ADVISOR OS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 4K | $613.07K |
 | BFH | 4K | $210.31K |
 | VRT | 4K | $568.81K |
 | ALL | 4K | $801.46K |
 | UAL | 4K | $359.27K |
 | AMAT | 4K | $748.65K |
 | PRU | 4K | $377.26K |
 | DEO | 4K | $343.26K |
 | GLW | 4K | $287.31K |
 | BX | 3K | $592.63K |
 | AMD | 3K | $556.88K |
 | EOG | 3K | $385.24K |
 | COO | 3K | $232.07K |
 | ULS | 3K | $235.96K |
 | WEC | 3K | $375.06K |
 | BK | 3K | $351.43K |
 | COF | 3K | $684.72K |
 | EFX | 3K | $824.50K |
 | COST | 3K | $2.97M |
 | OTIS | 3K | $289.98K |
Morgan Stanley
MS
Shares Held
4K
Value
$613.07K
Bread Financial Holdings, Inc.
BFH
Shares Held
4K
Value
$210.31K
Vertiv Holdings Co
VRT
Shares Held
4K
Value
$568.81K
The Allstate Corporation
ALL
Shares Held
4K
Value
$801.46K
United Airlines Holdings, Inc.
UAL
Shares Held
4K
Value
$359.27K
Applied Materials, Inc.
AMAT
Shares Held
4K
Value
$748.65K
Prudential Financial, Inc.
PRU
Shares Held
4K
Value
$377.26K
Diageo plc
DEO
Shares Held
4K
Value
$343.26K
Corning Incorporated
GLW
Shares Held
4K
Value
$287.31K
Blackstone Inc.
BX
Shares Held
3K
Value
$592.63K
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$556.88K
EOG Resources, Inc.
EOG
Shares Held
3K
Value
$385.24K
The Cooper Companies, Inc.
COO
Shares Held
3K
Value
$232.07K
UL Solutions Inc.
ULS
Shares Held
3K
Value
$235.96K
WEC Energy Group, Inc.
WEC
Shares Held
3K
Value
$375.06K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$351.43K
Capital One Financial Corporation
COF
Shares Held
3K
Value
$684.72K
Equifax Inc.
EFX
Shares Held
3K
Value
$824.50K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.97M
Otis Worldwide Corporation
OTIS
Shares Held
3K
Value
$289.98K