Advisor Os, LLC New Holdings in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
219K
New
$22.68 - $23.28 $4.96M - $5.09M
219K $5.08M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
77K
New
$38.81 - $44.28 $2.99M - $3.41M
77K $3.27M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
23.7K
New
$72.61 - $88.75 $1.72M - $2.1M
23.7K $2.1M
OEF
Ishares S&P 100 ETF

ETFs
7.53K
New
N/A
7.53K $2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
18K
New
$28.98 - $37.18 $522K - $669K
18K $669K
ALL
Allstate Corp

Financial Services
2.64K
New
$180.53 - $212.64 $477K - $561K
2.64K $531K
VRE
Veris Residential, Inc.

Real Estate
33.4K
New
$14.58 - $17.11 $487K - $572K
33.4K $497K
MPC
Marathon Petroleum Corp

Energy
2.97K
New
$118.55 - $170.08 $352K - $504K
2.97K $492K
SHOP
Shopify Inc.

Technology
4.2K
New
$76.89 - $115.35 $323K - $484K
4.2K $484K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
20.7K
New
$19.33 - $22.25 $401K - $461K
20.7K $460K
EEM
Ishares Msci Emerging Markets

ETFs
8.16K
New
$38.52 - $48.28 $314K - $394K
8.16K $393K
RWK
Invesco Exchange Traded Fd Tr

ETFs
3K
New
$94.8 - $117.22 $284K - $352K
3K $350K
CEG
Constellation Energy Corp

Utilities
1.06K
New
$170.96 - $322.76 $181K - $342K
1.06K $342K
FIX
Comfort Systems Usa Inc

Industrials
614
New
$296.51 - $536.21 $182K - $329K
614 $329K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
7.5K
New
$34.78 - $43.42 $261K - $326K
7.5K $324K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10K
New
$24.38 - $30.18 $244K - $302K
10K $301K
UAL
United Airlines Holdings, Inc.

Industrials
3.6K
New
$56.15 - $84.23 $202K - $303K
3.6K $286K
CI
Cigna Corp

Healthcare
857
New
$301.89 - $340.04 $259K - $291K
857 $283K
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1794.73 - $2613.63 $194K - $282K
108 $282K
VST
Vistra Corp.

Utilities
1.43K
New
$98.07 - $195.04 $140K - $278K
1.43K $276K
MU
Micron Technology Inc

Technology
2.21K
New
$64.72 - $127.91 $143K - $283K
2.21K $272K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.49K
New
$57.46 - $75.58 $200K - $264K
3.49K $263K
ZS
Zscaler, Inc.

Technology
840
New
$174.67 - $315.32 $147K - $265K
840 $263K
IAU
Ishares Gold Trust

ETFs
4.19K
New
$56.1 - $64.74 $235K - $272K
4.19K $261K
CVS
Cvs Health Corp

Healthcare
3.73K
New
$60.04 - $70.18 $224K - $262K
3.73K $257K
AMAT
Applied Materials Inc

Technology
1.4K
New
$126.95 - $183.52 $178K - $257K
1.4K $256K
NET
Cloudflare, Inc.

Technology
1.31K
New
$97.08 - $195.83 $127K - $256K
1.31K $255K
DGRO
Ishares Core Dividend Growth E

ETFs
3.95K
New
$55.22 - $63.94 $218K - $252K
3.95K $252K
IYW
Ishares Dj Us Tech ETF

ETFs
1.45K
New
$122.57 - $173.27 $177K - $251K
1.45K $250K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.15K
New
$82.96 - $110.1 $178K - $236K
2.15K $236K
APG
A Pi Group Corp

Industrials
4.55K
New
$32.2 - $51.23 $147K - $233K
4.55K $232K
COIN
Coinbase Global, Inc.

Technology
659
New
$151.47 - $375.07 $99.8K - $247K
659 $230K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.17K
New
$24.54 - $25.07 $225K - $230K
9.17K $229K
D
Dominion Energy, Inc

Utilities
3.95K
New
$49.66 - $58.0 $196K - $229K
3.95K $223K
CL
Colgate Palmolive CO

Consumer Defensive
2.39K
New
$87.57 - $96.0 $209K - $229K
2.39K $217K
BFH
Bread Financial Holdings, Inc.

Financial Services
3.77K
New
$41.88 - $57.12 $158K - $215K
3.77K $215K
VBR
Vanguard Small Cap Value ETF

ETFs
1.11K
New
$162.76 - $195.77 $180K - $217K
1.11K $215K
FNDF
Schwab Fundamental Intl Large

ETFs
5.29K
New
$32.25 - $40.02 $171K - $212K
5.29K $211K
SAP
Sap Se

Technology
691
New
$237.53 - $309.8 $164K - $214K
691 $210K
CYBR
Cyber Ark Software Ltd.

Technology
513
New
$305.98 - $406.88 $157K - $209K
513 $208K
ATR
Aptargroup, Inc.

Healthcare
1.33K
New
$133.66 - $158.53 $178K - $211K
1.33K $208K
JCI
Johnson Controls International PLC

Industrials
1.97K
New
$71.14 - $105.62 $140K - $208K
1.97K $207K
THO
Thor Industries Inc

Consumer Cyclical
2.31K
New
$64.83 - $89.72 $150K - $208K
2.31K $205K
SE
Sea LTD

Consumer Cyclical
1.28K
New
$105.57 - $170.4 $135K - $218K
1.28K $204K
UTHR
United Therapeutics Corp

Healthcare
706
New
$276.47 - $328.4 $195K - $232K
706 $202K
DAL
Delta Air Lines, Inc.

Industrials
4.12K
New
$35.88 - $52.99 $148K - $219K
4.12K $202K
SNPS
Synopsys Inc

Technology
395
New
$380.9 - $517.66 $150K - $204K
395 $202K
AXON
Axon Enterprise, Inc.

Industrials
243
New
$497.13 - $827.94 $121K - $201K
243 $201K
HWM
Howmet Aerospace Inc.

Industrials
1.08K
New
$112.33 - $186.13 $122K - $202K
1.08K $201K
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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