Addison Advisors LLC Purchases and Sells in Q2 2025

Addison Advisors LLC

$364 Million
Q2 2025

Top Buys

Incresed Positions

296 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	643 + 1.85%	$329.49 - $438.4 $212K - $282K	35.5K $15.6M
MSFT	1.19K + 7.62%	$354.56 - $497.45 $421K - $590K	16.8K $8.34M
VOT	279 + 0.76%	$216.28 - $284.39 $60.3K - $79.3K	37.1K $10.6M
VTIP	25.2K + 8.42%	$49.57 - $50.27 $1.25M - $1.27M	324K $16.3M
XLP	16.2K + 470.89%	N/A	19.7K $1.49M
JPM	1.69K + 19.65%	$210.28 - $289.91 $356K - $491K	10.3K $2.99M

New Holdings

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EZU	3.42K New	$47.63 - $60.01 $163K - $205K	3.42K $203K
PICB	8.39K New	$22.08 - $24.18 $185K - $203K	8.39K $202K
SPDW	2.78K New	$32.66 - $40.75 $90.8K - $113K	2.78K $112K
IWS	775 New	$110.58 - $132.14 $85.7K - $102K	775 $102K
ISHG	1.13K New	$70.32 - $76.56 $79.5K - $86.5K	1.13K $86K
IWP	589 New	$104.34 - $138.68 $61.5K - $81.7K	589 $81K

Top Sells

Reduced Positions

208 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCS	-98.1K - 45.15%	$20.16 - $20.49 $1.98M - $2.01M	119K $2.44M
BSCQ	-100K - 45.52%	$19.44 - $19.56 $1.95M - $1.96M	120K $2.34M
BSCR	-98.2K - 44.43%	$19.49 - $19.66 $1.91M - $1.93M	123K $2.41M
DFUV	-27.6K - 9.0%	$36.25 - $42.28 $999K - $1.16M	278K $11.8M
AAPL	-1K - 4.05%	$172.42 - $223.89 $173K - $224K	23.7K $4.86M
BRK-B	-350 - 4.18%	$483.48 - $539.8 $169K - $189K	8.02K $3.9M

Activity Summary All Purchases 390 New Holdings 94 Increased Positions 296 All Sells 208 Reductions 208 Sold out 0 Calls 0 Puts 0

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