Advisor Os, LLC Purchases in Q3 2025

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
227
+ 1.38%
$60.76 - $67.41 $13.8K - $15.3K
16.6K $1.12M
C
Citigroup Inc

Financial Services
560
+ 13.11%
$85.57 - $103.49 $47.9K - $58K
4.83K $490K
WFC
Wells Fargo & Company

Financial Services
1.15K
+ 16.26%
$77.05 - $85.16 $88.8K - $98.2K
8.24K $691K
ADI
Analog Devices Inc

Technology
447
+ 32.49%
$220.68 - $255.63 $98.6K - $114K
1.82K $447K
WSM
Williams Sonoma Inc

Consumer Cyclical
180
+ 7.25%
$163.62 - $210.2 $29.5K - $37.8K
2.66K $520K
TMO
Thermo Fisher Scientific Inc.

Healthcare
105
+ 13.64%
$404.94 - $499.99 $42.5K - $52.5K
875 $424K
ITOT
Ishares Core S&P Total U.S. St

ETFs
520
+ 17.43%
$135.0 - $146.02 $70.2K - $75.9K
3.5K $510K
MPC
Marathon Petroleum Corp

Energy
150
+ 5.06%
$158.59 - $198.69 $23.8K - $29.8K
3.12K $600K
PEP
Pepsico Inc

Consumer Defensive
193
+ 2.15%
$133.81 - $152.16 $25.8K - $29.4K
9.16K $1.29M
DFAX
Dimensional ETF Tr
2.75K
+ 37.74%
$29.25 - $31.56 $80.6K - $86.9K
10.1K $315K
VO
Vanguard Mid Cap ETF

ETFs
80
+ 1.46%
$279.83 - $293.74 $22.4K - $23.5K
5.57K $1.64M
PANW
Palo Alto Networks Inc

Technology
514
+ 13.57%
$167.06 - $208.19 $85.9K - $107K
4.3K $875K
CAH
Cardinal Health Inc

Healthcare
1.07K
+ 17.21%
$146.04 - $167.63 $156K - $179K
7.27K $1.14M
ALC
Alcon Inc

Healthcare
2.28K
+ 43.27%
$73.24 - $92.22 $167K - $211K
7.56K $563K
NSC
Norfolk Southern Corp

Industrials
86
+ 5.37%
$259.49 - $300.41 $22.3K - $25.8K
1.69K $506K
SNPS
Synopsys Inc

Technology
209
+ 52.91%
$387.78 - $645.35 $81K - $135K
604 $298K
GD
General Dynamics Corp

Industrials
132
+ 14.03%
$293.92 - $341.0 $38.8K - $45K
1.07K $365K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
1.68K
+ 11.39%
$50.19 - $50.91 $84.5K - $85.7K
16.5K $833K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.98K
+ 10.22%
$42.75 - $43.37 $84.6K - $85.9K
21.4K $924K
MS
Morgan Stanley

Financial Services
104
+ 2.77%
$139.09 - $161.16 $14.5K - $16.8K
3.86K $613K
SCHW
Schwab Charles Corp

Financial Services
439
+ 4.42%
$91.03 - $98.69 $40K - $43.3K
10.4K $989K
KR
Kroger CO

Consumer Defensive
2.3K
+ 13.59%
$64.52 - $74.35 $148K - $171K
19.2K $1.29M
SO
Southern CO

Utilities
276
+ 1.54%
$90.83 - $96.0 $25.1K - $26.5K
18.1K $1.72M
THC
Tenet Healthcare Corp

Healthcare
195
+ 14.58%
$148.38 - $203.04 $28.9K - $39.6K
1.53K $311K
BA
Boeing CO

Industrials
274
+ 10.34%
$209.79 - $237.38 $57.5K - $65K
2.92K $630K
UAL
United Airlines Holdings, Inc.

Industrials
123
+ 3.42%
$80.05 - $109.36 $9.85K - $13.5K
3.72K $359K
ADBE
Adobe Inc.

Technology
324
+ 26.75%
$333.65 - $392.1 $108K - $127K
1.54K $541K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
2.55K
+ 12.3%
$22.18 - $22.83 $56.6K - $58.2K
23.3K $530K
VZ
Verizon Communications Inc

Communication Services
1.23K
+ 7.64%
$40.84 - $45.06 $50.2K - $55.3K
17.3K $760K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
692
+ 12.72%
$62.09 - $66.51 $43K - $46K
6.13K $400K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
35
+ 1.57%
$201.83 - $230.93 $7.06K - $8.08K
2.27K $504K
REIT
Alps ETF Tr

ETFs
2.15K
+ 21.42%
$25.69 - $27.19 $55.3K - $58.5K
12.2K $326K
DIS
Walt Disney CO

Communication Services
1.27K
+ 14.35%
$112.25 - $124.0 $143K - $158K
10.1K $1.16M
LOW
Lowes Companies Inc

Consumer Cyclical
78
+ 5.56%
$215.01 - $273.02 $16.8K - $21.3K
1.48K $372K
DAL
Delta Air Lines, Inc.

Industrials
518
+ 12.56%
$49.0 - $61.97 $25.4K - $32.1K
4.64K $263K
EEM
Ishares Msci Emerging Markets

ETFs
317
+ 3.88%
$48.07 - $53.4 $15.2K - $16.9K
8.48K $452K
CSL
Carlisle Companies Inc

Industrials
311
+ 31.96%
$327.52 - $435.11 $102K - $135K
1.28K $422K
VTV
Vanguard Value ETF

ETFs
17
+ 0.31%
$175.51 - $186.57 $2.98K - $3.17K
5.57K $1.04M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
15
+ 0.08%
$36.93 - $40.55 $554 - $608
18K $723K
IBM
International Business Machines Corp

Technology
577
+ 6.54%
$234.77 - $292.47 $135K - $169K
9.4K $2.65M
D
Dominion Energy, Inc

Utilities
518
+ 13.1%
$56.32 - $62.1 $29.2K - $32.2K
4.47K $273K
CRWD
Crowd Strike Holdings, Inc.

Technology
170
+ 8.59%
$412.46 - $514.1 $70.1K - $87.4K
2.15K $1.05M
WEC
Wec Energy Group, Inc.

Utilities
86
+ 2.7%
$103.66 - $114.59 $8.91K - $9.85K
3.27K $375K
ES
Eversource Energy

Utilities
11
+ 0.2%
$62.86 - $71.14 $691 - $783
5.5K $391K
IWR
Ishares Russell Mid Cap ETF

ETFs
118
+ 1.75%
$92.26 - $97.51 $10.9K - $11.5K
6.85K $661K
MNST
Monster Beverage Corp

Consumer Defensive
343
+ 8.96%
$58.65 - $67.31 $20.1K - $23.1K
4.17K $280K
BDX
Becton Dickinson & CO

Healthcare
88
+ 5.63%
$172.41 - $199.66 $15.2K - $17.6K
1.65K $309K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
857
+ 4.25%
$26.38 - $27.95 $22.6K - $24K
21K $574K
UNP
Union Pacific Corp

Industrials
90
+ 3.09%
$214.91 - $237.16 $19.3K - $21.3K
3K $709K
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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