Addison Advisors LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $376 Million distributed in 1138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $18.3M, Vanguard Sht Trm Inflt Prot Fd with a value of $18.3M, Vanguard Dividend Appreciation with a value of $17.4M, Vanguard Growth ETF with a value of $16.9M, and Ishares Msci Usa Value Factor with a value of $14.4M.
Examining the 13F form we can see an increase of $12.5M in the current position value, from $364M to 376M.
Below you can find more details about Addison Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$376 Million
ETFs: $260 Million
Technology: $33.5 Million
Financial Services: $21 Million
Healthcare: $14.5 Million
Industrials: $11 Million
Consumer Cyclical: $7.04 Million
Communication Services: $6.72 Million
Consumer Defensive: $6.2 Million
Other: $9.38 Million
Stock Holdings Table Market Cap. of $200 Billions or more
