Advisor OS, LLC
|Advisor OS, LLC|
|Last update 2023-04-25||240 Stocks (39 new)|
|Value $417.00 Mil||Turnover 22 %|
Top Holdings: RSP(7.69%) MINT(5.48%) NOC(5.17%) FLTR(3.18%) ICSH(2.39%)Portfolio Report
Advisor OS, LLC has disclosed 240 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $417.00 Mil. The turnover rate is 22%.
In Advisor OS, LLC's current portfolio as of 2023-03-31, the top 5 holdings are Invesco S&P 500 Equal Weight ETF (RSP), PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT), Northrop Grumman Corp (NOC), VanEck IG Floating Rate ETF (FLTR), BlackRock Ultra Short-Term Bond ETF (ICSH), not including call and put options. Advisor OS, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Advisor OS, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Advisor OS, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Advisor OS, LLC.
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