Advisor Os, LLC Incresed Positions in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
26
+ 0.93%
$70.48 - $82.91 $1.83K - $2.16K
2.83K $228K
Arista Networks Inc
163
+ 3.47%
N/A
4.86K $0
Blackrock Inc
51
+ 6.36%
N/A
853 $0
First Tr Exchange Traded Fd
4.03K
+ 16.8%
N/A
28K $0
Global X Fds
343K
+ 13986.54%
N/A
345K $0
Wk Kellogg CO
113
+ 1.13%
N/A
10.1K $0
Proshares Tr
19.1K
+ 12.82%
N/A
168K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
64
+ 0.74%
N/A
8.74K $0
Rb Global Inc
227
+ 3.29%
N/A
7.13K $0
Capital Group Core Balanced
288
+ 1.5%
N/A
19.5K $0
REIT
Alps ETF Tr

ETFs
321
+ 3.3%
$24.01 - $27.44 $7.71K - $8.81K
10K $264K
OTIS
Otis Worldwide Corp

Industrials
49
+ 1.53%
$90.88 - $104.3 $4.45K - $5.11K
3.26K $322K
VHT
Vanguard Health Care ETF

ETFs
7
+ 0.75%
$236.71 - $261.92 $1.66K - $1.83K
939 $233K
BMY
Bristol Myers Squibb CO

Healthcare
1.54K
+ 25.64%
$44.12 - $59.6 $67.8K - $91.6K
7.53K $348K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
569
+ 2.78%
$13.77 - $16.67 $7.84K - $9.49K
21K $316K
K
Kellogg CO

Consumer Defensive
232
+ 1.64%
$77.85 - $82.88 $18.1K - $19.2K
14.4K $1.14M
HDV
Ishares Core High Dividend ETF

ETFs
1.54K
+ 2.97%
$108.41 - $120.51 $166K - $185K
53.2K $6.23M
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.77K
+ 2.47%
$13.03 - $15.28 $62.2K - $72.9K
198K $2.9M
SAIA
Saia Inc

Industrials
104
+ 14.19%
$236.65 - $374.8 $24.6K - $39K
837 $229K
KMB
Kimberly Clark Corp

Consumer Defensive
496
+ 6.94%
$126.84 - $145.22 $62.9K - $72K
7.65K $985K
COP
Conocophillips

Energy
34
+ 0.72%
$82.66 - $106.1 $2.81K - $3.61K
4.75K $425K
AMGN
Amgen Inc

Healthcare
322
+ 6.42%
$262.28 - $309.85 $84.5K - $99.8K
5.34K $1.49M
PEP
Pepsico Inc

Consumer Defensive
540
+ 6.41%
$128.02 - $151.37 $69.1K - $81.7K
8.96K $1.18M
BDX
Becton Dickinson & CO

Healthcare
12
+ 0.77%
$165.15 - $226.42 $1.98K - $2.72K
1.56K $269K
PG
Procter & Gamble CO

Consumer Defensive
1.08K
+ 4.63%
$157.66 - $172.39 $170K - $186K
24.3K $3.87M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.01%
$28.95 - $34.22 $86.9 - $103
30K $929K
OMC
Omnicom Group Inc.

Communication Services
172
+ 1.74%
$69.22 - $79.77 $11.9K - $13.7K
10K $722K
CVX
Chevron Corp

Energy
253
+ 4.16%
$133.73 - $168.51 $33.8K - $42.6K
6.34K $907K
MRK
Merck & Co., Inc.

Healthcare
2.75K
+ 8.43%
$73.47 - $87.12 $202K - $239K
35.3K $2.79M
CPB
Campbell Soup CO

Consumer Defensive
150
+ 0.96%
$30.65 - $39.9 $4.6K - $5.99K
15.8K $484K
JNJ
Johnson & Johnson

Healthcare
660
+ 3.34%
$146.36 - $159.82 $96.6K - $105K
20.4K $3.12M
LLY
Eli Lilly & CO

Healthcare
82
+ 1.53%
$713.71 - $898.95 $58.5K - $73.7K
5.44K $4.24M
OKE
Oneok Inc

Energy
74
+ 0.53%
$78.71 - $100.37 $5.82K - $7.43K
14.1K $1.15M
ABBV
Abb Vie Inc.

Healthcare
412
+ 2.51%
$170.16 - $206.27 $70.1K - $85K
16.8K $3.12M
UNH
Unitedhealth Group Inc

Healthcare
1.39K
+ 31.99%
$274.35 - $599.47 $382K - $835K
5.75K $1.79M
NOC
Northrop Grumman Corp

Industrials
22
+ 0.05%
$456.3 - $540.39 $10K - $11.9K
47K $23.5M
AAPL
Apple Inc.

Technology
6.37K
+ 4.16%
$172.42 - $223.89 $1.1M - $1.43M
160K $32.8M
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
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