Addison Advisors LLC Purchases in Q1 2025

Addison Advisors LLC

  • $341 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
M
Macy'S, Inc.

Consumer Cyclical
36
New
$12.56 - $16.82 $452 - $606
36 $0
Invesco Exch Trd Slf Idx Fd
2.41K
+ 12.31%
N/A
21.9K $0
Invesco Exch Trd Slf Idx Fd
4.91K
+ 2.44%
N/A
206K $0
Invesco Exch Trd Slf Idx Fd
47.3K
+ 59.99%
N/A
126K $0
DFSI
Dimensional ETF Tr Dimen Intl
3.74K
+ 4.5%
N/A
86.6K $0
REZI
Resideo Technologies, Inc.

Industrials
1
New
$16.92 - $23.77 $16.9 - $23.8
1 $0
FCX
Freeport Mcmoran Inc

Basic Materials
31
+ 1.45%
$34.5 - $43.01 $1.07K - $1.33K
2.16K $81K
Invesco Exch Trd Slf Idx Fd
6.61K
+ 93.34%
N/A
13.7K $0
Rb Global Inc
13
+ 0.84%
N/A
1.56K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
11K
+ 5.13%
N/A
225K $0
DFSU
Dimensional ETF Tr Dimen Us Su
695
+ 0.89%
N/A
78.6K $0
CRH.L
Crh PLC

Basic Materials
100
+ 53.19%
N/A
288 $0
Invesco Exch Trd Slf Idx Fd
2.96K
+ 19.58%
N/A
18.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
680
+ 3.39%
N/A
20.7K $0
MCO
Moodys Corp

Financial Services
10
+ 1.23%
$437.8 - $527.48 $4.38K - $5.27K
821 $382K
ASML
Asml Holding Nv

Technology
8
+ 3.79%
$662.63 - $776.99 $5.3K - $6.22K
219 $145K
RY
Royal Bank Of Canada

Financial Services
58
+ 6.02%
$108.81 - $123.4 $6.31K - $7.16K
1.02K $115K
ZION
Zions Bancorporation, National Association

Financial Services
33
+ 4.38%
$47.0 - $59.03 $1.55K - $1.95K
786 $39K
ENPH
Enphase Energy, Inc.

Technology
10
+ 2.62%
$52.87 - $73.51 $529 - $735
392 $24K
AMD
Advanced Micro Devices Inc

Technology
29
+ 9.57%
$96.63 - $129.55 $2.8K - $3.76K
332 $34K
MRVL
Marvell Technology, Inc.

Technology
29
+ 31.18%
$61.57 - $126.06 $1.79K - $3.66K
122 $7K
DGS
Wisdomtree Emerging Markets Sm

ETFs
575
+ 1.14%
$47.4 - $50.24 $27.3K - $28.9K
51K $2.47M
TROW
Price T Rowe Group Inc

Financial Services
29
+ 12.55%
$91.57 - $116.93 $2.66K - $3.39K
260 $23K
ILMN
Illumina, Inc.

Healthcare
3
+ 3.75%
$79.34 - $144.22 $238 - $433
83 $6K
MUB
Ishares National Muni Bond ETF

ETFs
3
+ 0.08%
$104.71 - $107.69 $314 - $323
3.96K $417K
GIL
Gildan Activewear Inc.

Consumer Cyclical
13
+ 0.65%
$44.19 - $55.09 $574 - $716
2K $88K
BA
Boeing CO

Industrials
5
+ 0.41%
$148.15 - $186.25 $741 - $931
1.24K $211K
AXP
American Express CO

Financial Services
29
+ 5.09%
$255.39 - $325.87 $7.41K - $9.45K
599 $161K
RJF
Raymond James Financial Inc

Financial Services
5
+ 0.72%
$137.62 - $172.64 $688 - $863
697 $96K
NVO
Novo Nordisk A S

Healthcare
383
+ 16.78%
$69.3 - $90.95 $26.5K - $34.8K
2.67K $185K
PFE
Pfizer Inc

Healthcare
1.1K
+ 3.23%
$25.01 - $27.13 $27.4K - $29.8K
35.1K $888K
TM
Toyota Motor Corp

Consumer Cyclical
13
+ 1.67%
$176.53 - $195.35 $2.29K - $2.54K
791 $139K
HPE
Hewlett Packard Enterprise CO

Technology
277
+ 8.44%
$14.77 - $24.42 $4.09K - $6.76K
3.56K $54K
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 2.28%
$271.18 - $303.12 $13.8K - $15.5K
2.29K $629K
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 2.37%
$551.42 - $612.93 $18.7K - $20.8K
1.47K $822K
EIX
Edison International

Utilities
76
+ 6.33%
$50.06 - $80.01 $3.8K - $6.08K
1.28K $75K
AMAT
Applied Materials Inc

Technology
9
+ 0.68%
$145.06 - $195.51 $1.31K - $1.76K
1.34K $194K
EMR
Emerson Electric CO

Industrials
22
+ 1.31%
$108.64 - $131.17 $2.39K - $2.89K
1.71K $187K
TT
Trane Technologies PLC

Industrials
12
+ 1.43%
$332.0 - $400.86 $3.98K - $4.81K
851 $286K
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 0.72%
$222.66 - $268.42 $3.34K - $4.03K
2.09K $488K
HPQ
Hp Inc

Technology
330
+ 4.92%
$27.69 - $34.72 $9.14K - $11.5K
7.04K $194K
RRX
Regal Rexnord Corp

Industrials
10
+ 1.28%
$113.85 - $167.1 $1.14K - $1.67K
792 $90K
UAL
United Airlines Holdings, Inc.

Industrials
23
+ 1.88%
$69.05 - $110.52 $1.59K - $2.54K
1.25K $86K
TGT
Target Corp

Consumer Defensive
7
+ 0.58%
$103.65 - $142.5 $726 - $998
1.22K $127K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
7
+ 1.67%
$283.06 - $421.16 $1.98K - $2.95K
426 $120K
MS
Morgan Stanley

Financial Services
12
+ 0.24%
$111.68 - $141.08 $1.34K - $1.69K
5.05K $589K
FSLR
First Solar, Inc.

Technology
13
+ 1.21%
$126.34 - $197.73 $1.64K - $2.57K
1.09K $137K
CAT
Caterpillar Inc

Industrials
16
+ 0.73%
$326.75 - $407.63 $5.23K - $6.52K
2.2K $725K
DELL
Dell Technologies Inc.

Technology
22
+ 0.68%
$90.34 - $124.66 $1.99K - $2.74K
3.24K $295K
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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