Advisor Os, LLC New Holdings in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
308K
New
$34.58 - $45.97 $10.7M - $14.2M
308K $14.2M
FTHI
First Trust Exchange Traded Fd

ETFs
328K
New
$21.62 - $23.74 $7.1M - $7.8M
328K $7.18M
XLP
Consumer Staples Sector Spdr

ETFs
22.9K
New
N/A
22.9K $1.74M
AVDE
American Centy ETF Tr Avantis

ETFs
18.7K
New
$60.63 - $68.55 $1.13M - $1.28M
18.7K $1.24M
XLY
Select Sector Spdr Consumer Di

ETFs
5.61K
New
$192.6 - $233.2 $1.08M - $1.31M
5.61K $1.11M
KR
Kroger CO

Consumer Defensive
15.9K
New
$58.36 - $67.72 $929K - $1.08M
15.9K $1.08M
JPIE
J P Morgan Exchange Traded Fd
18.9K
New
$45.46 - $46.18 $857K - $871K
18.9K $868K
GLD
Spdr Gold Trust

ETFs
2.68K
New
$243.19 - $288.14 $653K - $773K
2.68K $773K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.35K
New
$408.78 - $448.82 $551K - $605K
1.35K $566K
IWR
Ishares Russell Mid Cap ETF

ETFs
6.6K
New
$82.81 - $92.93 $547K - $613K
6.6K $561K
VFMV
Vanguard Wellington Fd

ETFs
4.19K
New
$119.38 - $128.27 $500K - $537K
4.19K $530K
XLU
Utilities Sector Spdr

ETFs
6.64K
New
$74.7 - $80.27 $496K - $533K
6.64K $523K
XLV
Select Sector Spdr Fund Health

ETFs
3.5K
New
$137.61 - $149.68 $482K - $524K
3.5K $511K
VOTE
Engine No 1 ETF Tr

ETFs
7.51K
New
$64.6 - $72.12 $485K - $541K
7.51K $490K
FTNT
Fortinet, Inc.

Technology
4.49K
New
$92.49 - $114.57 $415K - $514K
4.49K $431K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.3K
New
$32.5 - $33.3 $366K - $375K
11.3K $374K
SCHW
Schwab Charles Corp

Financial Services
4.6K
New
$71.24 - $83.64 $327K - $384K
4.6K $359K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.23K
New
$79.17 - $82.04 $335K - $347K
4.23K $346K
BK
Bank Of New York Mellon Corp

Financial Services
3.53K
New
$75.42 - $88.95 $266K - $314K
3.53K $296K
FTLS
First Tr Long/Short Equity ETF

ETFs
4.47K
New
$63.42 - $68.17 $284K - $305K
4.47K $286K
FCX
Freeport Mcmoran Inc

Basic Materials
7.45K
New
$34.5 - $43.01 $257K - $320K
7.45K $281K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.55K
New
$75.47 - $84.24 $268K - $299K
3.55K $273K
C
Citigroup Inc

Financial Services
3.75K
New
$67.23 - $84.63 $252K - $317K
3.75K $266K
ELV
Elevance Health, Inc.

Healthcare
595
New
$365.9 - $436.25 $218K - $260K
595 $258K
GD
General Dynamics Corp

Industrials
927
New
$241.94 - $272.58 $224K - $253K
927 $252K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.33K
New
$54.94 - $69.15 $238K - $299K
4.33K $249K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.87K
New
$77.91 - $92.26 $223K - $264K
2.87K $227K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.36K
New
$25.69 - $26.89 $215K - $225K
8.36K $224K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.87K
New
$42.5 - $46.71 $207K - $227K
4.87K $220K
JPIB
Jpmorgan International Bond Op

ETFs
4.53K
New
$46.97 - $48.35 $213K - $219K
4.53K $217K
AZN
Astrazeneca PLC

Healthcare
2.9K
New
$65.37 - $77.96 $190K - $226K
2.9K $213K
PSR
Invesco Actively

ETFs
2.29K
New
$86.57 - $95.84 $198K - $219K
2.29K $211K
BKNG
Booking Holdings Inc.

Consumer Cyclical
46
New
$4295.4 - $5141.88 $198K - $237K
46 $211K
EME
Emcor Group, Inc.

Industrials
569
New
$361.16 - $535.99 $206K - $305K
569 $210K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
8.05K
New
$23.43 - $25.55 $189K - $206K
8.05K $205K
PPL
Ppl Corp

Utilities
5.67K
New
$31.68 - $36.11 $180K - $205K
5.67K $204K
PLD
Prologis, Inc.

Real Estate
1.82K
New
$103.59 - $124.04 $188K - $226K
1.82K $203K
FAST
Fastenal CO

Industrials
2.62K
New
$71.11 - $79.98 $186K - $210K
2.62K $203K
CME
Cme Group Inc.

Financial Services
767
New
$225.82 - $266.54 $173K - $204K
767 $203K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.23K
New
$85.29 - $92.57 $190K - $206K
2.23K $202K
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.39K
New
$25.54 - $27.64 $189K - $204K
7.39K $201K
THC
Tenet Healthcare Corp

Healthcare
1.49K
New
$119.51 - $144.98 $178K - $216K
1.49K $200K
MNST
Monster Beverage Corp

Consumer Defensive
3.43K
New
$46.16 - $58.58 $158K - $201K
3.43K $200K
SCHO
Schwab Short Term Us Treasury

ETFs
8.22K
New
$24.1 - $24.34 $198K - $200K
8.22K $200K
F
Ford Motor CO

Consumer Cyclical
13.1K
New
$9.12 - $10.43 $119K - $136K
13.1K $130K
HLN
Haleon PLC

Healthcare
11.9K
New
$9.02 - $10.67 $108K - $127K
11.9K $122K
Lam Research Corp
6.8K
New
N/A
6.8K $0
Calamos ETF Tr
41.5K
New
N/A
41.5K $0
Global X Fds
2.45K
New
N/A
2.45K $0
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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