Advisor Os, LLC Incresed Positions in Q3 2025

Advisor Os, LLC

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

Technology
1.33K
+ 15.11%
$120.96 - $141.77 $161K - $188K
10.1K $1.44M
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
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
VB
Vanguard Small Cap ETF

ETFs
112
+ 0.74%
$237.58 - $259.17 $26.6K - $29K
15.3K $3.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
333
+ 4.77%
$459.11 - $506.91 $153K - $169K
7.32K $3.68M
IVV
Ishares Core S&P 500 ETF

ETFs
111
+ 2.57%
$620.67 - $670.08 $68.9K - $74.4K
4.44K $2.97M
ALL
Allstate Corp

Financial Services
1.09K
+ 41.44%
$192.0 - $214.65 $210K - $235K
3.73K $801K
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
MO
Altria Group, Inc.

Consumer Defensive
2.33K
+ 21.1%
$57.75 - $67.68 $134K - $157K
13.3K $881K
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
APG
A Pi Group Corp

Industrials
8.6K
+ 188.97%
$33.09 - $36.34 $285K - $313K
13.2K $451K
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
CEG
Constellation Energy Corp

Utilities
616
+ 58.06%
$298.82 - $354.89 $184K - $219K
1.68K $551K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.55K
+ 12.0%
$52.12 - $55.33 $133K - $141K
23.8K $1.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.02K
+ 3.85%
$87.29 - $93.61 $88.9K - $95.3K
27.5K $2.56M
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
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
UTHR
United Therapeutics Corp

Healthcare
117
+ 16.57%
$274.7 - $438.75 $32.1K - $51.3K
823 $345K
DUK
Duke Energy Corp

Utilities
407
+ 2.55%
$116.31 - $125.93 $47.3K - $51.3K
16.4K $2.03M
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
CGUS
Capital Group Core Equity ETF
1.81K
+ 7.95%
$36.89 - $39.72 $66.8K - $72K
24.6K $973K
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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