ADVISOR OS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 9K | $2.65M |
 | PEP | 9K | $1.29M |
 | META | 9K | $6.62M |
 | TSM | 9K | $2.51M |
 | OMC | 9K | $732.74K |
 | TSLA | 9K | $3.97M |
 | TTD | 9K | $437.12K |
 | KKR | 9K | $1.12M |
 | DOX | 9K | $704.95K |
 | WFC | 8K | $690.99K |
 | GE | 8K | $2.35M |
 | CVX | 8K | $1.21M |
 | EBAY | 8K | $707.45K |
 | MPLX | 8K | $387.01K |
 | ZWS | 8K | $359.42K |
 | BSY | 8K | $389.31K |
 | ALC | 8K | $563.23K |
 | PM | 8K | $1.22M |
 | BMY | 8K | $340.04K |
 | RBA | 8K | $816.60K |
International Business Machines Corporation
IBM
Shares Held
9K
Value
$2.65M
PepsiCo, Inc.
PEP
Shares Held
9K
Value
$1.29M
Meta Platforms, Inc.
META
Shares Held
9K
Value
$6.62M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
9K
Value
$2.51M
Omnicom Group Inc.
OMC
Shares Held
9K
Value
$732.74K
Tesla, Inc.
TSLA
Shares Held
9K
Value
$3.97M
The Trade Desk, Inc.
TTD
Shares Held
9K
Value
$437.12K
KKR & Co. Inc.
KKR
Shares Held
9K
Value
$1.12M
Amdocs Limited
DOX
Shares Held
9K
Value
$704.95K
Wells Fargo & Company
WFC
Shares Held
8K
Value
$690.99K
GE Aerospace
GE
Shares Held
8K
Value
$2.35M
Chevron Corporation
CVX
Shares Held
8K
Value
$1.21M
eBay Inc.
EBAY
Shares Held
8K
Value
$707.45K
MPLX Lp
MPLX
Shares Held
8K
Value
$387.01K
Zurn Elkay Water Solutions Corporation
ZWS
Shares Held
8K
Value
$359.42K
Bentley Systems, Incorporated
BSY
Shares Held
8K
Value
$389.31K
Alcon Inc.
ALC
Shares Held
8K
Value
$563.23K
Philip Morris International Inc.
PM
Shares Held
8K
Value
$1.22M
Bristol-Myers Squibb Company
BMY
Shares Held
8K
Value
$340.04K
RB Global, Inc.
RBA
Shares Held
8K
Value
$816.60K