Addison Advisors LLC Incresed Positions in Q2 2025

Addison Advisors LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
643
+ 1.85%
$329.49 - $438.4 $212K - $282K
35.5K $15.6M
MSFT
Microsoft Corp

Technology
1.19K
+ 7.62%
$354.56 - $497.45 $421K - $590K
16.8K $8.34M
VOT
Vanguard Mid Cap Growth Index

ETFs
279
+ 0.76%
$216.28 - $284.39 $60.3K - $79.3K
37.1K $10.6M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
25.2K
+ 8.42%
$49.57 - $50.27 $1.25M - $1.27M
324K $16.3M
XLP
Consumer Staples Sector Spdr

ETFs
16.2K
+ 470.89%
N/A
19.7K $1.49M
JPM
Jpmorgan Chase & CO

Financial Services
1.69K
+ 19.65%
$210.28 - $289.91 $356K - $491K
10.3K $2.99M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
33.8K
+ 376.19%
$23.96 - $24.27 $810K - $820K
42.8K $1.04M
DFIS
Dimensional ETF Tr Dimensional

ETFs
337
+ 0.18%
$23.2 - $29.84 $7.82K - $10.1K
188K $5.61M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.64K
+ 0.85%
$35.9 - $43.76 $58.8K - $71.6K
194K $8.4M
ORCL
Oracle Corp

Technology
1.27K
+ 22.64%
$122.82 - $218.63 $155K - $277K
6.85K $1.5M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.06K
+ 1.47%
$75.29 - $91.16 $80.1K - $97K
73.5K $6.63M
GE
General Electric CO

Industrials
834
+ 16.51%
$166.81 - $257.39 $139K - $215K
5.89K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
1.25K
+ 54.54%
$243.75 - $303.93 $304K - $380K
3.54K $1.08M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4K
+ 3.74%
$96.84 - $99.46 $387K - $398K
111K $11M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
564
+ 1.08%
$62.73 - $78.42 $35.4K - $44.2K
52.8K $4.09M
BNDX
Vanguard Total International B

ETFs
5.56K
+ 2.85%
$48.77 - $49.55 $271K - $275K
200K $9.92M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
7.7K
+ 70.71%
$36.14 - $44.23 $278K - $341K
18.6K $822K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.22K
+ 17.02%
$50.09 - $51.09 $311K - $318K
42.7K $2.18M
BSCU
Invesco Exc Self Ind Tr

ETFs
18.3K
+ 6.86%
$16.31 - $16.78 $298K - $307K
285K $4.78M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
15.7K
+ 6.64%
$18.28 - $18.7 $287K - $293K
252K $4.71M
BSCV
Invesco ETF Self Indexed Fd Tr
15.9K
+ 5.65%
$15.97 - $16.53 $254K - $263K
297K $4.91M
ES
Eversource Energy

Utilities
4.79K
+ 2250.7%
$54.25 - $65.89 $260K - $316K
5.01K $318K
IBM
International Business Machines Corp

Technology
244
+ 4.91%
$221.03 - $294.78 $53.9K - $71.9K
5.21K $1.54M
MCO
Moodys Corp

Financial Services
530
+ 64.56%
$396.7 - $501.59 $210K - $266K
1.35K $677K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
12.8K
+ 6.95%
$20.66 - $20.74 $264K - $265K
197K $4.06M
VIG
Vanguard Dividend Appreciation

ETFs
1.27K
+ 1.35%
N/A
95.1K $17.3M
SYK
Stryker Corp

Healthcare
326
+ 8.46%
$337.37 - $395.63 $110K - $129K
4.18K $1.65M
AMZN
Amazon Com Inc

Consumer Cyclical
146
+ 2.36%
$167.32 - $223.3 $24.4K - $32.6K
6.34K $1.39M
CAT
Caterpillar Inc

Industrials
192
+ 8.73%
$273.94 - $388.21 $52.6K - $74.5K
2.39K $928K
GOOG
Alphabet Inc.

Communication Services
426
+ 7.76%
$146.58 - $180.01 $62.4K - $76.7K
5.92K $1.05M
DIS
Walt Disney CO

Communication Services
269
+ 4.33%
$81.72 - $124.01 $22K - $33.4K
6.48K $803K
GOOGL
Alphabet Inc.

Communication Services
120
+ 1.6%
$144.7 - $178.6 $17.4K - $21.4K
7.64K $1.35M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
7.01K
+ 72.49%
$24.31 - $25.29 $170K - $177K
16.7K $421K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
188
+ 14.92%
$456.74 - $568.03 $85.9K - $107K
1.45K $822K
META
Meta Platforms, Inc.

Communication Services
34
+ 3.79%
$484.66 - $738.09 $16.5K - $25.1K
931 $687K
CSCO
Cisco Systems, Inc.

Technology
560
+ 3.4%
$53.19 - $69.38 $29.8K - $38.9K
17K $1.18M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.34K
+ 21.04%
$63.36 - $80.23 $84.9K - $108K
7.71K $618K
AMAT
Applied Materials Inc

Technology
609
+ 45.55%
$126.95 - $183.52 $77.3K - $112K
1.95K $356K
NFLX
Netflix Inc

Communication Services
4
+ 1.15%
$855.86 - $1339.13 $3.42K - $5.36K
352 $471K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
435
+ 1.08%
$33.46 - $41.33 $14.6K - $18K
40.6K $1.68M
MS
Morgan Stanley

Financial Services
44
+ 0.87%
$99.83 - $140.86 $4.39K - $6.2K
5.09K $717K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.88K
+ 61.76%
$20.23 - $21.04 $119K - $124K
15.4K $324K
KO
Coca Cola CO

Consumer Defensive
1.8K
+ 21.33%
$68.37 - $73.9 $123K - $133K
10.2K $723K
BAC
Bank Of America Corp

Financial Services
494
+ 2.93%
$34.39 - $47.46 $17K - $23.4K
17.4K $821K
DELL
Dell Technologies Inc.

Technology
50
+ 1.54%
$71.63 - $125.98 $3.58K - $6.3K
3.29K $403K
HD
Home Depot, Inc.

Consumer Cyclical
289
+ 6.87%
$335.24 - $380.78 $96.9K - $110K
4.5K $1.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.21K
+ 36.63%
$55.54 - $69.09 $67K - $83.4K
4.5K $311K
RTX
Raytheon Technologies Corp

Industrials
261
+ 5.79%
$113.75 - $148.48 $29.7K - $38.8K
4.77K $696K
PM
Philip Morris International Inc.

Consumer Defensive
197
+ 7.35%
$149.23 - $184.95 $29.4K - $36.4K
2.88K $524K
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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