Tred Avon Family Wealth, LLC Purchases in Q3 2025

Tred Avon Family Wealth, LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
9.97K
New
$76.33 - $82.51 $761K - $823K
9.97K $821M
HMC
Honda Motor CO LTD

Consumer Cyclical
26.5K
New
$29.11 - $34.85 $773K - $925K
26.5K $817M
PSTL
Postal Realty Trust, Inc.

Real Estate
51.9K
New
$13.7 - $16.35 $711K - $848K
51.9K $814M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
9.03K
New
$89.59 - $104.45 $809K - $943K
9.03K $809M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.52K
New
$87.29 - $93.61 $743K - $797K
8.52K $795M
IX
Orix Corp

Financial Services
30K
New
$22.28 - $27.06 $668K - $811K
30K $783M
ITW
Illinois Tool Works Inc

Industrials
2.97K
New
$252.31 - $269.41 $749K - $800K
2.97K $774M
UL
Unilever PLC

Consumer Defensive
13.1K
New
$58.43 - $65.01 $763K - $848K
13.1K $774M
COLB
Columbia Banking System, Inc.

Financial Services
29.7K
New
$23.26 - $27.31 $691K - $811K
29.7K $764M
CVX
Chevron Corp

Energy
4.86K
New
$145.57 - $161.83 $707K - $786K
4.86K $755M
HWM
Howmet Aerospace Inc.

Industrials
3.83K
New
$171.0 - $196.23 $654K - $751K
3.83K $751M
SCHW
Schwab Charles Corp

Financial Services
7.86K
New
$91.03 - $98.69 $716K - $776K
7.86K $750M
XLE
Energy Sector Spdr

ETFs
8.36K
New
$84.25 - $91.99 $704K - $769K
8.36K $747M
PSX
Phillips 66

Energy
5.41K
New
$118.37 - $139.46 $641K - $755K
5.41K $736M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
43.5K
New
$14.53 - $17.13 $633K - $746K
43.5K $729M
TTE
Total Energies Se

Energy
12.2K
New
N/A
12.2K $728M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.73K
New
$182.33 - $194.5 $680K - $725K
3.73K $725M
UNP
Union Pacific Corp

Industrials
3.06K
New
$214.91 - $237.16 $658K - $726K
3.06K $724M
NGG
National Grid PLC

Utilities
9.93K
New
$67.98 - $74.38 $675K - $739K
9.93K $722M
HUBB
Hubbell Inc

Industrials
1.66K
New
$410.51 - $450.93 $681K - $748K
1.66K $713M
LYB
Lyondell Basell Industries N.V.

Basic Materials
14.5K
New
$48.34 - $67.22 $703K - $977K
14.5K $713M
VO
Vanguard Mid Cap ETF

ETFs
2.39K
New
$279.83 - $293.74 $668K - $701K
2.39K $701M
FLNG
Flex Lng Ltd.

Energy
27.7K
New
$21.89 - $27.41 $605K - $758K
27.7K $697M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
173K
New
$3.51 - $4.74 $607K - $820K
173K $690M
RIO
Rio Tinto PLC

Basic Materials
10.4K
New
$57.66 - $66.01 $597K - $683K
10.4K $683M
VICI
Vici Properties Inc.

Real Estate
20.9K
New
$31.43 - $33.93 $657K - $710K
20.9K $682M
CAG
Conagra Brands Inc.

Consumer Defensive
36K
New
$18.04 - $21.14 $649K - $760K
36K $658M
TSLA
Tesla, Inc.

Consumer Cyclical
1.47K
New
$293.94 - $444.72 $432K - $653K
1.47K $653M
RTX
Raytheon Technologies Corp

Industrials
3.82K
New
$144.19 - $167.33 $551K - $639K
3.82K $639M
MAR
Marriott International Inc

Consumer Cyclical
2.43K
New
$255.35 - $282.87 $620K - $687K
2.43K $632M
UPS
United Parcel Service Inc

Industrials
7.5K
New
$82.58 - $105.54 $620K - $792K
7.5K $627M
TXN
Texas Instruments Inc

Technology
3.38K
New
N/A
3.38K $621M
APH
Amphenol Corp

Technology
4.78K
New
$97.39 - $125.4 $465K - $599K
4.78K $591M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.95K
New
$79.76 - $85.78 $554K - $596K
6.95K $588M
FISV
Fiserv Inc

Technology
4.54K
New
N/A
4.54K $586M
INTU
Intuit Inc

Technology
853
New
$646.03 - $807.39 $551K - $689K
853 $583M
SHEL
Shell PLC

Energy
8.02K
New
$69.82 - $73.93 $560K - $593K
8.02K $573M
AMT
American Tower Corp

Real Estate
2.96K
New
$192.32 - $232.35 $568K - $687K
2.96K $568M
VTR
Ventas, Inc.

Real Estate
7.98K
New
$62.76 - $69.99 $501K - $558K
7.98K $558M
PFF
Ishares Trust Ishares Pfd And

ETFs
17.4K
New
$30.67 - $32.13 $535K - $560K
17.4K $551M
Millrose Pptys Inc
16.2K
New
N/A
16.2K $544M
WHR
Whirlpool Corp

Consumer Cyclical
6.75K
New
$77.47 - $110.59 $523K - $746K
6.75K $530M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.4K
New
$108.46 - $120.63 $478K - $531K
4.4K $523M
AUB
Atlantic Union Bankshares Corp

Financial Services
14.7K
New
$31.23 - $36.56 $460K - $538K
14.7K $519M
SBUX
Starbucks Corp

Consumer Cyclical
6.13K
New
$81.9 - $96.86 $502K - $594K
6.13K $518M
Aptiv PLC
5.93K
New
N/A
5.93K $511M
DELL
Dell Technologies Inc.

Technology
3.58K
New
$120.96 - $141.77 $433K - $508K
3.58K $508M
WU
Western Union CO

Financial Services
63.1K
New
$7.88 - $8.84 $497K - $557K
63.1K $504M
Ftai Aviation LTD
3.02K
New
N/A
3.02K $504M
Activity Summary
Buys All Purchases 237 New Holdings 237 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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