Operose Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $307 Million distributed in 610 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 $57.3M, Vanguard Whitehall Fds (Vangua with a value of $52.5M, Vanguard Ftse Developed Market with a value of $15.9M, Schwab Strategic Tr Intl Eqty with a value of $13.1M, and Ishares Core S&P Sm Cap ETF with a value of $12M.
Examining the 13F form we can see an increase of $25.6M in the current position value, from $282M to 307M.
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
$307 Million
ETFs: $238 Million
Financial Services: $18.5 Million
Technology: $16.7 Million
Communication Services: $8.05 Million
Consumer Cyclical: $7.17 Million
Healthcare: $6.66 Million
Industrials: $4.42 Million
Energy: $2.66 Million
Other: $5.01 Million
Stock Holdings Table Market Cap. of $200 Billions or more
