Notify me when Operose Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 472 | $429,160,054 | +$37,397,548 | -$15,428,517 | +$21,969,031 | VTI, VYM, VOO, VEA, SCHF | 13F-HR | 09 Feb 2026, 19:26 |
| Q3 2025 | 444 | $401,163,657 | +$27,025,939 | -$5,398,321 | +$21,627,618 | VTI, VYM, VEA, VOO, SCHF | 13F-HR | 12 Nov 2025, 12:00 |
| Q2 2025 | 410 | $354,624,898 | +$33,123,670 | -$8,726,915 | +$24,396,755 | VTI, VYM, VEA, VOO, SCHF | 13F-HR | 14 Aug 2025, 13:15 |
| Q1 2025 | 386 | $301,883,138 | +$21,957,975 | -$6,557,158 | +$15,400,817 | VTI, VYM, VEA, SCHF, SPY | 13F-HR | 12 May 2025, 15:47 |
| Q4 2024 | 424 | $292,319,600 | +$34,222,032 | -$42,699,821 | -$8,477,789 | VTI, VYM, VEA, SCHF, IJR | 13F-HR | 13 Feb 2025, 16:20 |
| Q3 2024 | 610 | $309,166,108 | +$22,471,697 | -$14,124,410 | +$8,347,287 | VTI, VYM, VEA, SCHF, IJR | 13F-HR | 13 Nov 2024, 14:21 |
| Q2 2024 | 578 | $282,406,153 | +$13,600,391 | -$25,906,847 | -$12,306,456 | VYM, VTI, VEA, IJR, VOT | 13F-HR | 08 Aug 2024, 14:18 |
| Q1 2024 | 651 | $296,013,400 | +$50,498,797 | -$21,135,508 | +$29,363,289 | VYM, VTI, IJR, VEA, VOT | 13F-HR | 13 May 2024, 13:58 |
| Q4 2023 | 597 | $249,881,065 | +$16,131,310 | -$44,381,845 | -$28,250,535 | VYM, VTI, IJR, VEA, VOT | 13F-HR | 12 Feb 2024, 10:24 |
| Q3 2023 | 753 | $252,526,237 | +$44,182,291 | -$4,257,496 | +$39,924,795 | VYM, VTI, IJR, VOT, VEA | 13F-HR | 13 Nov 2023, 15:48 |
| Q2 2023 | 357 | $220,646,610 | +$15,159,100 | -$2,235,774 | +$12,923,326 | VYM, VTI, IJR, VOT, VEA | 13F-HR | 08 Aug 2023, 18:28 |
| Q1 2023 | 343 | $201,311,987 | +$17,945,475 | -$7,860,096 | +$10,085,379 | VYM, VTI, IJR, VEA, VOT | 13F-HR | 09 May 2023, 11:54 |
| Q4 2022 | 359 | $187,273,033 | +$25,802,412 | -$5,475,547 | +$20,326,865 | VYM, IJR, VTI, VEA, VOT | 13F-HR | 13 Feb 2023, 15:10 |
| Q3 2022 | 341 | $152,228,000 | +$21,409,380 | -$1,589,552 | +$19,819,828 | VYM, IJR, VTI, VOT, MUB | 13F-HR | 14 Nov 2022, 12:18 |
| Q2 2022 | 300 | $142,165,000 | +$18,842,841 | -$2,047,837 | +$16,795,004 | VYM, IJR, VTI, VOT, VEA | 13F-HR | 11 Aug 2022, 16:59 |
| Q1 2022 | 317 | $144,699,000 | +$30,057,558 | -$2,113,365 | +$27,944,193 | VYM, IJR, VOT, VTI, VEA | 13F-HR | 12 May 2022, 16:03 |
| Q4 2021 | 297 | $122,895,000 | $0 | $0 | $0 | VYM, IJR, VOT, ACWV, VSS | 13F-HR | 14 Feb 2022, 09:52 |