Advisor OS, LLC
Top Portfolio Positions
357 positions ·
$455,664,253 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
168,937 | $42,874,517 | 9.41% |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
48,562 | $33,130,937 | 7.27% |
| NVDA |
Nvidia Corp
Technology
|
147,806 | $25,777,364 | 5.66% |
| JNJ |
Johnson & Johnson
Healthcare
|
71,315 | $17,432,235 | 3.83% |
| MSFT |
Microsoft Corp
Technology
|
42,970 | $15,906,202 | 3.49% |
| SPY |
Spdr S&P 500 Etf Trust
|
18,335 | $11,923,981 | 2.62% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
52,028 | $10,835,869 | 2.38% |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,900 | $10,323,399 | 2.27% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,302 | $6,854,514 | 1.50% |
| LLY |
ELI LILLY & Co
Healthcare
|
7,270 | $6,686,724 | 1.47% |
Portfolio Trend
Holdings in EPM
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,790 | 52,356 | Shares | Sole | 2026-05-08 | |
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