Tred Avon Family Wealth, LLC Purchases in Q3 2025

Tred Avon Family Wealth, LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
20.6K
New
$66.2 - $71.79 $1.36M - $1.48M
20.6K $1.41B
PM
Philip Morris International Inc.

Consumer Defensive
8.48K
New
$157.77 - $183.27 $1.34M - $1.55M
8.48K $1.37B
AXP
American Express CO

Financial Services
4.13K
New
$294.27 - $342.31 $1.22M - $1.41M
4.13K $1.37B
MA
Mastercard Inc

Financial Services
2.36K
New
$550.18 - $598.96 $1.3M - $1.41M
2.36K $1.34B
UNH
Unitedhealth Group Inc

Healthcare
3.68K
New
$237.77 - $353.61 $876K - $1.3M
3.68K $1.27B
TJX
Tjx Companies Inc

Consumer Cyclical
8.79K
New
$121.35 - $144.54 $1.07M - $1.27M
8.79K $1.27B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.4K
New
$117.65 - $120.08 $1.22M - $1.25M
10.4K $1.24B
CRM
Salesforce, Inc.

Technology
5.23K
New
$231.66 - $273.65 $1.21M - $1.43M
5.23K $1.24B
KKR
Kkr & Co. Inc.

Financial Services
9.37K
New
$129.95 - $152.16 $1.22M - $1.43M
9.37K $1.22B
Ark 21 Shares Bitcoin ETF
31.3K
New
N/A
31.3K $1.19B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.5K
New
$68.24 - $73.73 $1.06M - $1.14M
15.5K $1.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.88K
New
$546.99 - $602.2 $1.03M - $1.13M
1.88K $1.13B
COST
Costco Wholesale Corp

Consumer Defensive
1.21K
New
$915.95 - $994.57 $1.11M - $1.21M
1.21K $1.12B
DHR
Danaher Corp

Healthcare
5.45K
New
$181.46 - $212.2 $988K - $1.16M
5.45K $1.08B
PH
Parker Hannifin Corp

Industrials
1.42K
New
$697.13 - $769.67 $991K - $1.09M
1.42K $1.08B
KO
Coca Cola CO

Consumer Defensive
16K
New
$65.67 - $71.67 $1.05M - $1.15M
16K $1.06B
Blackrock ETF Trust
12.8K
New
N/A
12.8K $1.06B
HTGC
Hercules Capital, Inc.

Financial Services
55.1K
New
$18.34 - $19.53 $1.01M - $1.08M
55.1K $1.04B
D
Dominion Energy, Inc

Utilities
16.9K
New
$56.32 - $62.1 $950K - $1.05M
16.9K $1.03B
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
45K
New
$22.65 - $25.1 $1.02M - $1.13M
45K $1.03B
SHBI
Shore Bancshares Inc

Financial Services
62.6K
New
$15.18 - $17.45 $950K - $1.09M
62.6K $1.03B
QCOM
Qualcomm Inc

Technology
6.17K
New
$145.84 - $173.55 $899K - $1.07M
6.17K $1.03B
EPD
Enterprise Products Partners L.P.

Energy
32.5K
New
$30.74 - $32.14 $998K - $1.04M
32.5K $1.02B
LAMR
Lamar Advertising CO

Real Estate
8.2K
New
$114.98 - $128.82 $943K - $1.06M
8.2K $1B
DSI
Ishares Msci Kld 400 Social Et

ETFs
7.95K
New
$115.96 - $125.95 $922K - $1M
7.95K $1B
DLR
Digital Realty Trust, Inc.

Real Estate
5.78K
New
$161.21 - $180.02 $932K - $1.04M
5.78K $999M
AFL
Aflac Inc

Financial Services
8.9K
New
$98.09 - $111.7 $873K - $994K
8.9K $994M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.2K
New
$284.17 - $319.49 $910K - $1.02M
3.2K $992M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
52.5K
New
$17.96 - $19.62 $943K - $1.03M
52.5K $979M
Linde PLC
2.06K
New
N/A
2.06K $977M
KMB
Kimberly Clark Corp

Consumer Defensive
7.83K
New
$121.72 - $136.77 $953K - $1.07M
7.83K $974M
DIS
Walt Disney CO

Communication Services
8.49K
New
$112.25 - $124.0 $953K - $1.05M
8.49K $972M
O
Realty Income Corp

Real Estate
15.6K
New
$56.13 - $60.79 $876K - $948K
15.6K $948M
SWK
Stanley Black & Decker, Inc.

Industrials
12.6K
New
$66.98 - $79.52 $846K - $1M
12.6K $939M
CWENA
Clearway Energy Inc Cl A
34.4K
New
N/A
34.4K $928M
KB
Kb Financial Group Inc.

Financial Services
11.1K
New
$77.68 - $90.36 $865K - $1.01M
11.1K $923M
NOC
Northrop Grumman Corp

Industrials
1.48K
New
$498.9 - $609.32 $740K - $904K
1.48K $903M
ET
Energy Transfer LP

Energy
52K
New
$17.11 - $18.16 $890K - $945K
52K $893M
FCX
Freeport Mcmoran Inc

Basic Materials
22.7K
New
$35.34 - $47.21 $803K - $1.07M
22.7K $891M
VUG
Vanguard Growth ETF

ETFs
1.82K
New
$433.97 - $484.08 $790K - $882K
1.82K $873M
IGF
Ishares Global Infrastructure

ETFs
14.2K
New
$58.29 - $61.43 $826K - $871K
14.2K $866M
GE
General Electric CO

Industrials
2.87K
New
$244.75 - $305.63 $701K - $876K
2.87K $862M
Microchip Technology Inc.
14.5K
New
N/A
14.5K $854M
MPLX
Mplx LP

Energy
16.9K
New
$49.42 - $52.71 $838K - $893K
16.9K $847M
BMY
Bristol Myers Squibb CO

Healthcare
18.6K
New
$43.31 - $48.98 $805K - $910K
18.6K $838M
Gsk PLC
19.4K
New
N/A
19.4K $837M
EMLP
First Tr Exchange Traded Iv

ETFs
21.8K
New
$36.99 - $38.38 $805K - $835K
21.8K $833M
KNTK
Kinetik Holdings Inc.

Energy
19.4K
New
$39.73 - $46.35 $772K - $900K
19.4K $830M
ACGL
Arch Capital Group Ltd.

Financial Services
9.15K
New
$85.61 - $93.54 $783K - $856K
9.15K $830M
Activity Summary
Buys All Purchases 237 New Holdings 237 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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