Tred Avon Family Wealth, LLC Incresed Positions in Q4 2025

Tred Avon Family Wealth, LLC

  • $307 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
4.04K
+ 23.9%
$237.49 - $291.74 $960K - $1.18M
21K $6.58B
AAPL
Apple Inc.

Technology
3.08K
+ 8.08%
$245.27 - $275.25 $756K - $849K
41.3K $11.2B
AMZN
Amazon Com Inc

Consumer Cyclical
3.54K
+ 12.22%
$213.04 - $254.0 $755K - $900K
32.5K $7.51B
JNJ
Johnson & Johnson

Healthcare
2.34K
+ 8.44%
$185.98 - $199.58 $435K - $467K
30K $6.22B
TMO
Thermo Fisher Scientific Inc.

Healthcare
738
+ 16.73%
$524.58 - $588.02 $387K - $434K
5.15K $2.98B
IVV
Ishares Core S&P 500 ETF

ETFs
841
+ 5.14%
$656.2 - $690.71 $552K - $581K
17.2K $11.8B
APH
Amphenol Corp

Technology
5.2K
+ 108.73%
$121.7 - $143.85 $632K - $747K
9.97K $1.35B
V
Visa Inc.

Financial Services
1.45K
+ 20.03%
$325.75 - $352.42 $472K - $511K
8.68K $3.05B
DHR
Danaher Corp

Healthcare
1.66K
+ 30.51%
$202.46 - $223.01 $336K - $371K
7.11K $1.63B
MSFT
Microsoft Corp

Technology
2.51K
+ 11.05%
$496.82 - $542.07 $1.25M - $1.36M
25.3K $12.2B
BSX
Boston Scientific Corp

Healthcare
4.16K
+ 95.57%
$94.95 - $104.98 $395K - $437K
8.52K $812M
CRM
Salesforce, Inc.

Technology
902
+ 17.24%
$235.69 - $263.41 $213K - $238K
6.13K $1.62B
COST
Costco Wholesale Corp

Consumer Defensive
476
+ 39.24%
$910.94 - $954.99 $434K - $455K
1.69K $1.46B
CSCO
Cisco Systems, Inc.

Technology
1.7K
+ 8.23%
$67.46 - $78.0 $114K - $132K
22.3K $1.72B
WMT
Walmart Inc.

Consumer Defensive
1.5K
+ 9.74%
$101.18 - $109.03 $152K - $164K
16.9K $1.88B
INTU
Intuit Inc

Technology
465
+ 54.51%
$641.79 - $683.39 $298K - $318K
1.32K $873M
MRK
Merck & Co., Inc.

Healthcare
2.22K
+ 90.17%
$82.49 - $92.93 $183K - $206K
4.68K $493M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
572
+ 3.44%
$475.68 - $513.11 $272K - $293K
17.2K $8.64B
TJX
Tjx Companies Inc

Consumer Cyclical
1.31K
+ 14.9%
$138.56 - $147.63 $182K - $193K
10.1K $1.55B
ABBV
Abb Vie Inc.

Healthcare
1.29K
+ 14.98%
$211.96 - $244.38 $273K - $315K
9.89K $2.26B
AVGO
Broadcom Inc.

Technology
22
+ 0.18%
$324.63 - $385.98 $7.14K - $8.49K
12.3K $4.27B
C
Citigroup Inc

Financial Services
1.5K
+ 71.81%
$93.93 - $102.87 $141K - $154K
3.58K $418M
AXP
American Express CO

Financial Services
83
+ 2.01%
$316.26 - $372.77 $26.2K - $30.9K
4.22K $1.56B
TER
Teradyne, Inc

Technology
7
+ 0.22%
$132.08 - $187.59 $925 - $1.31K
3.14K $608M
MAR
Marriott International Inc

Consumer Cyclical
167
+ 6.88%
$259.04 - $291.9 $43.3K - $48.7K
2.59K $805M
MDT
Medtronic PLC

Healthcare
1.69K
+ 35.95%
$90.06 - $98.43 $152K - $166K
6.38K $613M
ZTS
Zoetis Inc.

Healthcare
1.78K
+ 59.87%
$118.8 - $147.53 $211K - $262K
4.74K $596M
MCD
Mcdonalds Corp

Consumer Cyclical
416
+ 7.4%
$293.81 - $310.11 $122K - $129K
6.04K $1.85B
GILD
Gilead Sciences, Inc.

Healthcare
824
+ 27.72%
$110.56 - $125.2 $91.1K - $103K
3.8K $466M
NVS
Novartis Ag

Healthcare
680
+ 19.38%
$121.8 - $132.39 $82.8K - $90K
4.19K $577M
KMI
Kinder Morgan, Inc.

Energy
4.44K
+ 40.39%
$25.84 - $28.46 $115K - $126K
15.4K $424M
VTR
Ventas, Inc.

Real Estate
690
+ 8.65%
$67.45 - $78.0 $46.5K - $53.8K
8.67K $671M
PEP
Pepsico Inc

Consumer Defensive
396
+ 3.57%
$138.84 - $153.71 $55K - $60.9K
11.5K $1.65B
Ftai Aviation LTD
2
+ 0.07%
N/A
3.02K $594M
DELL
Dell Technologies Inc.

Technology
1.13K
+ 31.67%
$133.76 - $164.88 $152K - $187K
4.72K $594M
ADP
Automatic Data Processing Inc

Industrials
531
+ 36.88%
$250.9 - $292.94 $133K - $156K
1.97K $507M
XPO
Xpo Logistics, Inc.

Industrials
430
+ 12.41%
$123.66 - $143.87 $53.2K - $61.9K
3.9K $529M
QQQ
Invesco Qqq Trust, Series 1

ETFs
81
+ 4.31%
$589.5 - $635.77 $47.7K - $51.5K
1.96K $1.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 1.04%
$653.02 - $687.39 $22.2K - $23.4K
3.31K $2.26B
SCHW
Schwab Charles Corp

Financial Services
254
+ 3.23%
$91.91 - $97.71 $23.3K - $24.8K
8.12K $811M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
67
+ 5.9%
$280.66 - $305.09 $18.8K - $20.4K
1.2K $365M
NSC
Norfolk Southern Corp

Industrials
202
+ 22.2%
$279.53 - $300.15 $56.5K - $60.6K
1.11K $321M
KKR
Kkr & Co. Inc.

Financial Services
550
+ 5.87%
$117.52 - $127.65 $64.6K - $70.2K
9.92K $1.27B
EPD
Enterprise Products Partners L.P.

Energy
635
+ 1.96%
$30.19 - $32.26 $19.2K - $20.5K
33.1K $1.06B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.29K
+ 1.98%
$52.54 - $55.77 $67.8K - $72K
66.4K $3.57B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
303
+ 2.91%
$119.13 - $120.38 $36.1K - $36.5K
10.7K $1.28B
INTC
Intel Corp

Technology
46
+ 0.48%
$34.71 - $41.53 $1.6K - $1.91K
9.62K $355M
QCOM
Qualcomm Inc

Technology
5
+ 0.08%
$153.59 - $187.68 $768 - $938
6.17K $1.06B
Linde PLC
300
+ 14.58%
N/A
2.36K $1.01B
Activity Summary
Buys All Purchases 114 New Holdings 32 Increased Positions 82 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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