Operose Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $353 Million distributed in 411 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $67.9M, Vanguard Whitehall Fds (Vangua with a value of $47M, Vanguard Ftse Developed Market with a value of $24.1M, Vanguard Index Fds S&P 500 ETF with a value of $21.1M, and Schwab Strategic Tr Intl Eqty with a value of $20.5M.
Examining the 13F form we can see an increase of $52.5M in the current position value, from $300M to 353M.
Operose Advisors LLC is based out at Milwaukee, WI
Below you can find more details about Operose Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$353 Million
ETFs: $285 Million
Technology: $20.3 Million
Financial Services: $15.1 Million
Communication Services: $9.88 Million
Consumer Cyclical: $6.95 Million
Industrials: $5.34 Million
Healthcare: $4.85 Million
Energy: $2.99 Million
Other: $2.34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
