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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
New
$224.68 - $282.71 $255K - $321K
1.14K $317M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.21K
New
$90.62 - $107.71 $291K - $345K
3.21K $316M
IAU
Ishares Gold Trust

ETFs
4.3K
New
$61.62 - $72.77 $265K - $313K
4.3K $313M
KMI
Kinder Morgan, Inc.

Energy
11K
New
$26.23 - $28.5 $288K - $313K
11K $311M
VST
Vistra Corp.

Utilities
1.57K
New
$182.0 - $217.92 $286K - $343K
1.57K $308M
WMB
Williams Companies, Inc.

Energy
4.86K
New
$56.52 - $64.01 $275K - $311K
4.86K $308M
FLEX
Flex Ltd.

Technology
5.27K
New
$48.49 - $59.33 $256K - $313K
5.27K $306M
EMR
Emerson Electric CO

Industrials
2.29K
New
$128.6 - $149.63 $295K - $343K
2.29K $301M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.04K
New
$72.57 - $74.72 $293K - $302K
4.04K $300M
CL
Colgate Palmolive CO

Consumer Defensive
3.69K
New
$79.36 - $93.33 $293K - $344K
3.69K $295M
ADI
Analog Devices Inc

Technology
1.17K
New
$220.68 - $255.63 $258K - $299K
1.17K $287M
WPP
Wpp PLC

Communication Services
11.5K
New
$23.63 - $36.37 $271K - $417K
11.5K $287M
VRT
Vertiv Holdings CO

Industrials
1.9K
New
N/A
1.9K $286M
WFC
Wells Fargo & Company

Financial Services
3.4K
New
$77.05 - $85.16 $262K - $290K
3.4K $285M
NSC
Norfolk Southern Corp

Industrials
910
New
$259.49 - $300.41 $236K - $273K
910 $273M
MLM
Martin Marietta Materials Inc

Basic Materials
424
New
$546.36 - $631.12 $232K - $268K
424 $267M
IR
Ingersoll Rand Inc.

Industrials
3.19K
New
$74.98 - $89.02 $239K - $284K
3.19K $264M
CARR
Carrier Global Corp

Industrials
4.34K
New
$58.75 - $80.73 $255K - $350K
4.34K $259M
NKE
Nike, Inc.

Consumer Cyclical
3.65K
New
$69.24 - $79.24 $253K - $289K
3.65K $254M
OEF
Ishares S&P 100 ETF

ETFs
762
New
N/A
762 $254M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5K
New
$49.78 - $50.75 $249K - $254K
5K $253M
DUK
Duke Energy Corp

Utilities
1.99K
New
$116.31 - $125.93 $231K - $251K
1.99K $246M
STE
Steris PLC

Healthcare
984
New
$221.21 - $252.43 $218K - $248K
984 $243M
AME
Ametek Inc

Industrials
1.28K
New
$176.44 - $192.03 $226K - $246K
1.28K $241M
WTRG
Essential Utilities, Inc.

Utilities
5.8K
New
$36.73 - $39.9 $213K - $232K
5.8K $232M
T
At&T Inc.

Communication Services
8.07K
New
$26.94 - $29.62 $217K - $239K
8.07K $228M
APD
Air Products & Chemicals, Inc.

Basic Materials
831
New
$265.78 - $299.3 $221K - $249K
831 $227M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.6K
New
$60.9 - $70.75 $219K - $254K
3.6K $225M
MO
Altria Group, Inc.

Consumer Defensive
3.34K
New
$57.75 - $67.68 $193K - $226K
3.34K $221M
RE
Everest Re Group LTD

Financial Services
628
New
N/A
628 $220M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.21K
New
$63.41 - $69.69 $204K - $224K
3.21K $220M
C
Citigroup Inc

Financial Services
2.09K
New
$85.57 - $103.49 $178K - $216K
2.09K $212M
MRK
Merck & Co., Inc.

Healthcare
2.46K
New
$77.6 - $87.37 $191K - $215K
2.46K $207M
FANG
Diamondback Energy, Inc.

Energy
1.44K
New
$134.53 - $152.5 $194K - $220K
1.44K $206M
PAGP
Plains Gp Holdings LP

Energy
10K
New
$18.12 - $20.08 $181K - $201K
10K $182M
JBLU
Jetblue Airways Corp

Industrials
24.5K
New
$4.23 - $5.49 $104K - $135K
24.5K $121M
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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