CIK 1767580

Advisor OS, LLC

Institutional 13F holdings & portfolio

Holdings

489

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 451–489 of 489

Ticker	Company	Shares	Value	Type
VST	VISTRA CORP	16	$1K–$15K	SH
GS	GOLDMAN SACHS GROUP INC	2	$1K–$15K	SH
WEC	WEC ENERGY GROUP INC	16	$1K–$15K	SH
GE	GE AEROSPACE	5	$1K–$15K	SH
NTRS	NORTHERN TR CORP	11	$1K–$15K	SH
TRMB	TRIMBLE INC	19	$1K–$15K	SH
BRO	BROWN & BROWN INC	18	$1K–$15K	SH
GEV	GE VERNOVA INC	2	$1K–$15K	SH
SCHG	SCHWAB STRATEGIC TR	40	$1K–$15K	SH
KLAC	KLA CORP	1	$1K–$15K	SH
COF	CAPITAL ONE FINL CORP	5	$1K–$15K	SH
KKR	KKR & CO INC	9	$1K–$15K	SH
OMC	OMNICOM GROUP INC	14	$1K–$15K	SH
AMAT	APPLIED MATLS INC	4	$1K–$15K	SH
QQQM	INVESCO EXCH TRADED FD TR II	4	$1K–$15K	SH
PEP	PEPSICO INC	7	$1K–$15K	SH
INTU	INTUIT	1	<$1K	SH
CMCSA	COMCAST CORP NEW	31	<$1K	SH
LNT	ALLIANT ENERGY CORP	14	<$1K	SH
ADBE	ADOBE INC	2	<$1K	SH
HIG	HARTFORD INSURANCE GROUP INC	5	<$1K	SH
SKYY	FIRST TR EXCHANGE TRADED FD	5	<$1K	SH
RTO	RENTOKIL INITIAL PLC	20	<$1K	SH
APD	AIR PRODS & CHEMS INC	2	<$1K	SH
SNPS	SYNOPSYS INC	1	<$1K	SH
UNP	UNION PAC CORP	2	<$1K	SH
TGT	TARGET CORP	4	<$1K	SH
TT	TRANE TECHNOLOGIES PLC	1	<$1K	SH
MSI	MOTOROLA SOLUTIONS INC	1	<$1K	SH
SYY	SYSCO CORP	5	<$1K	SH
DRI	DARDEN RESTAURANTS INC	2	<$1K	SH
AON	AON PLC	1	<$1K	SH
SCHR	SCHWAB STRATEGIC TR	14	<$1K	SH
EW	EDWARDS LIFESCIENCES CORP	4	<$1K	SH
MET	METLIFE INC	4	<$1K	SH
ADI	ANALOG DEVICES INC	1	<$1K	SH
VEA	VANGUARD TAX-MANAGED FDS	4	<$1K	SH
CTAS	CINTAS CORP	1	<$1K	SH
SCHO	SCHWAB STRATEGIC TR	2	<$1K	SH