Advisor Os, LLC Purchases in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
414
+ 17.6%
N/A
2.77K $239K
MGC
Vanguard Mega Cap ETF

ETFs
7
+ 0.12%
$204.21 - $220.18 $1.43K - $1.54K
5.62K $1.2M
PM
Philip Morris International Inc.

Consumer Defensive
345
+ 5.99%
$118.38 - $133.06 $40.8K - $45.9K
6.11K $734K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.41K
+ 21.81%
$31.24 - $37.15 $138K - $164K
24.6K $791K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
803
+ 11.33%
$49.63 - $50.41 $39.9K - $40.5K
7.89K $391K
VRSK
Verisk Analytics, Inc.

Industrials
13
+ 0.33%
$262.86 - $294.75 $3.42K - $3.83K
4K $1.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
659
+ 9.71%
$90.42 - $94.5 $59.6K - $62.3K
7.45K $673K
USB
Us Bancorp \De\

Financial Services
332
+ 5.48%
$43.98 - $53.66 $14.6K - $17.8K
6.39K $305K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
357
+ 1.37%
$126.68 - $134.74 $45.2K - $48.1K
26.3K $3.36M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
135
+ 8.55%
$238.25 - $261.28 $32.2K - $35.3K
1.71K $415K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
476
+ 2.5%
$16.4 - $17.85 $7.81K - $8.5K
19.5K $341K
MO
Altria Group, Inc.

Consumer Defensive
264
+ 2.6%
$49.06 - $57.74 $13K - $15.2K
10.4K $543K
COP
Conocophillips

Energy
477
+ 13.08%
$95.12 - $114.72 $45.4K - $54.7K
4.12K $408K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
61
+ 3.07%
$278.19 - $315.36 $17K - $19.2K
2.05K $589K
RPG
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.12%
$38.88 - $44.07 $583 - $661
12.2K $502K
AZO
Autozone Inc

Consumer Cyclical
5
+ 4.42%
$2981.19 - $3370.27 $14.9K - $16.9K
118 $377K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
327
+ 7.21%
$61.68 - $67.87 $20.2K - $22.2K
4.86K $303K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27
+ 0.05%
$33.92 - $36.6 $916 - $988
51.6K $1.78M
PH
Parker Hannifin Corp

Industrials
19
+ 2.25%
$621.74 - $709.46 $11.8K - $13.5K
864 $549K
UNP
Union Pacific Corp

Industrials
298
+ 10.51%
$223.15 - $249.32 $66.5K - $74.3K
3.13K $714K
LOW
Lowes Companies Inc

Consumer Cyclical
167
+ 14.45%
$244.52 - $284.07 $40.8K - $47.4K
1.32K $326K
CGUS
Capital Group Core Equity ETF
131
+ 1.0%
$33.96 - $36.24 $4.45K - $4.75K
13.2K $461K
DE
Deere & CO

Industrials
15
+ 1.48%
$389.45 - $466.0 $5.84K - $6.99K
1.03K $435K
LECO
Lincoln Electric Holdings Inc

Industrials
86
+ 8.04%
$187.47 - $219.94 $16.1K - $18.9K
1.16K $216K
FNDX
Schwab Fundamental U S Large C

ETFs
9.48K
+ 212.05%
$23.49 - $71.77 $223K - $681K
14K $330K
CTAS
Cintas Corp

Industrials
483
+ 14.28%
$182.7 - $226.47 $88.2K - $109K
3.87K $706K
EOG
Eog Resources Inc

Energy
82
+ 3.07%
$118.22 - $136.54 $9.69K - $11.2K
2.75K $337K
ETN
Eaton Corp PLC

Industrials
21
+ 1.1%
$326.96 - $377.52 $6.87K - $7.93K
1.93K $641K
DFUS
Dimensional ETF Tr U S Equity

ETFs
13
+ 0.35%
$61.52 - $66.5 $800 - $865
3.78K $240K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
15
+ 0.32%
$43.67 - $47.04 $655 - $706
4.65K $210K
HDV
Ishares Core High Dividend ETF

ETFs
2.39K
+ 4.9%
$110.82 - $121.28 $265K - $290K
51.2K $5.75M
TRX
Trx Gold Corp

Basic Materials
18.6K
New
$0.29 - $0.42 $5.39K - $7.8K
18.6K $5K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
586
+ 5.61%
$26.44 - $28.36 $15.5K - $16.6K
11K $291K
WEC
Wec Energy Group, Inc.

Utilities
110
+ 3.53%
$92.94 - $101.82 $10.2K - $11.2K
3.22K $302K
TT
Trane Technologies PLC

Industrials
45
+ 6.21%
$369.35 - $419.14 $16.6K - $18.9K
770 $284K
AM
Antero Midstream Corp

Energy
33
+ 0.23%
$14.22 - $15.97 $469 - $527
14.2K $214K
MET
Metlife Inc

Financial Services
40
+ 0.93%
$78.15 - $88.25 $3.13K - $3.53K
4.34K $355K
First Tr Exchange Traded Fd
18K
New
N/A
18K $0
Capital Group Core Balanced
612
+ 4.03%
N/A
15.8K $0
Calamos ETF Tr
39.4K
New
N/A
39.4K $0
Spinnaker ETF Series
40.8K
New
N/A
40.8K $0
Ge Vernova Inc
288
+ 26.82%
N/A
1.36K $0
T Rowe Price ETF Inc
24.1K
New
N/A
24.1K $0
SYK
Stryker Corp

Healthcare
2
+ 0.3%
$345.14 - $392.15 $690 - $784
658 $236K
Proshares Tr
14K
New
N/A
14K $0
Arista Networks Inc
4.43K
New
N/A
4.43K $0
Rb Global Inc
527
+ 8.18%
N/A
6.97K $0
NRZ
New Residential Investment Corp.

Real Estate
61
+ 0.61%
N/A
10.1K $73K
Proshares Tr
44.5K
+ 66.69%
N/A
111K $0
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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