Advisor Os, LLC Sells in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOG
Harley Davidson, Inc.

Consumer Cyclical
-395
- 2.58%
$20.82 - $25.94 $8.22K - $10.2K
14.9K $351K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-396
- 2.21%
$63.54 - $68.5 $25.2K - $27.1K
17.5K $1.18M
WMB
Williams Companies, Inc.

Energy
-1.71K
- 6.84%
$54.33 - $62.87 $92.8K - $107K
23.3K $1.46M
ZTS
Zoetis Inc.

Healthcare
-97
- 5.28%
$144.41 - $170.3 $14K - $16.5K
1.74K $271K
EXPO
Exponent Inc

Industrials
-159
- 5.6%
$72.88 - $81.75 $11.6K - $13K
2.68K $200K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-157
- 5.97%
$110.23 - $131.5 $17.3K - $20.6K
2.47K $305K
XLF
Financial Sector Spdr

ETFs
-2.59K
- 6.12%
$43.92 - $52.37 $114K - $136K
39.7K $2.08M
EFX
Equifax Inc

Industrials
-192
- 11.99%
$205.5 - $280.54 $39.5K - $53.9K
1.41K $365K
AZO
Autozone Inc

Consumer Cyclical
-3
- 2.48%
$3478.38 - $3880.15 $10.4K - $11.6K
118 $438K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.6K
- 12.97%
$11.34 - $12.35 $18.2K - $19.8K
10.7K $128K
MUB
Ishares National Muni Bond ETF

ETFs
-126
- 1.4%
$102.31 - $105.8 $12.9K - $13.3K
8.89K $928K
AWK
American Water Works Company, Inc.

Utilities
-22
- 0.98%
$133.82 - $151.96 $2.94K - $3.34K
2.23K $309K
WEC
Wec Energy Group, Inc.

Utilities
-58
- 1.79%
$102.24 - $109.76 $5.93K - $6.37K
3.19K $332K
ETN
Eaton Corp PLC

Industrials
-457
- 27.27%
$246.52 - $356.99 $113K - $163K
1.22K $435K
WST
West Pharmaceutical Services Inc

Healthcare
-18
- 0.63%
$190.39 - $227.7 $3.43K - $4.1K
2.82K $616K
JKHY
Henry Jack & Associates Inc

Technology
-75
- 3.26%
$163.54 - $186.02 $12.3K - $14K
2.23K $401K
EBAY
Ebay Inc

Consumer Cyclical
-1.44K
- 10.81%
$59.52 - $79.36 $85.6K - $114K
11.9K $883K
WRB
Berkley W R Corp

Financial Services
-477
- 5.86%
$64.28 - $75.17 $30.7K - $35.9K
7.66K $562K
ABC
Amerisourcebergen Corp

Healthcare
-86
- 2.99%
N/A
2.8K $517K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.09K
- 11.9%
$86.13 - $108.53 $180K - $227K
15.5K $1.68M
CHH
Choice Hotels International Inc

Consumer Cyclical
-8
- 0.36%
$117.49 - $134.0 $940 - $1.07K
2.18K $277K
SITE
Site One Landscape Supply, Inc.

Industrials
-112
- 6.16%
$104.79 - $127.3 $11.7K - $14.3K
1.71K $206K
MET
Metlife Inc

Financial Services
-179
- 4.07%
$68.42 - $82.49 $12.2K - $14.8K
4.22K $339K
NOK
Nokia Corp

Technology
-2K
- 6.01%
$4.65 - $5.43 $9.3K - $10.9K
31.3K $162K
ROP
Roper Technologies Inc

Industrials
-4
- 0.96%
$519.19 - $590.78 $2.08K - $2.36K
412 $233K
HLN
Haleon PLC

Healthcare
-1.29K
- 10.79%
$9.27 - $11.41 $11.9K - $14.7K
10.6K $110K
NDSN
Nordson Corp

Industrials
-152
- 8.5%
$167.51 - $223.5 $25.5K - $34K
1.64K $350K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-1.72K
- 3.62%
$10.6 - $12.44 $18.2K - $21.3K
45.6K $565K
LECO
Lincoln Electric Holdings Inc

Industrials
-150
- 12.1%
$167.18 - $211.38 $25.1K - $31.7K
1.09K $225K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4.33K
- 8.39%
$29.12 - $35.84 $126K - $155K
47.3K $1.7M
ES
Eversource Energy

Utilities
-201
- 3.53%
$54.25 - $65.89 $10.9K - $13.2K
5.49K $349K
CBRE
Cbre Group, Inc.

Real Estate
-147
- 7.91%
$113.94 - $140.12 $16.7K - $20.6K
1.71K $239K
VO
Vanguard Mid Cap ETF

ETFs
-457
- 7.68%
$228.54 - $279.83 $104K - $128K
5.49K $1.54M
WDAY
Workday, Inc.

Technology
-83
- 2.86%
$210.47 - $274.71 $17.5K - $22.8K
2.82K $675K
Ge Vernova Inc
-104
- 8.88%
N/A
1.07K $0
Veralto Corp
-214
- 3.29%
N/A
6.28K $0
Reddit Inc
-420
- 3.4%
N/A
11.9K $0
Lam Research Corp
-3.83K
- 56.27%
N/A
2.97K $0
DFAX
Dimensional ETF Tr
-877
- 10.73%
$23.37 - $29.39 $20.5K - $25.8K
7.3K $214K
Calamos ETF Tr
-1.44K
- 12.97%
N/A
9.65K $0
Linde PLC
-95
- 7.67%
N/A
1.14K $0
Proshares Tr
-9.87K
- 46.85%
N/A
11.2K $0
2023 ETF Series Trust
-14K
- 13.9%
N/A
87K $0
Spinnaker ETF Series
-1.57K
- 3.85%
N/A
39.2K $0
Cooper Cos Inc
-313
- 6.93%
N/A
4.2K $0
ROL
Rollins Inc

Consumer Cyclical
-329
- 3.95%
$50.65 - $58.58 $16.7K - $19.3K
8K $451K
ZBRA
Zebra Technologies Corp

Technology
-70
- 5.86%
$213.54 - $309.26 $14.9K - $21.6K
1.12K $346K
CSL
Carlisle Companies Inc

Industrials
-55
- 5.35%
$317.1 - $408.5 $17.4K - $22.5K
973 $363K
KMI
Kinder Morgan, Inc.

Energy
-592
- 1.57%
$25.21 - $29.4 $14.9K - $17.4K
37.2K $1.09M
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
Track This Portfolio

Track Advisor Os, LLC Portfolio

Follow Advisor Os, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Os, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Os, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email