Advisor Os, LLC Incresed Positions in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RC
Ready Capital Corp

Real Estate
2.05K
+ 6.51%
$4.9 - $7.05 $10K - $14.5K
33.6K $170K
IVV
Ishares Core S&P 500 ETF

ETFs
80
+ 2.27%
$554.06 - $615.85 $44.3K - $49.3K
3.6K $2.02M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
14
+ 0.24%
$94.32 - $110.46 $1.32K - $1.55K
5.91K $570K
CATH
Global X Fds Global X S&P 500

ETFs
69
+ 0.37%
$66.14 - $74.2 $4.56K - $5.12K
18.7K $1.26M
ABNB
Airbnb, Inc.

Consumer Cyclical
39
+ 0.73%
$119.38 - $161.42 $4.66K - $6.3K
5.41K $646K
DELL
Dell Technologies Inc.

Technology
954
+ 15.27%
$90.34 - $124.66 $86.2K - $119K
7.2K $656K
CRPT
First Tr ETF Fd Viii Skybridge
890
+ 4.91%
$12.23 - $20.06 $10.9K - $17.9K
19K $232K
TTD
Trade Desk, Inc.

Technology
2.84K
+ 78.05%
$53.59 - $126.58 $152K - $360K
6.49K $355K
FLEX
Flex Ltd.

Technology
813
+ 4.11%
$32.92 - $44.46 $26.8K - $36.1K
20.6K $681K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
71
+ 0.14%
$32.42 - $36.13 $2.3K - $2.57K
51.6K $1.7M
BX
Blackstone Inc.

Financial Services
150
+ 4.51%
$136.53 - $186.74 $20.5K - $28K
3.48K $486K
LMT
Lockheed Martin Corp

Industrials
38
+ 1.3%
$423.19 - $506.29 $16.1K - $19.2K
2.95K $1.32M
HUBB
Hubbell Inc

Industrials
17
+ 1.46%
$330.91 - $456.86 $5.63K - $7.77K
1.19K $392K
DDOG
Datadog, Inc.

Technology
902
+ 20.76%
$98.68 - $151.89 $89K - $137K
5.25K $520K
DECK
Deckers Outdoor Corp

Consumer Cyclical
715
+ 35.68%
$111.56 - $223.11 $79.8K - $160K
2.72K $304K
WST
West Pharmaceutical Services Inc

Healthcare
559
+ 24.54%
$199.11 - $347.87 $111K - $194K
2.84K $635K
PWR
Quanta Services, Inc.

Industrials
175
+ 6.93%
$236.71 - $358.03 $41.4K - $62.7K
2.7K $686K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
173
+ 1.31%
$102.49 - $119.96 $17.7K - $20.8K
13.4K $1.4M
VUG
Vanguard Growth ETF

ETFs
68
+ 0.89%
$369.1 - $427.61 $25.1K - $29.1K
7.74K $2.87M
MRK
Merck & Co., Inc.

Healthcare
293
+ 0.91%
$83.01 - $101.02 $24.3K - $29.6K
32.6K $2.92M
VTI
Vanguard Total Stock Market Et

ETFs
1.61K
+ 2.91%
$271.18 - $303.12 $437K - $488K
57K $15.7M
NVDA
Nvidia Corp

Technology
1.79K
+ 1.43%
$106.98 - $149.43 $191K - $267K
127K $13.8M
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