Operose Advisors LLC Incresed Positions in Q2 2025

Operose Advisors LLC

  • $353 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
204
+ 17.0%
$87.54 - $110.63 $17.9K - $22.6K
1.4K $155K
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
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
AEP
American Electric Power CO Inc

Utilities
300
+ 125.0%
$98.59 - $109.11 $29.6K - $32.7K
540 $56K
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
IJS
Ishares S&P Smallcap 600 Value

ETFs
22
+ 0.17%
$83.54 - $100.04 $1.84K - $2.2K
12.8K $1.27M
CSCO
Cisco Systems, Inc.

Technology
93
+ 4.46%
$53.19 - $69.38 $4.95K - $6.45K
2.18K $151K
MPLX
Mplx LP

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

Healthcare
51
+ 1.39%
$123.95 - $138.08 $6.32K - $7.04K
3.72K $506K
GLD
Spdr Gold Trust

ETFs
28
+ 5.38%
$273.71 - $316.29 $7.66K - $8.86K
548 $167K
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
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
UBER
Uber Technologies, Inc

Technology
35
+ 26.52%
$64.62 - $93.3 $2.26K - $3.27K
167 $15K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49
+ 2.01%
$77.74 - $78.78 $3.81K - $3.86K
2.49K $195K
AMGN
Amgen Inc

Healthcare
21
+ 28.77%
$262.28 - $309.85 $5.51K - $6.51K
94 $26K
CB
Chubb LTD

Financial Services
22
+ 13.84%
$274.32 - $302.46 $6.04K - $6.65K
181 $52K
NEE
Nextera Energy Inc

Utilities
52
+ 9.87%
$64.11 - $75.0 $3.33K - $3.9K
579 $40K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.43%
$86.93 - $109.64 $86.9 - $110
231 $25K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.17%
$81.6 - $92.39 $163 - $185
1.2K $108K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.13%
$24.38 - $30.18 $24.4 - $30.2
772 $23K
Black Rock Inc
6
+ 9.23%
N/A
71 $0
Ge Healthcare Technologies Inc Com
13
+ 162.5%
N/A
21 $0
Linde PLC
16
+ 13.45%
N/A
135 $0
Ge Vernova LLC Com
10
+ 5.29%
N/A
199 $0
PAA
Plains All American Pipeline LP

Energy
42
+ 2.18%
$16.03 - $20.28 $673 - $852
1.97K $36K
WEC
Wec Energy Group, Inc.

Utilities
33
+ 2.66%
$102.24 - $109.76 $3.37K - $3.62K
1.27K $132K
DVY
Ishares Tr

ETFs
185
+ 0.83%
$118.37 - $134.86 $21.9K - $24.9K
22.5K $2.99M
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 1.37%
$210.83 - $235.28 $9.49K - $10.6K
3.33K $739K
VZ
Verizon Communications Inc

Communication Services
300
+ 1.56%
$41.67 - $45.62 $12.5K - $13.7K
19.5K $845K
UNH
Unitedhealth Group Inc

Healthcare
798
+ 51.52%
$274.35 - $599.47 $219K - $478K
2.35K $732K
AAPL
Apple Inc.

Technology
589
+ 4.29%
$172.42 - $223.89 $102K - $132K
14.3K $2.94M
CVX
Chevron Corp

Energy
90
+ 1.36%
$133.73 - $168.51 $12K - $15.2K
6.7K $959K
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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