Advisor Os, LLC Reduced Holdings in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Veralto Corp
-102
- 1.55%
N/A
6.5K $0
Cooper Cos Inc
-668
- 12.88%
N/A
4.52K $0
2023 ETF Series Trust
-10.7K
- 9.56%
N/A
101K $0
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1
- 0.03%
$93.32 - $95.35 $93.3 - $95.4
3.97K $372K
Rb Global Inc
-71
- 1.02%
N/A
6.9K $0
Reddit Inc
-6.77K
- 35.43%
N/A
12.3K $0
ZTS
Zoetis Inc.

Healthcare
-18
- 0.97%
$156.48 - $175.67 $2.82K - $3.16K
1.84K $302K
Ge Vernova Inc
-191
- 14.02%
N/A
1.17K $0
DFAX
Dimensional ETF Tr
-341
- 4.0%
$24.45 - $27.2 $8.34K - $9.28K
8.17K $214K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-51
- 2.62%
$96.27 - $116.36 $4.91K - $5.93K
1.89K $220K
IEFA
Ishares Tr

ETFs
-304
- 4.62%
$69.57 - $78.65 $21.1K - $23.9K
6.28K $475K
ADP
Automatic Data Processing Inc

Industrials
-45
- 2.12%
$286.85 - $318.64 $12.9K - $14.3K
2.08K $633K
HDB
Hdfc Bank LTD

Financial Services
-25
- 0.4%
$58.06 - $66.85 $1.45K - $1.67K
6.29K $417K
IXUS
Ishares Tr

ETFs
-2
- 0.04%
$65.06 - $72.31 $130 - $145
4.62K $322K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-234
- 8.17%
$110.55 - $130.35 $25.9K - $30.5K
2.63K $334K
WSO
Watsco Inc

Industrials
-47
- 4.01%
$463.86 - $530.75 $21.8K - $24.9K
1.12K $571K
PAYX
Paychex Inc

Industrials
-97
- 3.86%
$136.06 - $154.52 $13.2K - $15K
2.42K $373K
CHE
Chemed Corp

Healthcare
-40
- 7.38%
$521.84 - $615.32 $20.9K - $24.6K
502 $308K
AWK
American Water Works Company, Inc.

Utilities
-238
- 9.57%
$121.01 - $149.31 $28.8K - $35.5K
2.25K $331K
TRV
Travelers Companies, Inc.

Financial Services
-22
- 1.71%
$232.43 - $265.13 $5.11K - $5.83K
1.27K $334K
PSX
Phillips 66

Energy
-86
- 2.17%
$113.93 - $131.55 $9.8K - $11.3K
3.87K $477K
ROL
Rollins Inc

Consumer Cyclical
-733
- 8.09%
$45.65 - $54.03 $33.5K - $39.6K
8.33K $450K
ECL
Ecolab Inc.

Basic Materials
-70
- 2.59%
$229.72 - $269.82 $16.1K - $18.9K
2.63K $666K
WRB
Berkley W R Corp

Financial Services
-1.02K
- 11.09%
$56.7 - $71.27 $57.6K - $72.3K
8.14K $578K
PGR
Progressive Corp

Financial Services
-753
- 12.71%
$235.61 - $291.22 $177K - $219K
5.17K $1.46M
LNT
Alliant Energy Corp

Utilities
-535
- 3.51%
$56.66 - $66.04 $30.3K - $35.3K
14.7K $946K
VZ
Verizon Communications Inc

Communication Services
-368
- 2.5%
$37.81 - $46.49 $13.9K - $17.1K
14.3K $650K
MO
Altria Group, Inc.

Consumer Defensive
-158
- 1.52%
$50.81 - $60.02 $8.03K - $9.48K
10.2K $614K
RSG
Republic Services, Inc.

Industrials
-405
- 9.4%
$200.09 - $242.16 $81K - $98.1K
3.9K $945K
BRO
Brown & Brown, Inc.

Financial Services
-123
- 2.24%
$100.54 - $124.4 $12.4K - $15.3K
5.38K $669K
WM
Waste Management Inc

Industrials
-126
- 2.42%
$200.54 - $233.78 $25.3K - $29.5K
5.08K $1.18M
UBER
Uber Technologies, Inc

Technology
-727
- 4.48%
$63.17 - $81.49 $45.9K - $59.2K
15.5K $1.13M
AJG
Arthur J. Gallagher & Co.

Financial Services
-336
- 7.51%
$275.89 - $345.24 $92.7K - $116K
4.14K $1.43M
V
Visa Inc.

Financial Services
-574
- 5.22%
$306.92 - $362.71 $176K - $208K
10.4K $3.65M
NOC
Northrop Grumman Corp

Industrials
-70
- 0.15%
$433.45 - $513.82 $30.3K - $36K
47K $24M
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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