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
BR
Broadridge Financial Solutions, Inc.

Technology
24
+ 1.92%
$233.75 - $266.89 $5.61K - $6.41K
1.27K $302K
SAP
Sap Se

Technology
89
+ 12.88%
$252.42 - $311.93 $22.5K - $27.8K
780 $208K
RSG
Republic Services, Inc.

Industrials
291
+ 6.98%
$225.33 - $246.01 $65.6K - $71.6K
4.46K $1.02M
UNM
Unum Group

Financial Services
31
+ 1.1%
$68.55 - $82.12 $2.13K - $2.55K
2.86K $222K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
616
+ 2.93%
$14.19 - $15.82 $8.74K - $9.75K
21.6K $308K
BMY
Bristol Myers Squibb CO

Healthcare
9
+ 0.12%
$43.31 - $48.98 $390 - $441
7.54K $340K
EOG
Eog Resources Inc

Energy
90
+ 2.69%
$112.12 - $126.1 $10.1K - $11.3K
3.44K $385K
KMI
Kinder Morgan, Inc.

Energy
893
+ 2.4%
$26.23 - $28.5 $23.4K - $25.5K
38.1K $1.08M
NVO
Novo Nordisk A S

Healthcare
1.89K
+ 20.95%
$45.38 - $71.7 $85.5K - $135K
10.9K $603K
NFLX
Netflix Inc

Communication Services
146
+ 10.6%
$1147.87 - $1297.18 $168K - $189K
1.52K $1.83M
HON
Honeywell International Inc

Industrials
6
+ 0.36%
$207.7 - $240.4 $1.25K - $1.44K
1.69K $355K
WSO
Watsco Inc

Industrials
3
+ 0.29%
$381.94 - $489.97 $1.15K - $1.47K
1.03K $414K
ISRG
Intuitive Surgical Inc

Healthcare
227
+ 14.5%
$433.66 - $544.47 $98.4K - $124K
1.79K $801K
CTAS
Cintas Corp

Industrials
114
+ 2.64%
$199.29 - $226.27 $22.7K - $25.8K
4.43K $910K
PPG
Ppg Industries Inc

Basic Materials
14
+ 0.2%
$103.65 - $119.07 $1.45K - $1.67K
7K $735K
VRSK
Verisk Analytics, Inc.

Industrials
731
+ 17.08%
$242.3 - $312.95 $177K - $229K
5.01K $1.26M
ELV
Elevance Health, Inc.

Healthcare
102
+ 6.11%
$274.66 - $395.76 $28K - $40.4K
1.77K $572K
KO
Coca Cola CO

Consumer Defensive
1.22K
+ 3.21%
$65.67 - $71.67 $80.2K - $87.6K
39.3K $2.6M
TTD
Trade Desk, Inc.

Technology
1.22K
+ 15.89%
$43.93 - $89.76 $53.7K - $110K
8.92K $437K
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.21K
+ 2.63%
$13.69 - $15.48 $71.3K - $80.6K
203K $2.78M
PM
Philip Morris International Inc.

Consumer Defensive
139
+ 1.88%
$157.77 - $183.27 $21.9K - $25.5K
7.55K $1.22M
MSTR
Microstrategy Inc

Technology
23
+ 1.08%
$300.7 - $455.9 $6.92K - $10.5K
2.16K $694K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 0.82%
$915.95 - $994.57 $23.8K - $25.9K
3.21K $2.97M
HDB
Hdfc Bank LTD

Financial Services
3.29K
+ 46.65%
$34.14 - $78.94 $112K - $259K
10.3K $352K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.33K
+ 12.85%
$38.58 - $58.24 $89.7K - $135K
20.4K $800K
CARR
Carrier Global Corp

Industrials
472
+ 2.27%
$58.75 - $80.73 $27.7K - $38.1K
21.3K $1.27M
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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