Addison Advisors LLC Purchases and Sells in Q3 2025

Addison Advisors LLC

$376 Million
Q3 2025

Top Buys

Incresed Positions

252 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	37.8K + 11.68%	$49.78 - $50.75 $1.88M - $1.92M	362K $18.3M
AAPL	854 + 3.61%	$202.38 - $256.87 $173K - $219K	24.5K $6.25M
VGIT	20.6K + 7.22%	$58.97 - $60.36 $1.21M - $1.24M	306K $18.3M
BNDX	22.9K + 11.45%	$49.0 - $49.51 $1.12M - $1.14M	223K $11M
GOOGL	1.21K + 15.86%	$174.36 - $254.72 $211K - $309K	8.85K $2.15M
IBDS	29.7K + 69.49%	$24.14 - $24.34 $718K - $724K	72.5K $1.77M

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	5.05K New	$24.46 - $26.5 $123K - $134K	5.05K $132K
PWR	233 New	$372.29 - $421.68 $86.7K - $98.3K	233 $96K
USIG	1.22K New	$50.73 - $52.47 $61.7K - $63.9K	1.22K $63K
ESGU	414 New	$134.94 - $145.86 $55.9K - $60.4K	414 $60K
OHI	1.4K New	$36.29 - $43.34 $50.8K - $60.7K	1.4K $59K
SPTI	1.34K New	$28.38 - $29.05 $38K - $38.9K	1.34K $38K

Top Sells

Reduced Positions

248 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-102K - 91.53%	$97.75 - $100.75 $9.93M - $10.2M	9.4K $942K
ACN	-1.14K - 38.72%	$232.56 - $304.78 $265K - $347K	1.8K $444K
SPYX	-3.62K - 59.01%	$50.79 - $54.95 $184K - $199K	2.52K $137K
USFR	-3.38K - 4.85%	$50.23 - $50.48 $170K - $170K	66.3K $3.33M
VTI	-707 - 19.98%	$303.93 - $329.86 $215K - $233K	2.83K $929K
JVAL	-4.18K - 22.46%	$44.14 - $47.9 $184K - $200K	14.4K $684K

Activity Summary All Purchases 292 New Holdings 40 Increased Positions 252 All Sells 248 Reductions 248 Sold out 0 Calls 0 Puts 0

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