13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001767580
Total reported value
$1.5B
$1.5B
407 檔
16.5%
During the Q4 2024 filing period, Advisor OS, LLC (CIK: 0001767580) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 407 reported positions.
During Q4 2024, Advisor OS, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 407 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.17% | +0.69% | +4.37% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.31% | +0.16% | +1.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.56% | +0.07% | +8.92% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.98% | +0.02% | -19.52% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.61% | -0.34% | -0.02% | |
| 6 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.56% | -0.75% | +0.07% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.52% | +0.07% | +2.57% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.42% | +0.10% | +6.01% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.17% | -0.23% | -7.85% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.10% | — | -5.76% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.06% | -0.44% | -34.19% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.09% | -0.62% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.90% | -0.23% | +0.23% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.86% | +0.09% | -0.02% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.52% | +0.17% | -20.77% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.49% | -0.89% | |
| 17 | TCHP | T Rowe Price Blue Chip Growt | ETF-Other | 1.27% | +0.62% | +1.05% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.26% | -47.48% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.13% | +0.10% | +12.88% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.02% | -4.49% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | -0.32% | -33.49% | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.80% | — | +4.58% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.79% | — | +17.89% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.09% | +4.95% | |
| 25 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.73% | -0.45% | -48.68% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-Other | 0.67% | -0.05% | +4.90% | |
| 27 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 0.57% | +0.05% | +66.69% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.01% | +4.34% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | +0.33% | +99.43% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.51% | — | +7.22% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.25% | -2.50% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.50% | — | +21.22% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.05% | +4.44% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.48% | +0.25% | +73.59% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.10% | +4.70% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.01% | +5.56% | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | — | -13.83% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.16% | +12.55% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.41% | +0.01% | +8.74% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.01% | -6.30% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.40% | -0.02% | EXIT | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.39% | +0.23% | NEW | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.39% | -0.01% | +1.37% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.38% | +0.02% | +4.01% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.01% | -18.94% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | — | +29.10% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.04% | +17.69% | |
| 48 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.36% | +0.01% | -23.66% | |
| 49 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.36% | -0.03% | -34.63% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | +0.12% | -50.29% |
According to official SEC Form 13F filings, Advisor OS, LLC reported a total U.S. public equity portfolio value of $1.5B across 407 disclosed positions in Q4 2024.
During Q4 2024, Advisor OS, LLC's top holdings by market value included VOO (11.2%)、VIG (6.3%)、AAPL (4.6%). The largest single position, VOO, represented 11.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VIG, AAPL) accounted for 16.5% of total reported equity market value during Q4 2024.
In Q4 2024, Advisor OS, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.