$373 Million is the total value of Advisor OS, LLC's 139 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 80.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $47,794,000 | – | 218,653 | +100.0% | 12.83% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $27,038,000 | – | 558,578 | +100.0% | 7.26% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $25,798,000 | – | 251,704 | +100.0% | 6.92% | – |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $21,453,000 | +133.7% | 105,292 | +112.7% | 5.76% | +49.5% |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $19,305,000 | – | 243,205 | +100.0% | 5.18% | – |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $18,916,000 | +55.9% | 324,310 | +34.9% | 5.08% | -0.3% |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $14,588,000 | – | 264,390 | +100.0% | 3.92% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $14,272,000 | – | 49,331 | +100.0% | 3.83% | – |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $12,219,000 | +25.2% | 348,418 | +12.4% | 3.28% | -19.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $10,104,000 | +51.5% | 27,025 | +35.7% | 2.71% | -3.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $9,856,000 | +194.6% | 77,686 | +151.0% | 2.64% | +88.4% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,543,000 | +13.7% | 423,129 | +8.0% | 2.29% | -27.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $7,281,000 | +48.2% | 51,583 | +35.1% | 1.95% | -5.2% |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $6,898,000 | – | 41,553 | +100.0% | 1.85% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $6,055,000 | – | 106,426 | +100.0% | 1.62% | – |
| AAPL | Buy | APPLE INC | $5,632,000 | +367.8% | 42,441 | +308.3% | 1.51% | +199.2% |
| MSFT | Buy | MICROSOFT CORP | $5,412,000 | +129.9% | 24,331 | +117.5% | 1.45% | +47.0% |
| KMB | New | KIMBERLY-CLARK CORP | $5,013,000 | – | 37,176 | +100.0% | 1.34% | – |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $4,473,000 | +16.9% | 126,541 | +1.2% | 1.20% | -25.3% |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $4,244,000 | – | 25,194 | +100.0% | 1.14% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $3,519,000 | – | 46,550 | +100.0% | 0.94% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,495,000 | +169.7% | 1,995 | +125.7% | 0.94% | +72.4% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,168,000 | – | 26,331 | +100.0% | 0.85% | – |
| SDS | New | PROSHARES TRultrashrt s&p500 | $3,140,000 | – | 43,874 | +100.0% | 0.84% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,035,000 | +113.3% | 6,513 | +102.0% | 0.81% | +36.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,528,000 | +156.4% | 9,677 | +121.9% | 0.68% | +63.8% |
| V | Buy | VISA INC | $2,480,000 | +76.8% | 11,332 | +61.6% | 0.67% | +13.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,446,000 | +271.7% | 22,424 | +176.2% | 0.66% | +137.7% |
| GLD | Buy | SPDR GOLD TR | $2,320,000 | +27.8% | 13,004 | +26.9% | 0.62% | -18.2% |
| AMZN | Buy | AMAZON COM INC | $2,315,000 | +69.8% | 711 | +64.2% | 0.62% | +8.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,772,000 | +74.2% | 5,052 | +55.0% | 0.48% | +11.5% |
| NKE | Buy | NIKE INCcl b | $1,696,000 | +179.9% | 11,984 | +148.2% | 0.46% | +79.1% |
| DHR | Buy | DANAHER CORPORATION | $1,464,000 | +32.0% | 6,590 | +27.9% | 0.39% | -15.5% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $1,466,000 | – | 19,731 | +100.0% | 0.39% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,439,000 | +61.0% | 2,875 | +57.7% | 0.39% | +2.9% |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,404,000 | – | 3,932 | +100.0% | 0.38% | – |
| INTU | Buy | INTUIT | $1,396,000 | +66.2% | 3,672 | +42.7% | 0.38% | +6.2% |
| HD | Buy | HOME DEPOT INC | $1,347,000 | +16.3% | 5,068 | +21.5% | 0.36% | -25.7% |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $1,340,000 | – | 19,800 | +100.0% | 0.36% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,327,000 | +38.8% | 5,915 | +49.6% | 0.36% | -11.2% |
| IDXX | Buy | IDEXX LABS INC | $1,273,000 | +87.8% | 2,549 | +47.4% | 0.34% | +20.0% |
| VRSK | Buy | VERISK ANALYTICS INC | $1,258,000 | +60.3% | 6,062 | +42.8% | 0.34% | +2.7% |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $1,260,000 | – | 7,513 | +100.0% | 0.34% | – |
| ADI | Buy | ANALOG DEVICES INC | $1,188,000 | +108.8% | 8,043 | +64.8% | 0.32% | +33.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,165,000 | +84.3% | 7,406 | +74.5% | 0.31% | +18.1% |
| ADSK | Buy | AUTODESK INC | $1,137,000 | +88.2% | 3,723 | +42.5% | 0.30% | +20.1% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $1,125,000 | – | 8,244 | +100.0% | 0.30% | – |
| ABBV | Buy | ABBVIE INC | $1,113,000 | +157.0% | 10,391 | +110.3% | 0.30% | +64.3% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $1,099,000 | +49.9% | 3,879 | +45.6% | 0.30% | -4.2% |
| MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDord | $1,096,000 | +62.9% | 23,045 | +36.1% | 0.29% | +4.3% |
| APH | New | AMPHENOL CORP NEWcl a | $1,091,000 | – | 8,342 | +100.0% | 0.29% | – |
| PEP | Buy | PEPSICO INC | $1,083,000 | +139.6% | 7,301 | +124.3% | 0.29% | +53.2% |
| NOW | Buy | SERVICENOW INC | $1,060,000 | +65.1% | 1,925 | +45.5% | 0.28% | +5.6% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $1,008,000 | +65.8% | 2,753 | +26.8% | 0.27% | +6.3% |
| SBUX | Buy | STARBUCKS CORP | $985,000 | +129.1% | 9,211 | +83.7% | 0.26% | +46.7% |
| MELI | Buy | MERCADOLIBRE INC | $958,000 | +78.1% | 572 | +14.9% | 0.26% | +13.7% |
| DT | Buy | DYNATRACE INC | $943,000 | +87.8% | 21,807 | +78.1% | 0.25% | +19.9% |
| BLK | Buy | BLACKROCK INC | $889,000 | +201.4% | 1,233 | +136.2% | 0.24% | +92.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $888,000 | +155.9% | 6,377 | +155.3% | 0.24% | +63.0% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $882,000 | – | 3,807 | +100.0% | 0.24% | – |
| ETSY | Buy | ETSY INC | $878,000 | +114.7% | 4,937 | +46.6% | 0.24% | +37.2% |
| BIO | Buy | BIO RAD LABS INCcl a | $878,000 | +45.6% | 1,506 | +28.7% | 0.24% | -6.7% |
| MCD | Buy | MCDONALDS CORP | $875,000 | +89.0% | 4,075 | +93.1% | 0.24% | +21.1% |
| FTV | Buy | FORTIVE CORP | $874,000 | +55.8% | 12,347 | +67.5% | 0.24% | 0.0% |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $839,000 | – | 19,769 | +100.0% | 0.22% | – |
| RMD | Buy | RESMED INC | $833,000 | +109.8% | 3,919 | +69.6% | 0.22% | +34.1% |
| ABT | Buy | ABBOTT LABS | $828,000 | +274.7% | 7,559 | +273.8% | 0.22% | +138.7% |
| NDSN | Buy | NORDSON CORP | $803,000 | +34.7% | 3,994 | +28.7% | 0.22% | -14.0% |
| BLL | Buy | BALL CORP | $798,000 | +63.9% | 8,569 | +46.5% | 0.21% | +4.9% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $759,000 | +92.2% | 8,327 | +68.1% | 0.20% | +22.9% |
| MRK | Buy | MERCK & CO. INC | $750,000 | +125.9% | 9,160 | +128.9% | 0.20% | +44.6% |
| ASML | Buy | ASML HOLDING N V | $731,000 | +52.9% | 1,500 | +15.9% | 0.20% | -2.5% |
| ECL | Buy | ECOLAB INC | $680,000 | +35.5% | 3,142 | +25.3% | 0.18% | -13.7% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $649,000 | +130.1% | 8,980 | +59.3% | 0.17% | +47.5% |
| CP | Buy | CANADIAN PAC RY LTD | $644,000 | +30.4% | 1,857 | +14.3% | 0.17% | -16.4% |
| SQ | Buy | SQUARE INCcl a | $625,000 | +185.4% | 2,873 | +113.4% | 0.17% | +82.6% |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $593,000 | – | 14,075 | +100.0% | 0.16% | – |
| PFE | Buy | PFIZER INC | $565,000 | +79.9% | 15,333 | +79.8% | 0.15% | +15.2% |
| EMD | New | WESTERN ASSET EMERGING MKTS | $560,000 | – | 40,251 | +100.0% | 0.15% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $546,000 | – | 2,675 | +100.0% | 0.15% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $541,000 | – | 27,624 | +100.0% | 0.14% | – |
| TYL | Sell | TYLER TECHNOLOGIES INC | $538,000 | +9.8% | 1,232 | -12.4% | 0.14% | -30.1% |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $511,000 | – | 1,329 | +100.0% | 0.14% | – |
| DEO | New | DIAGEO PLCspon adr new | $507,000 | – | 3,188 | +100.0% | 0.14% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $498,000 | +70.5% | 8,545 | +181.7% | 0.13% | +8.9% |
| WMT | New | WALMART INC | $495,000 | – | 3,434 | +100.0% | 0.13% | – |
| FB | New | FACEBOOK INCcl a | $477,000 | – | 1,745 | +100.0% | 0.13% | – |
| LULU | Buy | LULULEMON ATHLETICA INC | $460,000 | +13.9% | 1,319 | +7.7% | 0.12% | -27.6% |
| TSLA | Buy | TESLA INC | $450,000 | +93.1% | 638 | +17.5% | 0.12% | +23.5% |
| SHOP | Buy | SHOPIFY INCcl a | $442,000 | +28.1% | 391 | +16.0% | 0.12% | -17.9% |
| ALC | Buy | ALCON AG | $437,000 | +33.6% | 6,619 | +15.6% | 0.12% | -14.6% |
| KO | New | COCA COLA CO | $425,000 | – | 7,758 | +100.0% | 0.11% | – |
| KMI | New | KINDER MORGAN INC DEL | $398,000 | – | 29,135 | +100.0% | 0.11% | – |
| SNN | Buy | SMITH & NEPHEW PLCspdn adr new | $390,000 | +22.6% | 9,247 | +14.0% | 0.10% | -21.1% |
| MSCI | Buy | MSCI INC | $388,000 | +63.0% | 867 | +29.6% | 0.10% | +4.0% |
| STE | Sell | STERIS PLC | $389,000 | -3.0% | 2,051 | -9.7% | 0.10% | -38.1% |
| SAP | New | SAP SEspon adr | $381,000 | – | 2,917 | +100.0% | 0.10% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $360,000 | – | 7,718 | +100.0% | 0.10% | – |
| MTD | Buy | METTLER TOLEDO INTERNATIONAL | $358,000 | +27.0% | 315 | +7.9% | 0.10% | -18.6% |
| WMB | New | WILLIAMS COS INC | $355,000 | – | 17,691 | +100.0% | 0.10% | – |
| RACE | Buy | FERRARI N V | $343,000 | +43.5% | 1,498 | +15.4% | 0.09% | -8.0% |
| GS | New | GOLDMAN SACHS GROUP INC | $335,000 | – | 1,271 | +100.0% | 0.09% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $330,000 | – | 1,658 | +100.0% | 0.09% | – |
| NEE | Buy | NEXTERA ENERGY INC | $324,000 | -6.9% | 4,194 | +234.7% | 0.09% | -40.4% |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $308,000 | – | 2,010 | +100.0% | 0.08% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $302,000 | -15.2% | 5,135 | -14.0% | 0.08% | -45.6% |
| GLQ | New | CLOUGH GLOBAL EQUITY FD | $302,000 | – | 22,034 | +100.0% | 0.08% | – |
| CSCO | Buy | CISCO SYS INC | $298,000 | +40.6% | 6,680 | +24.0% | 0.08% | -10.1% |
| TER | New | TERADYNE INC | $290,000 | – | 2,419 | +100.0% | 0.08% | – |
| LDOS | Buy | LEIDOS HOLDINGS INC | $288,000 | +39.8% | 2,730 | +18.3% | 0.08% | -10.5% |
| UBSI | New | UNITED BANKSHARES INC WEST V | $286,000 | – | 8,838 | +100.0% | 0.08% | – |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $288,000 | +10.3% | 7,214 | -0.5% | 0.08% | -30.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $284,000 | -15.0% | 800 | -8.3% | 0.08% | -45.7% |
| LRCX | New | LAM RESEARCH CORP | $280,000 | – | 593 | +100.0% | 0.08% | – |
| AON | Sell | AON PLC | $281,000 | -11.9% | 1,324 | -14.4% | 0.08% | -44.0% |
| CPRT | New | COPART INC | $279,000 | – | 2,183 | +100.0% | 0.08% | – |
| NFJ | Buy | ALLIANZGI DIVIDEND INT & PRM | $276,000 | +109.1% | 20,466 | +82.7% | 0.07% | +34.5% |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $268,000 | – | 10,386 | +100.0% | 0.07% | – |
| EXAS | EXACT SCIENCES CORP | $265,000 | +29.9% | 2,000 | 0.0% | 0.07% | -17.4% | |
| ET | New | ENERGY TRANSFER LP | $255,000 | – | 41,334 | +100.0% | 0.07% | – |
| GEF | New | GREIF INCcl a | $251,000 | – | 5,348 | +100.0% | 0.07% | – |
| TWLO | New | TWILIO INCcl a | $249,000 | – | 737 | +100.0% | 0.07% | – |
| JPS | New | NUVEEN PFD & INCM SECURTIES | $239,000 | – | 24,599 | +100.0% | 0.06% | – |
| MS | New | MORGAN STANLEY | $235,000 | – | 3,429 | +100.0% | 0.06% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $230,000 | – | 1,445 | +100.0% | 0.06% | – |
| DOCU | New | DOCUSIGN INC | $223,000 | – | 1,011 | +100.0% | 0.06% | – |
| ANSS | New | ANSYS INC | $222,000 | – | 612 | +100.0% | 0.06% | – |
| PH | New | PARKER-HANNIFIN CORP | $224,000 | – | 824 | +100.0% | 0.06% | – |
| DFS | New | DISCOVER FINL SVCS | $222,000 | – | 2,448 | +100.0% | 0.06% | – |
| ICLR | New | ICON PLC | $216,000 | – | 1,108 | +100.0% | 0.06% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $207,000 | – | 829 | +100.0% | 0.06% | – |
| PYPL | New | PAYPAL HLDGS INC | $205,000 | – | 875 | +100.0% | 0.06% | – |
| POOL | New | POOL CORP | $206,000 | – | 551 | +100.0% | 0.06% | – |
| QCOM | Sell | QUALCOMM INC | $200,000 | -42.2% | 1,309 | -55.4% | 0.05% | -62.8% |
| ATVI | New | ACTIVISION BLIZZARD INC | $203,000 | – | 2,190 | +100.0% | 0.05% | – |
| DHI | Buy | D R HORTON INC | $202,000 | 0.0% | 2,934 | +10.0% | 0.05% | -36.5% |
| AM | New | ANTERO MIDSTREAM CORP | $102,000 | – | 13,256 | +100.0% | 0.03% | – |
| NSL | NUVEEN SR INCOME FD | $66,000 | +6.5% | 12,733 | 0.0% | 0.02% | -30.8% | |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $41,000 | +2.5% | 11,558 | 0.0% | 0.01% | -35.3% | |
| SO | Exit | SOUTHERN CO | $0 | – | -4,103 | -100.0% | -0.09% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -2,587 | -100.0% | -0.10% | – |
| FSKR | Exit | FS KKR CAP CORP II | $0 | – | -15,836 | -100.0% | -0.10% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,437 | -100.0% | -0.10% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -5,211 | -100.0% | -0.10% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,536 | -100.0% | -0.10% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,460 | -100.0% | -0.10% | – |
| T | Exit | AT&T INC | $0 | – | -8,490 | -100.0% | -0.10% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,909 | -100.0% | -0.11% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -4,856 | -100.0% | -0.12% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -1,238 | -100.0% | -0.13% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -6,362 | -100.0% | -0.15% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -9,626 | -100.0% | -0.18% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -14,880 | -100.0% | -0.34% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -17,572 | -100.0% | -0.41% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -32,312 | -100.0% | -0.69% | – |
| PAWZ | Exit | PROSHARES TRpet care etf | $0 | – | -39,981 | -100.0% | -1.01% | – |
| VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -18,389 | -100.0% | -1.12% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -57,827 | -100.0% | -1.80% | – |
| HACK | Exit | ETF MANAGERS TRprime cybr scrty | $0 | – | -94,183 | -100.0% | -1.82% | – |
| SMH | Exit | VANECK VECTORS ETF TRsemiconductor et | $0 | – | -26,808 | -100.0% | -1.95% | – |
| VGLT | Exit | VANGUARD SCOTTSDALE FDSlong term treas | $0 | – | -92,279 | -100.0% | -3.86% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -338,860 | -100.0% | -5.69% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -203,718 | -100.0% | -6.89% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -211,804 | -100.0% | -9.10% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -507,653 | -100.0% | -9.27% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -167,304 | -100.0% | -13.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 14 | Q3 2023 | 7.8% |
| VANGUARD SPECIALIZED FUNDS | 14 | Q3 2023 | 6.3% |
| SPDR S&P 500 ETF TR | 14 | Q3 2023 | 5.3% |
| MICROSOFT CORP | 14 | Q3 2023 | 2.1% |
| APPLE INC | 14 | Q3 2023 | 2.6% |
| AMAZON COM INC | 14 | Q3 2023 | 0.7% |
| ALPHABET INC | 14 | Q3 2023 | 0.9% |
| VISA INC | 14 | Q3 2023 | 0.7% |
| UNITEDHEALTH GROUP INC | 14 | Q3 2023 | 0.7% |
| THERMO FISHER SCIENTIFIC INC | 14 | Q3 2023 | 0.9% |
View Advisor OS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-11-15 |
View Advisor OS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.