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OSAIC HOLDINGS, INC.

Q2 2025 · Filed 2025-09-04
Market Value
$56.0B
+25.3%
Holdings
7,186
+85
New Purchases
547
Added To
4,177
Closed
77
Reduced
1,941
Top 10 Concentration
15.8%
Turnover
8.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SECT 0.69% 0.02% +0.67% $387M
NVDA 2.26% 1.86% +0.40% $1.3B
HYG 0.37% 0.08% +0.29% $210M
MGK 0.36% 0.09% +0.27% $203M
MSFT 1.85% 1.60% +0.25% $1.0B
AVGO 0.56% 0.33% +0.23% $315M
MGV 0.25% 0.05% +0.21% $142M
WTV 0.19% 0.02% +0.17% $104M
BUYW 0.16% 0.01% +0.15% $90M
META 0.77% 0.64% +0.12% $429M
EDGF 0.12% 0.00% +0.12% $68M
SPMO 0.21% 0.10% +0.11% $120M
JNK 0.19% 0.07% +0.11% $105M
VOO 1.26% 1.15% +0.11% $706M
IEFA 0.35% 0.24% +0.11% $196M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.24% 2.98% -0.75% $1.3B
COWZ 0.54% 0.93% -0.40% $300M
BUFR 0.41% 0.66% -0.24% $231M
BRK-B 0.89% 1.12% -0.22% $501M
VTI 0.81% 1.02% -0.21% $451M
IVV 1.90% 2.06% -0.15% $1.1B
JEPI 0.63% 0.79% -0.15% $355M
USMV 0.19% 0.30% -0.11% $106M
QUAL 0.40% 0.50% -0.11% $223M
BND 0.23% 0.33% -0.10% $129M
BIV 0.26% 0.36% -0.10% $144M
ITOT 0.42% 0.51% -0.10% $232M
SPYV 0.35% 0.44% -0.10% $195M
SCHD 0.53% 0.63% -0.10% $299M
SCHV 0.59% 0.69% -0.09% $332M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $16.2B 28.9%
Large Cap 1,086 $25.2B 45.0%
Mid Cap 1,481 $8.6B 15.4%
Small Cap 2,237 $4.4B 7.9%
Micro Cap 2,300 $1.5B 2.7%

Portfolio Analytics

Avg Market Cap
$16.4B
Median Market Cap
$880M
Avg P/E
31.5
Median P/E
18.5
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
4,152
# ETFs / Funds
3,035

Top Holdings (7,186 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.26% 8,203,220 $1.3B $154.18 $435M +545,630 +7.1%
2 AAPL 2.24% 6,102,220 $1.3B $205.24 -$81M +102,148 +1.7%
3 IVV 1.90% 1,721,592 $1.1B $618.79 $146M +86,306 +5.3%
4 MSFT 1.85% 2,139,090 $1.0B $485.39 $322M +232,354 +12.2%
5 QQQ 1.60% 1,626,136 $898M $552.20 $139M +9,223 +0.6%
6 SPY 1.38% 1,245,849 $770M $618.30 $144M +128,074 +11.5%
7 AMZN 1.28% 3,262,446 $716M $219.39 $132M +195,184 +6.4%
8 VOO 1.26% 1,258,713 $706M $560.87 $191M +258,453 +25.8%
9 SPLG 1.09% 8,477,966 $610M $71.92 $81M +441,436 +5.5%
10 SCHG 0.98% 18,835,687 $549M $29.17 $107M +1,175,660 +6.7%
11 BRK-B 0.89% 1,031,401 $501M $485.79 $3M +95,491 +10.2%
12 VTI 0.81% 1,483,452 $451M $303.96 -$5M -174,124 -10.5%
13 META 0.77% 597,264 $429M $717.57 $141M +99,004 +19.9%
14 VUG 0.72% 924,632 $402M $435.01 $111M +139,952 +17.8%
15 SECT 0.69% 6,666,366 $387M $58.07 $379M +6,498,867 +3879.9%
16 VTV 0.68% 2,156,130 $381M $176.56 $64M +324,124 +17.7%
17 JEPI 0.63% 6,248,359 $355M $56.87 $3M +85,326 +1.4%
18 SCHV 0.59% 11,980,931 $332M $27.67 $24M +426,274 +3.7%
19 VIG 0.58% 1,597,309 $327M $204.75 $46M +150,355 +10.4%
20 AVGO 0.56% 1,212,193 $315M $259.90 $167M +328,300 +37.1%
21 IWF 0.55% 726,290 $308M $423.96 $80M +95,889 +15.2%
22 COWZ 0.54% 5,448,321 $300M $55.12 -$117M -2,163,229 -28.4%
23 SCHD 0.53% 11,264,610 $299M $26.52 $18M +1,217,005 +12.1%
24 GOOGL 0.53% 1,718,329 $296M $172.47 $89M +378,308 +28.2%
25 JPM 0.50% 986,967 $280M $283.68 $80M +171,316 +21.0%
26 CGDV 0.47% 6,706,769 $264M $39.41 $58M +912,978 +15.8%
27 BIL 0.44% 2,700,899 $248M $91.74 $37M +408,581 +17.8%
28 GOOG 0.43% 1,355,836 $240M $177.16 $45M +107,399 +8.6%
29 VEA 0.43% 4,210,359 $240M $57.00 $61M +689,703 +19.6%
30 SPYG 0.42% 2,480,695 $236M $95.27 $64M +342,822 +16.0%
31 QQQM 0.42% 1,031,992 $234M $227.17 $60M +128,300 +14.2%
32 SGOV 0.42% 2,313,701 $233M $100.70 $52M +511,685 +28.4%
33 ITOT 0.42% 1,721,438 $232M $135.05 $4M -154,576 -8.2%
34 TSLA 0.41% 737,172 $232M $314.23 $56M +57,535 +8.5%
35 BUFR 0.41% 7,256,445 $231M $31.80 -$62M -2,611,853 -26.5%
36 GLD 0.41% 749,134 $228M $304.63 $20M +25,417 +3.5%
37 IVW 0.41% 2,065,099 $227M $109.98 $43M +82,151 +4.1%
38 QUAL 0.40% 1,216,952 $223M $182.85 -$2M -97,751 -7.4%
39 XOM 0.39% 2,006,112 $218M $108.78 $20M +337,030 +20.2%
40 COST 0.38% 217,278 $215M $988.60 $29M +21,532 +11.0%
41 HYG 0.37% 2,650,202 $210M $79.15 $173M +2,183,183 +467.5%
42 XLK 0.37% 823,160 $206M $250.47 $50M +66,720 +8.8%
43 RDVY 0.36% 3,240,145 $203M $62.71 $26M +205,514 +6.8%
44 MGK 0.36% 623,866 $203M $325.07 $163M +494,855 +383.6%
45 LLY 0.36% 257,041 $202M $784.07 $18M +34,676 +15.6%
46 RSP 0.36% 1,106,984 $201M $181.82 $48M +223,575 +25.3%
47 SPDW 0.36% 4,985,322 $200M $40.12 $54M +976,750 +24.4%
48 CGGR 0.36% 4,919,729 $200M $40.62 $57M +743,075 +17.8%
49 SPHQ 0.35% 2,791,045 $198M $70.88 $43M +459,888 +19.7%
50 IEFA 0.35% 2,390,482 $196M $81.83 $87M +959,034 +67.0%
51 JEPQ 0.35% 3,589,375 $195M $54.41 $26M +329,963 +10.1%
52 SPYV 0.35% 3,727,553 $195M $52.34 -$3M -156,688 -4.0%
53 PLTR 0.34% 1,418,541 $193M $136.06 $80M +74,616 +5.5%
54 FBND 0.34% 4,203,788 $192M $45.76 $479K +1,236 +0.0%
55 VO 0.34% 686,338 $192M $279.34 $15M +3,298 +0.5%
56 V 0.34% 537,599 $191M $354.91 $37M +97,977 +22.3%
57 HELO 0.34% 3,008,402 $188M $62.58 $11M +31,657 +1.1%
58 AGG 0.32% 1,797,043 $178M $99.21 $14M +132,879 +8.0%
59 IEMG 0.32% 3,007,653 $177M $58.96 $69M +1,005,319 +50.2%
60 DYNF 0.31% 3,223,318 $175M $54.43 $54M +740,021 +29.8%
61 VB 0.31% 739,391 $175M $236.10 $34M +104,852 +16.5%
62 WMT 0.30% 1,760,047 $171M $96.91 $36M +222,831 +14.5%
63 NFLX 0.30% 124,830 $166M $1,330.20 $56M +6,595 +5.6%
64 BOND 0.28% 1,717,084 $158M $92.19 $3M +32,728 +1.9%
65 VBR 0.28% 812,288 $156M $192.45 $66M +326,129 +67.1%
66 PG 0.28% 955,888 $154M $161.23 $20M +170,575 +21.7%
67 IJR 0.27% 1,380,060 $150M $108.88 $27M +205,837 +17.5%
68 VYM 0.26% 1,102,218 $147M $133.25 $12M +55,113 +5.3%
69 IWP 0.26% 1,059,513 $147M $138.59 $32M +85,829 +8.8%
70 IJH 0.26% 2,345,325 $145M $62.03 $2M -114,367 -4.7%
71 BIV 0.26% 1,867,130 $144M $77.35 -$16M -225,122 -10.8%
72 IUSB 0.26% 3,116,676 $144M $46.23 $25M +542,635 +21.1%
73 JAAA 0.26% 2,816,267 $143M $50.75 $7M +135,895 +5.1%
74 MGV 0.25% 1,099,774 $142M $129.35 $121M +932,588 +557.8%
75 GTO 0.25% 2,988,723 $140M $46.89 $2M +42,448 +1.4%
76 CGGO 0.25% 4,365,979 $139M $31.94 $28M +435,304 +11.1%
77 JPST 0.25% 2,750,037 $139M $50.69 $16M +312,721 +12.8%
78 IVE 0.23% 663,926 $130M $195.57 $26M +117,842 +21.6%
79 RWL 0.23% 1,244,310 $130M $104.31 $48M +416,582 +50.3%
80 BND 0.23% 1,749,442 $129M $73.63 -$20M -275,023 -13.6%
81 XLF 0.23% 2,442,526 $128M $52.23 $30M +480,461 +24.5%
82 VGT 0.23% 192,094 $127M $661.60 $29M +10,616 +5.8%
83 AVUV 0.23% 1,383,177 $126M $91.11 $5M -5,797 -0.4%
84 HD 0.22% 340,752 $125M $367.15 $14M +36,964 +12.2%
85 ABBV 0.22% 642,461 $121M $188.39 $5M +91,364 +16.6%
86 VXUS 0.22% 1,749,681 $121M $69.10 $19M +112,555 +6.9%
87 SPTM 0.22% 1,611,509 $121M $74.89 $41M +442,764 +37.9%
88 MTUM 0.21% 517,284 $120M $232.70 $55M +193,332 +59.7%
89 SPMO 0.21% 1,097,393 $120M $109.45 $75M +612,432 +126.3%
90 IBM 0.21% 409,678 $120M $292.68 $20M +8,358 +2.1%
91 XSMO 0.21% 1,750,582 $119M $68.02 $18M +135,949 +8.4%
92 VWO 0.21% 2,383,174 $118M $49.48 $22M +260,382 +12.3%
93 IAU 0.21% 1,875,385 $117M $62.32 $39M +553,728 +41.9%
94 DFAC 0.21% 3,264,760 $117M $35.74 -$15M -720,665 -18.1%
95 FVD 0.20% 2,555,819 $114M $44.70 -$340K -13,921 -0.5%
96 CVX 0.20% 779,883 $114M $145.79 $4M +126,785 +19.4%
97 FTCS 0.20% 1,246,380 $113M $90.93 -$911K -27,621 -2.2%
98 IWD 0.20% 579,728 $112M $193.70 $25M +117,056 +25.3%
99 TLT 0.20% 1,246,439 $111M $88.82 $25M +309,682 +33.1%
100 VOE 0.20% 676,811 $110M $162.91 $60M +363,254 +115.8%

New Positions

SymbolValue% Port
JMTG $15M 0.03%
HTLF $5M 0.01%
RKLB $4M 0.01%
B $4M 0.01%
OZ $4M 0.01%
CHGX $3M —%
FIXT $2M —%
FMUN $2M —%
VBIL $1M —%
DIVZ $800K —%
MUI $757K —%
SUM $693K —%
OAKM $653K —%
GTLS-PB $638K —%
GLXY $632K —%

Sold Out Positions

SymbolValue% Port
CBAN —%
VEL —%
ECVT —%
FOA —%
BFRG —%
ALXO —%
MUU —%
HMR —%
ERX —%
WAVE —%
USCL —%
USD —%
EKG —%
FNGD —%
MSTZ —%
View SEC EDGAR Filings for OSAIC HOLDINGS, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms