Operose Advisors LLC Incresed Positions in Q3 2024

Operose Advisors LLC

  • $307 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
31
+ 13.42%
$238.42 - $276.53 $7.39K - $8.57K
262 $71K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
41
+ 17.08%
$210.25 - $231.86 $8.62K - $9.51K
281 $62K
AXP
American Express CO

Financial Services
30
+ 30.61%
$225.92 - $271.17 $6.78K - $8.14K
128 $34K
LYB
Lyondell Basell Industries N.V.

Basic Materials
125
+ 108.7%
$92.56 - $99.46 $11.6K - $12.4K
240 $23K
TT
Trane Technologies PLC

Industrials
14
+ 12.39%
$314.21 - $388.71 $4.4K - $5.44K
127 $49K
UNP
Union Pacific Corp

Industrials
19
+ 6.35%
$221.78 - $256.09 $4.21K - $4.87K
318 $78K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
79
+ 26.96%
$95.1 - $106.76 $7.51K - $8.43K
372 $39K
QCOM
Qualcomm Inc

Technology
410
+ 20.0%
$156.12 - $209.64 $64K - $86K
2.46K $418K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
68
+ 4.22%
$76.38 - $78.87 $5.19K - $5.36K
1.68K $132K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8
+ 0.33%
$38.03 - $42.06 $304 - $336
2.47K $103K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.05%
$92.63 - $105.69 $92.6 - $106
2.18K $227K
FTCS
First Trust Capital Strength E

ETFs
3
+ 0.25%
$83.58 - $90.94 $251 - $273
1.19K $107K
ACWI
Ishares Msci Acwi ETF

ETFs
57
+ 190.0%
$107.24 - $119.84 $6.11K - $6.83K
87 $10K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
380
+ 2.86%
$44.66 - $49.15 $17K - $18.7K
13.7K $643K
HON
Honeywell International Inc

Industrials
54
+ 9.02%
$196.73 - $220.21 $10.6K - $11.9K
653 $134K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.74%
$75.47 - $83.18 $604 - $665
1.08K $89K
PKG
Packaging Corp Of America

Consumer Cyclical
20
+ 111.11%
$176.32 - $215.7 $3.53K - $4.31K
38 $8K
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 10.07%
$148.65 - $191.18 $155K - $199K
11.4K $1.89M
ELV
Elevance Health, Inc.

Healthcare
10
+ 8.47%
$500.12 - $562.29 $5K - $5.62K
128 $66K
COP
Conocophillips

Energy
37
+ 12.71%
$102.3 - $116.61 $3.79K - $4.31K
328 $34K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 1.24%
$106.11 - $113.72 $212 - $227
163 $18K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31
+ 1.62%
$49.7 - $56.11 $1.54K - $1.74K
1.94K $106K
WM
Waste Management Inc

Industrials
38
+ 2.78%
$196.96 - $223.45 $7.48K - $8.49K
1.41K $292K
PAA
Plains All American Pipeline LP

Energy
33
+ 1.81%
$17.0 - $19.03 $561 - $628
1.85K $32K
Linde PLC
19
+ 8.56%
N/A
241 $0
ADC
Agree Realty Corp

Real Estate
1
+ 2.86%
$61.47 - $76.71 $61.5 - $76.7
36 $2K
Veralto Ord Wi
6
+ 4.2%
N/A
149 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
16
+ 9.76%
$84.18 - $106.5 $1.35K - $1.7K
180 $17K
DIS
Walt Disney CO

Communication Services
21
+ 3.47%
$85.6 - $98.61 $1.8K - $2.07K
626 $60K
CRH.L
Crh PLC

Basic Materials
197
+ 23.07%
N/A
1.05K $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
235
+ 500.0%
$150.73 - $974.56 $35.4K - $229K
282 $44K
ADBE
Adobe Inc.

Technology
21
+ 5.92%
$508.13 - $586.55 $10.7K - $12.3K
376 $194K
XLE
Energy Sector Spdr

ETFs
9
+ 0.59%
$84.35 - $93.39 $759 - $841
1.53K $134K
GOOG
Alphabet Inc.

Communication Services
80
+ 2.28%
$149.54 - $192.66 $12K - $15.4K
3.59K $600K
SCHW
Schwab Charles Corp

Financial Services
12
+ 0.09%
$61.74 - $76.08 $741 - $913
13.3K $862K
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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