Operose Advisors LLC Portfolio Holdings
Operose Advisors LLC
- $292 Million
- Q4 2024
Operose Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $292 Million distributed in 424 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 $61.9M, Vanguard Whitehall Fds (Vangua with a value of $45.2M, Vanguard Ftse Developed Market with a value of $17.9M, Schwab Strategic Tr Intl Eqty with a value of $15.9M, and Ishares Core S&P Sm Cap ETF with a value of $10.4M.
Examining the 13F form we can see an decrease of $15.6M in the current position value, from $307M to 292M.
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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 424
- Current Value $292 Million
- Prior Value $307 Million
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 49 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 181 stocks