Addison Advisors LLC Purchases and Sells in Q1 2025

Addison Advisors LLC

$341 Million
Q1 2025

Top Buys

Incresed Positions

258 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	42.7K + 16.67%	$48.43 - $49.9 $2.07M - $2.13M	299K $14.9M
USFR	36.9K + 100.91%	$50.29 - $50.5 $1.86M - $1.86M	73.5K $3.7M
AGG	5.95K + 5.89%	$95.85 - $99.25 $570K - $590K	107K $10.6M
IQLT	6.18K + 3.31%	$36.91 - $41.03 $228K - $253K	193K $7.65M
DFIV	3.2K + 3.55%	$35.33 - $40.77 $113K - $130K	93.3K $3.67M
VLUE	3.22K + 2.78%	$104.89 - $113.56 $337K - $365K	119K $12.7M

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	5 New	$663000.0 - $801950.0 $3.32M - $4.01M	5 $3.99M
HIBL	1.05K New	$26.55 - $51.25 $27.9K - $53.8K	1.05K $27K
DIA	55 New	$408.78 - $448.82 $22.5K - $24.7K	55 $23K
GDMN	256 New	$28.97 - $43.56 $7.42K - $11.2K	256 $11K
MUR	361 New	$24.02 - $33.9 $8.67K - $12.2K	361 $10K
TECK	272 New	$36.43 - $43.86 $9.91K - $11.9K	272 $9K

Top Sells

Reduced Positions

202 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KBWB	-27K - 94.05%	$60.05 - $72.21 $1.62M - $1.95M	1.71K $107K
VUG	-121 - 0.35%	$369.1 - $427.61 $44.7K - $51.7K	34.8K $12.9M
MSFT	-1.06K - 6.37%	$375.39 - $447.2 $398K - $474K	15.6K $5.85M
VGIT	-25.7K - 8.08%	$57.44 - $59.4 $1.48M - $1.53M	293K $17.4M
AAPL	-959 - 3.74%	$209.68 - $247.1 $201K - $237K	24.7K $5.48M
ESGV	-6.99K - 28.31%	$96.93 - $109.51 $677K - $765K	17.7K $1.73M

Activity Summary All Purchases 305 New Holdings 47 Increased Positions 258 All Sells 202 Reductions 202 Sold out 0 Calls 0 Puts 0

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