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Asset Manager ← All Institutions

Operose Advisors LLC

Q4 2025 · Filed 2026-02-10
Market Value
$429M
+7.0%
Holdings
499
+29
New Purchases
57
Added To
131
Closed
29
Reduced
55
Top 10 Concentration
62.3%
Turnover
17.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTWO 1.37% 0.01% +1.36% $6M
VOO 7.56% 6.43% +1.13% $32M
VEA 7.54% 6.51% +1.03% $32M
SCHF 6.75% 5.81% +0.94% $29M
VB 0.75% 0.28% +0.47% $3M
GOOGL 0.88% 0.70% +0.17% $4M
AMZN 0.63% 0.52% +0.11% $3M
AVGO 1.22% 1.12% +0.11% $5M
AVDE 0.09% 0.00% +0.09% $397K
AMD 0.43% 0.35% +0.08% $2M
SPYX 0.28% 0.21% +0.07% $1M
DFLV 0.07% 0.00% +0.07% $310K
DFUV 0.15% 0.08% +0.07% $663K
AVEM 0.09% 0.02% +0.07% $376K
IBIT 0.07% 0.01% +0.06% $300K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VO 2.46% 3.66% -1.20% $11M
VTI 18.42% 19.62% -1.19% $79M
VYM 11.39% 12.32% -0.93% $49M
VOT 2.09% 2.81% -0.72% $9M
IJR 2.57% 3.25% -0.68% $11M
NFLX 0.52% 0.69% -0.16% $2M
SPY 2.13% 2.28% -0.15% $9M
IDV 1.17% 1.28% -0.11% $5M
IWB 0.07% 0.16% -0.09% $285K
NVDA 1.12% 1.21% -0.09% $5M
IJH 0.62% 0.69% -0.07% $3M
RBRK 0.02% 0.09% -0.07% $91K
PFF 0.00% 0.07% -0.07% $691
MSFT 1.23% 1.29% -0.07% $5M
RDDT 0.10% 0.16% -0.06% $413K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 60 $226M 52.7%
Large Cap 302 $175M 40.9%
Mid Cap 92 $23M 5.4%
Small Cap 40 $4M 0.9%
Micro Cap 5 $265K 0.1%

Portfolio Analytics

Avg Market Cap
$146.9B
Median Market Cap
$30.0B
Avg P/E
33.4
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
270
# ETFs / Funds
229

Top Holdings (499 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 18.42% 235,837 $79M $335.28 $371K -3,985 -1.7%
2 VYM 11.39% 340,681 $49M $143.52 -$548K -10,104 -2.9%
3 VOO 7.56% 51,712 $32M $627.21 $7M +9,613 +22.8%
4 VEA 7.54% 517,824 $32M $62.47 $6M +82,300 +18.9%
5 SCHF 6.75% 1,205,272 $29M $24.04 $6M +204,467 +20.4%
6 IJR 2.57% 91,929 $11M $120.18 -$2M -17,920 -16.3%
7 VO 2.46% 36,387 $11M $290.27 -$4M -13,553 -27.1%
8 SPY 2.13% 13,402 $9M $681.92 -$1K -317 -2.3%
9 VOT 2.09% 32,111 $9M $279.15 -$2M -6,231 -16.2%
10 VTWO 1.37% 59,023 $6M $99.52 $6M +58,683 +17259.7%
11 MSFT 1.23% 10,908 $5M $483.62 $83K +883 +8.8%
12 AVGO 1.22% 15,167 $5M $346.10 $766K +1,579 +11.6%
13 IDV 1.17% 127,529 $5M $39.45 -$114K -13,247 -9.4%
14 NVDA 1.12% 25,885 $5M $186.50 -$43K -221 -0.8%
15 IWM 1.00% 17,396 $4M $246.16 $335K +1,083 +6.6%
16 AAPL 0.97% 15,288 $4M $271.87 $269K +20 +0.1%
17 GOOGL 0.88% 12,027 $4M $312.98 $945K +430 +3.7%
18 VB 0.75% 12,521 $3M $257.95 $2M +8,093 +182.8%
19 DVY 0.75% 22,713 $3M $141.15 -$17K +31 +0.1%
20 VONG 0.74% 26,187 $3M $121.75 -$38K -586 -2.2%
21 IVV 0.70% 4,398 $3M $684.95 $275K +307 +7.5%
22 IVW 0.63% 22,065 $3M $123.26 $72K +131 +0.6%
23 IEFA 0.63% 30,146 $3M $89.46 $104K +450 +1.5%
24 AMZN 0.63% 11,667 $3M $230.82 $624K +2,242 +23.8%
25 IVE 0.63% 12,649 $3M $212.07 $85K +72 +0.6%
26 IJH 0.62% 40,236 $3M $66.00 -$122K -2,315 -5.4%
27 IJJ 0.54% 17,756 $2M $131.59 $33K
28 META 0.53% 3,470 $2M $660.09 $333K +805 +30.2%
29 SCHB 0.53% 87,261 $2M $26.23 $52K +272 +0.3%
30 NFLX 0.52% 23,990 $2M $93.76 -$507K +21,691 +943.5%
31 GS 0.50% 2,459 $2M $879.00 $203K
32 IJK 0.50% 21,989 $2M $96.88 $22K
33 VEU 0.47% 27,671 $2M $73.56 $89K +399 +1.5%
34 AMD 0.43% 8,681 $2M $214.16 $455K
35 MCD 0.42% 5,879 $2M $305.66 $11K +2 +0.0%
36 APAM 0.41% 42,878 $2M $40.74 -$114K
37 VUG 0.38% 3,328 $2M $487.82 $28K +1 +0.0%
38 EFV 0.37% 21,998 $2M $71.41 $92K +196 +0.9%
39 VTHR 0.34% 4,880 $1M $300.33 $32K +10 +0.2%
40 MS 0.31% 7,607 $1M $177.54 $141K
41 IBM 0.31% 4,546 $1M $296.21 -$29K -328 -6.7%
42 JPM 0.31% 4,134 $1M $322.22 $21K -21 -0.5%
43 IJS 0.31% 11,635 $1M $113.73 $36K -3 -0.0%
44 VTV 0.29% 6,552 $1M $190.99 $32K +12 +0.2%
45 BRK-B 0.29% 2,489 $1M $502.65 $4K +9 +0.4%
46 HDV 0.29% 10,185 $1M $121.61 $60K +561 +5.8%
47 SPYX 0.28% 21,557 $1M $56.19 $369K +6,202 +40.4%
48 IWF 0.27% 2,424 $1M $473.34 -$64K -162 -6.3%
49 BAC 0.26% 20,409 $1M $55.00 $79K +185 +0.9%
50 CAT 0.24% 1,824 $1M $573.03 $190K +31 +1.7%
51 DLN 0.24% 11,700 $1M $88.08 $12K
52 CVX 0.24% 6,703 $1M $152.41 -$19K
53 ABBV 0.24% 4,465 $1M $228.49 -$14K
54 IWR 0.24% 10,559 $1M $96.27 -$2K +8 +0.1%
55 CLSE 0.23% 36,725 $1M $27.33 $47K
56 HD 0.23% 2,888 $994K $344.11 -$156K +50 +1.8%
57 LLY 0.22% 871 $936K $1,074.68 $284K +17 +2.0%
58 GOOG 0.21% 2,917 $915K $313.80 $205K
59 BSV 0.21% 11,563 $911K $78.80 -$49K -599 -4.9%
60 T 0.21% 36,216 $900K $24.84 -$114K +327 +0.9%
61 XOM 0.21% 7,335 $883K $120.34 $56K
62 V 0.20% 2,455 $861K $350.71 $107K +245 +11.1%
63 VZ 0.19% 20,271 $826K $40.73 -$47K +408 +2.0%
64 BKLN 0.19% 39,077 $821K $21.00 $72K +3,295 +9.2%
65 LOW 0.19% 3,328 $803K $241.16 -$34K -1 -0.0%
66 MUB 0.18% 7,093 $760K $107.11 $280K +2,587 +57.4%
67 MMM 0.17% 4,466 $715K $160.10 $22K
68 VSGX 0.17% 9,975 $714K $71.62 $51K +408 +4.3%
69 IGF 0.16% 11,320 $695K $61.36 $4K +20 +0.2%
70 EFA 0.16% 7,081 $680K $96.03 $77K +620 +9.6%
71 MCK 0.16% 823 $675K $820.29 $39K
72 IJT 0.16% 4,770 $673K $141.16 -$2K
73 DFUV 0.15% 14,225 $663K $46.59 $325K +6,666 +88.2%
74 BRC 0.15% 8,376 $656K $78.37 $3K
75 TPG 0.15% 10,000 $638K $63.84 $64K
76 CIEN 0.15% 2,700 $631K $233.87 $238K
77 ONB 0.14% 26,244 $586K $22.31 $9K
78 MSI 0.13% 1,495 $573K $383.32 -$111K
79 MTG 0.13% 19,439 $568K $29.22 $17K
80 FI 0.13% 8,453 $568K $67.17 $219K +5,747 +212.4%
81 JNJ 0.13% 2,731 $565K $206.95 $57K -8 -0.3%
82 EFIV 0.13% 8,386 $555K $66.16 $23K +22 +0.3%
83 IWD 0.13% 2,562 $539K $210.33 $17K
84 GE 0.12% 1,700 $524K $308.03 $12K
85 AMLP 0.12% 11,088 $521K $47.02 -$96K -2,065 -15.7%
86 CMA 0.12% 5,730 $498K $86.93 $105K
87 VIG 0.12% 2,263 $497K $219.77 $10K +3 +0.1%
88 MRK 0.12% 4,701 $495K $105.26 $167K +796 +20.4%
89 SCHW 0.12% 4,945 $494K $99.92 $23K +7 +0.1%
90 EFAX 0.11% 9,443 $477K $50.47 $99K +1,779 +23.2%
91 KYN 0.11% 38,146 $472K $12.38 $382
92 ABT 0.11% 3,708 $465K $125.29 -$33K -10 -0.3%
93 ACWX 0.10% 6,358 $427K $67.13 $18K +77 +1.2%
94 RDDT 0.10% 1,798 $413K $229.87 -$230K -998 -35.7%
95 FIS 0.10% 6,137 $408K $66.46 $83K +1,206 +24.5%
96 UBER 0.09% 4,871 $398K $81.71 $11K +924 +23.4%
97 AVDE 0.09% 4,823 $397K $82.31 $379K +4,601 +2072.5%
98 TSLA 0.09% 871 $392K $449.72 -$46K -114 -11.6%
99 DHI 0.09% 2,690 $387K $144.05 -$68K
100 BX 0.09% 2,470 $381K $154.14 -$41K

New Positions

SymbolValue% Port
DFLV $310K 0.07%
PANW $182K 0.04%
VKTX $166K 0.04%
DVN $160K 0.04%
DFNM $155K 0.04%
RKLB $140K 0.03%
P $120K 0.03%
DFAT $118K 0.03%
SJNK $105K 0.02%
METL $101K 0.02%
BEPC $92K 0.02%
TEM $91K 0.02%
TAN $88K 0.02%
RITM-PD $65K 0.02%
MEDP $56K 0.01%

Sold Out Positions

SymbolValue% Port
FDX —%
AEE —%
UPS —%
TRV —%
IBN —%
MPLX —%
NVO —%
BP —%
COF —%
GWW —%
WCN —%
TGT —%
CTAS —%
CAKE —%
LPLA —%
View SEC EDGAR Filings for Operose Advisors LLC →

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