Addison Advisors LLC Sells in Q4 2024

Addison Advisors LLC

  • $336 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
-213
- 30.74%
$220.02 - $243.75 $46.9K - $51.9K
480 $108K
STLD
Steel Dynamics Inc

Basic Materials
-590
- 90.91%
N/A
59 $5K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-2.05K
- 7.03%
$21.63 - $22.25 $44.2K - $45.5K
27.1K $587K
CL
Colgate Palmolive CO

Consumer Defensive
-126
- 3.63%
$90.22 - $102.31 $11.4K - $12.9K
3.35K $304K
MDT
Medtronic PLC

Healthcare
-343
- 12.6%
$79.61 - $92.24 $27.3K - $31.6K
2.38K $190K
IEF
Ishares Barclays

ETFs
-541
- 73.81%
$92.08 - $98.18 $49.8K - $53.1K
192 $17K
SLB
Schlumberger Limited

Energy
-986
- 26.03%
$36.83 - $45.59 $36.3K - $45K
2.8K $107K
UL
Unilever PLC

Consumer Defensive
-26
- 0.44%
$56.7 - $64.64 $1.47K - $1.68K
5.91K $334K
UNH
Unitedhealth Group Inc

Healthcare
-25
- 5.21%
$485.52 - $625.25 $12.1K - $15.6K
455 $230K
AOS
Smith A O Corp

Industrials
-387
- 34.46%
$68.02 - $88.94 $26.3K - $34.4K
736 $50K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-65
- 0.43%
$33.39 - $37.66 $2.17K - $2.45K
15.1K $504K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-30
- 9.43%
$501.29 - $612.85 $15K - $18.4K
288 $149K
CMCSA
Comcast Corp

Communication Services
-909
- 30.72%
$37.39 - $45.14 $34K - $41K
2.05K $76K
VBK
Vanguard Small Cap Growth ETF

ETFs
-189
- 42.57%
$264.18 - $304.19 $49.9K - $57.5K
255 $71K
ADBE
Adobe Inc.

Technology
-58
- 22.75%
$437.39 - $552.96 $25.4K - $32.1K
197 $87K
UNP
Union Pacific Corp

Industrials
-35
- 1.68%
$223.15 - $249.32 $7.81K - $8.73K
2.04K $466K
FNDF
Schwab Fundamental Intl Large

ETFs
-142
- 1.48%
$32.92 - $37.15 $4.67K - $5.28K
9.43K $313K
DHR
Danaher Corp

Healthcare
-51
- 7.61%
$226.16 - $274.52 $11.5K - $14K
619 $142K
COP
Conocophillips

Energy
-246
- 8.41%
$95.12 - $114.72 $23.4K - $28.2K
2.68K $265K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-914
- 19.57%
$27.09 - $32.06 $24.8K - $29.3K
3.76K $105K
F
Ford Motor CO

Consumer Cyclical
-3.49K
- 30.94%
$9.69 - $11.4 $33.9K - $39.8K
7.8K $77K
OTIS
Otis Worldwide Corp

Industrials
-1
- 0.03%
$92.57 - $106.01 $92.6 - $106
3.47K $320K
GD
General Dynamics Corp

Industrials
-10
- 1.04%
$260.28 - $314.03 $2.6K - $3.14K
948 $249K
CVX
Chevron Corp

Energy
-184
- 3.65%
$141.15 - $162.53 $26K - $29.9K
4.86K $703K
QCOM
Qualcomm Inc

Technology
-28
- 1.41%
$150.4 - $178.04 $4.21K - $4.99K
1.95K $299K
HMC
Honda Motor CO LTD

Consumer Cyclical
-1.17K
- 91.5%
$23.7 - $32.62 $27.8K - $38.3K
109 $3K
VNQ
Vanguard Specialized Funds Van

ETFs
-383
- 98.97%
$87.85 - $98.6 $33.6K - $37.8K
4 $0
NKE
Nike, Inc.

Consumer Cyclical
-30
- 1.09%
$73.36 - $89.13 $2.2K - $2.67K
2.73K $206K
NGG
National Grid PLC

Utilities
-428
- 43.41%
$57.68 - $70.03 $24.7K - $30K
558 $33K
TGT
Target Corp

Consumer Defensive
-64
- 5.02%
$121.59 - $160.69 $7.78K - $10.3K
1.21K $163K
EMN
Eastman Chemical CO

Basic Materials
-289
- 68.16%
$90.03 - $110.64 $26K - $32K
135 $12K
VZ
Verizon Communications Inc

Communication Services
-179
- 3.27%
$39.6 - $45.21 $7.09K - $8.09K
5.29K $211K
RTX
Raytheon Technologies Corp

Industrials
-67
- 1.46%
$114.45 - $127.21 $7.67K - $8.52K
4.52K $522K
HPQ
Hp Inc

Technology
-322
- 4.58%
$32.46 - $39.3 $10.5K - $12.7K
6.71K $219K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-1.16K
- 4.68%
$23.26 - $23.6 $26.9K - $27.3K
23.6K $549K
XYL
Xylem Inc.

Industrials
-32
- 2.15%
$116.02 - $137.45 $3.71K - $4.4K
1.46K $169K
FISV
Fiserv Inc

Technology
-238
- 2.83%
N/A
8.16K $1.02M
VTRS
Viatris Inc

Healthcare
-2.78K
- 40.25%
$11.32 - $13.37 $31.5K - $37.2K
4.13K $51K
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.5%
$288.47 - $316.54 $2.6K - $2.85K
1.8K $522K
IX
Orix Corp

Financial Services
-246
- 82.27%
$104.38 - $117.09 $25.7K - $28.8K
53 $5K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-360
- 2.83%
$118.0 - $127.04 $42.5K - $45.7K
12.3K $1.5M
XLI
Industrial Sector Spdr

ETFs
-61
- 1.12%
$131.76 - $143.99 $8.04K - $8.78K
5.37K $707K
TTE
Total Energies Se

Energy
-392
- 40.45%
N/A
577 $39K
IRM
Iron Mountain Inc

Real Estate
-57
- 3.94%
$101.62 - $128.14 $5.79K - $7.3K
1.39K $146K
A
Agilent Technologies, Inc.

Healthcare
-31
- 2.22%
$125.69 - $146.56 $3.9K - $4.54K
1.37K $183K
DGRO
Ishares Core Dividend Growth E

ETFs
-226
- 3.95%
$60.73 - $64.94 $13.7K - $14.7K
5.49K $336K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-450
- 46.15%
$40.06 - $45.21 $18K - $20.3K
525 $21K
AZN
Astrazeneca PLC

Healthcare
-10
- 0.57%
$63.2 - $79.58 $632 - $796
1.73K $113K
ENPH
Enphase Energy, Inc.

Technology
-37
- 8.83%
$59.52 - $111.18 $2.2K - $4.11K
382 $26K
Activity Summary
Buys All Purchases 250 New Holdings 49 Increased Positions 201 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
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