ADVISOR OS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOK | 30K | $144.41K |
 | IRT | 30K | $490.34K |
 | EPD | 30K | $931.94K |
 | WMB | 30K | $1.87M |
 | GEN | 28K | $790.25K |
 | CSCO | 27K | $1.85M |
 | AMPH | 25K | $677.04K |
 | PG | 24K | $3.70M |
 | RC | 23K | $90.62K |
 | XOM | 22K | $2.48M |
 | BCSF | 22K | $308.40K |
 | CARR | 21K | $1.27M |
 | JPM | 20K | $6.47M |
 | CMG | 20K | $800.15K |
 | MDLZ | 19K | $1.21M |
 | KR | 19K | $1.29M |
 | SO | 18K | $1.72M |
 | LW | 18K | $1.05M |
 | IPG | 18K | $499.27K |
 | ABBV | 18K | $4.09M |
Nokia Oyj
NOK
Shares Held
30K
Value
$144.41K
Independence Realty Trust, Inc.
IRT
Shares Held
30K
Value
$490.34K
Enterprise Products Partners L.P.
EPD
Shares Held
30K
Value
$931.94K
The Williams Companies, Inc.
WMB
Shares Held
30K
Value
$1.87M
Gen Digital Inc.
GEN
Shares Held
28K
Value
$790.25K
Cisco Systems, Inc.
CSCO
Shares Held
27K
Value
$1.85M
Amphastar Pharmaceuticals, Inc.
AMPH
Shares Held
25K
Value
$677.04K
The Procter & Gamble Company
PG
Shares Held
24K
Value
$3.70M
Ready Capital Corporation
RC
Shares Held
23K
Value
$90.62K
Exxon Mobil Corporation
XOM
Shares Held
22K
Value
$2.48M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
22K
Value
$308.40K
Carrier Global Corporation
CARR
Shares Held
21K
Value
$1.27M
JPMorgan Chase & Co.
JPM
Shares Held
20K
Value
$6.47M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
20K
Value
$800.15K
Mondelez International, Inc.
MDLZ
Shares Held
19K
Value
$1.21M
The Kroger Co.
KR
Shares Held
19K
Value
$1.29M
The Southern Company
SO
Shares Held
18K
Value
$1.72M
Lamb Weston Holdings, Inc.
LW
Shares Held
18K
Value
$1.05M
The Interpublic Group of Companies, Inc.
IPG
Shares Held
18K
Value
$499.27K
AbbVie Inc.
ABBV
Shares Held
18K
Value
$4.09M