Addison Advisors LLC Incresed Positions in Q2 2025

Addison Advisors LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
474
+ 16.92%
$59.75 - $73.05 $28.3K - $34.6K
3.28K $230K
BWA
Borgwarner Inc

Consumer Cyclical
758
+ 1647.83%
$24.84 - $33.92 $18.8K - $25.7K
804 $26K
SEIC
Sei Investments CO

Financial Services
247
+ 117.62%
$66.45 - $89.86 $16.4K - $22.2K
457 $41K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
900
+ 947.37%
$24.88 - $25.41 $22.4K - $22.9K
995 $25K
BK
Bank Of New York Mellon Corp

Financial Services
158
+ 13.97%
$73.31 - $91.62 $11.6K - $14.5K
1.29K $117K
HIG
Hartford Financial Services Group, Inc.

Financial Services
181
+ 129.29%
$109.83 - $131.67 $19.9K - $23.8K
321 $40K
SYF
Synchrony Financial

Financial Services
260
+ 56.89%
$43.81 - $66.74 $11.4K - $17.4K
717 $47K
CNQ
Canadian Natural Resources LTD

Energy
677
+ 309.13%
$25.14 - $34.01 $17K - $23K
896 $28K
QCOM
Qualcomm Inc

Technology
69
+ 3.53%
$124.66 - $159.48 $8.6K - $11K
2.02K $322K
FCX
Freeport Mcmoran Inc

Basic Materials
220
+ 10.17%
$29.15 - $44.46 $6.41K - $9.78K
2.38K $103K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
160
+ 62.75%
$121.58 - $136.74 $19.5K - $21.9K
415 $56K
IWN
Ishares Russell2000 Val ETF

ETFs
99
+ 11.99%
$131.84 - $157.76 $13.1K - $15.6K
925 $145K
MCK
Mckesson Corp

Healthcare
2
+ 0.62%
$652.83 - $732.78 $1.31K - $1.47K
323 $236K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
308
+ 28.21%
$39.89 - $49.46 $12.3K - $15.2K
1.4K $69K
GD
General Dynamics Corp

Industrials
6
+ 0.64%
$247.68 - $291.66 $1.49K - $1.75K
945 $275K
SLF
Sun Life Financial Inc

Financial Services
231
+ 48.84%
$53.39 - $66.45 $12.3K - $15.3K
704 $46K
PH
Parker Hannifin Corp

Industrials
19
+ 32.2%
$517.23 - $700.54 $9.83K - $13.3K
78 $54K
BND
Vanguard Bd Index Fd Inc Total

ETFs
241
+ 2.2%
$72.02 - $73.82 $17.4K - $17.8K
11.2K $823K
VBR
Vanguard Small Cap Value ETF

ETFs
58
+ 7.92%
$162.76 - $195.77 $9.44K - $11.4K
790 $154K
EXPD
Expeditors International Of Washington Inc

Industrials
170
+ 79.07%
$102.84 - $122.24 $17.5K - $20.8K
385 $43K
KLAC
Kla Corp

Technology
4
+ 6.67%
$576.53 - $902.94 $2.31K - $3.61K
64 $57K
CNI
Canadian National Railway CO

Industrials
150
+ 123.97%
$92.66 - $108.13 $13.9K - $16.2K
271 $28K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.29%
$908.13 - $1056.85 $908 - $1.06K
349 $345K
AMD
Advanced Micro Devices Inc

Technology
23
+ 6.93%
$78.21 - $143.81 $1.8K - $3.31K
355 $50K
XEL
Xcel Energy Inc

Utilities
252
+ 35.85%
$65.65 - $72.39 $16.5K - $18.2K
955 $65K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.25%
$51.16 - $62.02 $512 - $620
4K $248K
VRSK
Verisk Analytics, Inc.

Industrials
10
+ 1.07%
$277.03 - $321.33 $2.77K - $3.21K
941 $293K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
96
+ 10.38%
$57.14 - $72.68 $5.49K - $6.98K
1.02K $74K
LYG
Lloyds Banking Group PLC

Financial Services
127
+ 0.36%
$3.32 - $4.29 $422 - $545
35.3K $150K
BCS
Barclays PLC

Financial Services
818
+ 263.02%
$12.69 - $18.61 $10.4K - $15.2K
1.13K $20K
PLTR
Palantir Technologies Inc.

Technology
30
+ 12.66%
$74.01 - $144.25 $2.22K - $4.33K
267 $36K
CTAS
Cintas Corp

Industrials
61
+ 57.01%
$190.11 - $227.66 $11.6K - $13.9K
168 $37K
KMI
Kinder Morgan, Inc.

Energy
483
+ 41.21%
$25.21 - $29.4 $12.2K - $14.2K
1.66K $48K
BIIB
Biogen Inc.

Healthcare
114
+ 950.0%
$113.38 - $135.49 $12.9K - $15.4K
126 $15K
MU
Micron Technology Inc

Technology
99
+ 162.3%
$64.72 - $127.91 $6.41K - $12.7K
160 $19K
EFA
Ishares Tr Msci Eafe ETF

ETFs
137
+ 56.61%
$72.96 - $90.39 $10K - $12.4K
379 $33K
UAL
United Airlines Holdings, Inc.

Industrials
11
+ 0.88%
$56.15 - $84.23 $618 - $927
1.26K $100K
CVS
Cvs Health Corp

Healthcare
88
+ 1.42%
$60.04 - $70.18 $5.28K - $6.18K
6.27K $432K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
815
+ 3.6%
$20.08 - $20.98 $16.4K - $17.1K
23.4K $483K
DD
Du Pont De Nemours, Inc.

Basic Materials
287
+ 29.29%
$55.13 - $75.25 $15.8K - $21.6K
1.27K $86K
DGX
Quest Diagnostics Inc

Healthcare
100
+ 7.69%
N/A
1.4K $191K
TXN
Texas Instruments Inc

Technology
68
+ 19.65%
N/A
414 $80K
RJF
Raymond James Financial Inc

Financial Services
20
+ 2.87%
$123.65 - $153.88 $2.47K - $3.08K
717 $109K
BTI
British American Tobacco P.L.C.

Consumer Defensive
10
+ 0.53%
$39.43 - $49.34 $394 - $493
1.89K $89K
DHR
Danaher Corp

Healthcare
87
+ 14.15%
$174.64 - $205.16 $15.2K - $17.8K
702 $138K
HSBC
Hsbc Holdings PLC

Financial Services
72
+ 3.01%
$46.68 - $61.09 $3.36K - $4.4K
2.47K $149K
SBUX
Starbucks Corp

Consumer Cyclical
141
+ 131.78%
$79.69 - $99.41 $11.2K - $14K
248 $22K
VEA
Vanguard Ftse Developed Market

ETFs
114
+ 11.81%
$45.65 - $57.01 $5.2K - $6.5K
1.08K $61K
MO
Altria Group, Inc.

Consumer Defensive
229
+ 10.52%
$55.56 - $60.91 $12.7K - $13.9K
2.41K $141K
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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