Operose Advisors LLC Incresed Positions in Q1 2025

Operose Advisors LLC

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.18K
+ 50.26%
$551.42 - $612.93 $3.41M - $3.79M
18.5K $10.3M
VEA
Vanguard Ftse Developed Market

ETFs
27.8K
+ 7.42%
$47.4 - $52.99 $1.32M - $1.47M
403K $20.5M
VO
Vanguard Mid Cap ETF

ETFs
8.26K
+ 102.53%
$251.87 - $277.95 $2.08M - $2.3M
16.3K $4.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
43.6K
+ 5.08%
$18.36 - $20.51 $800K - $894K
901K $17.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.8K
+ 56.06%
$507.05 - $563.67 $1.93M - $2.14M
10.6K $5.44M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.1K
+ 199.0%
$57.21 - $65.8 $1.04M - $1.19M
27.2K $1.59M
EFV
Msci Eafe Value ETF

ETFs
16.1K
+ 334.3%
$51.88 - $60.73 $834K - $976K
20.9K $1.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.55K
+ 163.49%
$442.66 - $534.52 $684K - $826K
2.49K $1.33M
VB
Vanguard Small Cap ETF

ETFs
2.37K
+ 78.99%
$217.89 - $252.64 $515K - $597K
5.36K $1.19M
MUB
Ishares National Muni Bond ETF

ETFs
3.96K
+ 88.55%
$104.71 - $107.69 $415K - $427K
8.43K $889K
MO
Altria Group, Inc.

Consumer Defensive
4.78K
+ 4124.14%
$50.81 - $60.02 $243K - $287K
4.9K $294K
HDV
Ishares Core High Dividend ETF

ETFs
1.98K
+ 41.44%
$110.86 - $121.12 $220K - $240K
6.77K $819K
MCS
Marcus Corp

Communication Services
15.3K
+ 22204.35%
$15.89 - $22.25 $243K - $341K
15.4K $256K
IWM
Ishares Russell 2000 ETF

ETFs
2.68K
+ 19.56%
$198.1 - $229.79 $532K - $617K
16.4K $3.27M
T
At&T Inc.

Communication Services
5
+ 0.01%
$21.56 - $28.28 $108 - $141
35.4K $1M
INTC
Intel Corp

Technology
8.25K
+ 8250.0%
$19.1 - $27.39 $158K - $226K
8.35K $189K
FIS
Fidelity National Information Services, Inc.

Technology
2.62K
+ 73.6%
$68.12 - $83.42 $178K - $218K
6.17K $460K
JPM
Jpmorgan Chase & CO

Financial Services
621
+ 22.88%
$225.19 - $279.95 $140K - $174K
3.34K $818K
IEFA
Ishares Tr

ETFs
154
+ 0.54%
$69.57 - $78.65 $10.7K - $12.1K
28.8K $2.18M
IBM
International Business Machines Corp

Technology
70
+ 1.46%
$217.4 - $264.74 $15.2K - $18.5K
4.87K $1.21M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
3.24K
+ 75.27%
$39.43 - $44.62 $128K - $144K
7.54K $323K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.08%
$279.74 - $321.29 $1.12K - $1.29K
4.86K $1.52M
VZ
Verizon Communications Inc

Communication Services
139
+ 0.73%
$37.81 - $46.49 $5.26K - $6.46K
19.2K $873K
LQD
Ishares Iboxx $ Investment Gra

ETFs
964
+ 584.24%
$105.1 - $109.61 $101K - $106K
1.13K $122K
NFLX
Netflix Inc

Communication Services
14
+ 0.72%
$828.4 - $1058.6 $11.6K - $14.8K
1.97K $1.83M
DVY
Ishares Tr

ETFs
154
+ 0.69%
$128.58 - $138.1 $19.8K - $21.3K
22.3K $3M
TROW
Price T Rowe Group Inc

Financial Services
950
+ 1900.0%
$91.57 - $116.93 $87K - $111K
1K $91K
WM
Waste Management Inc

Industrials
150
+ 12.26%
$200.54 - $233.78 $30.1K - $35.1K
1.37K $317K
AMP
Ameriprise Financial Inc

Financial Services
135
+ 562.5%
$472.29 - $575.13 $63.8K - $77.6K
159 $76K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8
+ 0.06%
$48.65 - $53.06 $389 - $424
14.3K $742K
SCHW
Schwab Charles Corp

Financial Services
432
+ 8.79%
$71.24 - $83.64 $30.8K - $36.1K
5.35K $418K
BAC
Bank Of America Corp

Financial Services
2.23K
+ 11.94%
$39.61 - $47.74 $88.3K - $106K
20.9K $872K
HD
Home Depot, Inc.

Consumer Cyclical
256
+ 11.22%
$347.25 - $424.87 $88.9K - $109K
2.54K $930K
CEG
Constellation Energy Corp

Utilities
223
+ 237.23%
$201.63 - $347.44 $45K - $77.5K
317 $63K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.36K
+ 2125.0%
$28.11 - $32.0 $38.2K - $43.5K
1.42K $43K
IEMG
Ishares Inc

ETFs
738
+ 100.82%
N/A
1.47K $78K
CCJ
Cameco Corp

Energy
1.5K
+ 67.95%
$40.64 - $56.86 $61.1K - $85.5K
3.72K $152K
IWD
Ishares Russell 1000 Val ETF

ETFs
165
+ 7.77%
$182.82 - $196.21 $30.2K - $32.4K
2.29K $430K
VIG
Vanguard Dividend Appreciation

ETFs
196
+ 9.51%
N/A
2.26K $411K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
131
+ 2.19%
$51.39 - $57.43 $6.73K - $7.52K
6.1K $338K
MTG
Mgic Investment Corp

Financial Services
268
+ 1.55%
$22.56 - $25.71 $6.05K - $6.89K
17.5K $434K
VTV
Vanguard Value ETF

ETFs
6
+ 0.09%
$167.73 - $179.21 $1.01K - $1.08K
6.53K $1.13M
WMT
Walmart Inc.

Consumer Defensive
243
+ 319.74%
$84.5 - $105.05 $20.5K - $25.5K
319 $28K
AMGN
Amgen Inc

Healthcare
70
+ 2333.33%
$258.59 - $327.36 $18.1K - $22.9K
73 $22K
BP
Bp PLC

Energy
636
+ 557.89%
$29.93 - $35.31 $19K - $22.5K
750 $25K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
233
+ 10.57%
$76.94 - $78.28 $17.9K - $18.2K
2.44K $190K
MA
Mastercard Inc

Financial Services
9
+ 1.88%
$504.67 - $576.31 $4.54K - $5.19K
489 $268K
PLTR
Palantir Technologies Inc.

Technology
39
+ 3.0%
$64.98 - $124.62 $2.53K - $4.86K
1.34K $113K
DAL
Delta Air Lines, Inc.

Industrials
300
+ 1250.0%
$43.6 - $69.06 $13.1K - $20.7K
324 $14K
Activity Summary
Buys All Purchases 123 New Holdings 35 Increased Positions 88 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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