Advisor Os, LLC Incresed Positions in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
237
+ 1.37%
$94.84 - $105.31 $22.5K - $25K
17.6K $1.7M
IWM
Ishares Russell 2000 ETF

ETFs
1K
+ 11.55%
$198.1 - $229.79 $198K - $230K
9.67K $1.93M
SPGI
S&P Global Inc.

Financial Services
9
+ 1.17%
$478.26 - $543.77 $4.3K - $4.89K
775 $393K
MSTR
Microstrategy Inc

Technology
40
+ 1.99%
$239.27 - $396.5 $9.57K - $15.9K
2.06K $592K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
674
+ 5.77%
$12.03 - $12.69 $8.11K - $8.55K
12.3K $151K
ADBE
Adobe Inc.

Technology
156
+ 18.51%
$377.84 - $464.11 $58.9K - $72.4K
999 $383K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
1.55K
+ 6.64%
$5.75 - $6.1 $8.93K - $9.47K
24.9K $143K
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 6.47%
$476.63 - $610.45 $43.8K - $56.2K
1.52K $750K
ACWI
Ishares Msci Acwi ETF

ETFs
349
+ 1.17%
$115.16 - $124.13 $40.2K - $43.3K
30.2K $3.52M
CG
Carlyle Group Inc.

Financial Services
1.03K
+ 18.72%
$40.03 - $56.96 $41.4K - $58.8K
6.55K $285K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
2.06K
+ 4.55%
$11.85 - $13.1 $24.4K - $27K
47.3K $574K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
65
+ 0.22%
$7.89 - $8.07 $513 - $525
29.4K $233K
PEG
Public Service Enterprise Group Inc

Utilities
97
+ 3.9%
$78.2 - $90.39 $7.59K - $8.77K
2.59K $212K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 5.35%
$524.81 - $672.19 $12.6K - $16.1K
473 $258K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.03K
+ 11.25%
$24.91 - $29.02 $50.6K - $58.9K
20.1K $503K
Arista Networks Inc
267
+ 6.03%
N/A
4.69K $0
First Tr Exchange Traded Fd
5.97K
+ 33.15%
N/A
24K $0
Blackrock Inc
136
+ 20.42%
N/A
802 $0
Capital Group Core Balanced
3.44K
+ 21.8%
N/A
19.2K $0
Linde PLC
146
+ 13.36%
N/A
1.24K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
56
+ 1.67%
N/A
3.41K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
280
+ 3.34%
N/A
8.67K $0
Proshares Tr
7.11K
+ 50.96%
N/A
21.1K $0
Proshares Tr
38K
+ 34.21%
N/A
149K $0
T Rowe Price ETF Inc
1.07K
+ 4.44%
N/A
25.2K $0
ANSS
Ansys Inc

Technology
48
+ 6.32%
$316.56 - $360.36 $15.2K - $17.3K
807 $255K
MET
Metlife Inc

Financial Services
61
+ 1.41%
$77.7 - $87.0 $4.74K - $5.31K
4.4K $353K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
958
+ 4.91%
$16.48 - $19.07 $15.8K - $18.3K
20.5K $339K
SWK
Stanley Black & Decker, Inc.

Industrials
45
+ 1.6%
$76.43 - $90.41 $3.44K - $4.07K
2.85K $219K
MS
Morgan Stanley

Financial Services
154
+ 5.73%
$111.68 - $141.08 $17.2K - $21.7K
2.84K $331K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
307
+ 3.07%
$25.58 - $29.24 $7.85K - $8.98K
10.3K $270K
ASML
Asml Holding Nv

Technology
32
+ 3.42%
$662.63 - $776.99 $21.2K - $24.9K
968 $641K
TMO
Thermo Fisher Scientific Inc.

Healthcare
66
+ 3.52%
$497.6 - $606.74 $32.8K - $40K
1.94K $966K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
210
+ 12.25%
$211.47 - $267.17 $44.4K - $56.1K
1.92K $406K
ROK
Rockwell Automation, Inc

Industrials
38
+ 4.73%
$255.29 - $303.75 $9.7K - $11.5K
841 $217K
DFUS
Dimensional ETF Tr U S Equity

ETFs
9
+ 0.24%
$59.61 - $66.71 $536 - $600
3.78K $228K
PFE
Pfizer Inc

Healthcare
1.92K
+ 3.59%
$25.01 - $27.13 $48.1K - $52.2K
55.5K $1.41M
AXP
American Express CO

Financial Services
485
+ 9.11%
$255.39 - $325.87 $124K - $158K
5.81K $1.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37
+ 0.76%
$57.21 - $65.8 $2.12K - $2.43K
4.9K $285K
DIS
Walt Disney CO

Communication Services
855
+ 10.14%
$96.87 - $114.0 $82.8K - $97.5K
9.29K $917K
INTU
Intuit Inc

Technology
22
+ 0.88%
$555.63 - $630.23 $12.2K - $13.9K
2.52K $1.55M
ET
Energy Transfer LP

Energy
1.35K
+ 2.77%
$17.26 - $21.08 $23.2K - $28.4K
49.9K $928K
USB
Us Bancorp \De\

Financial Services
275
+ 4.31%
$40.92 - $50.9 $11.3K - $14K
6.66K $281K
PII
Polaris Inc.

Consumer Cyclical
1.03K
+ 22.9%
$40.9 - $58.36 $42.1K - $60.1K
5.53K $226K
PANW
Palo Alto Networks Inc

Technology
40
+ 1.03%
$167.82 - $208.28 $6.71K - $8.33K
3.93K $670K
RPG
Invesco Exchange Traded Fd Tr

ETFs
9
+ 0.07%
$37.33 - $45.03 $336 - $405
12.2K $465K
WDAY
Workday, Inc.

Technology
129
+ 4.66%
$233.53 - $277.82 $30.1K - $35.8K
2.9K $676K
VB
Vanguard Small Cap ETF

ETFs
876
+ 6.92%
$217.89 - $252.64 $191K - $221K
13.5K $3M
CRM
Salesforce, Inc.

Technology
396
+ 17.48%
$268.36 - $359.95 $106K - $143K
2.66K $714K
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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