Advisor Os, LLC Purchases in Q3 2025

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
550
+ 45.12%
$342.99 - $392.76 $189K - $216K
1.77K $662K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.32K
+ 37.84%
$23.82 - $25.84 $174K - $189K
26.6K $685K
RBLX
Roblox Corp

Communication Services
1.61K
New
$100.65 - $141.56 $162K - $227K
1.61K $222K
PPL
Ppl Corp

Utilities
5.97K
New
$33.54 - $37.24 $200K - $222K
5.97K $221K
APG
A Pi Group Corp

Industrials
8.6K
+ 188.97%
$33.09 - $36.34 $285K - $313K
13.2K $451K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.04K
New
$49.43 - $54.52 $199K - $220K
4.04K $218K
FITB
Fifth Third Bancorp

Financial Services
4.84K
New
$40.91 - $46.28 $198K - $224K
4.84K $215K
TJX
Tjx Companies Inc

Consumer Cyclical
852
+ 20.02%
$121.35 - $144.54 $103K - $123K
5.11K $738K
QCOM
Qualcomm Inc

Technology
876
+ 9.48%
$145.84 - $173.55 $128K - $152K
10.1K $1.68M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
461
New
$311.12 - $482.13 $143K - $222K
461 $210K
CEG
Constellation Energy Corp

Utilities
616
+ 58.06%
$298.82 - $354.89 $184K - $219K
1.68K $551K
SWK
Stanley Black & Decker, Inc.

Industrials
2.82K
New
$66.98 - $79.52 $189K - $224K
2.82K $209K
PLD
Prologis, Inc.

Real Estate
1.83K
New
$104.08 - $115.35 $190K - $211K
1.83K $208K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.55K
+ 12.0%
$52.12 - $55.33 $133K - $141K
23.8K $1.32M
IQV
Iqvia Holdings Inc.

Healthcare
1.07K
New
$157.68 - $200.82 $169K - $215K
1.07K $203K
VLO
Valero Energy Corp

Energy
1.19K
New
$131.77 - $175.63 $157K - $209K
1.19K $202K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.6K
New
$69.9 - $78.26 $182K - $203K
2.6K $202K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.25K
New
$85.01 - $90.35 $192K - $204K
2.25K $201K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.02K
+ 3.85%
$87.29 - $93.61 $88.9K - $95.3K
27.5K $2.56M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.48K
New
$41.91 - $44.87 $188K - $201K
4.48K $200K
DE
Deere & CO

Industrials
592
+ 42.02%
$457.26 - $524.37 $271K - $310K
2K $914K
CBRE
Cbre Group, Inc.

Real Estate
1.04K
+ 60.72%
$137.04 - $165.9 $142K - $172K
2.75K $433K
SHOP
Shopify Inc.

Technology
320
+ 7.62%
$112.11 - $157.12 $35.9K - $50.3K
4.52K $671K
SVOL
Simplify ETF Simplify Volatili

ETFs
10.1K
New
$16.48 - $19.27 $166K - $194K
10.1K $181K
MRK
Merck & Co., Inc.

Healthcare
142
+ 0.4%
$77.6 - $87.37 $11K - $12.4K
35.4K $2.97M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.73K
+ 13.84%
$90.83 - $93.81 $157K - $162K
14.2K $1.33M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.73K
+ 48.73%
$95.32 - $123.91 $165K - $214K
5.27K $534K
SYY
Sysco Corp

Consumer Defensive
823
+ 5.89%
$76.33 - $82.51 $62.8K - $67.9K
14.8K $1.22M
HGER
Harbor ETF Tr All Weather Infl
5.59K
+ 53.56%
$24.26 - $25.91 $136K - $145K
16K $413K
GS
Goldman Sachs Group Inc

Financial Services
138
+ 27.49%
$696.56 - $806.32 $96.1K - $111K
640 $509K
XLF
Financial Sector Spdr

ETFs
1.73K
+ 4.35%
$51.37 - $54.25 $88.8K - $93.7K
41.4K $2.23M
MA
Mastercard Inc

Financial Services
219
+ 5.73%
$550.18 - $598.96 $120K - $131K
4.04K $2.3M
IAU
Ishares Gold Trust

ETFs
1.45K
+ 34.57%
$61.62 - $72.77 $89.3K - $106K
5.64K $410K
MGC
Vanguard Mega Cap ETF

ETFs
164
+ 2.92%
$224.2 - $245.55 $36.8K - $40.3K
5.79K $1.41M
SRE
Sempra Energy

Utilities
118
+ 1.23%
$74.14 - $89.98 $8.75K - $10.6K
9.68K $871K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2.54K
New
N/A
2.54K $146K
DUK
Duke Energy Corp

Utilities
407
+ 2.55%
$116.31 - $125.93 $47.3K - $51.3K
16.4K $2.03M
UTHR
United Therapeutics Corp

Healthcare
117
+ 16.57%
$274.7 - $438.75 $32.1K - $51.3K
823 $345K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
562
+ 3.21%
$48.04 - $60.86 $27K - $34.2K
18.1K $1.05M
T
At&T Inc.

Communication Services
6.85K
+ 9.0%
$26.94 - $29.62 $184K - $203K
83K $2.34M
ICE
Intercontinental Exchange, Inc.

Financial Services
949
+ 72.22%
$167.28 - $188.45 $159K - $179K
2.26K $381K
AMD
Advanced Micro Devices Inc

Technology
502
+ 17.07%
$134.8 - $184.42 $67.7K - $92.6K
3.44K $556K
MU
Micron Technology Inc

Technology
237
+ 10.73%
$104.88 - $168.89 $24.9K - $40K
2.45K $409K
INTC
Intel Corp

Technology
360
+ 3.22%
$19.31 - $35.5 $6.95K - $12.8K
11.5K $386K
F
Ford Motor CO

Consumer Cyclical
11.1K
New
$10.82 - $12.09 $120K - $134K
11.1K $132K
CGUS
Capital Group Core Equity ETF
1.81K
+ 7.95%
$36.89 - $39.72 $66.8K - $72K
24.6K $973K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
86
+ 3.93%
$275.84 - $326.36 $23.7K - $28.1K
2.27K $742K
DHR
Danaher Corp

Healthcare
636
+ 11.89%
$181.46 - $212.2 $115K - $135K
5.99K $1.19M
VRT
Vertiv Holdings CO

Industrials
1.49K
+ 65.5%
N/A
3.77K $326K
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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