Advisor Os, LLC Reduced Holdings in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-14.7K
- 8.23%
$507.05 - $563.67 $7.47M - $8.31M
164K $84.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-60.6K
- 26.88%
$84.95 - $100.62 $5.15M - $6.1M
165K $14.4M
AAPL
Apple Inc.

Technology
-3.87K
- 2.46%
$209.68 - $247.1 $811K - $956K
153K $34.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.78K
- 9.16%
$360.07 - $417.26 $1.72M - $1.99M
47.4K $17.1M
SPYG
Spdr Portfolio

ETFs
-40.7K
- 82.2%
$80.05 - $92.39 $3.26M - $3.76M
8.81K $707K
MSFT
Microsoft Corp

Technology
-2.44K
- 6.27%
$375.39 - $447.2 $916K - $1.09M
36.4K $13.7M
TCHP
T Rowe Price Exchange Traded F

Technology
-33.9K
- 13.05%
$37.86 - $44.2 $1.29M - $1.5M
226K $8.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-28.1K
- 12.92%
$40.03 - $46.81 $1.12M - $1.31M
189K $7.71M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-53.5K
- 77.83%
$33.84 - $37.77 $1.81M - $2.02M
15.2K $554K
AVGO
Broadcom Inc.

Technology
-3.98K
- 25.19%
$167.43 - $244.7 $667K - $974K
11.8K $1.98M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.08K
- 2.47%
$190.26 - $242.06 $206K - $262K
42.8K $8.14M
GOOGL
Alphabet Inc.

Communication Services
-1.36K
- 3.87%
$154.33 - $206.19 $210K - $281K
33.8K $5.23M
TSLA
Tesla, Inc.

Consumer Cyclical
-548
- 7.58%
$222.15 - $428.22 $122K - $235K
6.68K $1.73M
MRVL
Marvell Technology, Inc.

Technology
-2.98K
- 15.95%
$61.57 - $126.06 $183K - $376K
15.7K $966K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.7K
- 76.15%
$77.7 - $78.94 $908K - $922K
3.66K $288K
PEP
Pepsico Inc

Consumer Defensive
-5.19K
- 38.14%
$142.64 - $156.42 $741K - $812K
8.42K $1.26M
VXF
Vanguard Extended Market ETF

ETFs
-2.61K
- 16.82%
$170.36 - $201.04 $445K - $525K
12.9K $2.22M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.62K
- 2.54%
$64.88 - $72.1 $235K - $261K
139K $9.13M
NOW
Service Now, Inc.

Technology
-200
- 10.68%
$783.83 - $1170.39 $157K - $234K
1.67K $1.33M
KMB
Kimberly Clark Corp

Consumer Defensive
-5.34K
- 42.76%
$124.46 - $147.4 $665K - $787K
7.15K $1.02M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-14.4K
- 43.5%
$42.38 - $43.28 $612K - $625K
18.7K $796K
GOOG
Alphabet Inc.

Communication Services
-290
- 1.86%
$156.06 - $207.71 $45.3K - $60.2K
15.3K $2.39M
VIG
Vanguard Dividend Appreciation

ETFs
-2.6K
- 0.94%
N/A
275K $50.2M
KKR
Kkr & Co. Inc.

Financial Services
-606
- 5.04%
$108.17 - $167.07 $65.6K - $101K
11.4K $1.32M
VEU
Vanguard Ftse All World Ex Us

ETFs
-11.1K
- 15.36%
$56.51 - $62.98 $626K - $698K
61.1K $3.7M
WMT
Walmart Inc.

Consumer Defensive
-3.56K
- 11.22%
$84.5 - $105.05 $301K - $374K
28.1K $2.47M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.31K
- 56.74%
$37.07 - $40.63 $345K - $378K
7.1K $279K
CAT
Caterpillar Inc

Industrials
-628
- 15.85%
$326.75 - $407.63 $205K - $256K
3.33K $1.1M
DHR
Danaher Corp

Healthcare
-781
- 13.28%
$201.62 - $250.59 $157K - $196K
5.1K $1.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.48K
- 42.01%
$182.82 - $196.21 $270K - $290K
2.04K $383K
A
Agilent Technologies, Inc.

Healthcare
-1.73K
- 46.96%
$116.69 - $152.6 $201K - $263K
1.95K $227K
CDNS
Cadence Design Systems Inc

Technology
-363
- 10.17%
$233.96 - $324.52 $84.9K - $118K
3.21K $815K
CRL
Charles River Laboratories International, Inc.

Healthcare
-879
- 30.47%
$150.52 - $190.14 $132K - $167K
2.01K $301K
NVO
Novo Nordisk A S

Healthcare
-1.13K
- 12.59%
$69.3 - $90.95 $78.4K - $103K
7.86K $545K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-995
- 2.17%
$67.03 - $74.61 $66.7K - $74.2K
44.9K $3.05M
SRE
Sempra Energy

Utilities
-741
- 7.37%
$67.85 - $87.67 $50.3K - $65K
9.31K $664K
DEO
Diageo PLC

Consumer Defensive
-925
- 18.63%
$104.79 - $126.12 $96.9K - $117K
4.04K $423K
MSCI
Msci Inc.

Financial Services
-260
- 18.09%
$541.46 - $628.34 $141K - $163K
1.18K $665K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-300
- 1.67%
$47.79 - $59.89 $14.3K - $18K
17.7K $889K
ZBRA
Zebra Technologies Corp

Technology
-164
- 12.08%
$271.72 - $421.11 $44.6K - $69.1K
1.19K $337K
ARES
Ares Management Corp

Financial Services
-159
- 2.95%
$140.19 - $198.28 $22.3K - $31.5K
5.23K $767K
ETN
Eaton Corp PLC

Industrials
-258
- 13.34%
$271.83 - $371.23 $70.1K - $95.8K
1.68K $455K
TER
Teradyne, Inc

Technology
-437
- 13.57%
$82.6 - $140.0 $36.1K - $61.2K
2.78K $229K
SBUX
Starbucks Corp

Consumer Cyclical
-1.98K
- 43.45%
$91.75 - $115.81 $181K - $229K
2.57K $252K
HD
Home Depot, Inc.

Consumer Cyclical
-112
- 2.12%
$347.25 - $424.87 $38.9K - $47.6K
5.17K $1.9M
K
Kellogg CO

Consumer Defensive
-2.22K
- 13.53%
$81.06 - $82.9 $180K - $184K
14.2K $1.17M
BDX
Becton Dickinson & CO

Healthcare
-647
- 29.44%
$222.79 - $249.08 $144K - $161K
1.55K $355K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-515
- 10.19%
$161.03 - $235.53 $82.9K - $121K
4.54K $751K
BAC
Bank Of America Corp

Financial Services
-1.14K
- 2.83%
$39.61 - $47.74 $45K - $54.3K
39.1K $1.63M
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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