Advisor Os, LLC Portfolio Holdings
Advisor Os, LLC
- $878 Million
- Q1 2025
Advisor Os, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $878 Million distributed in 1739 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $84.5M, Vanguard Dividend Appreciation with a value of $50.2M, Ishares Barclays with a value of $37.5M, Pimco ETF Tr Enhanced Sht Matu with a value of $37.1M, and Apple Inc. with a value of $34.1M.
Examining the 13F form we can see an increase of $34.4M in the current position value, from $844M to 878M.
Below you can find more details about Advisor Os, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$878 Million
ETFs: $530 Million
Technology: $121 Million
Industrials: $49.8 Million
Financial Services: $41.4 Million
Healthcare: $33.8 Million
Consumer Defensive: $24.9 Million
Consumer Cyclical: $24.2 Million
Communication Services: $21.1 Million
Other: $21.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,739
- Current Value $878 Million
- Prior Value $844 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 51 stocks
- Additional Purchases 223 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks