Advisor Os, LLC Purchases in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.3K
New
$22.39 - $23.45 $342K - $358K
15.3K $350K
CRM
Salesforce, Inc.

Technology
734
+ 47.91%
$270.87 - $367.87 $199K - $270K
2.27K $757K
OMC
Omnicom Group Inc.

Communication Services
4.57K
+ 114.4%
$85.82 - $105.47 $392K - $482K
8.56K $736K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.39K
New
$193.7 - $235.05 $269K - $327K
1.39K $318K
WMB
Williams Companies, Inc.

Energy
2.4K
+ 10.97%
$46.37 - $59.74 $111K - $144K
24.3K $1.32M
META
Meta Platforms, Inc.

Communication Services
312
+ 4.44%
$554.08 - $632.68 $173K - $197K
7.34K $4.33M
CDW
Cdw Corp

Technology
2.2K
+ 151.14%
$171.49 - $225.64 $377K - $496K
3.65K $635K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.23K
New
$71.75 - $75.11 $303K - $317K
4.23K $303K
MCK
Mckesson Corp

Healthcare
530
New
$482.27 - $628.5 $256K - $333K
530 $302K
MANH
Manhattan Associates Inc

Technology
1.16K
+ 89.31%
$263.36 - $309.78 $306K - $360K
2.46K $665K
SPMD
Spdr Portfolio

ETFs
5.39K
+ 7.22%
$54.13 - $59.56 $292K - $321K
80K $4.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
344
+ 6.67%
$481.22 - $538.17 $166K - $185K
5.5K $2.81M
DELL
Dell Technologies Inc.

Technology
2.57K
+ 69.77%
$111.96 - $144.21 $287K - $370K
6.25K $719K
GNTX
Gentex Corp

Consumer Cyclical
9.79K
New
$28.6 - $31.34 $280K - $307K
9.79K $281K
CG
Carlyle Group Inc.

Financial Services
5.52K
New
$43.2 - $54.81 $238K - $302K
5.52K $278K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10K
New
$27.54 - $83.04 $276K - $831K
10K $277K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
12.2K
New
$22.42 - $23.68 $274K - $290K
12.2K $274K
WFC
Wells Fargo & Company

Financial Services
2.97K
+ 63.83%
$54.98 - $77.35 $163K - $230K
7.63K $535K
WING
Wingstop Inc.

Consumer Cyclical
960
New
$281.09 - $422.95 $270K - $406K
960 $272K
QCOM
Qualcomm Inc

Technology
2.23K
+ 51.4%
$150.4 - $178.04 $335K - $397K
6.56K $1.01M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
12.5K
+ 7.04%
$17.93 - $18.8 $224K - $234K
190K $3.45M
PII
Polaris Inc.

Consumer Cyclical
4.5K
New
$56.74 - $83.06 $255K - $374K
4.5K $259K
GS
Goldman Sachs Group Inc

Financial Services
449
New
$486.1 - $608.57 $218K - $273K
449 $257K
BR
Broadridge Financial Solutions, Inc.

Technology
1.13K
New
$209.64 - $236.44 $238K - $268K
1.13K $256K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.31K
New
$47.29 - $84.74 $157K - $280K
3.31K $246K
FLS
Flowserve Corp

Industrials
4.18K
New
$51.87 - $62.0 $217K - $259K
4.18K $240K
KMI
Kinder Morgan, Inc.

Energy
1.79K
+ 5.04%
$22.59 - $28.54 $40.5K - $51.1K
37.3K $1.02M
ROK
Rockwell Automation, Inc

Industrials
803
New
$264.65 - $302.92 $213K - $243K
803 $229K
ACWI
Ishares Msci Acwi ETF

ETFs
2.4K
+ 8.74%
$117.05 - $123.03 $281K - $295K
29.9K $3.51M
IYW
Ishares Dj Us Tech ETF

ETFs
1.39K
New
$148.14 - $166.23 $206K - $232K
1.39K $222K
CSL
Carlisle Companies Inc

Industrials
593
New
$368.67 - $480.91 $219K - $285K
593 $218K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.94K
New
$87.56 - $119.8 $170K - $233K
1.94K $213K
ET
Energy Transfer LP

Energy
2.58K
+ 5.61%
$16.05 - $19.86 $41.4K - $51.2K
48.6K $951K
FITB
Fifth Third Bancorp

Financial Services
5.03K
New
$41.76 - $48.44 $210K - $243K
5.03K $212K
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 4.34%
$52.45 - $60.02 $54.8K - $62.7K
25.2K $1.49M
DAL
Delta Air Lines, Inc.

Industrials
3.39K
New
$47.46 - $65.77 $161K - $223K
3.39K $205K
UNM
Unum Group

Financial Services
2.75K
New
$58.88 - $77.07 $162K - $212K
2.75K $200K
DIS
Walt Disney CO

Communication Services
687
+ 8.87%
$92.39 - $117.6 $63.5K - $80.8K
8.44K $939K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.77K
+ 4.01%
$69.3 - $74.3 $123K - $131K
45.9K $3.28M
CAH
Cardinal Health Inc

Healthcare
1.08K
+ 15.51%
$107.89 - $125.33 $117K - $135K
8.04K $951K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.5K
+ 387.46%
$22.01 - $66.82 $341K - $1.04M
19.5K $443K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.32K
+ 4.58%
$47.58 - $48.56 $300K - $307K
144K $6.88M
VXF
Vanguard Extended Market ETF

ETFs
280
+ 1.84%
$179.17 - $207.15 $50.2K - $58K
15.5K $2.95M
CASY
Caseys General Stores Inc

Consumer Cyclical
317
+ 18.49%
$366.65 - $427.88 $116K - $136K
2.03K $804K
VTV
Vanguard Value ETF

ETFs
991
+ 70.04%
$168.32 - $181.87 $167K - $180K
2.41K $407K
CBOE
Cboe Global Markets, Inc.

Financial Services
819
+ 81.25%
$191.61 - $217.84 $157K - $178K
1.83K $356K
ABC
Amerisourcebergen Corp

Healthcare
803
+ 55.76%
N/A
2.24K $415K
QUAL
Ishares Msci Usa Quality Facto

ETFs
838
+ 38.81%
$176.42 - $186.91 $148K - $157K
3K $533K
OKE
Oneok Inc

Energy
161
+ 1.16%
$92.28 - $117.05 $14.9K - $18.8K
14.1K $1.41M
Activity Summary
Buys All Purchases 243 New Holdings 54 Increased Positions 189 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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