Advisor Os, LLC Purchases in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
2.09K
+ 20.99%
$73.63 - $81.77 $154K - $171K
12K $919K
HRL
Hormel Foods Corp

Consumer Defensive
4.52K
+ 21.63%
$29.21 - $33.55 $132K - $152K
25.4K $798K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 238.02%
$18.41 - $40.87 $274K - $608K
21.1K $390K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.92K
+ 410.38%
$26.93 - $84.95 $267K - $843K
12.3K $337K
FISV
Fiserv Inc

Technology
1.03K
New
N/A
1.03K $129K
CVX
Chevron Corp

Energy
945
+ 23.5%
$141.15 - $162.53 $133K - $154K
4.97K $719K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.53K
+ 9.31%
$96.64 - $101.23 $245K - $256K
29.7K $2.88M
K
Kellogg CO

Consumer Defensive
1.49K
+ 10.03%
$80.34 - $81.29 $120K - $121K
16.4K $1.33M
RSG
Republic Services, Inc.

Industrials
600
+ 16.18%
$198.0 - $218.75 $119K - $131K
4.31K $866K
CLX
Clorox CO

Consumer Defensive
762
+ 14.18%
$156.51 - $169.74 $119K - $129K
6.14K $996K
CATH
Global X Fds Global X S&P 500

ETFs
1.17K
+ 6.68%
$68.5 - $73.81 $79.9K - $86.1K
18.6K $1.32M
LNT
Alliant Energy Corp

Utilities
2.15K
+ 16.42%
$56.24 - $63.63 $121K - $137K
15.2K $901K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.4K
+ 10.58%
$51.54 - $52.55 $124K - $126K
25.1K $1.3M
GVI
Ishares Tr

ETFs
1.04K
+ 40.3%
$103.89 - $107.05 $108K - $111K
3.61K $376K
WM
Waste Management Inc

Industrials
630
+ 13.77%
$201.79 - $228.46 $127K - $144K
5.21K $1.05M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 0.68%
$873.59 - $994.69 $16.6K - $18.9K
2.81K $2.57M
BX
Blackstone Inc.

Financial Services
205
+ 6.56%
$148.45 - $199.05 $30.4K - $40.8K
3.33K $573K
BMY
Bristol Myers Squibb CO

Healthcare
1.27K
+ 30.24%
$51.92 - $59.94 $65.8K - $75.9K
5.46K $308K
GILD
Gilead Sciences, Inc.

Healthcare
566
+ 12.38%
$83.95 - $97.9 $47.5K - $55.4K
5.14K $474K
ISRG
Intuitive Surgical Inc

Healthcare
96
+ 7.23%
$471.27 - $550.62 $45.2K - $52.9K
1.42K $742K
ORCL
Oracle Corp

Technology
612
+ 19.96%
$165.41 - $192.43 $101K - $118K
3.68K $612K
CRWD
Crowd Strike Holdings, Inc.

Technology
32
+ 2.5%
$275.15 - $388.2 $8.8K - $12.4K
1.31K $448K
MS
Morgan Stanley

Financial Services
290
+ 12.09%
$104.42 - $134.99 $30.3K - $39.1K
2.69K $338K
T
At&T Inc.

Communication Services
2.67K
+ 8.07%
$21.22 - $23.88 $56.7K - $63.9K
35.8K $815K
AMGN
Amgen Inc

Healthcare
1.03K
+ 34.76%
$258.78 - $328.31 $267K - $338K
4K $1.04M
PG
Procter & Gamble CO

Consumer Defensive
1.21K
+ 5.56%
$161.05 - $179.7 $196K - $218K
23.1K $3.86M
CAT
Caterpillar Inc

Industrials
494
+ 14.24%
$360.37 - $416.88 $178K - $206K
3.96K $1.44M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
83
+ 7.2%
$173.13 - $258.09 $14.4K - $21.4K
1.24K $284K
CRPT
First Tr ETF Fd Viii Skybridge
168
+ 0.93%
$11.77 - $22.57 $1.98K - $3.79K
18.1K $302K
GWW
W.W. Grainger, Inc.

Industrials
70
+ 32.26%
$1023.06 - $1220.93 $71.6K - $85.5K
287 $302K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.08K
+ 15.59%
$75.1 - $82.99 $231K - $256K
22.8K $1.73M
EPD
Enterprise Products Partners L.P.

Energy
261
+ 0.88%
$28.66 - $34.43 $7.48K - $8.99K
29.8K $933K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.9K
+ 336.42%
$25.93 - $105.3 $361K - $1.47M
18.1K $503K
BA
Boeing CO

Industrials
68
+ 3.08%
$138.14 - $180.72 $9.39K - $12.3K
2.28K $403K
HON
Honeywell International Inc

Industrials
199
+ 17.63%
$202.84 - $236.0 $40.4K - $47K
1.33K $299K
HDB
Hdfc Bank LTD

Financial Services
891
+ 16.43%
$59.45 - $68.01 $53K - $60.6K
6.32K $403K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.89K
+ 37.57%
$24.94 - $26.14 $72.1K - $75.6K
10.6K $264K
ITOT
Ishares Core S&P Total U.S. St

ETFs
421
+ 15.95%
$124.26 - $134.12 $52.3K - $56.5K
3.06K $393K
CLOI
Vaneck ETF Tr

ETFs
1.27K
+ 5.18%
$52.7 - $53.15 $67.1K - $67.7K
25.9K $1.37M
CARR
Carrier Global Corp

Industrials
2.83K
+ 25.71%
$66.69 - $82.65 $188K - $233K
13.8K $942K
TMUS
T Mobile Us, Inc.

Communication Services
111
+ 4.76%
$206.1 - $246.94 $22.9K - $27.4K
2.44K $538K
TJX
Tjx Companies Inc

Consumer Cyclical
395
+ 15.05%
$112.15 - $127.2 $44.3K - $50.2K
3.02K $364K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
375
+ 14.44%
$124.61 - $133.96 $46.7K - $50.2K
2.97K $382K
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.1K
+ 108.69%
$25.33 - $51.16 $611K - $1.23M
46.3K $1.2M
DUK
Duke Energy Corp

Utilities
1.3K
+ 11.09%
$105.76 - $120.76 $137K - $157K
13K $1.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
925
+ 21.14%
$47.26 - $48.18 $43.7K - $44.6K
5.3K $251K
ADP
Automatic Data Processing Inc

Industrials
23
+ 1.1%
$280.08 - $307.97 $6.44K - $7.08K
2.12K $620K
BSX
Boston Scientific Corp

Healthcare
272
+ 10.7%
$83.62 - $91.5 $22.7K - $24.9K
2.81K $251K
DRI
Darden Restaurants Inc

Consumer Cyclical
37
+ 2.77%
$155.96 - $188.66 $5.77K - $6.98K
1.37K $256K
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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