Advisor Os, LLC Sells in Q3 2025

Advisor Os, LLC

  • $1.07 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-158
- 0.69%
$52.39 - $53.11 $8.28K - $8.39K
22.8K $1.21M
USB
Us Bancorp \De\

Financial Services
-483
- 6.88%
$43.94 - $50.41 $21.2K - $24.3K
6.53K $315K
DDOG
Datadog, Inc.

Technology
-379
- 5.9%
$124.52 - $155.15 $47.2K - $58.8K
6.04K $860K
2023 ETF Series Trust
-971
- 1.12%
N/A
86K $0
Cooper Cos Inc
-819
- 19.48%
N/A
3.39K $0
Blackrock Inc
-30
- 3.52%
N/A
823 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-49
- 0.56%
N/A
8.69K $0
Linde PLC
-149
- 13.02%
N/A
995 $0
Veralto Corp
-265
- 4.22%
N/A
6.02K $0
Proshares Tr
-8.95K
- 5.32%
N/A
159K $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-83
- 0.15%
$25.39 - $25.57 $2.11K - $2.12K
55K $1.41M
EPD
Enterprise Products Partners L.P.

Energy
-164
- 0.55%
$30.74 - $32.14 $5.04K - $5.27K
29.8K $931K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.18K
- 5.89%
$24.38 - $26.34 $28.7K - $31.1K
18.9K $495K
ZWS
Zurn Water Solutions Corp

Industrials
-2.03K
- 21.0%
$36.48 - $47.94 $74.1K - $97.4K
7.64K $359K
AM
Antero Midstream Corp

Energy
-1
- 0.01%
$16.87 - $19.58 $16.9 - $19.6
14.4K $279K
CPB
Campbell Soup CO

Consumer Defensive
-199
- 1.26%
$30.41 - $34.03 $6.05K - $6.77K
15.6K $493K
OMC
Omnicom Group Inc.

Communication Services
-1.06K
- 10.53%
$70.41 - $81.53 $74.5K - $86.3K
8.99K $732K
VOTE
Engine No 1 ETF Tr

ETFs
-451
- 5.36%
$72.69 - $78.67 $32.8K - $35.5K
7.97K $625K
ROK
Rockwell Automation, Inc

Industrials
-1
- 0.12%
$328.67 - $358.52 $329 - $359
834 $291K
SE
Sea LTD

Consumer Cyclical
-53
- 4.14%
$146.23 - $196.5 $7.75K - $10.4K
1.23K $219K
MAS
Masco Corp

Industrials
-264
- 4.6%
$64.44 - $76.07 $17K - $20.1K
5.48K $385K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-390
- 0.69%
$17.81 - $18.39 $6.95K - $7.17K
55.8K $1.02M
AEP
American Electric Power CO Inc

Utilities
-414
- 5.51%
$103.26 - $115.0 $42.7K - $47.6K
7.1K $798K
IEFA
Ishares Tr

ETFs
-67
- 1.07%
$81.7 - $87.53 $5.47K - $5.86K
6.22K $543K
IYW
Ishares Dj Us Tech ETF

ETFs
-66
- 4.56%
$171.38 - $197.01 $11.3K - $13K
1.38K $270K
IXUS
Ishares Tr

ETFs
-52
- 1.12%
$76.35 - $82.58 $3.97K - $4.29K
4.59K $379K
LECO
Lincoln Electric Holdings Inc

Industrials
-39
- 3.58%
$210.22 - $247.76 $8.2K - $9.66K
1.05K $247K
NEE
Nextera Energy Inc

Utilities
-41
- 0.85%
$69.77 - $77.54 $2.86K - $3.18K
4.78K $360K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-32
- 0.97%
$100.63 - $112.27 $3.22K - $3.59K
3.28K $361K
BK
Bank Of New York Mellon Corp

Financial Services
-300
- 8.51%
$90.65 - $109.75 $27.2K - $32.9K
3.23K $351K
WST
West Pharmaceutical Services Inc

Healthcare
-345
- 12.24%
$210.08 - $279.1 $72.5K - $96.3K
2.47K $649K
K
Kellogg CO

Consumer Defensive
-22
- 0.15%
$76.96 - $82.02 $1.69K - $1.8K
14.4K $1.18M
CYBR
Cyber Ark Software Ltd.

Technology
-6
- 1.17%
$374.8 - $491.1 $2.25K - $2.95K
507 $244K
CATH
Global X Fds Global X S&P 500

ETFs
-779
- 4.42%
$75.38 - $81.32 $58.7K - $63.3K
16.9K $1.37M
CG
Carlyle Group Inc.

Financial Services
-580
- 8.85%
$52.82 - $69.35 $30.6K - $40.2K
5.97K $374K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-2.33K
- 15.57%
$56.32 - $68.81 $131K - $160K
12.6K $869K
CMI
Cummins Inc

Industrials
-576
- 19.14%
$327.85 - $426.39 $189K - $246K
2.43K $1.03M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-626
- 3.38%
$24.02 - $27.91 $15K - $17.5K
17.9K $499K
AZO
Autozone Inc

Consumer Cyclical
-5
- 4.24%
$3649.42 - $4354.54 $18.2K - $21.8K
113 $484K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-147
- 0.07%
$22.9 - $23.58 $3.37K - $3.47K
219K $5.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-245
- 2.28%
$291.67 - $316.99 $71.5K - $77.7K
10.5K $3.19M
NTAP
Net App, Inc.

Technology
-297
- 3.99%
$101.1 - $126.36 $30K - $37.5K
7.14K $846K
HOG
Harley Davidson, Inc.

Consumer Cyclical
-380
- 2.55%
$22.95 - $31.03 $8.72K - $11.8K
14.5K $405K
BX
Blackstone Inc.

Financial Services
-124
- 3.45%
$152.77 - $188.68 $18.9K - $23.4K
3.47K $592K
EME
Emcor Group, Inc.

Industrials
-21
- 3.46%
$530.88 - $655.83 $11.1K - $13.8K
586 $380K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.47K
- 1.91%
$42.43 - $45.05 $62.2K - $66.1K
75.5K $3.32M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.2K
- 6.3%
$25.29 - $28.33 $106K - $119K
62.4K $1.74M
PSX
Phillips 66

Energy
-164
- 3.47%
$118.37 - $139.46 $19.4K - $22.9K
4.56K $620K
ADM
Archer Daniels Midland CO

Consumer Defensive
-65
- 0.69%
$53.54 - $64.21 $3.48K - $4.17K
9.41K $561K
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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