Operose Advisors LLC Incresed Positions in Q1 2025

Operose Advisors LLC

  • $300 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 8.49%
$890.62 - $1076.86 $8.02K - $9.69K
115 $108K
ORCL
Oracle Corp

Technology
105
+ 50.24%
$139.81 - $186.47 $14.7K - $19.6K
314 $43K
SPGI
S&P Global Inc.

Financial Services
11
+ 4.25%
$478.26 - $543.77 $5.26K - $5.98K
270 $137K
SMR
Nuscale Power Corp

Industrials
665
+ 96.66%
$14.16 - $29.08 $9.42K - $19.3K
1.35K $19K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
131
+ 24.04%
$53.81 - $62.59 $7.05K - $8.2K
676 $37K
PAA
Plains All American Pipeline LP

Energy
36
+ 1.91%
$17.32 - $20.96 $624 - $755
1.92K $38K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.25%
$86.39 - $91.35 $259 - $274
1.19K $106K
PAVE
Global X Fds Us Infrastructure

ETFs
79
+ 25.32%
$37.31 - $43.82 $2.95K - $3.46K
391 $14K
CTAS
Cintas Corp

Industrials
1
+ 2.7%
$182.09 - $208.14 $182 - $208
38 $7K
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.45%
$156.61 - $168.02 $940 - $1.01K
1.35K $217K
CRDO
Credo Technology Group Holding LTD

Technology
252
+ 69.23%
$39.45 - $85.5 $9.94K - $21.5K
616 $24K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 0.34%
$113.13 - $127.79 $113 - $128
295 $33K
DIS
Walt Disney CO

Communication Services
5
+ 2.7%
$96.87 - $114.0 $484 - $570
190 $18K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10
+ 0.31%
$25.58 - $29.24 $256 - $292
3.27K $85K
IVV
Ishares Core S&P 500 ETF

ETFs
159
+ 4.15%
$554.06 - $615.85 $88.1K - $97.9K
3.99K $2.24M
GS
Goldman Sachs Group Inc

Financial Services
84
+ 3.54%
$524.81 - $672.19 $44.1K - $56.5K
2.46K $1.34M
PYPL
Pay Pal Holdings, Inc.

Financial Services
175
+ 10.74%
$65.15 - $91.81 $11.4K - $16.1K
1.81K $117K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
25
+ 0.3%
$52.53 - $58.51 $1.31K - $1.46K
8.32K $445K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.03%
$24.91 - $29.02 $74.7 - $87.1
8.72K $218K
IWR
Ishares Russell Mid Cap ETF

ETFs
112
+ 1.07%
$82.81 - $92.93 $9.27K - $10.4K
10.5K $896K
LOW
Lowes Companies Inc

Consumer Cyclical
60
+ 1.86%
$222.66 - $268.42 $13.4K - $16.1K
3.29K $766K
MS
Morgan Stanley

Financial Services
250
+ 3.4%
$111.68 - $141.08 $27.9K - $35.3K
7.61K $887K
EXAS
Exact Sciences Corp

Healthcare
892
+ 14.96%
$43.04 - $58.51 $38.4K - $52.2K
6.86K $296K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
41
+ 0.87%
$121.0 - $142.28 $4.96K - $5.83K
4.77K $593K
TSLA
Tesla, Inc.

Consumer Cyclical
262
+ 31.19%
$222.15 - $428.22 $58.2K - $112K
1.1K $285K
CAT
Caterpillar Inc

Industrials
5
+ 0.28%
$326.75 - $407.63 $1.63K - $2.04K
1.79K $588K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$360.07 - $417.26 $360 - $417
2.13K $769K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
261
+ 0.31%
$21.23 - $23.75 $5.54K - $6.2K
85.5K $1.84M
AMD
Advanced Micro Devices Inc

Technology
66
+ 0.8%
$96.63 - $129.55 $6.38K - $8.55K
8.33K $855K
APAM
Artisan Partners Asset Management Inc.

Financial Services
590
+ 1.03%
$38.51 - $45.32 $22.7K - $26.7K
57.9K $2.26M
VOT
Vanguard Mid Cap Growth Index

ETFs
563
+ 1.45%
$237.72 - $276.98 $134K - $156K
39.3K $9.62M
AAPL
Apple Inc.

Technology
389
+ 2.91%
$209.68 - $247.1 $81.6K - $96.1K
13.7K $3.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
7
+ 0.02%
$92.71 - $107.38 $649 - $752
29.8K $2.77M
NVDA
Nvidia Corp

Technology
1.36K
+ 6.6%
$106.98 - $149.43 $145K - $203K
21.9K $2.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.3K
+ 4.76%
$102.49 - $119.96 $440K - $515K
94.5K $9.88M
AVGO
Broadcom Inc.

Technology
139
+ 1.16%
$167.43 - $244.7 $23.3K - $34K
12.1K $2.03M
VTI
Vanguard Total Stock Market Et

ETFs
6.52K
+ 3.05%
$271.18 - $303.12 $1.77M - $1.98M
220K $60.5M
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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