Advisor Os, LLC Sells in Q4 2024

Advisor Os, LLC

  • $844 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-593K
- 94.64%
$25.35 - $25.53 $15M - $15.1M
33.6K $855K
IEF
Ishares Barclays

ETFs
-90.2K
- 19.52%
$92.08 - $98.18 $8.31M - $8.86M
372K $34.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-52.8K
- 34.19%
$174.22 - $187.62 $9.19M - $9.9M
102K $17.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-129K
- 47.48%
$66.77 - $71.52 $8.6M - $9.21M
142K $9.82M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-440K
- 87.46%
$17.65 - $18.18 $7.76M - $8M
63.1K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
-100K
- 33.49%
$47.57 - $52.44 $4.77M - $5.26M
199K $9.53M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-119K
- 48.68%
$50.35 - $50.69 $5.98M - $6.02M
125K $6.31M
XLI
Industrial Sector Spdr

ETFs
-40.7K
- 77.55%
$131.76 - $143.99 $5.36M - $5.86M
11.8K $1.55M
XLC
Select Sector Spdr Tr Communic

ETFs
-62K
- 78.13%
$89.66 - $102.16 $5.56M - $6.33M
17.3K $1.68M
XLK
Technology Sector Spdr

ETFs
-23.9K
- 75.95%
$220.26 - $241.44 $5.26M - $5.77M
7.56K $1.76M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-76.6K
- 20.77%
$44.87 - $46.86 $3.44M - $3.59M
292K $13.1M
VB
Vanguard Small Cap ETF

ETFs
-12.8K
- 50.29%
$233.76 - $261.58 $2.99M - $3.35M
12.7K $3.04M
CACI
Caci International Inc

Technology
-6.13K
- 89.89%
N/A
689 $294K
REIT
Alps ETF Tr

ETFs
-85K
- 89.92%
$26.7 - $29.77 $2.27M - $2.53M
9.53K $259K
SBAC
Sba Communications Corp

Real Estate
-10K
- 89.52%
$198.24 - $249.31 $1.99M - $2.51M
1.18K $239K
CLH
Clean Harbors Inc

Industrials
-9.4K
- 84.81%
$228.61 - $263.39 $2.15M - $2.48M
1.68K $387K
CRL
Charles River Laboratories International, Inc.

Healthcare
-11.3K
- 79.59%
$178.58 - $220.69 $2.01M - $2.48M
2.89K $532K
APG
A Pi Group Corp

Industrials
-65.9K
- 87.26%
$31.48 - $39.26 $2.07M - $2.59M
9.62K $345K
DHR
Danaher Corp

Healthcare
-6.24K
- 51.47%
$226.16 - $274.52 $1.41M - $1.71M
5.88K $1.35M
CBRE
Cbre Group, Inc.

Real Estate
-15.8K
- 85.8%
$119.22 - $140.71 $1.88M - $2.22M
2.62K $343K
AME
Ametek Inc

Industrials
-11.2K
- 86.96%
$165.89 - $197.38 $1.86M - $2.21M
1.68K $302K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35.2K
- 77.51%
$51.09 - $55.27 $1.8M - $1.95M
10.2K $522K
JBL
Jabil Inc

Technology
-14.9K
- 90.33%
$118.97 - $147.77 $1.78M - $2.21M
1.6K $229K
MRVL
Marvell Technology, Inc.

Technology
-33.1K
- 63.93%
$70.31 - $124.78 $2.33M - $4.13M
18.7K $2.06M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-31.5K
- 7.85%
$50.62 - $50.97 $1.59M - $1.61M
370K $18.8M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-86.1K
- 31.32%
$14.69 - $15.67 $1.26M - $1.35M
189K $2.86M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-21.9K
- 5.76%
$50.67 - $50.9 $1.11M - $1.11M
358K $18.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-23K
- 52.1%
$45.38 - $46.88 $1.04M - $1.08M
21.1K $963K
BDX
Becton Dickinson & CO

Healthcare
-3.75K
- 63.07%
$220.02 - $243.75 $826K - $915K
2.2K $498K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.08K
- 36.6%
$501.29 - $612.85 $543K - $664K
1.88K $975K
MPWR
Monolithic Power Systems Inc

Technology
-443
- 25.04%
$560.06 - $942.58 $248K - $418K
1.33K $784K
NVO
Novo Nordisk A S

Healthcare
-4.65K
- 34.09%
$85.0 - $120.04 $395K - $558K
8.99K $772K
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.96K
- 73.34%
$148.29 - $166.93 $736K - $828K
1.8K $268K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.67K
- 18.94%
$442.29 - $483.08 $738K - $806K
7.14K $3.24M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4.43K
- 60.38%
$180.39 - $205.43 $798K - $909K
2.9K $550K
FTV
Fortive Corp

Technology
-8.81K
- 59.88%
$71.16 - $79.68 $627K - $702K
5.9K $442K
FICO
Fair Isaac Corp

Technology
-326
- 58.63%
$1911.01 - $2382.4 $623K - $777K
230 $457K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-10.3K
- 13.83%
$59.74 - $60.03 $616K - $619K
64.3K $3.84M
TER
Teradyne, Inc

Technology
-4.19K
- 56.52%
$102.58 - $133.62 $429K - $559K
3.22K $405K
UBER
Uber Technologies, Inc

Technology
-4.38K
- 21.22%
$59.93 - $86.34 $262K - $378K
16.2K $979K
NDSN
Nordson Corp

Industrials
-1.72K
- 46.77%
$208.83 - $264.36 $359K - $454K
1.96K $409K
BSY
Bentley Systems Inc

Technology
-9.65K
- 46.71%
$46.59 - $51.09 $449K - $493K
11K $513K
LII
Lennox International Inc

Industrials
-888
- 42.98%
$589.36 - $678.43 $523K - $602K
1.18K $717K
EFX
Equifax Inc

Industrials
-1.49K
- 46.19%
$245.03 - $293.5 $364K - $436K
1.73K $441K
POOL
Pool Corp

Industrials
-1.11K
- 45.51%
$339.32 - $390.03 $375K - $431K
1.32K $451K
JNJ
Johnson & Johnson

Healthcare
-695
- 3.6%
$143.34 - $165.86 $99.6K - $115K
18.6K $2.69M
WSO
Watsco Inc

Industrials
-822
- 41.24%
$466.57 - $568.78 $384K - $468K
1.17K $554K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-2.43K
- 45.91%
$104.0 - $138.19 $253K - $336K
2.86K $317K
UNH
Unitedhealth Group Inc

Healthcare
-275
- 7.8%
$485.52 - $625.25 $134K - $172K
3.25K $1.64M
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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