Advisor Os, LLC Sells in Q2 2025

Advisor Os, LLC

  • $970 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-55
- 0.53%
$22.92 - $28.05 $1.26K - $1.54K
10.3K $287K
BK
Bank Of New York Mellon Corp

Financial Services
-6
- 0.17%
$73.31 - $91.62 $440 - $550
3.53K $321K
DT
Dynatrace, Inc.

Technology
-1.44K
- 10.87%
$41.21 - $55.9 $59.2K - $80.3K
11.8K $650K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-77
- 2.52%
$108.12 - $135.04 $8.33K - $10.4K
2.98K $402K
ZWS
Zurn Water Solutions Corp

Industrials
-155
- 1.58%
$28.5 - $37.54 $4.42K - $5.82K
9.67K $353K
THC
Tenet Healthcare Corp

Healthcare
-156
- 10.45%
$110.41 - $176.0 $17.2K - $27.5K
1.34K $235K
HCA
Hca Healthcare, Inc.

Healthcare
-18
- 1.43%
$317.61 - $387.52 $5.72K - $6.98K
1.24K $476K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-94
- 0.48%
$19.1 - $23.83 $1.8K - $2.24K
19.3K $460K
IWM
Ishares Russell 2000 ETF

ETFs
-481
- 4.98%
$174.82 - $215.79 $84.1K - $104K
9.18K $1.98M
KKR
Kkr & Co. Inc.

Financial Services
-1.1K
- 9.6%
$92.79 - $134.29 $102K - $147K
10.3K $1.37M
ABNB
Airbnb, Inc.

Consumer Cyclical
-105
- 1.94%
$105.69 - $140.64 $11.1K - $14.8K
5.3K $701K
ROK
Rockwell Automation, Inc

Industrials
-6
- 0.71%
$218.97 - $332.17 $1.31K - $1.99K
835 $277K
PH
Parker Hannifin Corp

Industrials
-34
- 3.58%
$517.23 - $700.54 $17.6K - $23.8K
917 $640K
CATH
Global X Fds Global X S&P 500

ETFs
-1.06K
- 5.66%
$59.85 - $75.45 $63.4K - $79.9K
17.6K $1.33M
CDNS
Cadence Design Systems Inc

Technology
-337
- 10.51%
$231.64 - $323.08 $78.1K - $109K
2.87K $884K
HUBB
Hubbell Inc

Industrials
-32
- 2.7%
$315.94 - $408.41 $10.1K - $13.1K
1.15K $470K
UBER
Uber Technologies, Inc

Technology
-2.39K
- 15.38%
$64.62 - $93.3 $154K - $223K
13.1K $1.23M
CAH
Cardinal Health Inc

Healthcare
-626
- 9.17%
$125.0 - $168.0 $78.3K - $105K
6.2K $1.04M
PANW
Palo Alto Networks Inc

Technology
-139
- 3.54%
$152.44 - $204.64 $21.2K - $28.4K
3.79K $775K
BSY
Bentley Systems Inc

Technology
-646
- 6.37%
$38.62 - $53.97 $24.9K - $34.9K
9.5K $512K
ASML
Asml Holding Nv

Technology
-22
- 2.27%
$595.37 - $815.24 $13.1K - $17.9K
946 $758K
ARES
Ares Management Corp

Financial Services
-103
- 1.97%
$118.04 - $175.83 $12.2K - $18.1K
5.13K $888K
MPWR
Monolithic Power Systems Inc

Technology
-37
- 2.98%
$455.19 - $737.73 $16.8K - $27.3K
1.2K $879K
KLAC
Kla Corp

Technology
-95
- 8.36%
$576.53 - $902.94 $54.8K - $85.8K
1.04K $933K
NOW
Service Now, Inc.

Technology
-205
- 12.25%
$721.65 - $1040.18 $148K - $213K
1.47K $1.51M
DIS
Walt Disney CO

Communication Services
-434
- 4.67%
$81.72 - $124.01 $35.5K - $53.8K
8.86K $1.1M
CRPT
First Tr ETF Fd Viii Skybridge
-1.13K
- 5.92%
$10.82 - $23.21 $12.2K - $26.1K
17.9K $415K
PLTR
Palantir Technologies Inc.

Technology
-1.03K
- 14.79%
$74.01 - $144.25 $75.9K - $148K
5.9K $804K
INTU
Intuit Inc

Technology
-249
- 9.88%
$544.07 - $787.63 $135K - $196K
2.27K $1.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.73K
- 3.45%
$152.93 - $181.74 $570K - $678K
104K $19M
PWR
Quanta Services, Inc.

Industrials
-22
- 0.81%
$239.47 - $381.26 $5.27K - $8.39K
2.68K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
-228
- 0.75%
$103.59 - $128.6 $23.6K - $29.3K
30K $3.86M
VUG
Vanguard Growth ETF

ETFs
-185
- 2.39%
$329.49 - $438.4 $61K - $81.1K
7.56K $3.31M
GOOGL
Alphabet Inc.

Communication Services
-1.28K
- 3.79%
$144.7 - $178.6 $186K - $229K
32.5K $5.73M
VTI
Vanguard Total Stock Market Et

ETFs
-1.72K
- 3.01%
$243.75 - $303.93 $419K - $522K
55.3K $16.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.86K
- 1.74%
$456.74 - $568.03 $1.31M - $1.62M
161K $91.7M
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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