Addison Advisors LLC Purchases in Q1 2025

Addison Advisors LLC

  • $341 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CI
Cigna Corp

Healthcare
4
+ 0.53%
$274.49 - $329.0 $1.1K - $1.32K
753 $247K
SHEL
Shell PLC

Energy
183
+ 6.99%
$62.84 - $73.29 $11.5K - $13.4K
2.8K $205K
LYG
Lloyds Banking Group PLC

Financial Services
767
+ 2.23%
$2.58 - $3.9 $1.98K - $2.99K
35.2K $134K
MDT
Medtronic PLC

Healthcare
196
+ 8.24%
$79.84 - $94.5 $15.6K - $18.5K
2.58K $231K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.11%
$279.74 - $321.29 $559 - $643
1.8K $563K
SAP
Sap Se

Technology
19
+ 1.2%
$241.4 - $293.69 $4.59K - $5.58K
1.61K $430K
AVSE
American Centy ETF Tr Avantis

ETFs
685
+ 27.45%
$48.73 - $53.38 $33.4K - $36.6K
3.18K $163K
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.14%
$90.77 - $104.01 $454 - $520
3.47K $358K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.31K
+ 15.68%
$24.21 - $25.09 $31.7K - $32.9K
9.66K $241K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
16
+ 4.66%
$402.49 - $513.76 $6.44K - $8.22K
359 $174K
TTE
Total Energies Se

Energy
515
+ 89.25%
N/A
1.09K $74K
MFG
Mizuho Financial Group Inc

Financial Services
816
+ 1.69%
$4.83 - $6.04 $3.94K - $4.93K
49.1K $270K
F
Ford Motor CO

Consumer Cyclical
3.37K
+ 43.14%
$9.12 - $10.43 $30.7K - $35.1K
11.2K $111K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
1.41K
+ 17.31%
$20.1 - $20.8 $28.2K - $29.2K
9.52K $197K
SAN
Banco Santander, S.A.

Financial Services
807
+ 7.19%
$4.46 - $7.14 $3.6K - $5.76K
12K $80K
NGG
National Grid PLC

Utilities
383
+ 68.64%
$56.13 - $65.61 $21.5K - $25.1K
941 $61K
CMCSA
Comcast Corp

Communication Services
776
+ 37.85%
$33.19 - $38.23 $25.8K - $29.7K
2.83K $104K
HIBL
Direxion Shs ETF Tr Daily S&P

ETFs
1.05K
New
$26.55 - $51.25 $27.9K - $53.8K
1.05K $27K
BP
Bp PLC

Energy
146
+ 2.91%
$29.93 - $35.31 $4.37K - $5.16K
5.16K $174K
E
Eni Spa

Energy
700
+ 84.03%
$27.51 - $31.47 $19.3K - $22K
1.53K $47K
SCHW
Schwab Charles Corp

Financial Services
15
+ 0.27%
$71.24 - $83.64 $1.07K - $1.25K
5.48K $428K
NDSN
Nordson Corp

Industrials
134
+ 28.15%
$200.12 - $224.07 $26.8K - $30K
610 $123K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 3.88%
$890.62 - $1076.86 $11.6K - $14K
348 $329K
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 0.76%
$268.63 - $301.33 $1.88K - $2.11K
931 $277K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
55
New
$408.78 - $448.82 $22.5K - $24.7K
55 $23K
LNT
Alliant Energy Corp

Utilities
47
+ 1.31%
$56.66 - $66.04 $2.66K - $3.1K
3.63K $233K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
255
+ 46.45%
$46.15 - $63.53 $11.8K - $16.2K
804 $49K
HSBC
Hsbc Holdings PLC

Financial Services
60
+ 2.57%
$48.68 - $61.58 $2.92K - $3.69K
2.39K $137K
TRGP
Targa Resources Corp.

Energy
66
+ 18.75%
$178.44 - $217.22 $11.8K - $14.3K
418 $83K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
168
+ 5.37%
$58.01 - $64.46 $9.75K - $10.8K
3.3K $204K
UL
Unilever PLC

Consumer Defensive
49
+ 0.83%
$54.72 - $60.29 $2.68K - $2.95K
5.95K $354K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
693
+ 0.38%
$20.64 - $20.73 $14.3K - $14.4K
184K $3.8M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
331
+ 848.72%
$58.09 - $67.05 $19.2K - $22.2K
370 $22K
BMY
Bristol Myers Squibb CO

Healthcare
28
+ 0.7%
$53.9 - $63.11 $1.51K - $1.77K
4.01K $244K
AOS
Smith A O Corp

Industrials
345
+ 46.88%
$65.16 - $72.69 $22.5K - $25.1K
1.08K $70K
NFLX
Netflix Inc

Communication Services
5
+ 1.46%
$828.4 - $1058.6 $4.14K - $5.29K
348 $324K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
860
+ 4.19%
$23.49 - $23.77 $20.2K - $20.4K
21.4K $503K
ICE
Intercontinental Exchange, Inc.

Financial Services
99
+ 170.69%
$142.8 - $176.36 $14.1K - $17.5K
157 $27K
EXC
Exelon Corp

Utilities
185
+ 15.72%
$37.3 - $46.08 $6.9K - $8.52K
1.36K $62K
AZN
Astrazeneca PLC

Healthcare
42
+ 2.42%
$65.37 - $77.96 $2.75K - $3.27K
1.78K $130K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
1.03K
+ 4.77%
$20.57 - $21.12 $21.2K - $21.8K
22.6K $469K
BK
Bank Of New York Mellon Corp

Financial Services
120
+ 11.87%
$75.42 - $88.95 $9.05K - $10.7K
1.13K $94K
PAYX
Paychex Inc

Industrials
18
+ 1.7%
$136.06 - $154.52 $2.45K - $2.78K
1.08K $165K
PARA
Paramount Global

Communication Services
1.27K
+ 254.22%
$10.16 - $12.14 $12.9K - $15.4K
1.76K $21K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
258
+ 4.21%
$11.66 - $14.98 $3.01K - $3.86K
6.39K $87K
C
Citigroup Inc

Financial Services
206
+ 10.34%
$67.23 - $84.63 $13.8K - $17.4K
2.2K $156K
STN
Stantec Inc

Industrials
1
+ 0.03%
$74.62 - $89.33 $74.6 - $89.3
3.51K $291K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
732
+ 19.48%
$25.93 - $29.28 $19K - $21.4K
4.49K $121K
MA
Mastercard Inc

Financial Services
8
+ 1.62%
$504.67 - $576.31 $4.04K - $4.61K
501 $274K
Activity Summary
Buys All Purchases 305 New Holdings 47 Increased Positions 258 Sells All Sells 202 Reductions 202 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Addison Advisors LLC Portfolio

Follow Addison Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email