Advisor Os, LLC Purchases in Q3 2025

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
1.18K
+ 19.99%
$130.68 - $186.97 $154K - $221K
7.08K $1.29M
ASA
Asa Gold & Precious Metals LTD

Financial Services
10.3K
New
$30.95 - $45.64 $318K - $470K
10.3K $462K
EFX
Equifax Inc

Industrials
1.81K
+ 128.11%
$234.03 - $265.73 $422K - $480K
3.21K $824K
META
Meta Platforms, Inc.

Communication Services
634
+ 7.57%
$695.21 - $791.73 $441K - $502K
9.01K $6.62M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.55K
New
$53.81 - $57.52 $406K - $434K
7.55K $434K
WMB
Williams Companies, Inc.

Energy
6.32K
+ 27.15%
$56.52 - $64.01 $357K - $404K
29.6K $1.87M
XPO
Xpo Logistics, Inc.

Industrials
3.12K
New
$118.79 - $138.31 $371K - $431K
3.12K $403K
WELL
Welltower Inc.

Real Estate
2.25K
New
$150.71 - $178.14 $338K - $400K
2.25K $400K
LHX
L3 Harris Technologies, Inc.

Industrials
1.3K
New
$252.18 - $305.41 $327K - $396K
1.3K $395K
LLY
Eli Lilly & CO

Healthcare
630
+ 11.57%
$625.65 - $812.69 $394K - $512K
6.07K $4.63M
BAC
Bank Of America Corp

Financial Services
3.99K
+ 9.98%
$44.92 - $52.42 $179K - $209K
43.9K $2.27M
TRMB
Trimble Inc.

Technology
4.62K
New
$76.46 - $85.24 $353K - $393K
4.62K $376K
MLM
Martin Marietta Materials Inc

Basic Materials
574
New
$546.36 - $631.12 $314K - $362K
574 $361K
HSIC
Henry Schein Inc

Healthcare
5.43K
New
$64.83 - $74.67 $352K - $405K
5.43K $360K
DELL
Dell Technologies Inc.

Technology
1.33K
+ 15.11%
$120.96 - $141.77 $161K - $188K
10.1K $1.44M
CLH
Clean Harbors Inc

Industrials
1.52K
New
$225.84 - $250.43 $344K - $381K
1.52K $353K
RTX
Raytheon Technologies Corp

Industrials
262
+ 1.87%
$144.19 - $167.33 $37.8K - $43.8K
14.3K $2.39M
UNH
Unitedhealth Group Inc

Healthcare
435
+ 7.57%
$237.77 - $353.61 $103K - $154K
6.18K $2.13M
APH
Amphenol Corp

Technology
1.04K
+ 12.26%
$97.39 - $125.4 $101K - $130K
9.52K $1.18M
AON
Aon PLC

Financial Services
916
New
$350.91 - $375.27 $321K - $344K
916 $326K
VUG
Vanguard Growth ETF

ETFs
18
+ 0.24%
$433.97 - $484.08 $7.81K - $8.71K
7.57K $3.63M
SPOT
Spotify Technology S.A.

Communication Services
666
+ 31.11%
$620.01 - $738.53 $413K - $492K
2.81K $1.96M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.85K
+ 10.26%
$36.04 - $38.78 $175K - $188K
52.2K $2.01M
ORCL
Oracle Corp

Technology
71
+ 1.52%
$218.96 - $328.33 $15.5K - $23.3K
4.75K $1.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
503
+ 1.63%
$132.9 - $142.03 $66.8K - $71.4K
31.3K $4.42M
CVX
Chevron Corp

Energy
1.46K
+ 22.97%
$145.57 - $161.83 $212K - $235K
7.79K $1.21M
MANH
Manhattan Associates Inc

Technology
1.26K
+ 25.69%
$196.16 - $227.94 $246K - $286K
6.15K $1.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.9K
New
$100.37 - $100.74 $291K - $292K
2.9K $291K
VB
Vanguard Small Cap ETF

ETFs
112
+ 0.74%
$237.58 - $259.17 $26.6K - $29K
15.3K $3.88M
SHW
Sherwin Williams CO

Basic Materials
837
New
$330.88 - $375.23 $277K - $314K
837 $289K
GLW
Corning Inc

Technology
3.5K
New
$51.6 - $82.03 $181K - $287K
3.5K $287K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
333
+ 4.77%
$459.11 - $506.91 $153K - $169K
7.32K $3.68M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.14K
New
$119.73 - $134.7 $256K - $288K
2.14K $285K
IVV
Ishares Core S&P 500 ETF

ETFs
111
+ 2.57%
$620.67 - $670.08 $68.9K - $74.4K
4.44K $2.97M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.85K
New
$138.08 - $151.2 $255K - $279K
1.85K $278K
ETR
Entergy Corp

Utilities
2.96K
New
$80.93 - $93.55 $239K - $277K
2.96K $275K
ALL
Allstate Corp

Financial Services
1.09K
+ 41.44%
$192.0 - $214.65 $210K - $235K
3.73K $801K
APP
App Lovin Corp

Technology
371
New
$335.1 - $718.54 $124K - $267K
371 $266K
COF
Capital One Financial Corp

Financial Services
1.25K
+ 63.17%
$207.29 - $229.74 $258K - $286K
3.22K $684K
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 2.79%
$357.4 - $423.42 $52.5K - $62.2K
5.41K $2.19M
PWR
Quanta Services, Inc.

Industrials
364
+ 13.59%
$372.29 - $421.68 $136K - $153K
3.04K $1.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14.5K
New
$16.46 - $17.1 $239K - $249K
14.5K $247K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9K
New
$24.46 - $26.5 $220K - $238K
9K $237K
MO
Altria Group, Inc.

Consumer Defensive
2.33K
+ 21.1%
$57.75 - $67.68 $134K - $157K
13.3K $881K
LNG
Cheniere Energy, Inc.

Energy
998
New
$222.68 - $244.28 $222K - $244K
998 $234K
FAST
Fastenal CO

Industrials
4.76K
New
$42.47 - $50.39 $202K - $240K
4.76K $233K
STX
Seagate Technology Holdings PLC

Technology
984
New
$142.01 - $236.06 $140K - $232K
984 $232K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.57K
New
$79.39 - $90.39 $204K - $233K
2.57K $228K
AZN
Astrazeneca PLC

Healthcare
2.96K
New
$68.72 - $82.11 $204K - $243K
2.96K $227K
Activity Summary
Buys All Purchases 285 New Holdings 58 Increased Positions 227 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 1 Puts 2
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