Operose Advisors LLC Incresed Positions in Q3 2024

Operose Advisors LLC

  • $307 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.75K
+ 4.52%
$255.18 - $283.2 $2.23M - $2.48M
202K $57.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
57.8K
+ 22.24%
$36.98 - $41.55 $2.14M - $2.4M
318K $13.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.47K
+ 15.88%
$475.2 - $527.7 $1.17M - $1.3M
18K $9.51M
VEA
Vanguard Ftse Developed Market

ETFs
6.97K
+ 2.37%
$47.6 - $53.31 $332K - $372K
301K $15.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
15K
+ 122.23%
$56.47 - $63.69 $847K - $955K
27.3K $1.72M
VTV
Vanguard Value ETF

ETFs
5.1K
+ 359.23%
$159.75 - $174.57 $815K - $890K
6.52K $1.14M
IVE
Ishares S&P 500 Value ETF

ETFs
3.42K
+ 39.91%
$181.06 - $197.17 $620K - $675K
12K $2.37M
AAPL
Apple Inc.

Technology
1.66K
+ 12.51%
$207.23 - $234.82 $343K - $389K
14.9K $3.47M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.76K
+ 29.1%
$111.9 - $124.28 $421K - $467K
16.7K $2.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.38K
+ 34.34%
$84.77 - $97.13 $456K - $522K
21K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 0.11%
$517.38 - $573.86 $7.24K - $8.03K
12.6K $7.22M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.98K
+ 18.17%
$84.81 - $93.54 $253K - $279K
19.4K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 2.16%
$245.82 - $304.51 $27.3K - $33.8K
5.25K $1.6M
T
At&T Inc.

Communication Services
6.96K
+ 19.43%
$18.21 - $22.28 $127K - $155K
42.8K $940K
IJS
Ishares S&P Smallcap 600 Value

ETFs
939
+ 7.18%
$95.81 - $109.03 $90K - $102K
14K $1.51M
VGSH
Vanguard

ETFs
3.99K
+ 4384.62%
$57.74 - $59.13 $230K - $236K
4.08K $240K
GIS
General Mills Inc

Consumer Defensive
3.03K
+ 1391.74%
$62.5 - $75.15 $190K - $228K
3.25K $240K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.53K
+ 6168.29%
$79.29 - $84.02 $201K - $212K
2.57K $215K
VZ
Verizon Communications Inc

Communication Services
2.88K
+ 14.87%
$38.89 - $45.0 $112K - $130K
22.3K $1M
VUG
Vanguard Growth ETF

ETFs
395
+ 14.25%
$341.08 - $391.94 $135K - $155K
3.17K $1.22M
MSFT
Microsoft Corp

Technology
666
+ 10.09%
$395.15 - $467.56 $263K - $311K
7.27K $3.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.96K
+ 8895.45%
$75.32 - $84.37 $147K - $165K
1.98K $165K
EXAS
Exact Sciences Corp

Healthcare
289
+ 5.27%
$42.43 - $70.83 $12.3K - $20.5K
5.78K $393K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.93%
$333.64 - $405.2 $7.67K - $9.32K
2.5K $1.01M
JNJ
Johnson & Johnson

Healthcare
507
+ 11.4%
$145.48 - $167.38 $73.8K - $84.9K
4.95K $802K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.89K
+ 5408.57%
$76.94 - $79.54 $146K - $151K
1.93K $153K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
754
+ 18.61%
$127.29 - $141.5 $96K - $107K
4.81K $670K
VIRT
Virtu Financial, Inc.

Financial Services
3.93K
+ 104.95%
$21.68 - $32.43 $85.1K - $127K
7.67K $233K
LMT
Lockheed Martin Corp

Industrials
158
+ 34.57%
$460.3 - $584.56 $72.7K - $92.4K
615 $359K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.79K
+ 24.49%
$57.32 - $62.65 $102K - $112K
9.08K $565K
APAM
Artisan Partners Asset Management Inc.

Financial Services
483
+ 0.86%
$38.04 - $44.16 $18.4K - $21.3K
56.8K $2.46M
BX
Blackstone Inc.

Financial Services
15
+ 0.36%
$120.77 - $159.66 $1.81K - $2.39K
4.21K $645K
CCI
Crown Castle International Corp

Real Estate
1.04K
+ 958.33%
$95.29 - $120.24 $98.6K - $124K
1.14K $135K
UNH
Unitedhealth Group Inc

Healthcare
75
+ 7.14%
$488.01 - $604.18 $36.6K - $45.3K
1.13K $658K
ABBV
Abb Vie Inc.

Healthcare
34
+ 0.78%
$163.84 - $199.33 $5.57K - $6.78K
4.37K $862K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
185
+ 0.64%
$59.93 - $66.52 $11.1K - $12.3K
29.2K $1.94M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$520.18 - $576.82 $520 - $577
3.92K $2.26M
CAT
Caterpillar Inc

Industrials
5
+ 0.26%
$316.8 - $391.12 $1.58K - $1.96K
1.91K $745K
MSI
Motorola Solutions, Inc.

Technology
11
+ 0.7%
$385.65 - $450.49 $4.24K - $4.96K
1.59K $716K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
991
+ 9.62%
$55.06 - $62.25 $54.6K - $61.7K
11.3K $694K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.09%
$237.84 - $263.83 $951 - $1.06K
4.6K $1.21M
LOW
Lowes Companies Inc

Consumer Cyclical
21
+ 1.15%
$213.3 - $270.78 $4.48K - $5.69K
1.85K $500K
KR
Kroger CO

Consumer Defensive
1.5K
+ 109.52%
$50.43 - $57.3 $75.4K - $85.7K
2.86K $163K
AVGO
Broadcom Inc.

Technology
5.78K
+ 913.43%
$136.27 - $1745.86 $788K - $10.1M
6.42K $1.11M
PFE
Pfizer Inc

Healthcare
2.97K
+ 221.15%
$27.7 - $31.39 $82.3K - $93.2K
4.31K $124K
VTHR
Vanguard Russell 3000 ETF

ETFs
25
+ 0.43%
$228.55 - $253.74 $5.71K - $6.34K
5.79K $1.47M
IWD
Ishares Russell 1000 Val ETF

ETFs
301
+ 16.46%
$173.36 - $189.8 $52.2K - $57.1K
2.13K $404K
IWF
Ishares Russell 1000 Gr ETF

ETFs
198
+ 21.88%
$332.02 - $382.76 $65.7K - $75.8K
1.1K $414K
SPGI
S&P Global Inc.

Financial Services
114
+ 33.93%
$446.32 - $527.38 $50.9K - $60.1K
450 $232K
Activity Summary
Buys All Purchases 192 New Holdings 56 Increased Positions 136 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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