Advisor Os, LLC Sells in Q1 2025

Advisor Os, LLC

  • $878 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DT
Dynatrace, Inc.

Technology
-657
- 4.74%
$47.15 - $62.42 $31K - $41K
13.2K $622K
NKE
Nike, Inc.

Consumer Cyclical
-1.15K
- 26.59%
$63.29 - $81.72 $72.9K - $94.1K
3.18K $201K
WSM
Williams Sonoma Inc

Consumer Cyclical
-334
- 13.64%
$158.1 - $217.71 $52.8K - $72.7K
2.12K $334K
BSY
Bentley Systems Inc

Technology
-856
- 7.78%
$39.34 - $47.7 $33.7K - $40.8K
10.1K $399K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.98K
- 32.61%
$22.25 - $23.0 $111K - $114K
10.3K $236K
MUB
Ishares National Muni Bond ETF

ETFs
-969
- 9.7%
$104.71 - $107.69 $101K - $104K
9.02K $950K
LOW
Lowes Companies Inc

Consumer Cyclical
-398
- 30.08%
$222.66 - $268.42 $88.6K - $107K
925 $215K
CLX
Clorox CO

Consumer Defensive
-108
- 1.76%
$141.76 - $162.89 $15.3K - $17.6K
6.03K $887K
AMD
Advanced Micro Devices Inc

Technology
-572
- 21.15%
$96.63 - $129.55 $55.3K - $74.1K
2.13K $219K
ACN
Accenture PLC

Technology
-20
- 0.8%
$300.91 - $398.25 $6.02K - $7.97K
2.49K $776K
CBRE
Cbre Group, Inc.

Real Estate
-758
- 28.98%
$121.79 - $147.13 $92.3K - $112K
1.86K $242K
SAIA
Saia Inc

Industrials
-41
- 5.3%
$349.29 - $508.47 $14.3K - $20.8K
733 $256K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-357
- 11.91%
$168.16 - $186.21 $60K - $66.5K
2.64K $451K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-523
- 18.75%
$113.22 - $126.36 $59.2K - $66.1K
2.27K $260K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-102
- 1.45%
$77.33 - $90.16 $7.89K - $9.2K
6.93K $543K
FICO
Fair Isaac Corp

Technology
-17
- 7.39%
$1695.35 - $2030.47 $28.8K - $34.5K
213 $392K
MPWR
Monolithic Power Systems Inc

Technology
-86
- 6.49%
$565.7 - $720.25 $48.7K - $61.9K
1.24K $719K
ICE
Intercontinental Exchange, Inc.

Financial Services
-612
- 33.92%
$142.8 - $176.36 $87.4K - $108K
1.19K $205K
WFC
Wells Fargo & Company

Financial Services
-996
- 13.06%
$66.78 - $81.42 $66.5K - $81.1K
6.63K $476K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-168
- 8.63%
$308.87 - $383.33 $51.9K - $64.4K
1.78K $581K
EFX
Equifax Inc

Industrials
-131
- 7.56%
$235.63 - $278.34 $30.9K - $36.5K
1.6K $389K
NDSN
Nordson Corp

Industrials
-166
- 8.49%
$200.12 - $224.07 $33.2K - $37.2K
1.79K $360K
SKYY
First Trust Cloud Computing Et

ETFs
-81
- 3.36%
$102.23 - $131.18 $8.28K - $10.6K
2.33K $238K
POOL
Pool Corp

Industrials
-53
- 4.01%
$314.92 - $364.31 $16.7K - $19.3K
1.27K $404K
CHH
Choice Hotels International Inc

Consumer Cyclical
-187
- 7.86%
$127.89 - $155.97 $23.9K - $29.2K
2.19K $291K
EXPO
Exponent Inc

Industrials
-263
- 8.47%
$78.9 - $93.95 $20.8K - $24.7K
2.84K $230K
NEE
Nextera Energy Inc

Utilities
-575
- 9.72%
$66.96 - $76.16 $38.5K - $43.8K
5.34K $378K
ZWS
Zurn Water Solutions Corp

Industrials
-55
- 0.56%
$32.38 - $39.44 $1.78K - $2.17K
9.83K $324K
FTSL
First Trust Senior Ln Fund

ETFs
-835
- 13.58%
$45.65 - $46.48 $38.1K - $38.8K
5.32K $242K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-688
- 3.26%
$44.81 - $46.22 $30.8K - $31.8K
20.4K $921K
SITE
Site One Landscape Supply, Inc.

Industrials
-149
- 7.57%
$120.25 - $147.7 $17.9K - $22K
1.82K $220K
TT
Trane Technologies PLC

Industrials
-41
- 5.32%
$332.0 - $400.86 $13.6K - $16.4K
729 $245K
GWW
W.W. Grainger, Inc.

Industrials
-19
- 6.62%
$953.54 - $1132.42 $18.1K - $21.5K
268 $264K
PRU
Prudential Financial Inc

Financial Services
-84
- 2.32%
$105.04 - $122.33 $8.82K - $10.3K
3.54K $395K
ALLE
Allegion PLC

Industrials
-206
- 7.76%
$123.79 - $135.5 $25.5K - $27.9K
2.45K $319K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-1.17K
- 5.1%
$12.24 - $13.31 $14.4K - $15.6K
21.8K $267K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-91
- 0.47%
$21.23 - $23.75 $1.93K - $2.16K
19.4K $418K
CSX
Csx Corp

Industrials
-7
- 0.08%
$29.11 - $33.67 $204 - $236
8.65K $254K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-911
- 1.44%
$17.53 - $17.87 $16K - $16.3K
62.2K $1.09M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-468
- 8.83%
$47.33 - $47.92 $22.2K - $22.4K
4.83K $230K
BA
Boeing CO

Industrials
-26
- 1.14%
$148.15 - $186.25 $3.85K - $4.84K
2.25K $383K
OKE
Oneok Inc

Energy
-32
- 0.23%
$89.57 - $109.85 $2.87K - $3.52K
14.1K $1.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-70
- 5.34%
$308.86 - $455.36 $21.6K - $31.9K
1.24K $437K
CAH
Cardinal Health Inc

Healthcare
-1.22K
- 15.14%
$118.02 - $137.77 $144K - $168K
6.83K $940K
TDY
Teledyne Technologies Inc

Technology
-67
- 9.54%
$455.51 - $518.84 $30.5K - $34.8K
635 $316K
GLQ
Clough Global Equity Fund

Financial Services
-15
- 0.07%
$6.24 - $7.02 $93.6 - $105
21.9K $137K
JKHY
Henry Jack & Associates Inc

Technology
-139
- 5.7%
$166.47 - $191.28 $23.1K - $26.6K
2.3K $420K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-158
- 3.74%
$71.17 - $73.66 $11.2K - $11.6K
4.07K $298K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-417
- 1.66%
$51.52 - $52.37 $21.5K - $21.8K
24.7K $1.29M
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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