Operose Advisors LLC Purchases and Sells in Q1 2025

Operose Advisors LLC

$300 Million
Q1 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	6.18K + 50.26%	$551.42 - $612.93 $3.41M - $3.79M	18.5K $10.3M
VEA	27.8K + 7.42%	$47.4 - $52.99 $1.32M - $1.47M	403K $20.5M
VO	8.26K + 102.53%	$251.87 - $277.95 $2.08M - $2.3M	16.3K $4.22M
SCHF	43.6K + 5.08%	$18.36 - $20.51 $800K - $894K	901K $17.8M
VOO	3.8K + 56.06%	$507.05 - $563.67 $1.93M - $2.14M	10.6K $5.44M
IJH	18.1K + 199.0%	$57.21 - $65.8 $1.04M - $1.19M	27.2K $1.59M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ATI	2.79K New	$50.0 - $65.86 $140K - $184K	2.79K $145K
FNDX	5.97K New	$23.03 - $25.01 $137K - $149K	5.97K $140K
IWB	314 New	$302.31 - $337.54 $94.9K - $106K	314 $96K
URNM	2.16K New	$32.41 - $44.87 $70.1K - $97.1K	2.16K $70K
ABNB	483 New	$119.38 - $161.42 $57.7K - $78K	483 $57K
IAU	839 New	$49.74 - $58.96 $41.7K - $49.5K	839 $49K

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VSS	-8.93K - 78.75%	$110.75 - $119.78 $989K - $1.07M	2.41K $278K
MSFT	-406 - 4.54%	$375.39 - $447.2 $152K - $182K	8.54K $3.21M
BX	-2.45K - 49.75%	$136.53 - $186.74 $334K - $457K	2.47K $345K
SCHE	-16.9K - 95.64%	$25.81 - $28.52 $436K - $482K	771 $21K
GOOGL	-104 - 0.87%	$154.33 - $206.19 $16.1K - $21.4K	11.8K $1.83M
AMZN	-114 - 1.31%	$190.26 - $242.06 $21.7K - $27.6K	8.59K $1.63M

Activity Summary All Purchases 123 New Holdings 35 Increased Positions 88 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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