Operose Advisors LLC Incresed Positions in Q3 2025

Operose Advisors LLC

  • $398 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.6K
+ 7.41%
$303.93 - $329.86 $5.03M - $5.46M
240K $78.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.94K
+ 13.29%
$567.77 - $614.76 $2.8M - $3.04M
42.1K $25.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18K
+ 19.54%
$108.46 - $120.63 $1.95M - $2.17M
110K $13.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
71.8K
+ 7.73%
$21.69 - $23.34 $1.56M - $1.68M
1M $23.3M
VO
Vanguard Mid Cap ETF

ETFs
5.79K
+ 13.1%
$279.83 - $293.74 $1.62M - $1.7M
49.9K $14.7M
VEA
Vanguard Ftse Developed Market

ETFs
13K
+ 3.08%
$56.02 - $60.3 $728K - $784K
436K $26.1M
NVDA
Nvidia Corp

Technology
3.29K
+ 14.42%
$153.3 - $186.58 $504K - $614K
26.1K $4.87M
SPY
Spdr S&P 500 ETF Trust

ETFs
847
+ 6.58%
$617.65 - $666.84 $523K - $565K
13.7K $9.14M
AVGO
Broadcom Inc.

Technology
1.32K
+ 10.8%
$264.74 - $369.57 $351K - $489K
13.6K $4.48M
MSFT
Microsoft Corp

Technology
1.62K
+ 19.27%
$491.09 - $535.64 $796K - $868K
10K $5.19M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.68K
+ 389.02%
$78.11 - $79.07 $756K - $765K
12.2K $959K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.41K
+ 449.04%
$339.37 - $366.46 $479K - $517K
1.72K $630K
UBER
Uber Technologies, Inc

Technology
3.78K
+ 2263.47%
$86.91 - $99.57 $329K - $376K
3.95K $386K
GE
General Electric CO

Industrials
901
+ 112.77%
$244.75 - $305.63 $221K - $275K
1.7K $511K
IVV
Ishares Core S&P 500 ETF

ETFs
87
+ 2.17%
$620.67 - $670.08 $54K - $58.3K
4.09K $2.74M
IVW
Ishares S&P 500 Growth ETF

ETFs
130
+ 0.6%
$108.97 - $121.65 $14.2K - $15.8K
21.9K $2.65M
ISRG
Intuitive Surgical Inc

Healthcare
553
+ 55300.0%
$433.66 - $544.47 $240K - $301K
554 $247K
GOOG
Alphabet Inc.

Communication Services
301
+ 11.51%
$175.16 - $255.24 $52.7K - $76.8K
2.92K $710K
LLY
Eli Lilly & CO

Healthcare
320
+ 59.93%
$625.65 - $812.69 $200K - $260K
854 $651K
DVY
Ishares Tr

ETFs
176
+ 0.78%
$133.88 - $142.57 $23.6K - $25.1K
22.7K $3.22M
FISV
Fiserv Inc

Technology
1.79K
+ 195.09%
N/A
2.71K $338K
ADBE
Adobe Inc.

Technology
662
+ 239.86%
$333.65 - $392.1 $221K - $260K
938 $330K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.38K
+ 3.34%
$62.09 - $66.51 $85.4K - $91.5K
42.6K $2.78M
AMD
Advanced Micro Devices Inc

Technology
350
+ 4.2%
$134.8 - $184.42 $47.2K - $64.5K
8.68K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
881
+ 10.31%
$211.65 - $238.24 $186K - $210K
9.43K $2.07M
VB
Vanguard Small Cap ETF

ETFs
461
+ 11.62%
$237.58 - $259.17 $110K - $119K
4.43K $1.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
137
+ 5.59%
$420.11 - $472.68 $57.6K - $64.8K
2.59K $1.21M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
148
+ 0.17%
$23.82 - $25.84 $3.53K - $3.82K
87K $2.24M
CAT
Caterpillar Inc

Industrials
4
+ 0.22%
$390.92 - $477.15 $1.56K - $1.91K
1.79K $855K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.82K
+ 13.44%
$50.79 - $54.95 $92.4K - $100K
15.4K $842K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.04%
$194.44 - $206.51 $972 - $1.03K
12.6K $2.6M
EFV
Msci Eafe Value ETF

ETFs
563
+ 2.65%
$62.79 - $68.42 $35.4K - $38.5K
21.8K $1.48M
IWV
Ishares Russell 3000 ETF

ETFs
329
+ 671.43%
$351.04 - $379.81 $115K - $125K
378 $143K
IEFA
Ishares Tr

ETFs
115
+ 0.39%
$81.7 - $87.53 $9.4K - $10.1K
29.7K $2.59M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
30
+ 0.17%
$122.57 - $132.57 $3.68K - $3.98K
17.8K $2.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.02%
$91.28 - $97.59 $456 - $488
22K $2.11M
HDV
Ishares Core High Dividend ETF

ETFs
409
+ 4.44%
$118.16 - $123.66 $48.3K - $50.6K
9.62K $1.18M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
811
+ 331.02%
$100.4 - $119.58 $81.4K - $97K
1.06K $117K
RSP
Invesco S&P 500 Equal Weight E

ETFs
449
+ 67.52%
$181.56 - $190.33 $81.5K - $85.5K
1.11K $211K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.07%
$155.17 - $185.42 $310 - $371
2.74K $507K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.03%
$291.67 - $316.99 $583 - $634
5.88K $1.79M
AVEM
American Centy ETF Tr Avantis

ETFs
858
+ 553.55%
$68.33 - $75.41 $58.6K - $64.7K
1.01K $76K
GLD
Spdr Gold Trust

ETFs
103
+ 18.8%
$300.96 - $355.47 $31K - $36.6K
651 $231K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.13K
+ 203.78%
$49.43 - $54.52 $55.9K - $61.7K
1.69K $91K
INTF
Ishares Tr

ETFs
1.73K
+ 216.37%
$33.72 - $36.17 $58.4K - $62.6K
2.53K $90K
WEC
Wec Energy Group, Inc.

Utilities
339
+ 26.61%
$103.66 - $114.59 $35.1K - $38.8K
1.61K $184K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
232
+ 2.49%
$64.58 - $69.94 $15K - $16.2K
9.57K $663K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
815
+ 12.08%
$41.91 - $44.87 $34.2K - $36.6K
7.56K $337K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.06%
$92.26 - $97.51 $554 - $585
10.6K $1.02M
Activity Summary
Buys All Purchases 154 New Holdings 62 Increased Positions 92 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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