Operose Advisors LLC
Q1 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
386
- Value ($000)
$301,883
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001909750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI Vanguard Total Stock Market ETF | ETF | 922908769 | $60.52M | 20 % | 220,185 | ||
VYM Vanguard High Dividend Yield ETF | ETF | 921946406 | $45.54M | 15 % | 353,152 | ||
VEA Vanguard FTSE Developed Markets ETF | ETF | 921943858 | $20.46M | 7 % | 402,520 | ||
SCHF Schwab International Equity ETF | ETF | 808524805 | $17.82M | 6 % | 900,817 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $10.34M | 3 % | 18,488 | ||
IJR iShares Core S&P Small-Cap ETF | ETF | 464287804 | $9.88M | 3 % | 94,526 | ||
VOT Vanguard Mid-Cap Growth ETF | ETF | 922908538 | $9.62M | 3 % | 39,309 | ||
IDV* iShares International Select Dividend ETF | ETF | 464288448 | $5.64M | 2 % | 181,918 | ||
VOO Vanguard S&P 500 ETF | ETF | 922908363 | $5.44M | 2 % | 10,589 | ||
VO Vanguard Mid-Cap ETF | ETF | 922908629 | $4.22M | 1 % | 16,324 |
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