Addison Advisors LLC Incresed Positions in Q2 2025

Addison Advisors LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
52
+ 6.77%
$84.91 - $92.56 $4.42K - $4.81K
820 $75K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
170
+ 0.72%
$22.66 - $23.35 $3.85K - $3.97K
23.9K $554K
UBS
Ubs Group Ag

Financial Services
76
+ 11.97%
$26.12 - $33.82 $1.99K - $2.57K
711 $24K
HLN
Haleon PLC

Healthcare
455
+ 8.31%
$9.27 - $11.41 $4.22K - $5.19K
5.93K $61K
EBAY
Ebay Inc

Consumer Cyclical
19
+ 3.47%
$59.52 - $79.36 $1.13K - $1.51K
567 $42K
AER
Aer Cap Holdings N.V.

Industrials
40
+ 100.0%
$88.97 - $117.24 $3.56K - $4.69K
80 $9K
AES
Aes Corp

Utilities
473
+ 1313.89%
$9.63 - $12.55 $4.55K - $5.94K
509 $5K
UNM
Unum Group

Financial Services
71
+ 4.46%
$70.48 - $82.91 $5K - $5.89K
1.66K $134K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 79.17%
$310.86 - $348.77 $5.91K - $6.63K
43 $13K
VTRS
Viatris Inc

Healthcare
471
+ 11.5%
$7.26 - $9.12 $3.42K - $4.3K
4.57K $40K
PANW
Palo Alto Networks Inc

Technology
13
+ 36.11%
$152.44 - $204.64 $1.98K - $2.66K
49 $10K
CNHI
Cnh Industrial N.V.

Industrials
308
+ 169.23%
N/A
490 $5K
MUR
Murphy Oil Corp

Energy
304
+ 84.21%
$19.62 - $29.21 $5.96K - $8.88K
665 $14K
LNC
Lincoln National Corp

Financial Services
129
+ 198.46%
$28.95 - $37.27 $3.73K - $4.81K
194 $6K
PINS
Pinterest, Inc.

Communication Services
120
+ 266.67%
$24.21 - $35.95 $2.91K - $4.31K
165 $5K
M
Macy'S, Inc.

Consumer Cyclical
230
+ 638.89%
$10.02 - $13.19 $2.3K - $3.03K
266 $3K
STLA
Stellantis N.V.

Consumer Cyclical
959
+ 17.25%
$8.53 - $11.27 $8.18K - $10.8K
6.52K $65K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
97
+ 4.68%
$13.71 - $15.46 $1.33K - $1.5K
2.17K $33K
PYPL
Pay Pal Holdings, Inc.

Financial Services
4
+ 1.04%
$57.41 - $74.81 $230 - $299
389 $28K
WPM
Wheaton Precious Metals Corp.

Basic Materials
13
+ 21.67%
$70.56 - $92.75 $917 - $1.21K
73 $6K
DECK
Deckers Outdoor Corp

Consumer Cyclical
18
+ 150.0%
$100.44 - $129.37 $1.81K - $2.33K
30 $3K
GPS
Gap Inc

Consumer Cyclical
63
+ 2.65%
N/A
2.44K $49K
UBER
Uber Technologies, Inc

Technology
19
+ 63.33%
$64.62 - $93.3 $1.23K - $1.77K
49 $4K
HUBS
Hubspot Inc

Technology
4
+ 200.0%
$487.07 - $672.24 $1.95K - $2.69K
6 $3K
WSO
Watsco Inc

Industrials
5
+ 45.45%
$421.84 - $520.66 $2.11K - $2.6K
16 $7K
CIVI
Civitas Resources, Inc.

Energy
145
+ 71.78%
$24.28 - $35.09 $3.52K - $5.09K
347 $9K
RILY
B. Riley Financial, Inc.

Financial Services
3.17K
+ 37.77%
$2.8 - $3.89 $8.86K - $12.3K
11.5K $34K
EQR
Equity Residential

Real Estate
38
+ 135.71%
$61.82 - $71.72 $2.35K - $2.73K
66 $4K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
35
+ 2.93%
$11.9 - $15.57 $417 - $545
1.23K $18K
HWM
Howmet Aerospace Inc.

Industrials
7
+ 43.75%
$112.33 - $186.13 $786 - $1.3K
23 $4K
NVT
N Vent Electric PLC

Industrials
26
+ 288.89%
$45.2 - $73.35 $1.18K - $1.91K
35 $2K
VICI
Vici Properties Inc.

Real Estate
38
+ 5.86%
$29.41 - $32.97 $1.12K - $1.25K
686 $22K
EVRG
Evergy, Inc.

Utilities
17
+ 1.12%
$64.06 - $69.64 $1.09K - $1.18K
1.53K $105K
NWSA
News Corp

Communication Services
13
+ 6.5%
$23.97 - $29.72 $312 - $386
213 $6K
AIG
American International Group, Inc.

Financial Services
13
+ 3.77%
$77.56 - $87.72 $1.01K - $1.14K
358 $30K
WSM
Williams Sonoma Inc

Consumer Cyclical
7
+ 140.0%
$137.62 - $174.44 $963 - $1.22K
12 $1K
INGR
Ingredion Inc

Consumer Defensive
6
+ 15.0%
$123.22 - $140.95 $739 - $846
46 $6K
AOS
Smith A O Corp

Industrials
13
+ 1.2%
$59.63 - $70.52 $775 - $917
1.09K $71K
SEDG
Solaredge Technologies, Inc.

Technology
3
+ 1.13%
$11.58 - $23.98 $34.7 - $71.9
269 $5K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
10
+ 0.7%
N/A
1.45K $108K
CNC
Centene Corp

Healthcare
33
+ 33.0%
$53.4 - $64.29 $1.76K - $2.12K
133 $7K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 25.0%
$79.79 - $91.42 $79.8 - $91.4
5 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
28
+ 1400.0%
$87.84 - $1441.89 $2.46K - $40.4K
30 $2K
Ishares Tr
825
+ 458.33%
N/A
1.01K $0
Ishares Tr
135
+ 11.74%
N/A
1.29K $0
Ge Vernova Inc
239
+ 19.18%
N/A
1.49K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
713
+ 3.44%
N/A
21.4K $0
Natwest Group PLC
35
+ 0.49%
N/A
7.11K $0
Ishares Tr
470
+ 77.69%
N/A
1.08K $0
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
Track This Portfolio

Track Addison Advisors LLC Portfolio

Follow Addison Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email