Operose Advisors LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $282 Million distributed in 578 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds (Vangua with a value of $52M, Vanguard Total Stock Market Et with a value of $51.7M, Vanguard Ftse Developed Market with a value of $14.5M, Ishares Core S&P Sm Cap ETF with a value of $12.2M, and Vanguard Mid Cap Growth Index with a value of $10.3M.
Examining the 13F form we can see an decrease of $13.4M in the current position value, from $295M to 282M.
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
$282 Million
ETFs: $217 Million
Financial Services: $17.1 Million
Technology: $16.3 Million
Communication Services: $7.31 Million
Consumer Cyclical: $6.25 Million
Healthcare: $5.99 Million
Industrials: $3.8 Million
Energy: $3.47 Million
Other: $3.75 Million
Stock Holdings Table Market Cap. of $200 Billions or more
