Tred Avon Family Wealth, LLC New Holdings in Q3 2025

Tred Avon Family Wealth, LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
322K
New
$44.92 - $52.42 $14.5M - $16.9M
322K $16.6B
MSFT
Microsoft Corp

Technology
22.7K
New
$491.09 - $535.64 $11.2M - $12.2M
22.7K $11.8B
IVV
Ishares Core S&P 500 ETF

ETFs
16.4K
New
$620.67 - $670.08 $10.2M - $11M
16.4K $11B
AAPL
Apple Inc.

Technology
38.2K
New
$202.38 - $256.87 $7.73M - $9.81M
38.2K $9.72B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.6K
New
$459.11 - $506.91 $7.63M - $8.42M
16.6K $8.36B
AMZN
Amazon Com Inc

Consumer Cyclical
29K
New
$211.65 - $238.24 $6.14M - $6.91M
29K $6.37B
NVDA
Nvidia Corp

Technology
33.1K
New
$153.3 - $186.58 $5.07M - $6.17M
33.1K $6.17B
JNJ
Johnson & Johnson

Healthcare
27.7K
New
$155.17 - $185.42 $4.3M - $5.14M
27.7K $5.14B
VTI
Vanguard Total Stock Market Et

ETFs
14.8K
New
$303.93 - $329.86 $4.49M - $4.87M
14.8K $4.85B
JPM
Jpmorgan Chase & CO

Financial Services
14.3K
New
$282.78 - $316.06 $4.04M - $4.52M
14.3K $4.51B
AVGO
Broadcom Inc.

Technology
12.3K
New
$264.74 - $369.57 $3.26M - $4.56M
12.3K $4.07B
Fidelity Wise Origin Bitcoin
40.1K
New
N/A
40.1K $4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
65.1K
New
$49.43 - $54.52 $3.22M - $3.55M
65.1K $3.53B
GBDC
Golub Capital Bdc, Inc.

Financial Services
240K
New
$13.69 - $15.48 $3.28M - $3.71M
240K $3.28B
ABT
Abbott Laboratories

Healthcare
24.4K
New
$120.51 - $136.62 $2.94M - $3.34M
24.4K $3.27B
GOOGL
Alphabet Inc.

Communication Services
13.4K
New
$174.36 - $254.72 $2.33M - $3.41M
13.4K $3.25B
MSTR
Microstrategy Inc

Technology
9.77K
New
$300.7 - $455.9 $2.94M - $4.45M
9.77K $3.15B
ETN
Eaton Corp PLC

Industrials
8.14K
New
$342.99 - $392.76 $2.79M - $3.2M
8.14K $3.05B
NEE
Nextera Energy Inc

Utilities
39.3K
New
$69.77 - $77.54 $2.74M - $3.05M
39.3K $2.97B
XOM
Exxon Mobil Corp

Energy
24.6K
New
$105.83 - $117.22 $2.6M - $2.88M
24.6K $2.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.51K
New
$567.77 - $614.76 $2.56M - $2.78M
4.51K $2.76B
META
Meta Platforms, Inc.

Communication Services
3.7K
New
$695.21 - $791.73 $2.57M - $2.93M
3.7K $2.72B
LLY
Eli Lilly & CO

Healthcare
3.36K
New
$625.65 - $812.69 $2.1M - $2.73M
3.36K $2.57B
PANW
Palo Alto Networks Inc

Technology
12.5K
New
$167.06 - $208.19 $2.09M - $2.61M
12.5K $2.55B
V
Visa Inc.

Financial Services
7.24K
New
$332.09 - $358.86 $2.4M - $2.6M
7.24K $2.47B
VEU
Vanguard Ftse All World Ex Us

ETFs
33.7K
New
$66.38 - $71.68 $2.24M - $2.42M
33.7K $2.41B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.28K
New
$617.65 - $666.84 $2.03M - $2.19M
3.28K $2.19B
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.41K
New
$404.94 - $499.99 $1.79M - $2.2M
4.41K $2.14B
ABBV
Abb Vie Inc.

Healthcare
8.6K
New
$184.85 - $231.54 $1.59M - $1.99M
8.6K $1.99B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71.2K
New
$26.38 - $27.95 $1.88M - $1.99M
71.2K $1.94B
ORCL
Oracle Corp

Technology
6.79K
New
$218.96 - $328.33 $1.49M - $2.23M
6.79K $1.91B
RSG
Republic Services, Inc.

Industrials
8.29K
New
$225.33 - $246.01 $1.87M - $2.04M
8.29K $1.9B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
41.9K
New
$41.91 - $44.87 $1.76M - $1.88M
41.9K $1.87B
VB
Vanguard Small Cap ETF

ETFs
7.08K
New
$237.58 - $259.17 $1.68M - $1.83M
7.08K $1.8B
PG
Procter & Gamble CO

Consumer Defensive
11.4K
New
$150.47 - $161.22 $1.72M - $1.84M
11.4K $1.75B
NFLX
Netflix Inc

Communication Services
1.46K
New
$1147.87 - $1297.18 $1.68M - $1.89M
1.46K $1.75B
MCD
Mcdonalds Corp

Consumer Cyclical
5.63K
New
$291.67 - $316.99 $1.64M - $1.78M
5.63K $1.71B
IEFA
Ishares Tr

ETFs
18.8K
New
$81.7 - $87.53 $1.54M - $1.65M
18.8K $1.64B
Blackrock Inc
1.4K
New
N/A
1.4K $1.63B
WMT
Walmart Inc.

Consumer Defensive
15.4K
New
$94.4 - $104.27 $1.45M - $1.61M
15.4K $1.59B
Ishares Bitcoin Trust ETF
24K
New
N/A
24K $1.56B
PEP
Pepsico Inc

Consumer Defensive
11.1K
New
$133.81 - $152.16 $1.49M - $1.69M
11.1K $1.56B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.7K
New
$62.09 - $66.51 $1.47M - $1.58M
23.7K $1.55B
TT
Trane Technologies PLC

Industrials
3.63K
New
$398.96 - $472.54 $1.45M - $1.71M
3.63K $1.53B
BX
Blackstone Inc.

Financial Services
8.85K
New
$152.77 - $188.68 $1.35M - $1.67M
8.85K $1.51B
VZ
Verizon Communications Inc

Communication Services
33.3K
New
$40.84 - $45.06 $1.36M - $1.5M
33.3K $1.46B
HD
Home Depot, Inc.

Consumer Cyclical
3.53K
New
$357.4 - $423.42 $1.26M - $1.49M
3.53K $1.43B
PFE
Pfizer Inc

Healthcare
55.7K
New
$23.29 - $25.88 $1.3M - $1.44M
55.7K $1.42B
HON
Honeywell International Inc

Industrials
6.7K
New
$207.7 - $240.4 $1.39M - $1.61M
6.7K $1.41B
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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