Addison Advisors LLC Purchases in Q1 2025

Addison Advisors LLC

  • $341 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HWM
Howmet Aerospace Inc.

Industrials
16
New
$110.79 - $139.39 $1.77K - $2.23K
16 $2K
SRE
Sempra Energy

Utilities
39
+ 54.17%
$67.85 - $87.67 $2.65K - $3.42K
111 $7K
ALGN
Align Technology Inc

Healthcare
8
New
$158.86 - $234.89 $1.27K - $1.88K
8 $1K
SEDG
Solaredge Technologies, Inc.

Technology
7
+ 2.7%
$12.96 - $19.63 $90.7 - $137
266 $4K
PVH
Pvh Corp.

Consumer Cyclical
19
New
$63.81 - $107.78 $1.21K - $2.05K
19 $1K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
68
+ 20.61%
$18.36 - $20.51 $1.25K - $1.39K
398 $7K
HBAN
Huntington Bancshares Inc

Financial Services
100
New
$14.28 - $17.39 $1.43K - $1.74K
100 $1K
MU
Micron Technology Inc

Technology
2
+ 3.39%
$86.89 - $109.38 $174 - $219
61 $5K
QCOM
Qualcomm Inc

Technology
3
+ 0.15%
$151.94 - $175.86 $456 - $528
1.95K $300K
PINS
Pinterest, Inc.

Communication Services
45
New
$29.79 - $40.0 $1.34K - $1.8K
45 $1K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 10.0%
$4295.4 - $5141.88 $4.3K - $5.14K
11 $50K
JLL
Jones Lang Lasalle Inc

Real Estate
6
+ 100.0%
$238.0 - $284.76 $1.43K - $1.71K
12 $2K
MPWR
Monolithic Power Systems Inc

Technology
3
New
$565.7 - $720.25 $1.7K - $2.16K
3 $1K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 100.0%
$953.54 - $1132.42 $1.91K - $2.26K
4 $3K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
18
+ 2.83%
N/A
654 $42K
MTH
Meritage Homes Corp

Consumer Cyclical
19
New
$69.41 - $152.01 $1.32K - $2.89K
19 $1K
HQH
Tekla Healthcare Investors

Financial Services
1
New
$16.23 - $18.27 $16.2 - $18.3
1 $0
Sandisk Corp
392
New
N/A
392 $0
SVM
Silvercorp Metals Inc

Basic Materials
25
New
$2.94 - $4.19 $73.5 - $105
25 $0
ZIMV
Zim Vie Inc.

Healthcare
9
+ 64.29%
$10.8 - $15.22 $97.2 - $137
23 $0
Barclays Bank PLC
1.02K
New
N/A
1.02K $0
Te Connectivity PLC
61
+ 93.85%
N/A
126 $0
TSCO
Tractor Supply CO

Consumer Cyclical
9
New
$51.66 - $57.94 $465 - $521
9 $0
Arista Networks Inc
26
+ 0.54%
N/A
4.84K $0
Bunge Global Sa
26
New
N/A
26 $0
SYM
Symbotic Inc.

Financial Services
5
New
$20.16 - $33.5 $101 - $168
5 $0
Canadian Pacific Kansas City
136
+ 54.84%
N/A
384 $0
VRT
Vertiv Holdings CO

Industrials
1
New
N/A
1 $0
AAL
American Airlines Group Inc.

Industrials
2
+ 0.14%
N/A
1.48K $16K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 8.91%
$175.5 - $209.86 $1.58K - $1.89K
110 $19K
Veralto Corp
3
+ 1.5%
N/A
203 $0
ACHR
Archer Aviation Inc.

Industrials
10
New
$6.8 - $11.51 $68 - $115
10 $0
Thomson Reuters Corp
12
+ 0.94%
N/A
1.28K $0
BMO
Bank Of Montreal

Financial Services
11
+ 3.3%
$94.92 - $104.14 $1.04K - $1.15K
344 $32K
SF
Stifel Financial Corp

Financial Services
8
+ 42.11%
$91.62 - $117.6 $733 - $941
27 $2K
Masterbrand Inc
37
+ 6.36%
N/A
619 $0
PSO
Pearson PLC

Communication Services
34
+ 0.45%
$15.45 - $17.75 $525 - $604
7.57K $121K
Gsk PLC
411
+ 9.56%
N/A
4.71K $0
Ishares Tr
3.21K
+ 18.08%
N/A
20.9K $0
Ishares Tr
2.42K
New
N/A
2.42K $0
IX
Orix Corp

Financial Services
212
+ 400.0%
$20.44 - $107.42 $4.33K - $22.8K
265 $5K
EEM
Ishares Msci Emerging Markets

ETFs
7
+ 46.67%
$40.81 - $45.34 $286 - $317
22 $0
Ge Vernova Inc
51
+ 4.27%
N/A
1.25K $0
Lam Research Corp
220
+ 8.12%
N/A
2.93K $0
NVT
N Vent Electric PLC

Industrials
9
New
$52.42 - $75.4 $472 - $679
9 $0
NAD
Nuveen Quality Municipal Income Fund

Financial Services
79
New
$11.4 - $11.96 $901 - $945
79 $0
CNHI
Cnh Industrial N.V.

Industrials
54
+ 42.19%
N/A
182 $1K
Natwest Group PLC
121
+ 1.74%
N/A
7.07K $0
GPS
Gap Inc

Consumer Cyclical
24
+ 1.02%
N/A
2.37K $47K
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
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