Advisor Os, LLC New Holdings in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
9.99K
New
$105.78 - $108.7 $1.06M - $1.09M
9.99K $1.06M
EBAY
Ebay Inc

Consumer Cyclical
11.1K
New
$57.51 - $67.17 $638K - $746K
11.1K $687K
DDOG
Datadog, Inc.

Technology
4.34K
New
$113.98 - $168.65 $495K - $733K
4.34K $620K
PPG
Ppg Industries Inc

Basic Materials
5.15K
New
$119.09 - $131.37 $613K - $676K
5.15K $614K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
51.8K
New
$11.48 - $12.95 $595K - $671K
51.8K $595K
MSTR
Microstrategy Inc

Technology
2.02K
New
$162.69 - $473.83 $328K - $955K
2.02K $583K
NTAP
Net App, Inc.

Technology
4.88K
New
$115.31 - $131.11 $563K - $640K
4.88K $566K
BRO
Brown & Brown, Inc.

Financial Services
5.5K
New
$100.93 - $113.42 $555K - $624K
5.5K $561K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
8.32K
New
$62.09 - $82.32 $517K - $685K
8.32K $556K
NLOK
Norton Life Lock Inc.

Technology
25.1K
New
N/A
25.1K $539K
HUBB
Hubbell Inc

Industrials
1.17K
New
$418.89 - $472.12 $489K - $551K
1.17K $489K
CPB
Campbell Soup CO

Consumer Defensive
11.6K
New
$41.42 - $48.71 $481K - $566K
11.6K $486K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.45K
New
$129.13 - $198.21 $316K - $485K
2.45K $453K
BIIB
Biogen Inc.

Healthcare
2.82K
New
$146.47 - $191.55 $413K - $540K
2.82K $431K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
15.3K
New
$27.09 - $32.06 $416K - $492K
15.3K $429K
TTD
Trade Desk, Inc.

Technology
3.64K
New
$108.7 - $139.51 $396K - $508K
3.64K $428K
PLTR
Palantir Technologies Inc.

Technology
5.65K
New
$36.46 - $82.38 $206K - $466K
5.65K $427K
SEIC
Sei Investments CO

Financial Services
5.1K
New
$69.36 - $86.58 $354K - $442K
5.1K $420K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2K
New
$152.04 - $211.12 $305K - $423K
2K $406K
KNSL
Kinsale Capital Group, Inc.

Financial Services
801
New
$424.05 - $524.22 $340K - $420K
801 $372K
MAS
Masco Corp

Industrials
5.05K
New
$72.52 - $85.73 $366K - $433K
5.05K $366K
HOG
Harley Davidson, Inc.

Consumer Cyclical
12K
New
$29.69 - $38.02 $356K - $456K
12K $361K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.3K
New
$22.39 - $23.45 $342K - $358K
15.3K $350K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.39K
New
$193.7 - $235.05 $269K - $327K
1.39K $318K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.23K
New
$71.75 - $75.11 $303K - $317K
4.23K $303K
MCK
Mckesson Corp

Healthcare
530
New
$482.27 - $628.5 $256K - $333K
530 $302K
GNTX
Gentex Corp

Consumer Cyclical
9.79K
New
$28.6 - $31.34 $280K - $307K
9.79K $281K
CG
Carlyle Group Inc.

Financial Services
5.52K
New
$43.2 - $54.81 $238K - $302K
5.52K $278K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10K
New
$27.54 - $83.04 $276K - $831K
10K $277K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
12.2K
New
$22.42 - $23.68 $274K - $290K
12.2K $274K
WING
Wingstop Inc.

Consumer Cyclical
960
New
$281.09 - $422.95 $270K - $406K
960 $272K
PII
Polaris Inc.

Consumer Cyclical
4.5K
New
$56.74 - $83.06 $255K - $374K
4.5K $259K
GS
Goldman Sachs Group Inc

Financial Services
449
New
$486.1 - $608.57 $218K - $273K
449 $257K
BR
Broadridge Financial Solutions, Inc.

Technology
1.13K
New
$209.64 - $236.44 $238K - $268K
1.13K $256K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.31K
New
$47.29 - $84.74 $157K - $280K
3.31K $246K
FLS
Flowserve Corp

Industrials
4.18K
New
$51.87 - $62.0 $217K - $259K
4.18K $240K
ROK
Rockwell Automation, Inc

Industrials
803
New
$264.65 - $302.92 $213K - $243K
803 $229K
IYW
Ishares Dj Us Tech ETF

ETFs
1.39K
New
$148.14 - $166.23 $206K - $232K
1.39K $222K
CSL
Carlisle Companies Inc

Industrials
593
New
$368.67 - $480.91 $219K - $285K
593 $218K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.94K
New
$87.56 - $119.8 $170K - $233K
1.94K $213K
FITB
Fifth Third Bancorp

Financial Services
5.03K
New
$41.76 - $48.44 $210K - $243K
5.03K $212K
DAL
Delta Air Lines, Inc.

Industrials
3.39K
New
$47.46 - $65.77 $161K - $223K
3.39K $205K
UNM
Unum Group

Financial Services
2.75K
New
$58.88 - $77.07 $162K - $212K
2.75K $200K
FISV
Fiserv Inc

Technology
1.03K
New
N/A
1.03K $129K
TRX
Trx Gold Corp

Basic Materials
18.6K
New
$0.29 - $0.42 $5.39K - $7.8K
18.6K $5K
Calamos ETF Tr
39.4K
New
N/A
39.4K $0
T Rowe Price ETF Inc
24.1K
New
N/A
24.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
8.39K
New
N/A
8.39K $0
Blackrock Inc
666
New
N/A
666 $0
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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