Addison Advisors LLC Sells in Q4 2024

Addison Advisors LLC

  • $336 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSTR
Microstrategy Inc

Technology
-15
- 37.5%
$162.69 - $473.83 $2.44K - $7.11K
25 $7K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1
- 0.21%
$7.33 - $12.37 $7.33 - $12.4
483 $5K
DE
Deere & CO

Industrials
-4
- 0.67%
$389.45 - $466.0 $1.56K - $1.86K
597 $252K
MO
Altria Group, Inc.

Consumer Defensive
-31
- 1.3%
$49.06 - $57.74 $1.52K - $1.79K
2.36K $123K
HPE
Hewlett Packard Enterprise CO

Technology
-41
- 1.23%
$19.31 - $23.95 $792 - $982
3.28K $70K
ZION
Zions Bancorporation, National Association

Financial Services
-31
- 3.95%
$45.62 - $61.73 $1.41K - $1.91K
753 $40K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.37K
- 1.65%
$65.31 - $74.15 $89.4K - $102K
81.8K $5.52M
ADP
Automatic Data Processing Inc

Industrials
-16
- 2.9%
$280.08 - $307.97 $4.48K - $4.93K
536 $156K
KD
Kyndryl Holdings, Inc.

Technology
-151
- 19.76%
$22.43 - $35.79 $3.39K - $5.4K
613 $21K
DAL
Delta Air Lines, Inc.

Industrials
-238
- 12.06%
$47.46 - $65.77 $11.3K - $15.7K
1.74K $104K
VRSK
Verisk Analytics, Inc.

Industrials
-3
- 0.32%
$262.86 - $294.75 $789 - $884
924 $254K
TM
Toyota Motor Corp

Consumer Cyclical
-15
- 1.89%
$169.2 - $199.52 $2.54K - $2.99K
778 $151K
XLF
Financial Sector Spdr

ETFs
-195
- 2.54%
$44.89 - $51.34 $8.75K - $10K
7.47K $361K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-5
- 0.08%
$72.18 - $81.41 $361 - $407
6.37K $481K
MCK
Mckesson Corp

Healthcare
-3
- 0.94%
$482.27 - $628.5 $1.45K - $1.89K
317 $180K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-129
- 4.29%
$370.24 - $418.94 $47.8K - $54K
2.88K $1.15M
BA
Boeing CO

Industrials
-6
- 0.48%
$138.14 - $180.72 $829 - $1.08K
1.23K $218K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2
- 0.48%
$260.53 - $404.79 $521 - $810
419 $160K
WMT
Walmart Inc.

Consumer Defensive
-126
- 1.55%
$79.1 - $95.7 $9.97K - $12.1K
8.02K $724K
V
Visa Inc.

Financial Services
-53
- 2.03%
$273.87 - $320.91 $14.5K - $17K
2.56K $808K
MS
Morgan Stanley

Financial Services
-31
- 0.61%
$104.42 - $134.99 $3.24K - $4.18K
5.04K $633K
TSLA
Tesla, Inc.

Consumer Cyclical
-34
- 3.51%
$213.65 - $479.86 $7.26K - $16.3K
936 $377K
JPM
Jpmorgan Chase & CO

Financial Services
-178
- 1.99%
$205.18 - $250.29 $36.5K - $44.6K
8.76K $2.1M
AAPL
Apple Inc.

Technology
-959
- 3.6%
$221.69 - $259.02 $213K - $248K
25.6K $6.42M
VUG
Vanguard Growth ETF

ETFs
-145
- 0.41%
$378.79 - $428.11 $54.9K - $62.1K
35K $14.3M
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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