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 401–450 of 489
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IQV | IQVIA HLDGS INC | 63 | $1K–$15K | SH |
| PPL | PPL CORP | 403 | $1K–$15K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 37 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 73 | $1K–$15K | SH |
| VRT | VERTIV HOLDINGS CO | 75 | $1K–$15K | SH |
| CPB | THE CAMPBELLS COMPANY | 430 | $1K–$15K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 250 | $1K–$15K | SH |
| GOVT | ISHARES TR | 498 | $1K–$15K | SH |
| GOOG | ALPHABET INC | 36 | $1K–$15K | SH |
| HWM | HOWMET AEROSPACE INC | 55 | $1K–$15K | SH |
| POOL | POOL CORP | 48 | $1K–$15K | SH |
| CMI | CUMMINS INC | 21 | $1K–$15K | SH |
| BLK | BLACKROCK INC | 10 | $1K–$15K | SH |
| BAC | BANK AMERICA CORP | 187 | $1K–$15K | SH |
| QCOM | QUALCOMM INC | 60 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP | 30 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INC | 174 | $1K–$15K | SH |
| FNDF | SCHWAB STRATEGIC TR | 220 | $1K–$15K | SH |
| CG | CARLYLE GROUP INC | 161 | $1K–$15K | SH |
| NFLX | NETFLIX INC | 100 | $1K–$15K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 30 | $1K–$15K | SH |
| ESGU | ISHARES TR | 59 | $1K–$15K | SH |
| PWRD | TCW ETF TRUST | 91 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC | 142 | $1K–$15K | SH |
| SO | SOUTHERN CO | 93 | $1K–$15K | SH |
| LIN | LINDE PLC | 19 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC | 98 | $1K–$15K | SH |
| JAAA | JANUS DETROIT STR TR | 149 | $1K–$15K | SH |
| COST | COSTCO WHSL CORP NEW | 8 | $1K–$15K | SH |
| IGSB | ISHARES TR | 129 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY INC | 231 | $1K–$15K | SH |
| CRM | SALESFORCE INC | 25 | $1K–$15K | SH |
| INTC | INTEL CORP | 175 | $1K–$15K | SH |
| PSBD | PALMER SQUARE CAPITAL BDC IN | 525 | $1K–$15K | SH |
| LW | LAMB WESTON HLDGS INC | 137 | $1K–$15K | SH |
| VTI | VANGUARD INDEX FDS | 16 | $1K–$15K | SH |
| TMUS | T-MOBILE US INC | 26 | $1K–$15K | SH |
| HGER | HARBOR ETF TRUST | 209 | $1K–$15K | SH |
| SLYG | SPDR SERIES TRUST | 51 | $1K–$15K | SH |
| SPTL | SPDR SERIES TRUST | 164 | $1K–$15K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 19 | $1K–$15K | SH |
| LOW | LOWES COS INC | 17 | $1K–$15K | SH |
| SUSA | ISHARES TR | 29 | $1K–$15K | SH |
| ACN | ACCENTURE PLC IRELAND | 15 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP | 8 | $1K–$15K | SH |
| WM | WASTE MGMT INC DEL | 17 | $1K–$15K | SH |
| GVI | ISHARES TR | 33 | $1K–$15K | SH |
| GBDC | GOLUB CAP BDC INC | 215 | $1K–$15K | SH |
| SGOV | ISHARES TR | 27 | $1K–$15K | SH |
| NKE | NIKE INC | 41 | $1K–$15K | SH |