Addison Advisors LLC Incresed Positions in Q2 2025

Addison Advisors LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 8.27%
$221.86 - $362.89 $16.6K - $27.2K
982 $311K
COF
Capital One Financial Corp

Financial Services
270
+ 69.05%
$150.57 - $212.76 $40.7K - $57.4K
661 $140K
DUK
Duke Energy Corp

Utilities
611
+ 70.23%
$112.46 - $124.05 $68.7K - $75.8K
1.48K $174K
FSLR
First Solar, Inc.

Technology
146
+ 13.42%
$120.38 - $192.98 $17.6K - $28.2K
1.23K $204K
C
Citigroup Inc

Financial Services
409
+ 18.61%
$58.13 - $85.12 $23.8K - $34.8K
2.61K $221K
MGV
Vanguard Mega Cap Value

ETFs
385
+ 9.92%
$114.87 - $131.25 $44.2K - $50.5K
4.27K $559K
IBDV
Ishares Tr

Technology
2.54K
+ 29.19%
$21.28 - $21.98 $53.9K - $55.7K
11.2K $246K
SAP
Sap Se

Technology
2
+ 0.12%
$237.53 - $309.8 $475 - $620
1.61K $488K
MTB
M&T Bank Corp

Financial Services
152
+ 8.88%
$156.58 - $193.99 $23.8K - $29.5K
1.86K $361K
NVS
Novartis Ag

Healthcare
236
+ 8.63%
$101.96 - $121.01 $24.1K - $28.6K
2.97K $359K
AVSE
American Centy ETF Tr Avantis

ETFs
500
+ 15.72%
$45.56 - $58.63 $22.8K - $29.3K
3.68K $215K
SPGI
S&P Global Inc.

Financial Services
88
+ 38.26%
$438.31 - $527.29 $38.6K - $46.4K
318 $167K
T
At&T Inc.

Communication Services
1.53K
+ 17.1%
$26.33 - $28.94 $40.3K - $44.3K
10.5K $303K
XYL
Xylem Inc.

Industrials
248
+ 16.48%
$102.86 - $129.5 $25.5K - $32.1K
1.75K $226K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.22K
+ 20.45%
$26.18 - $30.91 $31.8K - $37.6K
7.16K $215K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
25
+ 0.08%
$36.02 - $41.92 $901 - $1.05K
32.1K $1.35M
NSC
Norfolk Southern Corp

Industrials
116
+ 14.55%
$206.34 - $257.46 $23.9K - $29.9K
913 $233K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.01K
+ 9.63%
$22.22 - $22.92 $44.6K - $46K
22.8K $518K
INTU
Intuit Inc

Technology
33
+ 29.2%
$544.07 - $787.63 $18K - $26K
146 $114K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.8K
+ 319.15%
$19.1 - $23.83 $34.4K - $42.9K
2.36K $56K
CRM
Salesforce, Inc.

Technology
115
+ 5.57%
$236.26 - $291.15 $27.2K - $33.5K
2.18K $594K
RELX
Relx PLC

Communication Services
442
+ 11.28%
$45.31 - $55.66 $20K - $24.6K
4.36K $236K
VGT
Vanguard Information Technolog

ETFs
42
+ 51.85%
$470.37 - $663.28 $19.8K - $27.9K
123 $81K
MMM
3 M CO

Industrials
147
+ 5.1%
$126.09 - $154.15 $18.5K - $22.7K
3.03K $461K
ECL
Ecolab Inc.

Basic Materials
101
+ 16.21%
$225.65 - $270.95 $22.8K - $27.4K
724 $195K
SAN
Banco Santander, S.A.

Financial Services
2.11K
+ 17.5%
$5.72 - $8.32 $12K - $17.5K
14.1K $117K
BNS
Bank Of Nova Scotia

Financial Services
199
+ 6.47%
$44.56 - $55.27 $8.87K - $11K
3.28K $181K
V
Visa Inc.

Financial Services
67
+ 2.62%
$308.27 - $373.31 $20.7K - $25K
2.62K $930K
ADI
Analog Devices Inc

Technology
54
+ 8.77%
$164.6 - $238.02 $8.89K - $12.9K
670 $159K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
710
+ 23.22%
$48.13 - $49.85 $34.2K - $35.4K
3.77K $184K
PPG
Ppg Industries Inc

Basic Materials
288
+ 1515.79%
$91.66 - $115.04 $26.4K - $33.1K
307 $34K
CARR
Carrier Global Corp

Industrials
4
+ 0.12%
$55.55 - $75.83 $222 - $303
3.27K $238K
ABT
Abbott Laboratories

Healthcare
128
+ 2.9%
$123.95 - $138.08 $15.9K - $17.7K
4.55K $618K
WFC
Wells Fargo & Company

Financial Services
237
+ 15.37%
$60.98 - $80.12 $14.5K - $19K
1.78K $142K
BSMU
Invesco Exchange Self Ind Tr

ETFs
1.51K
+ 5.41%
$20.97 - $21.71 $31.7K - $32.8K
29.4K $632K
GLW
Corning Inc

Technology
105
+ 2.76%
$39.07 - $52.59 $4.1K - $5.52K
3.91K $205K
JNJ
Johnson & Johnson

Healthcare
955
+ 10.81%
$146.36 - $159.82 $140K - $153K
9.79K $1.5M
VRSN
Verisign Inc

Technology
11
+ 1.4%
$234.49 - $288.8 $2.58K - $3.18K
796 $229K
IX
Orix Corp

Financial Services
1.27K
+ 480.0%
$18.25 - $22.52 $23.2K - $28.6K
1.54K $34K
WDC
Western Digital Corp

Technology
13
+ 1.1%
$30.54 - $63.99 $397 - $832
1.2K $76K
MCD
Mcdonalds Corp

Consumer Cyclical
223
+ 12.37%
$285.55 - $321.23 $63.7K - $71.6K
2.03K $591K
VTV
Vanguard Value ETF

ETFs
144
+ 31.93%
$153.67 - $176.74 $22.1K - $25.5K
595 $105K
MA
Mastercard Inc

Financial Services
36
+ 7.19%
$479.92 - $590.74 $17.3K - $21.3K
537 $301K
AEE
Ameren Corp

Utilities
277
+ 728.95%
$94.23 - $101.68 $26.1K - $28.2K
315 $30K
HPE
Hewlett Packard Enterprise CO

Technology
422
+ 11.86%
$12.51 - $20.45 $5.28K - $8.63K
3.98K $81K
RRX
Regal Rexnord Corp

Industrials
15
+ 1.89%
$94.06 - $147.0 $1.41K - $2.21K
807 $116K
NKE
Nike, Inc.

Consumer Cyclical
76
+ 2.86%
$53.27 - $72.04 $4.05K - $5.48K
2.73K $194K
DE
Deere & CO

Industrials
7
+ 1.2%
$412.99 - $531.48 $2.89K - $3.72K
591 $300K
LHX
L3 Harris Technologies, Inc.

Industrials
20
+ 4.17%
$200.21 - $256.99 $4K - $5.14K
500 $125K
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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