Operose Advisors LLC Incresed Positions in Q4 2024

Operose Advisors LLC

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
224
+ 2240.0%
$63.2 - $79.58 $14.2K - $17.8K
234 $15K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
61
+ 48.03%
$201.32 - $217.44 $12.3K - $13.3K
188 $38K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.34K
+ 149.0%
$25.33 - $51.16 $34K - $68.6K
2.24K $57K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
27
+ 0.33%
$55.05 - $58.86 $1.49K - $1.59K
8.29K $468K
APAM
Artisan Partners Asset Management Inc.

Financial Services
486
+ 0.86%
$41.74 - $49.17 $20.3K - $23.9K
57.3K $2.47M
RACE
Ferrari N.V.

Consumer Cyclical
15
+ 55.56%
$422.83 - $490.34 $6.34K - $7.36K
42 $17K
UAL
United Airlines Holdings, Inc.

Industrials
30
+ 230.77%
$55.62 - $102.44 $1.67K - $3.07K
43 $4K
SONY
Sony Group Corp

Technology
1.22K
+ 400.0%
$17.53 - $96.8 $21.3K - $118K
1.52K $32K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
253
+ 119.34%
$8.24 - $11.07 $2.08K - $2.8K
465 $4K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.06%
$87.25 - $95.52 $524 - $573
10.4K $921K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17
+ 0.19%
$61.68 - $67.87 $1.05K - $1.15K
9.1K $566K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.16K
+ 200.0%
$22.4 - $68.28 $25.9K - $78.9K
1.73K $40K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.19%
N/A
2.06K $375K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.44%
$100.18 - $109.1 $100 - $109
230 $24K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.18K
+ 201.11%
$27.54 - $83.04 $59.9K - $181K
3.26K $90K
PAA
Plains All American Pipeline LP

Energy
35
+ 1.89%
$16.27 - $18.67 $569 - $653
1.89K $32K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
73
+ 15.47%
$56.27 - $69.89 $4.11K - $5.1K
545 $30K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 1.23%
$106.56 - $113.11 $213 - $226
165 $17K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
996
+ 200.0%
$26.93 - $84.95 $26.8K - $84.6K
1.49K $40K
FTCS
First Trust Capital Strength E

ETFs
5
+ 0.42%
$87.62 - $94.03 $438 - $470
1.19K $104K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
56K
+ 192.04%
$22.01 - $66.82 $1.23M - $3.74M
85.2K $1.93M
VOE
Vanguard Mid Cap Value Index F

ETFs
6
+ 0.45%
$160.89 - $176.18 $965 - $1.06K
1.35K $217K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
45
+ 1.06%
$39.65 - $43.4 $1.78K - $1.95K
4.3K $171K
VTV
Vanguard Value ETF

ETFs
7
+ 0.11%
$168.32 - $181.87 $1.18K - $1.27K
6.53K $1.11M
EXAS
Exact Sciences Corp

Healthcare
189
+ 3.27%
$49.33 - $71.97 $9.32K - $13.6K
5.96K $335K
DVY
Ishares Tr

ETFs
98
+ 0.44%
$129.55 - $143.41 $12.7K - $14.1K
22.2K $2.91M
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
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