Tred Avon Family Wealth, LLC New Holdings in Q3 2025

Tred Avon Family Wealth, LLC

  • $291 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
17K
New
$28.52 - $30.48 $486K - $519K
17K $502M
ASML
Asml Holding Nv

Technology
510
New
$689.63 - $968.09 $352K - $494K
510 $494M
NEM
Newmont Corp

Basic Materials
5.78K
New
$57.35 - $85.25 $331K - $493K
5.78K $487M
WSO
Watsco Inc

Industrials
1.17K
New
$381.94 - $489.97 $446K - $573K
1.17K $473M
DOCU
Docusign, Inc.

Technology
6.52K
New
$67.14 - $85.01 $438K - $555K
6.52K $470M
AEP
American Electric Power CO Inc

Utilities
4.06K
New
$103.26 - $115.0 $420K - $467K
4.06K $457M
NVS
Novartis Ag

Healthcare
3.51K
New
$113.5 - $129.73 $398K - $455K
3.51K $450M
XPO
Xpo Logistics, Inc.

Industrials
3.47K
New
$118.79 - $138.31 $412K - $479K
3.47K $448M
MDT
Medtronic PLC

Healthcare
4.69K
New
$87.67 - $95.74 $411K - $449K
4.69K $447M
VIG
Vanguard Dividend Appreciation

ETFs
2.07K
New
N/A
2.07K $447M
DVN
Devon Energy Corp

Energy
12.6K
New
$31.75 - $36.99 $399K - $464K
12.6K $440M
GXO
Gxo Logistics, Inc.

Industrials
8.24K
New
$48.07 - $54.59 $396K - $450K
8.24K $436M
ZTS
Zoetis Inc.

Healthcare
2.97K
New
$141.13 - $159.19 $418K - $472K
2.97K $434M
TER
Teradyne, Inc

Technology
3.14K
New
$90.15 - $137.64 $283K - $432K
3.14K $432M
DD
Du Pont De Nemours, Inc.

Basic Materials
5.5K
New
$69.9 - $78.26 $384K - $430K
5.5K $428M
LHX
L3 Harris Technologies, Inc.

Industrials
1.39K
New
$252.18 - $305.41 $351K - $425K
1.39K $425M
BSX
Boston Scientific Corp

Healthcare
4.35K
New
$97.03 - $108.14 $422K - $471K
4.35K $425M
ADP
Automatic Data Processing Inc

Industrials
1.44K
New
$288.69 - $310.94 $416K - $448K
1.44K $423M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.34K
New
$92.26 - $97.51 $400K - $423K
4.34K $419M
Canadian Pacific Kansas City
5.55K
New
N/A
5.55K $413M
CTVA
Corteva, Inc.

Basic Materials
6.1K
New
$67.08 - $77.12 $409K - $470K
6.1K $412M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
25.2K
New
$13.87 - $19.14 $349K - $482K
25.2K $409M
Brookfield Corp
5.79K
New
N/A
5.79K $397M
DE
Deere & CO

Industrials
862
New
$457.26 - $524.37 $394K - $452K
862 $394M
CSL
Carlisle Companies Inc

Industrials
1.2K
New
$327.52 - $435.11 $392K - $521K
1.2K $394M
LMT
Lockheed Martin Corp

Industrials
788
New
$410.74 - $499.21 $324K - $393K
788 $393M
GS
Goldman Sachs Group Inc

Financial Services
491
New
$696.56 - $806.32 $342K - $396K
491 $391M
SRE
Sempra Energy

Utilities
4.32K
New
$74.14 - $89.98 $321K - $389K
4.32K $389M
MTRN
Materion Corp

Basic Materials
3.13K
New
$80.72 - $122.12 $252K - $382K
3.13K $377M
TRGP
Targa Resources Corp.

Energy
2.25K
New
$160.52 - $174.4 $361K - $392K
2.25K $377M
PEY
Invesco Exchange Traded Fd Tr

ETFs
17.8K
New
$20.38 - $21.7 $364K - $387K
17.8K $376M
COP
Conocophillips

Energy
3.95K
New
$91.0 - $98.99 $360K - $391K
3.95K $374M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.5K
New
$28.92 - $32.19 $333K - $371K
11.5K $367M
URI
United Rentals, Inc.

Industrials
381
New
$774.14 - $975.23 $295K - $372K
381 $364M
ILCG
Ishares Morningstar Growth ETF
3.46K
New
N/A
3.46K $361M
AMGN
Amgen Inc

Healthcare
1.28K
New
$271.18 - $309.22 $346K - $395K
1.28K $360M
IBM
International Business Machines Corp

Technology
1.27K
New
$234.77 - $292.47 $299K - $373K
1.27K $359M
BA
Boeing CO

Industrials
1.66K
New
$209.79 - $237.38 $348K - $394K
1.66K $358M
CSX
Csx Corp

Industrials
10K
New
$32.05 - $36.52 $321K - $366K
10K $356M
RPG
Invesco Exchange Traded Fd Tr

ETFs
7.33K
New
$45.41 - $48.26 $333K - $354K
7.33K $350M
Liberty Media Corp Del
3.34K
New
N/A
3.34K $349M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.83K
New
$50.47 - $50.74 $345K - $346K
6.83K $346M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
11K
New
$24.38 - $30.89 $267K - $338K
11K $336M
GILD
Gilead Sciences, Inc.

Healthcare
2.97K
New
$108.22 - $120.47 $322K - $358K
2.97K $330M
CCI
Crown Castle International Corp

Real Estate
3.41K
New
$92.96 - $113.91 $317K - $388K
3.41K $329M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.73K
New
$181.56 - $190.33 $314K - $329K
1.73K $328M
PPG
Ppg Industries Inc

Basic Materials
3.07K
New
$103.65 - $119.07 $319K - $366K
3.07K $323M
ENB
Enbridge Inc

Energy
6.37K
New
$43.79 - $50.46 $279K - $321K
6.37K $321M
INTC
Intel Corp

Technology
9.57K
New
$19.31 - $35.5 $185K - $340K
9.57K $321M
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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