Operose Advisors LLC Incresed Positions in Q4 2024

Operose Advisors LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.5K
+ 5.68%
$280.04 - $302.45 $3.21M - $3.47M
214K $61.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
539K
+ 169.6%
$18.41 - $40.87 $9.93M - $22M
857K $15.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
20.3K
+ 214.29%
$95.27 - $107.82 $1.94M - $2.19M
29.8K $3.08M
VEA
Vanguard Ftse Developed Market

ETFs
73.6K
+ 24.44%
$47.57 - $52.44 $3.5M - $3.86M
375K $17.9M
NVDA
Nvidia Corp

Technology
11.9K
+ 136.77%
$117.0 - $148.88 $1.39M - $1.77M
20.5K $2.76M
AVGO
Broadcom Inc.

Technology
5.58K
+ 87.0%
$159.67 - $250.0 $891K - $1.4M
12K $2.78M
IEFA
Ishares Tr

ETFs
18.4K
+ 179.34%
$70.06 - $77.43 $1.29M - $1.42M
28.7K $2.01M
VO
Vanguard Mid Cap ETF

ETFs
3.46K
+ 75.33%
$261.5 - $284.63 $906K - $986K
8.06K $2.13M
MSFT
Microsoft Corp

Technology
1.68K
+ 23.06%
$406.35 - $454.46 $681K - $762K
8.94K $3.77M
MMM
3 M CO

Industrials
4.21K
+ 1677.29%
$124.74 - $137.12 $525K - $577K
4.46K $575K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.03K
+ 93.11%
$370.24 - $418.94 $380K - $430K
2.13K $855K
XOM
Exxon Mobil Corp

Energy
4.38K
+ 108.05%
$105.51 - $125.37 $462K - $549K
8.43K $906K
AMZN
Amazon Com Inc

Consumer Cyclical
761
+ 9.58%
$180.88 - $232.93 $138K - $177K
8.71K $1.91M
GOOGL
Alphabet Inc.

Communication Services
570
+ 5.01%
$161.86 - $196.66 $92.3K - $112K
11.9K $2.26M
META
Meta Platforms, Inc.

Communication Services
539
+ 26.68%
$554.08 - $632.68 $299K - $341K
2.56K $1.51M
LOW
Lowes Companies Inc

Consumer Cyclical
1.38K
+ 74.38%
$244.52 - $284.07 $336K - $391K
3.23K $796K
CMA
Comerica Inc

Financial Services
4.75K
+ 481.73%
$57.88 - $72.73 $275K - $345K
5.73K $354K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.05K
+ 204.7%
$75.1 - $82.99 $304K - $336K
6.03K $455K
CVX
Chevron Corp

Energy
1.93K
+ 41.11%
$141.15 - $162.53 $273K - $314K
6.63K $960K
TGT
Target Corp

Consumer Defensive
2.38K
+ 71.97%
$121.59 - $160.69 $289K - $382K
5.68K $767K
MRK
Merck & Co., Inc.

Healthcare
2.54K
+ 181.01%
$96.31 - $114.76 $244K - $291K
3.94K $391K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.06K
+ 5.01%
$94.43 - $105.47 $99.6K - $111K
22.1K $2.24M
AMD
Advanced Micro Devices Inc

Technology
3.44K
+ 71.5%
$118.88 - $172.8 $409K - $595K
8.26K $997K
BX
Blackstone Inc.

Financial Services
702
+ 16.66%
$148.45 - $199.05 $104K - $140K
4.92K $847K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.54K
+ 254.91%
$44.04 - $49.49 $200K - $225K
6.32K $278K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.07K
+ 10.68%
$90.66 - $99.46 $188K - $206K
21.5K $1.95M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.81K
+ 115.7%
$40.38 - $44.35 $154K - $169K
7.1K $290K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.04K
+ 6.25%
$121.89 - $135.52 $127K - $141K
17.7K $2.21M
UNH
Unitedhealth Group Inc

Healthcare
447
+ 39.7%
$485.52 - $625.25 $217K - $279K
1.57K $795K
ABBV
Abb Vie Inc.

Healthcare
1.2K
+ 27.57%
$164.99 - $203.87 $199K - $245K
5.57K $989K
RSP
Invesco S&P 500 Equal Weight E

ETFs
517
+ 243.87%
$174.22 - $187.62 $90.1K - $97K
729 $127K
VUG
Vanguard Growth ETF

ETFs
12
+ 0.38%
$378.79 - $428.11 $4.55K - $5.14K
3.18K $1.3M
VBR
Vanguard Small Cap Value ETF

ETFs
418
+ 100.97%
$197.36 - $217.3 $82.5K - $90.8K
832 $164K
EFV
Msci Eafe Value ETF

ETFs
1.81K
+ 60.27%
$51.78 - $57.15 $93.6K - $103K
4.81K $252K
LMT
Lockheed Martin Corp

Industrials
276
+ 44.88%
$479.66 - $614.62 $132K - $170K
891 $432K
AVEM
American Centy ETF Tr Avantis

ETFs
1.18K
+ 758.06%
$58.59 - $66.14 $68.8K - $77.7K
1.33K $78K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.73K
+ 1143.05%
$34.13 - $37.35 $58.9K - $64.5K
1.88K $64K
MTZ
Mastec Inc

Industrials
376
+ 303.23%
$119.94 - $147.94 $45.1K - $55.6K
500 $68K
NFRA
Flexshares Stoxx Global Broad

ETFs
955
+ 208.97%
$54.11 - $59.58 $51.7K - $56.9K
1.41K $76K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
634
+ 4.64%
$46.48 - $51.32 $29.5K - $32.5K
14.3K $687K
IVE
Ishares S&P 500 Value ETF

ETFs
606
+ 5.05%
$189.5 - $206.17 $115K - $125K
12.6K $2.41M
VTHR
Vanguard Russell 3000 ETF

ETFs
13
+ 0.22%
$251.33 - $271.45 $3.27K - $3.53K
5.8K $1.51M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
526
+ 31.33%
$77.02 - $78.58 $40.5K - $41.3K
2.21K $170K
FIS
Fidelity National Information Services, Inc.

Technology
529
+ 17.49%
$80.14 - $90.95 $42.4K - $48.1K
3.55K $286K
ADM
Archer Daniels Midland CO

Consumer Defensive
674
+ 328.78%
$49.38 - $59.52 $33.3K - $40.1K
879 $44K
IWM
Ishares Russell 2000 ETF

ETFs
106
+ 0.78%
$216.13 - $242.4 $22.9K - $25.7K
13.7K $3.03M
GM
General Motors CO

Consumer Cyclical
223
+ 18.74%
$44.82 - $60.2 $9.99K - $13.4K
1.41K $75K
QUAL
Ishares Msci Usa Quality Facto

ETFs
125
+ 33.78%
$176.42 - $186.91 $22.1K - $23.4K
495 $88K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.54K
+ 300.14%
$25.93 - $105.3 $170K - $689K
8.72K $242K
Activity Summary
Buys All Purchases 126 New Holdings 49 Increased Positions 77 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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