Addison Advisors LLC Incresed Positions in Q4 2024

Addison Advisors LLC

  • $336 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
4
+ 0.24%
$108.13 - $134.33 $433 - $537
1.69K $208K
GRMN
Garmin LTD

Technology
52
+ 11.06%
$161.91 - $220.77 $8.42K - $11.5K
522 $107K
WDS
Woodside Energy Group LTD

Energy
1.67K
+ 559.87%
$14.38 - $18.32 $24.1K - $30.7K
1.97K $30K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.2K
+ 25.32%
$23.63 - $26.47 $28.4K - $31.8K
5.94K $141K
BMO
Bank Of Montreal

Financial Services
246
+ 282.76%
$89.75 - $103.39 $22.1K - $25.4K
333 $32K
UNM
Unum Group

Financial Services
41
+ 2.61%
$58.88 - $77.07 $2.41K - $3.16K
1.61K $117K
NSC
Norfolk Southern Corp

Industrials
150
+ 18.59%
$230.6 - $277.0 $34.6K - $41.6K
957 $224K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.14%
$123.0 - $170.1 $123 - $170
692 $107K
SYK
Stryker Corp

Healthcare
75
+ 1.89%
$345.14 - $392.15 $25.9K - $29.4K
4.04K $1.46M
AVIV
American Centy ETF Tr Avantis
535
+ 39.63%
$51.24 - $55.81 $27.4K - $29.9K
1.89K $97K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.32%
$54.98 - $77.35 $275 - $387
1.58K $110K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.26K
+ 25.96%
$9.95 - $12.23 $12.6K - $15.4K
6.13K $71K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
119
+ 41.03%
$209.89 - $233.24 $25K - $27.8K
409 $86K
AQWA
Global X Fds Clean Water ETF (

ETFs
1.68K
+ 36.68%
$16.83 - $18.55 $28.3K - $31.2K
6.26K $105K
PAYX
Paychex Inc

Industrials
100
+ 10.45%
$135.86 - $148.73 $13.6K - $14.9K
1.06K $148K
PSO
Pearson PLC

Communication Services
27
+ 0.36%
$13.3 - $16.28 $359 - $440
7.54K $121K
DOW
Dow Inc.

Basic Materials
605
+ 250.0%
$39.1 - $55.34 $23.7K - $33.5K
847 $33K
EXPD
Expeditors International Of Washington Inc

Industrials
174
+ 669.23%
$110.5 - $128.26 $19.2K - $22.3K
200 $22K
ADSK
Autodesk, Inc.

Technology
74
+ 157.45%
N/A
121 $29K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
714
+ 8.55%
$25.0 - $25.11 $17.9K - $17.9K
9.06K $227K
DGX
Quest Diagnostics Inc

Healthcare
125
+ 10.64%
N/A
1.3K $178K
BTI
British American Tobacco P.L.C.

Consumer Defensive
477
+ 34.67%
$34.25 - $37.94 $16.3K - $18.1K
1.85K $67K
EWX
Spdr S&P Emerging Markets Smal

ETFs
775
+ 10.34%
$58.61 - $64.79 $45.4K - $50.2K
8.27K $484K
PLTR
Palantir Technologies Inc.

Technology
193
+ 603.13%
$36.46 - $82.38 $7.04K - $15.9K
225 $17K
CHRD
Oasis Petroleum Inc.

Energy
140
+ 378.38%
$110.83 - $137.78 $15.5K - $19.3K
177 $20K
BNS
Bank Of Nova Scotia

Financial Services
328
+ 9.77%
$51.5 - $57.02 $16.9K - $18.7K
3.69K $197K
MFC
Manulife Financial Corp

Financial Services
449
+ 45.86%
$29.21 - $32.87 $13.1K - $14.8K
1.43K $43K
STLA
Stellantis N.V.

Consumer Cyclical
1.61K
+ 28.96%
$12.37 - $13.99 $19.9K - $22.5K
7.17K $93K
BP
Bp PLC

Energy
734
+ 17.13%
$28.16 - $33.14 $20.7K - $24.3K
5.02K $148K
GILD
Gilead Sciences, Inc.

Healthcare
88
+ 13.0%
$83.95 - $97.9 $7.39K - $8.62K
765 $70K
JHG
Janus Henderson Group PLC

Financial Services
177
+ 14.01%
$37.65 - $45.66 $6.66K - $8.08K
1.44K $61K
ETR
Entergy Corp

Utilities
281
+ 175.63%
$73.19 - $156.4 $20.6K - $43.9K
441 $33K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 11.11%
$4100.99 - $5300.34 $4.1K - $5.3K
10 $49K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
595
+ 4.06%
$23.48 - $23.73 $14K - $14.1K
15.2K $359K
CNI
Canadian National Railway CO

Industrials
142
+ 80.23%
$100.62 - $117.12 $14.3K - $16.6K
319 $32K
TROW
Price T Rowe Group Inc

Financial Services
93
+ 67.39%
$106.48 - $124.69 $9.9K - $11.6K
231 $26K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.6%
$873.59 - $994.69 $1.75K - $1.99K
335 $306K
VIG
Vanguard Dividend Appreciation

ETFs
63
+ 0.07%
N/A
94.1K $17.1M
DVN
Devon Energy Corp

Energy
329
+ 1935.29%
$30.52 - $42.96 $10K - $14.1K
346 $11K
LEA
Lear Corp

Consumer Cyclical
137
+ 68.16%
$92.95 - $108.96 $12.7K - $14.9K
338 $32K
T
At&T Inc.

Communication Services
150
+ 1.79%
$21.22 - $23.88 $3.18K - $3.58K
8.53K $194K
SYF
Synchrony Financial

Financial Services
49
+ 10.72%
$49.01 - $68.55 $2.4K - $3.36K
506 $32K
RILY
B. Riley Financial, Inc.

Financial Services
2.5K
+ 105.04%
$4.24 - $6.35 $10.6K - $15.9K
4.88K $22K
ALK
Alaska Air Group, Inc.

Industrials
75
+ 30.86%
$42.48 - $67.6 $3.19K - $5.07K
318 $20K
LMT
Lockheed Martin Corp

Industrials
37
+ 41.57%
$479.66 - $614.62 $17.7K - $22.7K
126 $61K
ETN
Eaton Corp PLC

Industrials
24
+ 46.15%
$326.96 - $377.52 $7.85K - $9.06K
76 $25K
BWA
Borgwarner Inc

Consumer Cyclical
256
+ 161.01%
$31.48 - $35.49 $8.06K - $9.09K
415 $13K
RHI
Robert Half International Inc.

Industrials
109
+ 184.75%
$65.55 - $76.8 $7.14K - $8.37K
168 $11K
TAP
Molson Coors Beverage CO

Consumer Defensive
137
+ 253.7%
$53.97 - $63.88 $7.39K - $8.75K
191 $10K
Activity Summary
Buys All Purchases 250 New Holdings 49 Increased Positions 201 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
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