Operose Advisors LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $300 Million distributed in 386 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 $60.5M, Vanguard Whitehall Fds (Vangua with a value of $45.5M, Vanguard Ftse Developed Market with a value of $20.5M, Schwab Strategic Tr Intl Eqty with a value of $17.8M, and Spdr S&P 500 ETF Trust with a value of $10.3M.
Examining the 13F form we can see an increase of $8.55M in the current position value, from $292M to 300M.
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
$300 Million
ETFs: $242 Million
Technology: $15.8 Million
Financial Services: $13.6 Million
Communication Services: $8.11 Million
Consumer Cyclical: $5.88 Million
Healthcare: $5.49 Million
Industrials: $3.7 Million
Energy: $2.72 Million
Other: $2.46 Million
Stock Holdings Table Market Cap. of $200 Billions or more
