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
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
IEF
Ishares Barclays

ETFs
354
+ 6.74%
$93.91 - $97.26 $33.2K - $34.4K
5.61K $540K
GVI
Ishares Tr

ETFs
299
+ 5.63%
$105.8 - $107.81 $31.6K - $32.2K
5.61K $602K
VRE
Veris Residential, Inc.

Real Estate
1.57K
+ 4.68%
$13.74 - $16.23 $21.5K - $25.4K
35K $531K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
409
+ 0.9%
$12.46 - $13.22 $5.1K - $5.41K
46K $598K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.91K
+ 10.89%
$60.9 - $70.75 $116K - $135K
19.4K $1.21M
CSX
Csx Corp

Industrials
10
+ 0.09%
$32.05 - $36.52 $321 - $365
11.2K $398K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
150
+ 4.39%
$82.96 - $95.7 $12.4K - $14.4K
3.57K $320K
WM
Waste Management Inc

Industrials
344
+ 6.17%
$213.88 - $237.1 $73.6K - $81.6K
5.92K $1.31M
AJG
Arthur J. Gallagher & Co.

Financial Services
225
+ 5.75%
$284.17 - $319.49 $63.9K - $71.9K
4.14K $1.28M
COP
Conocophillips

Energy
61
+ 1.29%
$91.0 - $98.99 $5.55K - $6.04K
4.81K $454K
IVW
Ishares S&P 500 Growth ETF

ETFs
44
+ 2.05%
$108.97 - $121.65 $4.79K - $5.35K
2.19K $264K
HUBB
Hubbell Inc

Industrials
3
+ 0.26%
$410.51 - $450.93 $1.23K - $1.35K
1.16K $497K
RPG
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.09%
$45.41 - $48.26 $500 - $531
12.2K $582K
NET
Cloudflare, Inc.

Technology
3
+ 0.23%
$181.39 - $228.28 $544 - $685
1.31K $280K
DFUS
Dimensional ETF Tr U S Equity

ETFs
9
+ 0.24%
$67.01 - $72.84 $603 - $656
3.8K $275K
RSPE
Invesco Exchange Traded Fd Tr

ETFs
55
+ 0.42%
$27.38 - $29.02 $1.51K - $1.6K
13.2K $380K
SCHR
Schwab Intermediate Term Us Tr

ETFs
668
+ 7.28%
$24.69 - $25.26 $16.5K - $16.9K
9.84K $247K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
46
+ 0.45%
$28.15 - $30.13 $1.29K - $1.39K
10.3K $305K
VST
Vistra Corp.

Utilities
71
+ 4.98%
$182.0 - $217.92 $12.9K - $15.5K
1.5K $293K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3
+ 0.18%
$126.64 - $135.65 $380 - $407
1.71K $232K
DGRO
Ishares Core Dividend Growth E

ETFs
4
+ 0.1%
$64.12 - $68.08 $256 - $272
3.95K $268K
MET
Metlife Inc

Financial Services
87
+ 2.06%
$73.82 - $82.37 $6.42K - $7.17K
4.31K $354K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
252
+ 3.64%
$47.76 - $48.46 $12K - $12.2K
7.17K $345K
HWM
Howmet Aerospace Inc.

Industrials
20
+ 1.85%
$171.0 - $196.23 $3.42K - $3.92K
1.1K $216K
ET
Energy Transfer LP

Energy
3.34K
+ 7.18%
$17.11 - $18.16 $57.1K - $60.6K
49.8K $854K
MMM
3 M CO

Industrials
28
+ 1.24%
$144.41 - $160.2 $4.04K - $4.49K
2.29K $355K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 9.64%
$5364.25 - $5815.92 $42.9K - $46.5K
91 $491K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
129
+ 0.44%
$7.98 - $8.29 $1.03K - $1.07K
29.6K $242K
SHV
Ishares Tr

ETFs
54
+ 0.85%
$110.06 - $110.49 $5.94K - $5.97K
6.4K $706K
FTSL
First Trust Senior Ln Fund

ETFs
86
+ 1.53%
$45.81 - $46.18 $3.94K - $3.97K
5.7K $261K
SCHO
Schwab Short Term Us Treasury

ETFs
109
+ 1.3%
$24.23 - $24.42 $2.64K - $2.66K
8.52K $207K
Lam Research Corp
1.03K
+ 34.71%
N/A
4.01K $0
Rb Global Inc
408
+ 5.72%
N/A
7.54K $0
Global X Fds
64.6K
+ 18.72%
N/A
410K $0
Ge Vernova Inc
348
+ 32.61%
N/A
1.42K $0
Franklin Templeton Digital H
119
+ 3.57%
N/A
3.46K $0
First Tr Exchange Traded Fd
5.35K
+ 19.09%
N/A
33.4K $0
Reddit Inc
188
+ 1.58%
N/A
12.1K $0
Calamos ETF Tr
1.44K
+ 14.9%
N/A
11.1K $0
Capital Group Core Balanced
1.42K
+ 7.25%
N/A
20.9K $0
ZS
Zscaler, Inc.

Technology
39
+ 4.64%
$267.68 - $316.5 $10.4K - $12.3K
879 $263K
Proshares Tr
3.3K
+ 29.46%
N/A
14.5K $0
Arista Networks Inc
497
+ 10.23%
N/A
5.35K $0
Labcorp Holdings Inc
42
+ 5.39%
N/A
821 $0
Ishares Bitcoin Trust ETF
975
+ 23.72%
N/A
5.09K $0
Goldman Sachs ETF Tr
12K
+ 12.97%
N/A
104K $0
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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