CIK 1767580
Advisor OS, LLC
Institutional 13F holdings & portfolio
Holdings
489
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DAL | DELTA AIR LINES INC DEL | 3K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 727 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 24K | $100K–$500K | SH |
| NOK | NOKIA CORP | 30K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 834 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 644 | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 3K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 520 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| QYLD | GLOBAL X FDS | 10K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 2K | $100K–$500K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 14K | $100K–$500K | SH |
| CYBR | CYBERARK SOFTWARE LTD | 390 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 1K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 2K | $100K–$500K | SH |
| GLQ | CLOUGH GLOBAL EQUITY FD | 22K | $100K–$500K | SH |
| VRSK | VERISK ANALYTICS INC | 748 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 1K | $100K–$500K | SH |
| HSIC | HENRY SCHEIN INC | 2K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 506 | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 1K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 3K | $100K–$500K | SH |
| DKS | DICKS SPORTING GOODS INC | 742 | $100K–$500K | SH |
| AZO | AUTOZONE INC | 43 | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 154 | $100K–$500K | SH |
| AME | AMETEK INC | 694 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 160 | $100K–$500K | SH |
| WELL | WELLTOWER INC | 752 | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 619 | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 342 | $100K–$500K | SH |
| NMAI | NUVEEN MULTI ASSET INCOME FU | 10K | $100K–$500K | SH |
| VNT | VONTIER CORPORATION | 4K | $100K–$500K | SH |
| SRE | SEMPRA | 1K | $100K–$500K | SH |
| ACWI | ISHARES TR | 920 | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 996 | $100K–$500K | SH |
| DECK | DECKERS OUTDOOR CORP | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 561 | $100K–$500K | SH |
| MANH | MANHATTAN ASSOCIATES INC | 731 | $100K–$500K | SH |
| BOND | PIMCO ETF TR | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 1K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |