Addison Advisors LLC Purchases in Q2 2025

Addison Advisors LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
260
+ 6.8%
$30.29 - $30.83 $7.88K - $8.02K
4.09K $125K
FAST
Fastenal CO

Industrials
483
+ 139.19%
$40.65 - $83.16 $19.6K - $40.2K
830 $34K
MCHP
Microchip Technology Inc

Technology
61
+ 43.57%
$35.34 - $71.6 $2.16K - $4.37K
201 $14K
IVZ
Invesco Ltd.

Financial Services
565
New
$12.14 - $15.77 $6.86K - $8.91K
565 $8K
TECK
Teck Resources LTD

Basic Materials
160
+ 58.82%
$29.05 - $41.48 $4.65K - $6.64K
432 $17K
NEE
Nextera Energy Inc

Utilities
150
+ 9.61%
$64.11 - $75.0 $9.62K - $11.3K
1.71K $118K
PSA
Public Storage

Real Estate
28
+ 87.5%
$266.31 - $309.77 $7.46K - $8.67K
60 $17K
KD
Kyndryl Holdings, Inc.

Technology
43
+ 7.01%
$27.77 - $41.96 $1.19K - $1.8K
656 $27K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
22
+ 20.0%
$160.22 - $209.35 $3.52K - $4.61K
132 $27K
PLD
Prologis, Inc.

Real Estate
86
+ 60.56%
$89.76 - $112.34 $7.72K - $9.66K
228 $23K
BX
Blackstone Inc.

Financial Services
23
+ 6.3%
$120.07 - $151.11 $2.76K - $3.48K
388 $58K
PARA
Paramount Global

Communication Services
451
+ 25.57%
$10.65 - $12.9 $4.8K - $5.82K
2.22K $28K
GPC
Genuine Parts CO

Consumer Cyclical
43
+ 7.24%
$105.54 - $129.09 $4.54K - $5.55K
637 $77K
AVA
Avista Corp

Utilities
200
New
$36.94 - $42.43 $7.39K - $8.49K
200 $7K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
100
+ 66.67%
$41.45 - $54.46 $4.15K - $5.45K
250 $13K
STT
State Street Corp

Financial Services
54
+ 67.5%
$75.33 - $106.34 $4.07K - $5.74K
134 $14K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
17
+ 188.89%
$177.93 - $313.14 $3.02K - $5.32K
26 $8K
HBAN
Huntington Bancshares Inc

Financial Services
390
+ 390.0%
$12.49 - $16.76 $4.87K - $6.54K
490 $8K
E
Eni Spa

Energy
146
+ 9.52%
$25.19 - $32.93 $3.68K - $4.81K
1.68K $54K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
32
+ 68.09%
$49.95 - $128.54 $1.6K - $4.11K
79 $9K
APH
Amphenol Corp

Technology
69
New
$59.09 - $98.75 $4.08K - $6.81K
69 $6K
VZ
Verizon Communications Inc

Communication Services
367
+ 7.12%
$41.67 - $45.62 $15.3K - $16.7K
5.53K $239K
FIS
Fidelity National Information Services, Inc.

Technology
61
+ 29.19%
$68.14 - $82.13 $4.16K - $5.01K
270 $21K
SPYG
Spdr Portfolio

ETFs
71
New
$71.83 - $95.32 $5.1K - $6.77K
71 $6K
ITW
Illinois Tool Works Inc

Industrials
25
+ 3.08%
$218.41 - $252.43 $5.46K - $6.31K
838 $207K
VLO
Valero Energy Corp

Energy
45
+ 45.0%
$104.69 - $141.77 $4.71K - $6.38K
145 $19K
PODD
Insulet Corp

Healthcare
19
+ 633.33%
$238.57 - $327.47 $4.53K - $6.22K
22 $6K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
240
+ 2.91%
$25.04 - $25.18 $6.01K - $6.04K
8.49K $213K
SWKS
Skyworks Solutions, Inc.

Technology
54
+ 33.33%
$49.2 - $74.95 $2.66K - $4.05K
216 $16K
AER
Aer Cap Holdings N.V.

Industrials
40
+ 100.0%
$88.97 - $117.24 $3.56K - $4.69K
80 $9K
WBD
Warner Bros. Discovery, Inc.

Communication Services
386
+ 84.1%
$7.69 - $11.46 $2.97K - $4.42K
845 $9K
APP
App Lovin Corp

Technology
15
New
$219.37 - $417.89 $3.29K - $6.27K
15 $5K
UNM
Unum Group

Financial Services
71
+ 4.46%
$70.48 - $82.91 $5K - $5.89K
1.66K $134K
AES
Aes Corp

Utilities
473
+ 1313.89%
$9.63 - $12.55 $4.55K - $5.94K
509 $5K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
160
+ 13.68%
$24.71 - $28.36 $3.95K - $4.54K
1.33K $37K
VTRS
Viatris Inc

Healthcare
471
+ 11.5%
$7.26 - $9.12 $3.42K - $4.3K
4.57K $40K
SNA
Snap On Inc

Industrials
22
+ 56.41%
$292.36 - $342.2 $6.43K - $7.53K
61 $18K
SO
Southern CO

Utilities
52
+ 6.77%
$84.91 - $92.56 $4.42K - $4.81K
820 $75K
UBS
Ubs Group Ag

Financial Services
76
+ 11.97%
$26.12 - $33.82 $1.99K - $2.57K
711 $24K
WST
West Pharmaceutical Services Inc

Healthcare
24
+ 27.59%
$190.39 - $227.7 $4.57K - $5.46K
111 $24K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 79.17%
$310.86 - $348.77 $5.91K - $6.63K
43 $13K
HLN
Haleon PLC

Healthcare
455
+ 8.31%
$9.27 - $11.41 $4.22K - $5.19K
5.93K $61K
EBAY
Ebay Inc

Consumer Cyclical
19
+ 3.47%
$59.52 - $79.36 $1.13K - $1.51K
567 $42K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
170
+ 0.72%
$22.66 - $23.35 $3.85K - $3.97K
23.9K $554K
ANSS
Ansys Inc

Technology
13
+ 260.0%
$284.19 - $351.22 $3.69K - $4.57K
18 $6K
KEYS
Keysight Technologies, Inc.

Technology
14
+ 8.43%
$127.02 - $165.4 $1.78K - $2.32K
180 $29K
CNHI
Cnh Industrial N.V.

Industrials
308
+ 169.23%
N/A
490 $5K
PANW
Palo Alto Networks Inc

Technology
13
+ 36.11%
$152.44 - $204.64 $1.98K - $2.66K
49 $10K
ZM
Zoom Video Communications, Inc.

Technology
55
New
$66.7 - $84.62 $3.67K - $4.65K
55 $4K
Activity Summary
Buys All Purchases 390 New Holdings 94 Increased Positions 296 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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