Advisor Os, LLC Sells in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-388K
- 98.66%
$93.15 - $96.56 $36.1M - $37.5M
5.25K $502K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-822K
- 97.97%
$24.98 - $25.66 $20.5M - $21.1M
17K $435K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-249K
- 82.72%
$44.68 - $45.96 $11.1M - $11.5M
52.1K $2.38M
AVUV
American Centy ETF Tr Avantis

ETFs
-78.6K
- 47.7%
$75.17 - $91.21 $5.91M - $7.17M
86.2K $7.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.88K
- 24.3%
$496.48 - $617.85 $2.92M - $3.63M
18.3K $11.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-30.7K
- 45.8%
$59.8 - $60.07 $1.83M - $1.84M
36.3K $2.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10.6K
- 22.47%
$320.42 - $424.58 $3.41M - $4.52M
36.7K $15.6M
XLP
Consumer Staples Sector Spdr

ETFs
-17.5K
- 76.56%
N/A
5.37K $408K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-701
- 9.12%
$483.48 - $539.8 $339K - $378K
6.99K $3.39M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.17K
- 60.35%
$390.26 - $489.06 $457K - $573K
770 $312K
MSCI
Msci Inc.

Financial Services
-782
- 66.44%
$506.56 - $576.74 $396K - $451K
395 $227K
ACGL
Arch Capital Group Ltd.

Financial Services
-4.27K
- 60.53%
$84.99 - $96.82 $363K - $414K
2.79K $253K
TCHP
T Rowe Price Exchange Traded F

Technology
-44.3K
- 19.57%
$34.07 - $45.35 $1.51M - $2.01M
182K $8.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.69K
- 23.29%
$416.06 - $551.64 $704K - $934K
5.58K $3.08M
XOM
Exxon Mobil Corp

Energy
-588
- 3.31%
$99.93 - $119.04 $58.8K - $70K
17.2K $1.85M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-2.6K
- 44.01%
$83.8 - $101.39 $218K - $264K
3.31K $334K
AJG
Arthur J. Gallagher & Co.

Financial Services
-226
- 5.46%
$310.86 - $348.77 $70.3K - $78.8K
3.91K $1.25M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.1K
- 21.93%
$59.32 - $74.36 $243K - $305K
14.6K $1.08M
LII
Lennox International Inc

Industrials
-301
- 27.51%
$508.76 - $605.77 $153K - $182K
793 $454K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.72K
- 40.59%
$79.56 - $82.92 $137K - $142K
2.52K $208K
PGR
Progressive Corp

Financial Services
-166
- 3.21%
$255.27 - $288.74 $42.4K - $47.9K
5K $1.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.68K
- 12.51%
$90.56 - $109.49 $152K - $184K
11.7K $1.28M
WSO
Watsco Inc

Industrials
-102
- 9.07%
$421.84 - $520.66 $43K - $53.1K
1.02K $451K
MMM
3 M CO

Industrials
-901
- 28.47%
$126.09 - $154.15 $114K - $139K
2.26K $344K
IRT
Independence Realty Trust, Inc.

Real Estate
-24
- 0.08%
$17.41 - $21.38 $418 - $513
30.2K $534K
FICO
Fair Isaac Corp

Technology
-55
- 25.82%
$1503.62 - $2206.01 $82.7K - $121K
158 $288K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.99K
- 9.63%
$16.93 - $17.81 $101K - $107K
56.2K $1M
TMUS
T Mobile Us, Inc.

Communication Services
-69
- 2.57%
$220.99 - $268.54 $15.2K - $18.5K
2.61K $622K
UNP
Union Pacific Corp

Industrials
-307
- 9.53%
$208.27 - $238.46 $63.9K - $73.2K
2.91K $670K
BRO
Brown & Brown, Inc.

Financial Services
-149
- 2.77%
$104.48 - $124.43 $15.6K - $18.5K
5.23K $579K
ALC
Alcon Inc

Healthcare
-537
- 9.24%
$82.88 - $98.3 $44.5K - $52.8K
5.28K $465K
ET
Energy Transfer LP

Energy
-3.47K
- 6.95%
$15.65 - $18.93 $54.3K - $65.6K
46.5K $842K
GILD
Gilead Sciences, Inc.

Healthcare
-652
- 10.41%
$96.91 - $113.0 $63.2K - $73.7K
5.61K $621K
CHE
Chemed Corp

Healthcare
-29
- 5.78%
$486.93 - $619.21 $14.1K - $18K
473 $230K
POOL
Pool Corp

Industrials
-151
- 11.89%
$285.0 - $325.66 $43K - $49.2K
1.12K $326K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.67K
- 6.78%
$51.68 - $52.76 $86.5K - $88.3K
23K $1.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-573
- 21.7%
$152.42 - $182.82 $87.3K - $105K
2.07K $377K
RC
Ready Capital Corp

Real Estate
-8.1K
- 24.12%
$4.13 - $5.15 $33.4K - $41.7K
25.5K $111K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-353
- 1.87%
$22.66 - $26.12 $8K - $9.22K
18.5K $453K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-9.4K
- 4.97%
$35.35 - $42.68 $332K - $401K
180K $7.66M
ACN
Accenture PLC

Technology
-62
- 2.49%
$279.23 - $323.21 $17.3K - $20K
2.43K $725K
AMT
American Tower Corp

Real Estate
-250
- 16.7%
$203.96 - $228.19 $51K - $57K
1.25K $275K
INTC
Intel Corp

Technology
-1.88K
- 14.4%
$18.13 - $22.69 $34.1K - $42.6K
11.2K $250K
NLOK
Norton Life Lock Inc.

Technology
-2.11K
- 6.71%
N/A
29.4K $630K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-556
- 24.53%
$101.97 - $126.75 $56.7K - $70.5K
1.71K $216K
NEE
Nextera Energy Inc

Utilities
-520
- 9.74%
$64.11 - $75.0 $33.3K - $39K
4.82K $334K
MAS
Masco Corp

Industrials
-194
- 3.27%
$58.73 - $71.06 $11.4K - $13.8K
5.74K $369K
MA
Mastercard Inc

Financial Services
-174
- 4.36%
$479.92 - $590.74 $83.5K - $103K
3.82K $2.15M
DEO
Diageo PLC

Consumer Defensive
-256
- 6.34%
$99.86 - $115.75 $25.6K - $29.6K
3.78K $381K
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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