Addison Advisors LLC Purchases in Q3 2025

Addison Advisors LLC

  • $376 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
37.8K
+ 11.68%
$49.78 - $50.75 $1.88M - $1.92M
362K $18.3M
AAPL
Apple Inc.

Technology
854
+ 3.61%
$202.38 - $256.87 $173K - $219K
24.5K $6.25M
VGIT
Vanguard Intermediate Term Tre

ETFs
20.6K
+ 7.22%
$58.97 - $60.36 $1.21M - $1.24M
306K $18.3M
BNDX
Vanguard Total International B

ETFs
22.9K
+ 11.45%
$49.0 - $49.51 $1.12M - $1.14M
223K $11M
GOOGL
Alphabet Inc.

Communication Services
1.21K
+ 15.86%
$174.36 - $254.72 $211K - $309K
8.85K $2.15M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
29.7K
+ 69.49%
$24.14 - $24.34 $718K - $724K
72.5K $1.77M
NVDA
Nvidia Corp

Technology
357
+ 1.79%
$153.3 - $186.58 $54.7K - $66.6K
20.4K $3.8M
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.27K
+ 4.4%
$29.65 - $31.77 $245K - $263K
196K $6.21M
ORCL
Oracle Corp

Technology
530
+ 7.73%
$218.96 - $328.33 $116K - $174K
7.38K $2.08M
BSCV
Invesco ETF Self Indexed Fd Tr
28.4K
+ 9.55%
$16.39 - $16.83 $465K - $478K
325K $5.43M
GOOG
Alphabet Inc.

Communication Services
472
+ 7.98%
$175.16 - $255.24 $82.7K - $120K
6.39K $1.56M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
25K
+ 9.94%
$18.61 - $18.94 $466K - $474K
277K $5.2M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.88K
+ 16.43%
$109.47 - $119.06 $315K - $343K
20.4K $2.42M
BSCU
Invesco Exc Self Ind Tr

ETFs
26.7K
+ 9.35%
$16.67 - $17.03 $445K - $454K
312K $5.27M
DFIV
Dimensional ETF Tr

ETFs
768
+ 0.83%
$42.66 - $46.53 $32.8K - $35.7K
93.3K $4.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.24K
+ 1.67%
$41.43 - $44.2 $134K - $143K
198K $8.73M
AVGO
Broadcom Inc.

Technology
83
+ 1.51%
$264.74 - $369.57 $22K - $30.7K
5.58K $1.84M
CAT
Caterpillar Inc

Industrials
82
+ 3.43%
$390.92 - $477.15 $32.1K - $39.1K
2.47K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
278
+ 22.44%
$620.67 - $670.08 $173K - $186K
1.52K $1.02M
ABBV
Abb Vie Inc.

Healthcare
78
+ 1.65%
$184.85 - $231.54 $14.4K - $18.1K
4.81K $1.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
24
+ 0.58%
$224.68 - $282.71 $5.39K - $6.79K
4.15K $1.16M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
460
+ 0.46%
$61.4 - $65.41 $28.2K - $30.1K
101K $6.47M
BAC
Bank Of America Corp

Financial Services
2.32K
+ 13.34%
$44.92 - $52.42 $104K - $121K
19.7K $1.01M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.25K
+ 7.53%
$19.61 - $19.79 $181K - $183K
132K $2.6M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.4%
$357.4 - $423.42 $6.43K - $7.62K
4.51K $1.83M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.93K
+ 7.45%
$19.49 - $19.61 $174K - $175K
129K $2.52M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.13K
+ 6.83%
$20.41 - $20.67 $166K - $168K
127K $2.62M
AMZN
Amazon Com Inc

Consumer Cyclical
778
+ 12.27%
$211.65 - $238.24 $165K - $185K
7.12K $1.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65
+ 0.81%
$459.11 - $506.91 $29.8K - $32.9K
8.09K $4.07M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
448
+ 0.85%
$75.26 - $80.19 $33.7K - $35.9K
53.2K $4.25M
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.07K
+ 2.1%
$54.85 - $58.99 $58.7K - $63.2K
52K $2.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
48
+ 1.67%
$420.11 - $472.68 $20.2K - $22.7K
2.92K $1.37M
GLW
Corning Inc

Technology
225
+ 5.75%
$51.6 - $82.03 $11.6K - $18.5K
4.14K $339K
GM
General Motors CO

Consumer Cyclical
1.39K
+ 33.49%
$48.89 - $61.24 $67.7K - $84.8K
5.52K $336K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.05K
New
$24.46 - $26.5 $123K - $134K
5.05K $132K
LLY
Eli Lilly & CO

Healthcare
192
+ 16.83%
$625.65 - $812.69 $120K - $156K
1.33K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
323
+ 69.16%
$237.77 - $353.61 $76.8K - $114K
790 $272K
VIG
Vanguard Dividend Appreciation

ETFs
642
+ 0.68%
N/A
95.7K $17.4M
PLTR
Palantir Technologies Inc.

Technology
508
+ 190.26%
$130.68 - $186.97 $66.4K - $95K
775 $141K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$144.19 - $167.33 $144 - $167
4.77K $797K
MMM
3 M CO

Industrials
570
+ 18.81%
$144.41 - $160.2 $82.3K - $91.3K
3.6K $558K
PWR
Quanta Services, Inc.

Industrials
233
New
$372.29 - $421.68 $86.7K - $98.3K
233 $96K
MS
Morgan Stanley

Financial Services
11
+ 0.22%
$139.09 - $161.16 $1.53K - $1.77K
5.11K $811K
DAL
Delta Air Lines, Inc.

Industrials
1.3K
+ 85.92%
$49.0 - $61.97 $63.7K - $80.6K
2.81K $159K
EFA
Ishares Tr Msci Eafe ETF

ETFs
880
+ 232.19%
$87.29 - $93.61 $76.8K - $82.4K
1.26K $117K
WDC
Western Digital Corp

Technology
85
+ 7.11%
$63.84 - $120.06 $5.43K - $10.2K
1.28K $153K
FSLR
First Solar, Inc.

Technology
3
+ 0.24%
$160.84 - $223.53 $483 - $671
1.24K $272K
IEFA
Ishares Tr

ETFs
711
+ 73.68%
$81.7 - $87.53 $58.1K - $62.2K
1.68K $146K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 0.52%
$215.01 - $273.02 $2.37K - $3K
2.11K $530K
Activity Summary
Buys All Purchases 292 New Holdings 40 Increased Positions 252 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
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