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 351–400 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | 98 | $15K–$50K | SH |
| COR | CENCORA INC | 101 | $15K–$50K | SH |
| SHV | ISHARES TR | 306 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 216 | $15K–$50K | SH |
| CI | THE CIGNA GROUP | 116 | $15K–$50K | SH |
| ALLE | ALLEGION PLC | 194 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 698 | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 115 | $15K–$50K | SH |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 121 | $15K–$50K | SH |
| ATI | ATI INC | 252 | $15K–$50K | SH |
| SHW | SHERWIN WILLIAMS CO | 89 | $15K–$50K | SH |
| FICO | FAIR ISAAC CORP | 17 | $15K–$50K | SH |
| IXUS | ISHARES TR | 336 | $15K–$50K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 101 | $15K–$50K | SH |
| MGC | VANGUARD WORLD FD | 109 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 47 | $15K–$50K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 50 | $15K–$50K | SH |
| ES | EVERSOURCE ENERGY | 377 | $15K–$50K | SH |
| GENM | SPINNAKER ETF SERIES | 2K | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 160 | $15K–$50K | SH |
| PFE | PFIZER INC | 954 | $15K–$50K | SH |
| VYM | VANGUARD WHITEHALL FDS | 160 | $15K–$50K | SH |
| AMP | AMERIPRISE FINL INC | 46 | $15K–$50K | SH |
| TTAN | SERVICETITAN INC | 208 | $15K–$50K | SH |
| GEN | GEN DIGITAL INC | 813 | $15K–$50K | SH |
| NTAP | NETAPP INC | 206 | $15K–$50K | SH |
| CBRE | CBRE GROUP INC | 132 | $15K–$50K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 567 | $15K–$50K | SH |
| AM | ANTERO MIDSTREAM CORP | 1K | $15K–$50K | SH |
| TSLA | TESLA INC | 46 | $15K–$50K | SH |
| XLC | SELECT SECTOR SPDR TR | 175 | $15K–$50K | SH |
| XOM | EXXON MOBIL CORP | 168 | $15K–$50K | SH |
| BSY | BENTLEY SYS INC | 527 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 35 | $15K–$50K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 163 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 93 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 98 | $15K–$50K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 209 | $15K–$50K | SH |
| PRMB | PRIMO BRANDS CORPORATION | 1K | $15K–$50K | SH |
| WSO | WATSCO INC | 55 | $15K–$50K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 318 | $15K–$50K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 345 | $15K–$50K | SH |
| MAS | MASCO CORP | 260 | $15K–$50K | SH |
| EBAY | EBAY INC. | 189 | $15K–$50K | SH |
| PYLD | PIMCO ETF TR | 613 | $15K–$50K | SH |
| ACGL | ARCH CAP GROUP LTD | 168 | $15K–$50K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 193 | $15K–$50K | SH |
| KR | KROGER CO | 244 | $15K–$50K | SH |
| MU | MICRON TECHNOLOGY INC | 53 | $15K–$50K | SH |
| HUBB | HUBBELL INC | 33 | $1K–$15K | SH |