Advisor OS
Latest statistics and disclosures from Advisor OS's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VIG, IEF, AAPL, RSP, and represent 25.37% of Advisor OS's stock portfolio.
- Added to shares of these 10 stocks: FPE (+$8.3M), AVUV (+$5.8M), GBDC, VOO, SCTXX, JAAA, VEA, VIG, ISPY, IWF.
- Started 43 new stock positions in F, Calamos Etf Tr, SE, CASY, SHM, CBOE, ISPY, MLM, CGBL, VRT.
- Reduced shares in these 10 stocks: TDVI (-$8.1M), XHB, LW, K, AAPL, , COR, ON, EAGL, .
- Sold out of its positions in ELV, CME, DLB, EW, TDVI, GEF, PSI, ITB, JEPQ, LCII. LRCX, LW, ON, PUK, GLD, SCHW, XLY, TRI, VXUS, BND, XYL, Ferguson Plc F.
- Advisor OS was a net buyer of stock by $37M.
- Advisor OS has $1.0B in assets under management (AUM), dropping by 9.66%.
- Central Index Key (CIK): 0001767580
Tip: Access up to 7 years of quarterly data
Positions held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Advisor OS
Advisor OS holds 406 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.0 | $91M | +4% | 172k | 527.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.4 | $54M | +5% | 275k | 198.06 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.5 | $45M | +3% | 462k | 98.15 |
|
| Apple (AAPL) | 3.8 | $38M | -3% | 163k | 233.05 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.7 | $28M | 154k | 179.16 |
|
|
| Northrop Grumman Corporation (NOC) | 2.5 | $25M | 47k | 528.16 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.2 | $23M | +6% | 225k | 100.69 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.1 | $21M | +37% | 220k | 95.95 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.0 | $20M | +18% | 402k | 50.88 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.9 | $19M | +5% | 380k | 50.94 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $19M | +17% | 49k | 375.38 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.8 | $18M | +8% | 271k | 67.51 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.7 | $17M | +9% | 369k | 46.74 |
|
| Microsoft Corporation (MSFT) | 1.7 | $17M | +2% | 39k | 430.41 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 1.6 | $17M | +26% | 17M | 1.00 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 1.6 | $16M | -2% | 627k | 25.47 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $16M | +25% | 300k | 52.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $16M | 55k | 283.16 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $15M | +5% | 126k | 121.44 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 1.2 | $12M | +11% | 244k | 50.74 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $12M | -3% | 20k | 565.00 |
|
| T Rowe Price Etf Price Blue Chip (TCHP) | 1.0 | $10M | 257k | 39.64 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.9 | $9.1M | +1087% | 503k | 18.10 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.9 | $8.8M | +9% | 193k | 45.51 |
|
| Amazon (AMZN) | 0.8 | $8.6M | 46k | 186.33 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.7 | $7.2M | +7% | 79k | 90.40 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.7 | $7.1M | +7% | 53k | 135.44 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $7.1M | +7% | 31k | 225.76 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.7 | $6.7M | +7% | 138k | 48.68 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.7 | $6.7M | +19% | 147k | 45.32 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $6.0M | -3% | 26k | 237.20 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $6.0M | +5% | 101k | 59.51 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.6 | $5.7M | +2% | 49k | 117.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.6M | 34k | 165.85 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.5 | $4.8M | 102k | 47.55 |
|
|
| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.5 | $4.7M | -17% | 171k | 27.36 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.5M | +8% | 5.1k | 890.96 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $4.4M | -3% | 75k | 59.50 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $4.2M | 51k | 82.94 |
|
|
| Golub Capital BDC (GBDC) | 0.4 | $4.2M | NEW | 275k | 15.11 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $4.1M | +15% | 75k | 54.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.1M | -8% | 8.8k | 460.26 |
|
| Meta Platforms Cl A (META) | 0.4 | $4.0M | +9% | 7.0k | 572.42 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.9M | +7% | 18k | 210.85 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.8M | +10% | 22k | 173.20 |
|
| Marvell Technology (MRVL) | 0.4 | $3.7M | -6% | 52k | 72.12 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $3.7M | +18% | 38k | 96.95 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.4 | $3.6M | 79k | 45.65 |
|
|
| Caci Intl Cl A (CACI) | 0.3 | $3.4M | -7% | 6.8k | 504.56 |
|
| Danaher Corporation (DHR) | 0.3 | $3.4M | -13% | 12k | 278.04 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $3.3M | 26k | 128.20 |
|
|
| Visa Com Cl A (V) | 0.3 | $3.2M | -5% | 12k | 274.97 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $3.2M | +2% | 177k | 18.04 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.3 | $3.1M | -13% | 41k | 77.43 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $3.1M | +2% | 28k | 114.18 |
|
| Johnson & Johnson (JNJ) | 0.3 | $3.1M | +9% | 19k | 162.08 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.3 | $3.1M | 44k | 70.06 |
|
|
| Abbvie (ABBV) | 0.3 | $3.1M | +7% | 16k | 197.43 |
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.3 | $3.0M | NEW | 67k | 44.82 |
|
| Crown Holdings (CCK) | 0.3 | $3.0M | -2% | 31k | 95.88 |
|
| Merck & Co (MRK) | 0.3 | $2.8M | 25k | 113.56 |
|
|
| Charles River Laboratories (CRL) | 0.3 | $2.8M | -14% | 14k | 196.97 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $2.8M | +13% | 15k | 181.99 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.8M | +4% | 9.1k | 304.51 |
|
| Alps Etf Tr Active Reit Etf (REIT) | 0.3 | $2.8M | NEW | 95k | 29.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $2.8M | +17% | 27k | 101.27 |
|
| Sba Communications Corp Cl A (SBAC) | 0.3 | $2.7M | -9% | 11k | 240.70 |
|
| Clean Harbors (CLH) | 0.3 | $2.7M | -7% | 11k | 241.71 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $2.6M | -3% | 8.2k | 321.93 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $2.6M | 42k | 63.00 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.6M | -2% | 16k | 167.19 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $2.6M | 69k | 37.58 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $2.5M | -7% | 5.2k | 488.00 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.5M | +13% | 31k | 80.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.5M | 6.5k | 384.00 |
|
|
| Api Group Corp Com Stk (APG) | 0.2 | $2.5M | -3% | 76k | 33.02 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.5M | +5% | 2.8k | 886.52 |
|
| Broadcom (AVGO) | 0.2 | $2.4M | +1169% | 14k | 172.50 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $2.4M | -4% | 45k | 52.86 |
|
| Cbre Group Cl A (CBRE) | 0.2 | $2.3M | -22% | 18k | 124.50 |
|
| Servicenow (NOW) | 0.2 | $2.3M | -5% | 2.6k | 894.39 |
|
| Coca-Cola Company (KO) | 0.2 | $2.3M | +4% | 32k | 71.86 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $2.3M | 24k | 93.11 |
|
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.2 | $2.2M | -3% | 42k | 52.13 |
|
| Ametek (AME) | 0.2 | $2.2M | +25% | 13k | 171.71 |
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.2 | $2.2M | +11% | 37k | 58.75 |
|
| Pepsi (PEP) | 0.2 | $2.2M | -3% | 13k | 170.06 |
|
| Home Depot (HD) | 0.2 | $2.1M | +5% | 5.1k | 405.20 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $2.1M | -3% | 44k | 46.73 |
|
| UnitedHealth (UNH) | 0.2 | $2.1M | +8% | 3.5k | 584.60 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $2.0M | +16% | 76k | 26.97 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | +4% | 17k | 117.24 |
|
| Bank of America Corporation (BAC) | 0.2 | $2.0M | +8% | 51k | 39.68 |
|
| Jabil Circuit (JBL) | 0.2 | $2.0M | -22% | 17k | 119.83 |
|
| Intuit (INTU) | 0.2 | $2.0M | -3% | 3.2k | 621.00 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 8.7k | 221.64 |
|
|
| Kkr & Co (KKR) | 0.2 | $1.9M | +3% | 15k | 130.58 |
|
| International Business Machines (IBM) | 0.2 | $1.8M | +22% | 8.3k | 221.08 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.8M | -3% | 3.0k | 618.57 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $1.8M | 52k | 34.29 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.7M | 15k | 116.95 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.7M | -2% | 3.0k | 576.82 |
|
| Progressive Corporation (PGR) | 0.2 | $1.7M | 6.6k | 253.78 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.7M | -25% | 20k | 83.63 |
|
| Reddit Cl A (RDDT) | 0.2 | $1.7M | NEW | 25k | 65.92 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $1.6M | -4% | 1.8k | 924.51 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.6M | -2% | 14k | 119.07 |
|
| Tesla Motors (TSLA) | 0.2 | $1.6M | +2% | 6.1k | 261.63 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.6M | +28% | 37k | 43.42 |
|
| Uber Technologies (UBER) | 0.2 | $1.5M | -4% | 21k | 75.16 |
|
| Martin Marietta Materials (MLM) | 0.1 | $1.5M | NEW | 2.8k | 538.25 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.5M | 2.5k | 584.56 |
|
|
| Southern Company (SO) | 0.1 | $1.5M | +12% | 16k | 90.18 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | -38% | 12k | 121.16 |
|
| Becton, Dickinson and (BDX) | 0.1 | $1.4M | +544% | 6.0k | 241.20 |
|
| Pfizer (PFE) | 0.1 | $1.4M | +4% | 49k | 28.92 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.4M | 5.1k | 281.37 |
|
|
| Target Corporation (TGT) | 0.1 | $1.4M | +15% | 9.0k | 155.86 |
|
| Caterpillar (CAT) | 0.1 | $1.4M | +3% | 3.5k | 391.00 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | +6% | 12k | 115.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | +7% | 2.7k | 493.80 |
|
| Wabtec Corporation (WAB) | 0.1 | $1.3M | -4% | 7.3k | 181.80 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $1.3M | +20% | 25k | 53.04 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | -8% | 7.4k | 173.67 |
|
| Cisco Systems (CSCO) | 0.1 | $1.3M | +11% | 24k | 53.22 |
|
| Oneok (OKE) | 0.1 | $1.3M | 14k | 91.00 |
|
|
| Amphastar Pharmaceuticals (AMPH) | 0.1 | $1.3M | 26k | 48.52 |
|
|
| Msci (MSCI) | 0.1 | $1.3M | -11% | 2.1k | 582.92 |
|
| Lennox International (LII) | 0.1 | $1.2M | -32% | 2.1k | 604.29 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | -7% | 4.2k | 297.73 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.2M | +4% | 15k | 79.44 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.2M | -15% | 21k | 57.62 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $1.2M | -7% | 18k | 69.39 |
|
| Kellogg Company (K) | 0.1 | $1.2M | -64% | 15k | 80.71 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.2M | 23k | 52.66 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.1 | $1.2M | -12% | 26k | 45.48 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.2M | -9% | 4.3k | 271.00 |
|
| Fortive (FTV) | 0.1 | $1.2M | -2% | 15k | 78.93 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $1.2M | 5.6k | 206.65 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.1M | 22k | 51.50 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.1M | 9.7k | 114.01 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $1.1M | NEW | 6.8k | 160.64 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $1.1M | -28% | 556.00 | 1943.50 |
|
| Verisk Analytics (VRSK) | 0.1 | $1.1M | +2% | 4.0k | 267.84 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.1M | -28% | 7.6k | 139.36 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.1M | +4% | 1.4k | 774.00 |
|
| Cooper Cos (COO) | 0.1 | $1.1M | -34% | 9.6k | 110.34 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $1.0M | -33% | 21k | 50.81 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.0M | +4% | 7.4k | 142.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.0M | 3.9k | 264.00 |
|
|
| Williams Companies (WMB) | 0.1 | $1.0M | +3% | 22k | 45.64 |
|
| Teradyne (TER) | 0.1 | $992k | -30% | 7.4k | 133.93 |
|
| Dynatrace Com New (DT) | 0.1 | $990k | 19k | 53.47 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $980k | -30% | 2.0k | 491.88 |
|
| Ecolab (ECL) | 0.1 | $966k | -5% | 3.8k | 255.33 |
|
| Nordson Corporation (NDSN) | 0.1 | $965k | -31% | 3.7k | 262.63 |
|
| Amgen (AMGN) | 0.1 | $956k | +8% | 3.0k | 322.24 |
|
| Waste Management (WM) | 0.1 | $949k | +2% | 4.6k | 207.52 |
|
| Equifax (EFX) | 0.1 | $946k | -31% | 3.2k | 293.85 |
|
| Walker & Dunlop (WD) | 0.1 | $945k | -16% | 8.3k | 113.59 |
|
| Linde SHS (LIN) | 0.1 | $924k | 1.9k | 477.00 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $915k | +53% | 4.9k | 188.50 |
|
| Pool Corporation (POOL) | 0.1 | $915k | -34% | 2.4k | 376.80 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $914k | +2% | 16k | 56.73 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $913k | 4.4k | 206.46 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $907k | -31% | 2.4k | 370.32 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $903k | -5% | 8.1k | 111.86 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $903k | 7.1k | 126.81 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $893k | +11% | 12k | 73.69 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $892k | +4% | 2.5k | 353.48 |
|
| Gartner (IT) | 0.1 | $889k | -5% | 1.8k | 506.77 |
|
| Carrier Global Corporation (CARR) | 0.1 | $885k | +15% | 11k | 80.50 |
|
| Clorox Company (CLX) | 0.1 | $876k | +17% | 5.4k | 162.91 |
|
| American Express Company (AXP) | 0.1 | $876k | +7% | 3.2k | 271.17 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $875k | -17% | 1.7k | 505.00 |
|
| Workday Cl A (WDAY) | 0.1 | $872k | -2% | 3.6k | 244.41 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $869k | NEW | 5.6k | 155.84 |
|
| Enterprise Products Partners (EPD) | 0.1 | $859k | 30k | 29.11 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $855k | -18% | 1.0k | 833.26 |
|
| West Pharmaceutical Services (WST) | 0.1 | $855k | -5% | 2.8k | 300.16 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $834k | -10% | 5.9k | 140.33 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $808k | -32% | 3.5k | 232.63 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $804k | -31% | 4.6k | 176.54 |
|
| Rollins (ROL) | 0.1 | $797k | -32% | 16k | 50.58 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $795k | 13k | 60.70 |
|
|
| Nfj Dividend Interest (NFJ) | 0.1 | $791k | +28% | 61k | 13.04 |
|
| Kinder Morgan (KMI) | 0.1 | $785k | 36k | 22.09 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $776k | +7% | 9.9k | 78.06 |
|
| Cardinal Health (CAH) | 0.1 | $770k | +10% | 7.0k | 110.51 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $768k | -7% | 5.2k | 148.48 |
|
| Aspen Technology (AZPN) | 0.1 | $763k | -32% | 3.2k | 238.83 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $758k | +3% | 20k | 37.48 |
|
| Palo Alto Networks (PANW) | 0.1 | $758k | -2% | 2.2k | 341.80 |
|
| Quanta Services (PWR) | 0.1 | $758k | +2% | 2.5k | 298.15 |
|
| Dollar General (DG) | 0.1 | $755k | -11% | 8.9k | 84.57 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $747k | +13% | 7.3k | 102.32 |
|
| Walt Disney Company (DIS) | 0.1 | $745k | 7.7k | 96.17 |
|
|
| Republic Services (RSG) | 0.1 | $745k | +3% | 3.7k | 200.84 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $742k | -32% | 5.3k | 140.13 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $739k | 46k | 16.05 |
|
|
| Qualcomm (QCOM) | 0.1 | $737k | +15% | 4.3k | 170.00 |
|
| Amdocs SHS (DOX) | 0.1 | $737k | +12% | 8.4k | 87.48 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $736k | +6% | 6.6k | 111.88 |
|
| At&t (T) | 0.1 | $729k | +4% | 33k | 22.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $728k | +2% | 1.4k | 517.78 |
|
| Netflix (NFLX) | 0.1 | $726k | 1.0k | 709.25 |
|
|
| Allegion Ord Shs (ALLE) | 0.1 | $706k | -32% | 4.8k | 145.85 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $705k | +36% | 6.4k | 110.63 |
|
| Philip Morris International (PM) | 0.1 | $700k | +4% | 5.8k | 121.40 |
|
| Union Pacific Corporation (UNP) | 0.1 | $699k | +6% | 2.8k | 246.33 |
|
| Cintas Corporation (CTAS) | 0.1 | $696k | +334% | 3.4k | 205.91 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $696k | +77% | 3.7k | 189.80 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $691k | 17k | 41.28 |
|
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $668k | -36% | 19k | 35.94 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $668k | -8% | 1.4k | 470.11 |
|
| Hormel Foods Corporation (HRL) | 0.1 | $663k | +15% | 21k | 31.70 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $655k | 19k | 34.13 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $652k | +113% | 1.3k | 491.27 |
|
| Nextera Energy (NEE) | 0.1 | $652k | -2% | 7.7k | 84.54 |
|
| Casey's General Stores (CASY) | 0.1 | $644k | NEW | 1.7k | 375.71 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $644k | -31% | 1.1k | 601.84 |
|
| Verizon Communications (VZ) | 0.1 | $643k | +12% | 14k | 44.91 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $642k | +4% | 6.8k | 94.61 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $640k | 7.4k | 86.82 |
|
|
| Exponent (EXPO) | 0.1 | $640k | -33% | 5.5k | 115.28 |
|
| American Electric Power Company (AEP) | 0.1 | $636k | +22% | 6.2k | 102.61 |
|
| Eaton Corp SHS (ETN) | 0.1 | $634k | +7% | 1.9k | 331.50 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $626k | 5.8k | 108.20 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $624k | +7% | 3.8k | 164.08 |
|
| Independence Realty Trust In (IRT) | 0.1 | $616k | NEW | 30k | 20.50 |
|
| Saia (SAIA) | 0.1 | $607k | -32% | 1.4k | 437.27 |
|
| Chevron Corporation (CVX) | 0.1 | $592k | -16% | 4.0k | 147.27 |
|
| Automatic Data Processing (ADP) | 0.1 | $580k | 2.1k | 276.73 |
|
|
| Choice Hotels International (CHH) | 0.1 | $578k | -25% | 4.4k | 130.30 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $564k | -34% | 1.3k | 437.66 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $564k | 2.0k | 284.00 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $563k | -34% | 6.5k | 86.70 |
|
| Siteone Landscape Supply (SITE) | 0.1 | $556k | -34% | 3.7k | 150.91 |
|
| Thor Industries (THO) | 0.1 | $549k | -33% | 5.0k | 109.89 |
|
| Icon SHS (ICLR) | 0.1 | $540k | -5% | 1.9k | 287.31 |
|
| Phillips 66 (PSX) | 0.1 | $538k | +3% | 4.1k | 131.45 |
|
| Universal Display Corporation (OLED) | 0.1 | $534k | NEW | 2.5k | 209.91 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $533k | +2% | 845.00 | 631.22 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $529k | 8.1k | 65.16 |
|
|
| Alcon Ord Shs (ALC) | 0.1 | $526k | -17% | 5.3k | 100.07 |
|
| Oracle Corporation (ORCL) | 0.1 | $522k | +12% | 3.1k | 170.40 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $522k | -10% | 6.1k | 85.54 |
|
| Rb Global (RBA) | 0.1 | $519k | -22% | 6.4k | 80.49 |
|
| Altria (MO) | 0.1 | $517k | +8% | 10k | 51.04 |
|
| Sempra Energy (SRE) | 0.1 | $513k | -38% | 6.1k | 83.63 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $511k | +16% | 12k | 41.77 |
|
| Cbre Clarion Global Real Estat re (IGR) | 0.1 | $508k | +90% | 77k | 6.57 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $488k | NEW | 2.5k | 198.57 |
|
| Metropcs Communications (TMUS) | 0.0 | $481k | +14% | 2.3k | 206.36 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $478k | -64% | 3.1k | 153.11 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $477k | 12k | 39.27 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $474k | +7% | 6.1k | 78.05 |
|
| Cummins (CMI) | 0.0 | $473k | +6% | 1.5k | 323.80 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.0 | $471k | NEW | 15k | 31.05 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $468k | +110% | 5.1k | 91.81 |
|
| Vistra Energy (VST) | 0.0 | $457k | +11% | 3.9k | 118.54 |
|
| Hca Holdings (HCA) | 0.0 | $456k | +10% | 1.1k | 406.43 |
|
| Prudential Financial (PRU) | 0.0 | $456k | +5% | 3.8k | 121.13 |
|
| MercadoLibre (MELI) | 0.0 | $451k | -8% | 220.00 | 2052.00 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $448k | +30% | 13k | 34.28 |
|
| Dell Technologies CL C (DELL) | 0.0 | $436k | +39% | 3.7k | 118.53 |
|
| Nike CL B (NKE) | 0.0 | $434k | -8% | 4.9k | 88.41 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $431k | 4.1k | 104.18 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $430k | -57% | 4.4k | 97.47 |
|
| Deere & Company (DE) | 0.0 | $423k | +14% | 1.0k | 417.33 |
|
| Medtronic SHS (MDT) | 0.0 | $421k | +6% | 4.7k | 90.00 |
|
| salesforce (CRM) | 0.0 | $421k | -6% | 1.5k | 274.50 |
|
| Omni (OMC) | 0.0 | $413k | +4% | 4.0k | 103.42 |
|
| Arista Networks (ANET) | 0.0 | $413k | +3% | 1.1k | 383.82 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $410k | -6% | 5.3k | 77.93 |
|
| American Water Works (AWK) | 0.0 | $407k | +4% | 2.8k | 146.24 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $394k | 4.1k | 95.50 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $388k | +3% | 1.6k | 245.41 |
|
| S&p Global (SPGI) | 0.0 | $388k | +15% | 750.00 | 516.61 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $387k | -4% | 2.2k | 179.28 |
|
| ConocoPhillips (COP) | 0.0 | $384k | +3% | 3.6k | 105.28 |
|
| Gilead Sciences (GILD) | 0.0 | $383k | +17% | 4.6k | 83.82 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $380k | 7.5k | 50.65 |
|
|
| Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $373k | 37k | 10.18 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $370k | 3.1k | 120.39 |
|
|
| Manhattan Associates (MANH) | 0.0 | $366k | NEW | 1.3k | 281.38 |
|
| Waste Connections (WCN) | 0.0 | $364k | -12% | 2.0k | 178.83 |
|
| Aon Shs Cl A (AON) | 0.0 | $361k | -14% | 1.0k | 346.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $359k | -9% | 1.3k | 280.47 |
|
| Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) | 0.0 | $357k | +13% | 7.1k | 50.37 |
|
| AutoZone (AZO) | 0.0 | $356k | -3% | 113.00 | 3150.04 |
|
| MetLife (MET) | 0.0 | $355k | +3% | 4.3k | 82.50 |
|
| Zoetis Cl A (ZTS) | 0.0 | $351k | +20% | 1.8k | 195.38 |
|
| 3M Company (MMM) | 0.0 | $350k | -3% | 2.6k | 136.73 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $345k | -5% | 4.8k | 72.63 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $345k | 7.7k | 44.46 |
|
|
| Eversource Energy (ES) | 0.0 | $344k | NEW | 5.1k | 68.05 |
|
| Sea Sponsord Ads (SE) | 0.0 | $344k | NEW | 3.6k | 94.28 |
|
| Paychex (PAYX) | 0.0 | $341k | +2% | 2.5k | 134.19 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $339k | -21% | 5.4k | 62.56 |
|
| BlackRock (BLK) | 0.0 | $338k | +9% | 356.00 | 949.53 |
|
| Icici Bank Adr (IBN) | 0.0 | $337k | -11% | 11k | 29.86 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $337k | -6% | 915.00 | 368.52 |
|
| Boeing Company (BA) | 0.0 | $336k | 2.2k | 152.01 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $332k | NEW | 2.5k | 135.04 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $332k | 2.6k | 125.62 |
|
|
| Norfolk Southern (NSC) | 0.0 | $331k | +2% | 1.3k | 248.50 |
|
| Cdw (CDW) | 0.0 | $329k | NEW | 1.5k | 226.30 |
|
| EOG Resources (EOG) | 0.0 | $328k | 2.7k | 122.93 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $328k | 2.6k | 126.18 |
|
|
| AmerisourceBergen (COR) | 0.0 | $324k | -77% | 1.4k | 225.09 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $321k | +17% | 4.5k | 71.68 |
|
| Steris Shs Usd (STE) | 0.0 | $320k | -11% | 1.3k | 242.53 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $320k | +20% | 3.1k | 104.00 |
|
| Entergy Corporation (ETR) | 0.0 | $317k | -10% | 2.4k | 131.62 |
|
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $316k | +2% | 19k | 16.60 |
|
| Travelers Companies (TRV) | 0.0 | $315k | +3% | 1.3k | 234.12 |
|
| Lowe's Companies (LOW) | 0.0 | $313k | +17% | 1.2k | 270.84 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $311k | -46% | 3.8k | 82.48 |
|
| TJX Companies (TJX) | 0.0 | $308k | 2.6k | 117.53 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $308k | +4% | 2.8k | 110.12 |
|
| Applied Materials (AMAT) | 0.0 | $308k | -8% | 1.5k | 202.00 |
|
| Ansys (ANSS) | 0.0 | $306k | +2% | 959.00 | 318.63 |
|
| Wec Energy Group (WEC) | 0.0 | $300k | -44% | 3.1k | 96.25 |
|
| Coupang Cl A (CPNG) | 0.0 | $299k | -9% | 12k | 24.55 |
|
| CSX Corporation (CSX) | 0.0 | $298k | +2% | 8.6k | 34.53 |
|
| Eaton Vance Senior Floating Rate Fund (EFR) | 0.0 | $297k | +40% | 23k | 12.75 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $297k | 6.5k | 45.89 |
|
|
| Flex Ord (FLEX) | 0.0 | $293k | NEW | 8.8k | 33.43 |
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $289k | -73% | 1.8k | 158.81 |
|
| Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE) | 0.0 | $287k | +8% | 10k | 27.50 |
|
| Prologis (PLD) | 0.0 | $286k | +12% | 2.3k | 126.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $283k | -20% | 4.5k | 62.32 |
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $283k | -91% | 2.3k | 124.50 |
|
| Trane Technologies SHS (TT) | 0.0 | $282k | 725.00 | 388.83 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $277k | +9% | 6.1k | 45.73 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $276k | -10% | 2.6k | 107.08 |
|
| Ge Vernova (GEV) | 0.0 | $274k | NEW | 1.1k | 254.98 |
|
| First Tr Exchange Traded Intl Equity Opp (FPXI) | 0.0 | $269k | 5.6k | 48.36 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $266k | +16% | 4.0k | 66.54 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $265k | -5% | 1.6k | 162.94 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $265k | 2.6k | 102.24 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $263k | +2% | 4.7k | 56.49 |
|
| Analog Devices (ADI) | 0.0 | $261k | 1.1k | 230.16 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $260k | -2% | 4.4k | 59.74 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $257k | -9% | 6.3k | 41.14 |
|
| Targa Res Corp (TRGP) | 0.0 | $255k | +3% | 1.7k | 148.00 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $250k | 538.00 | 465.08 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $250k | +5% | 2.4k | 104.24 |
|
| Monday SHS (MNDY) | 0.0 | $250k | -7% | 899.00 | 277.77 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $248k | -4% | 1.4k | 175.22 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.0 | $248k | -3% | 11k | 22.61 |
|
| Roper Industries (ROP) | 0.0 | $245k | -7% | 440.00 | 556.00 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $244k | NEW | 4.6k | 53.15 |
|
| Calamos Etf Tr Russell 2000 Str | 0.0 | $244k | NEW | 9.6k | 25.24 |
|
| American Tower Reit (AMT) | 0.0 | $241k | NEW | 1.0k | 232.58 |
|
| Ready Cap Corp Com reit (RC) | 0.0 | $240k | 32k | 7.63 |
|
|
| Cigna Corp (CI) | 0.0 | $238k | +4% | 688.00 | 346.44 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $238k | -8% | 18k | 13.65 |
|
| Stryker Corporation (SYK) | 0.0 | $237k | +4% | 656.00 | 361.50 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $235k | 29k | 8.07 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $234k | -11% | 831.00 | 282.08 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $234k | NEW | 2.4k | 99.52 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $234k | 3.8k | 62.19 |
|
|
| Honeywell International (HON) | 0.0 | $233k | -21% | 1.1k | 206.72 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $232k | -4% | 2.2k | 103.80 |
|
| Nrg Energy Com New (NRG) | 0.0 | $232k | NEW | 2.6k | 91.10 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $229k | 8.5k | 27.01 |
|
|
| Intel Corporation (INTC) | 0.0 | $228k | -4% | 9.7k | 23.48 |
|
| W.W. Grainger (GWW) | 0.0 | $225k | NEW | 217.00 | 1038.80 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $225k | +9% | 2.9k | 76.67 |
|
| First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT) | 0.0 | $225k | 18k | 12.50 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $223k | -4% | 7.4k | 30.23 |
|
| Ubs Group SHS (UBS) | 0.0 | $221k | -10% | 7.1k | 30.91 |
|
| Paypal Holdings (PYPL) | 0.0 | $221k | NEW | 2.8k | 78.03 |
|
| Darden Restaurants (DRI) | 0.0 | $219k | NEW | 1.3k | 164.23 |
|
| Edison International (EIX) | 0.0 | $219k | NEW | 2.5k | 87.00 |
|
| Public Service Enterprise (PEG) | 0.0 | $217k | NEW | 2.4k | 89.21 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $217k | NEW | 4.2k | 51.74 |
|
| CMS Energy Corporation (CMS) | 0.0 | $216k | -11% | 3.1k | 70.63 |
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $214k | 14k | 15.04 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $213k | NEW | 2.5k | 83.80 |
|
| Chubb (CB) | 0.0 | $211k | NEW | 732.00 | 288.50 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $211k | NEW | 4.4k | 48.14 |
|
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $210k | NEW | 8.1k | 26.03 |
|
| General Dynamics Corporation (GD) | 0.0 | $207k | -6% | 685.00 | 302.20 |
|
| Pulte (PHM) | 0.0 | $207k | NEW | 1.4k | 143.46 |
|
| CBOE Holdings (CBOE) | 0.0 | $207k | NEW | 1.0k | 204.88 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $206k | NEW | 2.4k | 85.00 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $205k | NEW | 1.1k | 192.00 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $205k | -10% | 6.2k | 33.19 |
|
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.0 | $205k | NEW | 4.6k | 44.23 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $204k | -2% | 8.8k | 23.29 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $204k | NEW | 1.2k | 177.36 |
|
| Synopsys (SNPS) | 0.0 | $203k | -17% | 401.00 | 506.00 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $203k | NEW | 193.00 | 1051.24 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $201k | -4% | 7.7k | 26.17 |
|
| Clough Global Equity Fund closed-end fund (GLQ) | 0.0 | $152k | 22k | 6.94 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $151k | +9% | 12k | 13.10 |
|
| Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM) | 0.0 | $144k | +10% | 23k | 6.23 |
|
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $137k | 10k | 13.22 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $131k | 30k | 4.37 |
|
|
| Ford Motor Company (F) | 0.0 | $121k | NEW | 11k | 10.55 |
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $114k | 10k | 11.35 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $107k | 10k | 10.58 |
|
|
| Senseonics Hldgs (SENS) | 0.0 | $8.7k | NEW | 25k | 0.35 |
|
Past Filings by Advisor OS
SEC 13F filings are viewable for Advisor OS going back to 2020
- Advisor OS 2024 Q3 filed Nov. 4, 2024
- Advisor OS 2024 Q2 filed Aug. 5, 2024
- Advisor OS 2024 Q1 filed May 9, 2024
- Advisor OS 2023 Q4 filed Feb. 8, 2024
- Advisor OS 2023 Q3 filed Nov. 3, 2023
- Advisor OS 2023 Q2 filed Aug. 8, 2023
- Advisor OS 2023 Q1 filed April 25, 2023
- Advisor OS 2022 Q4 filed Feb. 1, 2023
- Advisor OS 2022 Q3 filed Nov. 4, 2022
- Advisor OS 2022 Q2 filed Aug. 2, 2022
- Advisor OS 2022 Q1 filed May 11, 2022
- Advisor OS 2021 Q4 filed Feb. 4, 2022
- Advisor OS 2021 Q3 filed Nov. 15, 2021
- Advisor OS 2021 Q2 filed Aug. 10, 2021
- Advisor OS 2021 Q1 filed May 13, 2021
- Advisor OS 2020 Q4 filed Feb. 10, 2021