Advisor Os, LLC Reduced Holdings in Q3 2025

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
-358
- 13.71%
$226.02 - $259.01 $80.9K - $92.7K
2.25K $539K
PH
Parker Hannifin Corp

Industrials
-180
- 19.63%
$697.13 - $769.67 $125K - $139K
737 $558K
AMP
Ameriprise Financial Inc

Financial Services
-41
- 3.0%
$486.13 - $544.55 $19.9K - $22.3K
1.33K $651K
WRB
Berkley W R Corp

Financial Services
-1.32K
- 17.29%
$67.78 - $76.62 $89.7K - $101K
6.33K $485K
ZBRA
Zebra Technologies Corp

Technology
-210
- 18.68%
$296.92 - $341.36 $62.4K - $71.7K
914 $271K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-169
- 3.76%
$185.65 - $214.38 $31.4K - $36.2K
4.33K $867K
AMT
American Tower Corp

Real Estate
-181
- 14.51%
$192.32 - $232.35 $34.8K - $42.1K
1.07K $205K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.61K
- 14.82%
$42.67 - $46.91 $154K - $169K
20.8K $971K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-479
- 21.73%
$123.13 - $140.8 $59K - $67.4K
1.73K $221K
FICO
Fair Isaac Corp

Technology
-10
- 6.33%
$1311.26 - $1869.83 $13.1K - $18.7K
148 $221K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.14K
- 12.71%
$87.07 - $93.06 $99.3K - $106K
7.83K $716K
ROL
Rollins Inc

Consumer Cyclical
-1.32K
- 16.44%
$55.05 - $58.74 $72.4K - $77.2K
6.69K $392K
PRU
Prudential Financial Inc

Financial Services
-413
- 10.2%
$100.68 - $109.89 $41.6K - $45.4K
3.64K $377K
NDSN
Nordson Corp

Industrials
-341
- 20.83%
$209.25 - $227.98 $71.4K - $77.7K
1.3K $294K
CVS
Cvs Health Corp

Healthcare
-1K
- 26.88%
$58.75 - $76.5 $58.9K - $76.7K
2.73K $205K
TT
Trane Technologies PLC

Industrials
-91
- 12.28%
$398.96 - $472.54 $36.3K - $43K
650 $274K
MELI
Mercadolibre Inc

Consumer Cyclical
-8
- 7.41%
$2292.04 - $2514.05 $18.3K - $20.1K
100 $233K
SYK
Stryker Corp

Healthcare
-54
- 5.56%
$368.57 - $403.53 $19.9K - $21.8K
917 $338K
IRT
Independence Realty Trust, Inc.

Real Estate
-301
- 1.0%
$16.35 - $18.11 $4.92K - $5.45K
29.9K $490K
CLOI
Vaneck ETF Tr

ETFs
-886
- 2.29%
$52.8 - $53.1 $46.8K - $47K
37.9K $2.01M
CI
Cigna Corp

Healthcare
-16
- 1.87%
$262.23 - $334.39 $4.2K - $5.35K
841 $242K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-560
- 6.62%
$78.96 - $80.04 $44.2K - $44.8K
7.9K $631K
GILD
Gilead Sciences, Inc.

Healthcare
-369
- 6.58%
$108.22 - $120.47 $39.9K - $44.5K
5.24K $581K
UBER
Uber Technologies, Inc

Technology
-1.02K
- 7.78%
$86.91 - $99.57 $88.8K - $102K
12.1K $1.19M
ABT
Abbott Laboratories

Healthcare
-126
- 1.2%
$120.51 - $136.62 $15.2K - $17.2K
10.4K $1.39M
DEO
Diageo PLC

Consumer Defensive
-187
- 4.94%
$93.64 - $115.33 $17.5K - $21.6K
3.6K $343K
POOL
Pool Corp

Industrials
-186
- 16.62%
$292.13 - $333.62 $54.3K - $62.1K
933 $289K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.09%
$288.69 - $310.94 $577 - $622
2.14K $627K
OTIS
Otis Worldwide Corp

Industrials
-85
- 2.61%
$84.93 - $101.07 $7.22K - $8.59K
3.17K $289K
NLOK
Norton Life Lock Inc.

Technology
-1.52K
- 5.17%
N/A
27.8K $598K
ABC
Amerisourcebergen Corp

Healthcare
-139
- 4.97%
N/A
2.66K $491K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-5.2K
- 24.14%
$5.46 - $5.98 $28.4K - $31.1K
16.3K $96K
TDY
Teledyne Technologies Inc

Technology
-128
- 18.55%
$509.51 - $586.04 $65.2K - $75K
562 $329K
FLS
Flowserve Corp

Industrials
-491
- 9.18%
$51.98 - $57.7 $25.5K - $28.3K
4.86K $258K
RC
Ready Capital Corp

Real Estate
-2.05K
- 8.05%
$3.71 - $4.66 $7.61K - $9.56K
23.4K $90K
ECL
Ecolab Inc.

Basic Materials
-117
- 4.28%
$259.39 - $285.47 $30.3K - $33.4K
2.62K $716K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-792
- 6.67%
$78.88 - $85.2 $62.5K - $67.5K
11.1K $925K
NOK
Nokia Corp

Technology
-1.28K
- 4.07%
$4.05 - $5.23 $5.16K - $6.67K
30K $144K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-192
- 0.36%
$11.93 - $12.5 $2.29K - $2.4K
53.5K $640K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.77K
- 7.65%
$21.69 - $23.34 $38.4K - $41.4K
21.4K $497K
MSCI
Msci Inc.

Financial Services
-15
- 3.8%
$526.48 - $588.0 $7.9K - $8.82K
380 $215K
AMGN
Amgen Inc

Healthcare
-100
- 1.87%
$271.18 - $309.22 $27.1K - $30.9K
5.24K $1.48M
COIN
Coinbase Global, Inc.

Technology
-10
- 1.52%
$297.99 - $419.78 $2.98K - $4.2K
649 $219K
ALLE
Allegion PLC

Industrials
-558
- 20.86%
$145.55 - $179.33 $81.2K - $100K
2.12K $375K
JPIB
Jpmorgan International Bond Op

ETFs
-237
- 2.08%
$48.32 - $49.13 $11.5K - $11.6K
11.2K $547K
TRV
Travelers Companies, Inc.

Financial Services
-81
- 5.44%
$250.62 - $279.43 $20.3K - $22.6K
1.41K $393K
PEG
Public Service Enterprise Group Inc

Utilities
-26
- 0.92%
$79.99 - $90.14 $2.08K - $2.34K
2.8K $233K
VHT
Vanguard Health Care ETF

ETFs
-54
- 5.75%
$239.12 - $259.95 $12.9K - $14K
885 $229K
ACGL
Arch Capital Group Ltd.

Financial Services
-35
- 1.26%
$85.61 - $93.54 $3K - $3.27K
2.75K $249K
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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