Operose Advisors LLC Purchases in Q2 2025

Operose Advisors LLC

  • $353 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.15%
$69.06 - $91.24 $552 - $730
5.35K $488K
IWD
Ishares Russell 1000 Val ETF

ETFs
286
+ 12.49%
$166.82 - $194.23 $47.7K - $55.5K
2.58K $500K
CMCSA
Comcast Corp

Communication Services
2K
+ 272.11%
$32.84 - $36.72 $65.7K - $73.4K
2.74K $97K
COP
Conocophillips

Energy
756
+ 397.89%
$82.66 - $106.1 $62.5K - $80.2K
946 $84K
T
At&T Inc.

Communication Services
1.23K
+ 3.46%
$26.33 - $28.94 $32.3K - $35.5K
36.7K $1.06M
GE
General Electric CO

Industrials
41
+ 5.41%
$166.81 - $257.39 $6.84K - $10.6K
799 $205K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
25
+ 0.3%
$47.24 - $58.55 $1.18K - $1.46K
8.34K $488K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
2K
New
$21.02 - $26.3 $42K - $52.6K
2K $42K
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 20.0%
$416.06 - $551.64 $17.9K - $23.7K
258 $142K
WY
Weyerhaeuser CO

Real Estate
1.6K
New
$24.69 - $29.48 $39.5K - $47.2K
1.6K $41K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
124
+ 1.64%
$38.59 - $47.36 $4.79K - $5.87K
7.66K $362K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
93
+ 1.52%
$49.48 - $61.22 $4.6K - $5.69K
6.19K $377K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.03%
$22.27 - $29.21 $66.8 - $87.6
8.73K $254K
NPK
National Presto Industries Inc

Industrials
366
New
$81.06 - $99.62 $29.7K - $36.5K
366 $35K
UEC
Uranium Energy Corp

Energy
5K
New
$4.0 - $7.05 $20K - $35.3K
5K $34K
LQD
Ishares Iboxx $ Investment Gra

ETFs
301
+ 26.66%
$105.23 - $109.61 $31.7K - $33K
1.43K $156K
VBR
Vanguard Small Cap Value ETF

ETFs
124
+ 15.54%
$162.76 - $195.77 $20.2K - $24.3K
922 $179K
PSX
Phillips 66

Energy
250
+ 260.42%
$92.87 - $125.73 $23.2K - $31.4K
346 $41K
PYPL
Pay Pal Holdings, Inc.

Financial Services
186
+ 10.3%
$57.41 - $74.81 $10.7K - $13.9K
1.99K $147K
AEP
American Electric Power CO Inc

Utilities
300
+ 125.0%
$98.59 - $109.11 $29.6K - $32.7K
540 $56K
EQT
Eqt Corp

Energy
525
New
$46.11 - $60.44 $24.2K - $31.7K
525 $30K
IJS
Ishares S&P Smallcap 600 Value

ETFs
22
+ 0.17%
$83.54 - $100.04 $1.84K - $2.2K
12.8K $1.27M
HRB
H&R Block Inc

Consumer Cyclical
500
New
$54.32 - $63.04 $27.2K - $31.5K
500 $27K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$59.24 - $71.39 $59.2 - $71.4
5.04K $358K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
450
New
$45.98 - $56.15 $20.7K - $25.3K
450 $25K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
245
New
$86.79 - $101.21 $21.3K - $24.8K
245 $24K
CSCO
Cisco Systems, Inc.

Technology
93
+ 4.46%
$53.19 - $69.38 $4.95K - $6.45K
2.18K $151K
FHN
First Horizon Corp

Financial Services
1K
New
$16.21 - $21.2 $16.2K - $21.2K
1K $21K
MPLX
Mplx LP

Energy
400
+ 216.22%
$46.68 - $53.89 $18.7K - $21.6K
585 $30K
ABT
Abbott Laboratories

Healthcare
51
+ 1.39%
$123.95 - $138.08 $6.32K - $7.04K
3.72K $506K
VBK
Vanguard Small Cap Growth ETF

ETFs
59
+ 39.07%
$219.76 - $276.94 $13K - $16.3K
210 $58K
INTC
Intel Corp

Technology
1K
+ 11.98%
$18.13 - $22.69 $18.1K - $22.7K
9.35K $209K
GLD
Spdr Gold Trust

ETFs
28
+ 5.38%
$273.71 - $316.29 $7.66K - $8.86K
548 $167K
EVRG
Evergy, Inc.

Utilities
250
New
$64.06 - $69.64 $16K - $17.4K
250 $17K
NWE
Northwestern Corp

Utilities
300
New
$50.8 - $59.51 $15.2K - $17.9K
300 $15K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1K
+ 215.05%
$10.59 - $11.48 $10.6K - $11.5K
1.47K $16K
EMR
Emerson Electric CO

Industrials
35
+ 13.73%
$94.15 - $133.33 $3.3K - $4.67K
290 $38K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
200
New
$45.71 - $61.66 $9.14K - $12.3K
200 $9K
PAVE
Global X Fds Us Infrastructure

ETFs
154
+ 39.39%
$33.78 - $43.68 $5.2K - $6.73K
545 $23K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 0.34%
$101.69 - $139.02 $102 - $139
296 $41K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12
+ 0.37%
$22.92 - $28.05 $275 - $337
3.28K $92K
AFL
Aflac Inc

Financial Services
75
New
$99.77 - $112.45 $7.48K - $8.43K
75 $7K
INGR
Ingredion Inc

Consumer Defensive
50
New
$123.22 - $140.95 $6.16K - $7.05K
50 $6K
UBER
Uber Technologies, Inc

Technology
35
+ 26.52%
$64.62 - $93.3 $2.26K - $3.27K
167 $15K
GNRC
Generac Holdings Inc.

Industrials
46
New
$101.92 - $143.21 $4.69K - $6.59K
46 $6K
GD
General Dynamics Corp

Industrials
20
New
$247.68 - $291.66 $4.95K - $5.83K
20 $5K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49
+ 2.01%
$77.74 - $78.78 $3.81K - $3.86K
2.49K $195K
LHX
L3 Harris Technologies, Inc.

Industrials
21
New
$200.21 - $256.99 $4.2K - $5.4K
21 $5K
CB
Chubb LTD

Financial Services
22
+ 13.84%
$274.32 - $302.46 $6.04K - $6.65K
181 $52K
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
Track This Portfolio

Track Operose Advisors LLC Portfolio

Follow Operose Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Operose Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Operose Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email