Operose Advisors LLC Purchases in Q2 2025

Operose Advisors LLC

  • $353 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.6K
+ 250.92%
$456.74 - $568.03 $12.1M - $15.1M
37.2K $21.1M
VO
Vanguard Mid Cap ETF

ETFs
27.8K
+ 170.49%
$228.54 - $279.83 $6.36M - $7.79M
44.2K $12.4M
VTI
Vanguard Total Stock Market Et

ETFs
3.08K
+ 1.4%
$243.75 - $303.93 $751K - $937K
223K $67.9M
VEA
Vanguard Ftse Developed Market

ETFs
20K
+ 4.97%
$45.65 - $57.01 $913K - $1.14M
423K $24.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.1K
+ 3.12%
$17.76 - $22.1 $500K - $622K
929K $20.5M
AVGO
Broadcom Inc.

Technology
129
+ 1.06%
$146.29 - $275.65 $18.9K - $35.6K
12.3K $3.38M
NVDA
Nvidia Corp

Technology
930
+ 4.25%
$94.31 - $157.99 $87.7K - $147K
22.8K $3.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14K
+ 51.41%
$51.16 - $62.02 $715K - $867K
41.2K $2.55M
NFLX
Netflix Inc

Communication Services
96
+ 4.88%
$855.86 - $1339.13 $82.2K - $129K
2.06K $2.76M
BRC
Brady Corp

Industrials
8.38K
New
$64.32 - $76.24 $539K - $639K
8.38K $569K
JPM
Jpmorgan Chase & CO

Financial Services
1.05K
+ 31.33%
$210.28 - $289.91 $220K - $303K
4.38K $1.27M
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.05%
$78.21 - $143.81 $313 - $575
8.33K $1.18M
VUG
Vanguard Growth ETF

ETFs
251
+ 7.9%
$329.49 - $438.4 $82.7K - $110K
3.43K $1.5M
IWM
Ishares Russell 2000 ETF

ETFs
247
+ 1.51%
$174.82 - $215.79 $43.2K - $53.3K
16.6K $3.59M
WMT
Walmart Inc.

Consumer Defensive
3.04K
+ 953.29%
$81.79 - $99.98 $249K - $304K
3.36K $328K
IEFA
Ishares Tr

ETFs
772
+ 2.68%
$67.83 - $84.09 $52.4K - $64.9K
29.6K $2.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
318
+ 14.92%
$320.42 - $424.58 $102K - $135K
2.45K $1.04M
HDV
Ishares Core High Dividend ETF

ETFs
2.45K
+ 36.22%
$108.41 - $120.51 $266K - $295K
9.22K $1.08M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.01%
$144.7 - $178.6 $145 - $179
11.8K $2.09M
DE
Deere & CO

Industrials
500
New
$412.99 - $531.48 $206K - $266K
500 $254K
OC
Owens Corning

Industrials
1.85K
New
$126.32 - $147.75 $234K - $274K
1.85K $254K
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 0.35%
$498.8 - $620.9 $6.98K - $8.69K
4K $2.49M
HON
Honeywell International Inc

Industrials
1K
+ 310.56%
$182.86 - $232.88 $183K - $233K
1.32K $307K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
993
New
$225.56 - $335.19 $224K - $333K
993 $235K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.39K
+ 1.62%
$19.1 - $23.83 $26.5K - $33.1K
86.8K $2.07M
IJK
Ishares S&P Midcap 400 Growth

ETFs
560
+ 2.61%
$73.7 - $90.98 $41.3K - $50.9K
22K $2M
CCJ
Cameco Corp

Energy
1.05K
+ 28.13%
$36.68 - $74.46 $38.3K - $77.8K
4.76K $353K
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 20.93%
$285.55 - $321.23 $290K - $327K
5.88K $1.72M
LNC
Lincoln National Corp

Financial Services
5K
New
$28.95 - $37.27 $145K - $186K
5K $173K
MPC
Marathon Petroleum Corp

Energy
1K
+ 352.28%
$118.55 - $170.08 $119K - $171K
1.29K $214K
ADI
Analog Devices Inc

Technology
535
+ 107.0%
$164.6 - $238.02 $88.1K - $127K
1.04K $246K
VTHR
Vanguard Russell 3000 ETF

ETFs
10
+ 0.19%
$218.71 - $272.75 $2.19K - $2.73K
5.17K $1.41M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.27K
New
$100.44 - $129.37 $128K - $164K
1.27K $130K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.1K
New
$30.53 - $40.65 $94.6K - $126K
3.1K $126K
VTV
Vanguard Value ETF

ETFs
564
+ 8.63%
$153.67 - $176.74 $86.7K - $99.7K
7.1K $1.25M
BAC
Bank Of America Corp

Financial Services
165
+ 0.79%
$34.39 - $47.46 $5.67K - $7.83K
21.1K $996K
EFV
Msci Eafe Value ETF

ETFs
358
+ 1.71%
$52.4 - $64.65 $18.8K - $23.1K
21.2K $1.35M
CGDV
Capital Group Divid Value ETF

ETFs
2.6K
+ 101.96%
$31.93 - $39.49 $83K - $103K
5.15K $203K
COST
Costco Wholesale Corp

Consumer Defensive
107
+ 93.04%
$908.13 - $1056.85 $97.2K - $113K
222 $219K
HD
Home Depot, Inc.

Consumer Cyclical
300
+ 11.82%
$335.24 - $380.78 $101K - $114K
2.84K $1.04M
MTG
Mgic Investment Corp

Financial Services
1.9K
+ 10.85%
$22.43 - $28.1 $42.7K - $53.4K
19.4K $541K
CAT
Caterpillar Inc

Industrials
4
+ 0.22%
$273.94 - $388.21 $1.1K - $1.55K
1.79K $694K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.01K
+ 231.03%
$19.6 - $24.44 $78.5K - $97.9K
5.74K $140K
TROW
Price T Rowe Group Inc

Financial Services
1K
+ 100.0%
$80.27 - $98.06 $80.3K - $98.1K
2K $193K
EFA
Ishares Tr Msci Eafe ETF

ETFs
571
+ 9.69%
$72.96 - $90.39 $41.7K - $51.6K
6.46K $577K
WFC
Wells Fargo & Company

Financial Services
1K
New
$60.98 - $80.12 $61K - $80.1K
1K $80K
UPS
United Parcel Service Inc

Industrials
779
+ 244.97%
$91.92 - $110.2 $71.6K - $85.8K
1.1K $110K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.06%
$74.88 - $91.97 $449 - $552
10.5K $969K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
31
+ 0.18%
$103.88 - $123.68 $3.22K - $3.83K
17.7K $2.19M
Activity Summary
Buys All Purchases 131 New Holdings 39 Increased Positions 92 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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