Advisor OS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationchicago, IL
- CIK0001767580
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
426 | $878.81M | VOO, VIG, IEF, MINT | 13F-HR | May 6, 2025 | 000108514625002654 | ||
408 | $863.52M | VOO, VIG, AAPL, IEF | 13F-HR | Feb 4, 2025 | 000108514625000780 | ||
409 | $1.00B | VOO, VIG, IEF, AAPL | 13F-HR | Nov 4, 2024 | 000108514624005342 | ||
389 | $913.11M | VOO, VIG, IEF, AAPL | 13F-HR | Aug 5, 2024 | 000108514624003511 | ||
385 | $870.27M | VOO, VIG, IEF, RSP | 13F-HR | May 9, 2024 | 000108514624002336 | ||
341 | $768.38M | VOO, MINT, VIG, IEF | 13F-HR | Feb 8, 2024 | 000108514624000851 | ||
284 | $667.20M | MINT, VOO, VIG, IEF | 13F-HR | Nov 3, 2023 | 000108514623004045 | ||
299 | $611.20M | RSP, VIG, IEF, VOO | 13F-HR | Aug 8, 2023 | 000108514623003171 | ||
240 | $416.60M | RSP, MINT, NOC, FLTR | 13F-HR | Apr 25, 2023 | 000108514623001861 | ||
213 | $376.57M | NOC, MINT, RSP, SCHZ | 13F-HR | Feb 1, 2023 | 000108514623000489 | ||
199 | $331.72M | MINT, NOC, SCHZ, RSP | 13F-HR | Nov 4, 2022 | 000108514622003786 | ||
200 | $342.77M | MINT, NOC, SCHZ, RSP | 13F-HR | Aug 2, 2022 | 000108514622002712 | ||
197 | $345.35M | MINT, NOC, RSP, FIRST TR EXCHANGE-TRADED FD | 13F-HR | May 11, 2022 | 000108514622001974 | ||
239 | $490.16M | MINT, RSP, NOC, VOO | 13F-HR | Feb 4, 2022 | 000108514622000527 | ||
221 | $459.98M | MINT, SPY, RSP, VOO | 13F-HR | Nov 15, 2021 | 000108514621003307 | ||
223 | $481.88M | MINT, VOO, SPY, RSP | 13F-HR | Aug 10, 2021 | 000108514621002323 | ||
196 | $441.12M | MINT, VIG, VEU, VOO | 13F-HR | May 13, 2021 | 000108514621001608 | ||
139 | $372.63M | VOO, SPYV, CORP, MGK | 13F-HR | Feb 10, 2021 | 000108514621000573 | ||
107 | $238.26M | VXF, KRE, MINT, IGSB | 13F-HR | Nov 12, 2020 | 000108514620002873 | ||
141 | $167.71M | MINT, GVI, BSCL, SPY | 13F-HR | Aug 28, 2020 | 000108514620002396 |