Addison Advisors LLC Incresed Positions in Q2 2025

Addison Advisors LLC

  • $364 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc
599
+ 12.37%
N/A
5.44K $0
Sandisk Corp
12
+ 3.06%
N/A
404 $0
Ishares Tr
9.87K
+ 47.13%
N/A
30.8K $0
Ishares Tr
4.98K
+ 206.0%
N/A
7.39K $0
Gsk PLC
734
+ 15.59%
N/A
5.44K $0
Ge Healthcare Technologies I
281
+ 17.85%
N/A
1.86K $0
Brookfield Asset Managmt LTD
353
+ 33.49%
N/A
1.41K $0
Invesco Exch Trd Slf Idx Fd
1.69K
+ 9.36%
N/A
19.7K $0
Invesco Exch Trd Slf Idx Fd
3.25K
+ 14.79%
N/A
25.2K $0
Invesco Exch Trd Slf Idx Fd
507
+ 0.25%
N/A
207K $0
SNPV
Dbx ETF Tr Xtrackers S&P 500 V
90
+ 2.81%
N/A
3.3K $0
Invesco Exch Trd Slf Idx Fd
3.68K
+ 26.84%
N/A
17.4K $0
DFSU
Dimensional ETF Tr Dimen Us Su
5.55K
+ 7.06%
N/A
84.1K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
9.74K
+ 4.33%
N/A
234K $0
Linde PLC
101
+ 68.24%
N/A
249 $0
MDLZ
Mondelez International, Inc.

Consumer Defensive
42
+ 0.71%
$63.54 - $68.5 $2.67K - $2.88K
5.97K $402K
CHRD
Oasis Petroleum Inc.

Energy
11
+ 22.92%
$82.03 - $113.54 $902 - $1.25K
59 $5K
Brookfield Corp
11
+ 0.25%
N/A
4.35K $0
Veralto Corp
24
+ 11.82%
N/A
227 $0
ALB
Albemarle Corp

Basic Materials
9
+ 4.92%
$50.76 - $72.25 $457 - $650
192 $12K
PFE
Pfizer Inc

Healthcare
1.57K
+ 4.48%
$21.59 - $24.84 $33.9K - $39K
36.6K $887K
VFC
V F Corp

Consumer Cyclical
17
+ 2.34%
$9.74 - $16.39 $166 - $279
744 $8K
DOW
Dow Inc.

Basic Materials
145
+ 17.12%
$25.81 - $34.89 $3.74K - $5.06K
992 $26K
FTV
Fortive Corp

Technology
34
+ 11.33%
$52.13 - $74.29 $1.77K - $2.53K
334 $17K
SHW
Sherwin Williams CO

Basic Materials
6
+ 0.57%
$313.51 - $363.51 $1.88K - $2.18K
1.05K $361K
WEC
Wec Energy Group, Inc.

Utilities
40
+ 2.05%
$102.24 - $109.76 $4.09K - $4.39K
1.99K $207K
UDR
Udr, Inc.

Real Estate
55
+ 2.61%
$38.09 - $45.36 $2.09K - $2.49K
2.16K $88K
LNT
Alliant Energy Corp

Utilities
95
+ 2.62%
$58.79 - $64.85 $5.59K - $6.16K
3.72K $225K
ENPH
Enphase Energy, Inc.

Technology
14
+ 3.57%
$34.56 - $62.52 $484 - $875
406 $16K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
98
+ 11.76%
$67.83 - $92.33 $6.65K - $9.05K
931 $67K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
64
+ 1.43%
$22.66 - $26.12 $1.45K - $1.67K
4.55K $111K
OTIS
Otis Worldwide Corp

Industrials
24
+ 0.69%
$90.88 - $104.3 $2.18K - $2.5K
3.49K $345K
SLB
Schlumberger Limited

Energy
489
+ 12.62%
$31.95 - $42.2 $15.6K - $20.6K
4.36K $147K
YUM
Yum Brands Inc

Consumer Cyclical
14
+ 0.78%
$138.36 - $161.45 $1.94K - $2.26K
1.81K $268K
OXY
Occidental Petroleum Corp

Energy
71
+ 2.67%
$36.11 - $49.33 $2.56K - $3.5K
2.73K $114K
PG
Procter & Gamble CO

Consumer Defensive
442
+ 5.44%
$157.66 - $172.39 $69.7K - $76.2K
8.56K $1.36M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
3
+ 0.7%
$225.56 - $335.19 $677 - $1.01K
429 $101K
MRK
Merck & Co., Inc.

Healthcare
488
+ 8.83%
$73.47 - $87.12 $35.9K - $42.5K
6.02K $476K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.24%
$210.83 - $235.28 $1.05K - $1.18K
2.1K $465K
BDX
Becton Dickinson & CO

Healthcare
3
+ 0.63%
$165.15 - $226.42 $495 - $679
480 $82K
PEP
Pepsico Inc

Consumer Defensive
400
+ 7.19%
$128.02 - $151.37 $51.2K - $60.5K
5.96K $787K
XOM
Exxon Mobil Corp

Energy
1.54K
+ 7.58%
$99.93 - $119.04 $154K - $183K
21.8K $2.35M
CVX
Chevron Corp

Energy
298
+ 5.97%
$133.73 - $168.51 $39.9K - $50.2K
5.29K $757K
UNH
Unitedhealth Group Inc

Healthcare
12
+ 2.64%
$274.35 - $599.47 $3.29K - $7.19K
467 $145K
ABBV
Abb Vie Inc.

Healthcare
60
+ 1.29%
$170.16 - $206.27 $10.2K - $12.4K
4.73K $877K
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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