Addison Advisors LLC Incresed Positions in Q1 2025

Addison Advisors LLC

  • $341 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
6
+ 0.47%
$85.7 - $93.96 $514 - $564
1.28K $119K
ASR
Southeast Airport Group

Industrials
14
+ 3.12%
$255.27 - $294.28 $3.57K - $4.12K
463 $126K
SNY
Sanofi

Healthcare
44
+ 3.53%
$48.15 - $59.42 $2.12K - $2.61K
1.29K $71K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
70
+ 6.17%
$53.69 - $62.68 $3.76K - $4.39K
1.21K $72K
XYL
Xylem Inc.

Industrials
46
+ 3.15%
$114.02 - $132.04 $5.24K - $6.07K
1.51K $179K
PLD
Prologis, Inc.

Real Estate
94
+ 195.83%
$103.59 - $124.04 $9.74K - $11.7K
142 $15K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
610
+ 3.02%
$22.66 - $23.19 $13.8K - $14.1K
20.8K $473K
SPGI
S&P Global Inc.

Financial Services
16
+ 7.48%
$478.26 - $543.77 $7.65K - $8.7K
230 $116K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
420
+ 2.76%
$23.55 - $23.74 $9.89K - $9.97K
15.7K $369K
RILY
B. Riley Financial, Inc.

Financial Services
3.5K
+ 71.72%
$3.08 - $6.39 $10.8K - $22.4K
8.38K $32K
BTI
British American Tobacco P.L.C.

Consumer Defensive
25
+ 1.35%
$35.35 - $42.74 $884 - $1.07K
1.88K $77K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
250
+ 2.29%
$22.61 - $23.14 $5.65K - $5.79K
11.2K $258K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
370
+ 3.34%
$24.41 - $24.65 $9.03K - $9.12K
11.4K $280K
HLN
Haleon PLC

Healthcare
522
+ 10.54%
$9.02 - $10.67 $4.71K - $5.57K
5.48K $56K
BHP
Bhp Group LTD

Basic Materials
193
+ 35.54%
$48.18 - $52.11 $9.3K - $10.1K
736 $35K
VEA
Vanguard Ftse Developed Market

ETFs
89
+ 10.16%
$47.4 - $52.99 $4.22K - $4.72K
965 $49K
MFC
Manulife Financial Corp

Financial Services
199
+ 13.94%
$28.41 - $31.82 $5.65K - $6.33K
1.63K $50K
EVR
Evercore Inc.

Financial Services
39
+ 229.41%
$190.28 - $291.27 $7.42K - $11.4K
56 $11K
KHC
Kraft Heinz CO

Consumer Defensive
248
+ 89.86%
$28.51 - $32.22 $7.07K - $7.99K
524 $15K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3
+ 0.11%
$26.47 - $29.92 $79.4 - $89.8
2.65K $77K
CMI
Cummins Inc

Industrials
28
+ 36.36%
$312.92 - $386.07 $8.76K - $10.8K
105 $32K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
125
+ 1.47%
$24.79 - $25.26 $3.1K - $3.16K
8.64K $218K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
288
+ 104.35%
$21.23 - $23.75 $6.11K - $6.84K
564 $12K
SNPS
Synopsys Inc

Technology
15
+ 214.29%
$428.58 - $551.54 $6.43K - $8.27K
22 $9K
CASY
Caseys General Stores Inc

Consumer Cyclical
13
+ 162.5%
$378.71 - $442.54 $4.92K - $5.75K
21 $9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
29
+ 26.13%
$106.31 - $123.73 $3.08K - $3.59K
140 $17K
BBY
Best Buy CO Inc

Consumer Cyclical
96
+ 58.18%
$70.3 - $91.1 $6.75K - $8.75K
261 $19K
DVY
Ishares Tr

ETFs
30
+ 19.74%
$128.58 - $138.1 $3.86K - $4.14K
182 $24K
FOXA
Fox Corp

Communication Services
20
+ 5.17%
$47.9 - $58.0 $958 - $1.16K
407 $23K
OGN
Organon & Co.

Healthcare
356
+ 225.32%
$14.29 - $16.41 $5.09K - $5.84K
514 $7K
SWKS
Skyworks Solutions, Inc.

Technology
102
+ 170.0%
$64.12 - $93.96 $6.54K - $9.58K
162 $10K
DGRO
Ishares Core Dividend Growth E

ETFs
33
+ 0.6%
$60.46 - $64.42 $2K - $2.13K
5.52K $341K
NXPI
Nxp Semiconductors N.V.

Technology
35
+ 46.67%
$189.99 - $245.86 $6.65K - $8.61K
110 $20K
LEN
Lennar Corp

Consumer Cyclical
94
+ 39.83%
$113.93 - $141.54 $10.7K - $13.3K
330 $37K
BSX
Boston Scientific Corp

Healthcare
45
+ 125.0%
$89.38 - $106.18 $4.02K - $4.78K
81 $8K
XEL
Xcel Energy Inc

Utilities
42
+ 6.35%
$63.37 - $72.1 $2.66K - $3.03K
703 $49K
ADBE
Adobe Inc.

Technology
45
+ 22.84%
$377.84 - $464.11 $17K - $20.9K
242 $92K
FISV
Fiserv Inc

Technology
40
+ 0.49%
N/A
8.2K $1.03M
RIO
Rio Tinto PLC

Basic Materials
64
+ 15.92%
$58.19 - $64.29 $3.72K - $4.11K
466 $27K
OSK
Oshkosh Corp

Industrials
45
+ 112.5%
$89.56 - $116.4 $4.03K - $5.24K
85 $7K
PGR
Progressive Corp

Financial Services
10
+ 45.45%
$235.61 - $291.22 $2.36K - $2.91K
32 $9K
DFS
Discover Financial Services

Financial Services
26
+ 15.66%
$152.99 - $203.25 $3.98K - $5.28K
192 $32K
ZTS
Zoetis Inc.

Healthcare
13
+ 1.09%
$156.48 - $175.67 $2.03K - $2.28K
1.21K $198K
ESNT
Essent Group Ltd.

Financial Services
61
+ 29.19%
$53.6 - $59.25 $3.27K - $3.61K
270 $15K
UDR
Udr, Inc.

Real Estate
9
+ 0.43%
$40.09 - $46.04 $361 - $414
2.11K $95K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
80
+ 0.9%
$23.9 - $24.18 $1.91K - $1.93K
8.99K $217K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58
+ 5.61%
$42.5 - $46.71 $2.47K - $2.71K
1.09K $49K
FFIV
F5, Inc.

Technology
17
+ 212.5%
$251.75 - $310.6 $4.28K - $5.28K
25 $6K
MSM
Msc Industrial Direct CO Inc

Industrials
52
+ 162.5%
$74.45 - $83.08 $3.87K - $4.32K
84 $6K
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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