Advisor OS, LLC
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
408
- Value ($000)
$863,515
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001767580
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $96.49M | 11 % | 179,083 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $54.45M | 6 % | 278,071 | ||
AAPL APPLE INC | COM | 037833100 | $39.36M | 5 % | 157,174 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $34.39M | 4 % | 371,950 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $22.57M | 3 % | 224,939 | ||
NOC NORTHROP GRUMMAN CORP | COM | 666807102 | $22.07M | 3 % | 47,033 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $21.76M | 3 % | 225,427 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $20.94M | 2 % | 52,140 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $18.76M | 2 % | 369,964 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $18.14M | 2 % | 357,769 |
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