Advisor Os, LLC Incresed Positions in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
105
+ 1.81%
$105.45 - $117.99 $11.1K - $12.4K
5.89K $624K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
160
+ 0.55%
$7.83 - $8.16 $1.25K - $1.31K
29.3K $230K
SPGI
S&P Global Inc.

Financial Services
16
+ 2.13%
$480.36 - $529.17 $7.69K - $8.47K
766 $381K
PEG
Public Service Enterprise Group Inc

Utilities
53
+ 2.17%
$81.87 - $94.51 $4.34K - $5.01K
2.49K $210K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
273
+ 1.18%
$5.74 - $6.31 $1.57K - $1.72K
23.4K $135K
PFE
Pfizer Inc

Healthcare
4.14K
+ 8.38%
$24.8 - $30.19 $103K - $125K
53.5K $1.42M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
133
+ 1.15%
$12.12 - $13.1 $1.61K - $1.74K
11.7K $142K
VHT
Vanguard Health Care ETF

ETFs
52
+ 6.26%
$250.81 - $283.3 $13K - $14.7K
883 $224K
IEFA
Ishares Tr

ETFs
515
+ 8.49%
$70.06 - $77.43 $36.1K - $39.9K
6.58K $462K
SBUX
Starbucks Corp

Consumer Cyclical
139
+ 3.15%
$87.44 - $102.5 $12.2K - $14.2K
4.55K $414K
IRT
Independence Realty Trust, Inc.

Real Estate
111
+ 0.37%
$18.78 - $22.01 $2.08K - $2.44K
30.2K $598K
DFAX
Dimensional ETF Tr
44
+ 0.52%
$24.76 - $27.04 $1.09K - $1.19K
8.52K $211K
CSX
Csx Corp

Industrials
19
+ 0.22%
$31.58 - $36.88 $600 - $701
8.66K $279K
IDV
Ishares Tr

ETFs
21
+ 0.28%
$27.03 - $29.92 $568 - $628
7.4K $202K
AMT
American Tower Corp

Real Estate
159
+ 15.36%
$179.4 - $232.01 $28.5K - $36.9K
1.19K $218K
CL
Colgate Palmolive CO

Consumer Defensive
65
+ 2.9%
$90.22 - $102.31 $5.86K - $6.65K
2.3K $209K
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 2.86%
$385.02 - $431.37 $56.6K - $63.4K
5.28K $2.06M
OTIS
Otis Worldwide Corp

Industrials
100
+ 3.26%
$92.57 - $106.01 $9.26K - $10.6K
3.17K $293K
ADM
Archer Daniels Midland CO

Consumer Defensive
212
+ 4.87%
$49.38 - $59.52 $10.5K - $12.6K
4.57K $230K
ES
Eversource Energy

Utilities
407
+ 8.05%
$55.9 - $67.73 $22.8K - $27.6K
5.46K $313K
RTX
Raytheon Technologies Corp

Industrials
289
+ 2.41%
$114.45 - $127.21 $33.1K - $36.8K
12.3K $1.42M
AEP
American Electric Power CO Inc

Utilities
346
+ 5.58%
$90.91 - $102.21 $31.5K - $35.4K
6.55K $603K
MCD
Mcdonalds Corp

Consumer Cyclical
330
+ 3.64%
$288.47 - $316.54 $95.2K - $104K
9.39K $2.72M
ALC
Alcon Inc

Healthcare
456
+ 8.68%
$83.87 - $99.15 $38.2K - $45.2K
5.71K $484K
ZTS
Zoetis Inc.

Healthcare
58
+ 3.23%
$162.24 - $194.42 $9.41K - $11.3K
1.85K $302K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.99K
+ 16.41%
$59.25 - $72.99 $118K - $145K
14.1K $842K
PANW
Palo Alto Networks Inc

Technology
1.67K
+ 75.33%
$181.96 - $405.9 $304K - $678K
3.89K $707K
VZ
Verizon Communications Inc

Communication Services
401
+ 2.8%
$39.6 - $45.21 $15.9K - $18.1K
14.7K $588K
LMT
Lockheed Martin Corp

Industrials
396
+ 15.73%
$479.66 - $614.62 $190K - $243K
2.91K $1.42M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
28
+ 0.15%
$30.93 - $33.94 $866 - $950
19.2K $595K
SWK
Stanley Black & Decker, Inc.

Industrials
9
+ 0.32%
$79.07 - $109.36 $712 - $984
2.8K $225K
PEP
Pepsico Inc

Consumer Defensive
865
+ 6.78%
$151.29 - $176.1 $131K - $152K
13.6K $2.07M
KO
Coca Cola CO

Consumer Defensive
2.14K
+ 6.77%
$61.74 - $71.71 $132K - $154K
33.8K $2.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
101K
+ 99.43%
$22.63 - $47.53 $2.28M - $4.8M
202K $4.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
217
+ 0.32%
$34.13 - $37.35 $7.41K - $8.1K
68.7K $2.34M
MSFT
Microsoft Corp

Technology
88
+ 0.23%
$406.35 - $454.46 $35.8K - $40K
38.9K $16.4M
LLY
Eli Lilly & CO

Healthcare
240
+ 4.7%
$727.2 - $932.06 $175K - $224K
5.34K $4.12M
NOC
Northrop Grumman Corp

Industrials
33
+ 0.07%
$466.52 - $543.88 $15.4K - $17.9K
47K $22.1M
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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