Advisor OS, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Chicago, IL
CIK
0001767580
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 409 1,004,508 VOO, VIG, IEF, AAPL 13F-HR 11/4/2024 000108514624005342
Q2 2024 389 913,111 VOO, VIG, IEF, AAPL 13F-HR 8/5/2024 000108514624003511
Q1 2024 385 870,266 VOO, VIG, IEF, RSP 13F-HR 5/8/2024 000108514624002336
Q4 2023 341 768,378 VOO, MINT, VIG, IEF 13F-HR 2/7/2024 000108514624000851
Q3 2023 284 667,203 MINT, VOO, VIG, IEF 13F-HR 11/2/2023 000108514623004045
Q2 2023 299 611,194 RSP, VIG, IEF, VOO 13F-HR 8/8/2023 000108514623003171
Q1 2023 240 416,594 RSP, MINT, NOC, FLTR 13F-HR 4/24/2023 000108514623001861
Q4 2022 213 376,566 NOC, MINT, RSP, SCHZ 13F-HR 1/31/2023 000108514623000489
Q3 2022 199 331,716 MINT, NOC, SCHZ, RSP 13F-HR 11/3/2022 000108514622003786
Q2 2022 200 342,769 MINT, NOC, SCHZ, RSP 13F-HR 8/1/2022 000108514622002712
Q1 2022 197 345,349 MINT, NOC, RSP, FTSL 13F-HR 5/10/2022 000108514622001974
Q4 2021 239 490,157 MINT, RSP, NOC, VOO 13F-HR 2/3/2022 000108514622000527
Q3 2021 221 459,975 MINT, SPY, RSP, VOO 13F-HR 11/15/2021 000108514621003307
Q2 2021 223 481,879 MINT, VOO, SPY, RSP 13F-HR 8/10/2021 000108514621002323
Q1 2021 196 441,119 MINT, VIG, VEU, VOO 13F-HR 5/13/2021 000108514621001608
Q4 2020 139 372,625 VOO, SPYV, CORP, MGK 13F-HR 2/10/2021 000108514621000573
Q3 2020 107 238,264 VXF, SPYD, MINT, IGSB 13F-HR 11/12/2020 000108514620002873
Q2 2020 141 167,714 MINT, GVI, BSCL, SPY 13F-HR 8/28/2020 000108514620002396