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
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.93K
+ 1.64%
$13.33 - $14.31 $52.4K - $56.2K
243K $3.3B
GE
General Electric CO

Industrials
12
+ 0.42%
$291.49 - $314.28 $3.5K - $3.77K
2.88K $886M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.01%
$63.25 - $66.24 $127 - $132
23.7K $1.57B
SCHG
Schwab Strategic Tr Us Large C

ETFs
154
+ 1.34%
$31.41 - $33.69 $4.84K - $5.19K
11.7K $381M
FANG
Diamondback Energy, Inc.

Energy
2
+ 0.14%
$137.29 - $149.2 $275 - $298
1.44K $217M
DE
Deere & CO

Industrials
6
+ 0.7%
$439.11 - $480.78 $2.63K - $2.88K
868 $404M
ITW
Illinois Tool Works Inc

Industrials
199
+ 6.7%
$242.03 - $260.73 $48.2K - $51.9K
3.17K $780M
WMB
Williams Companies, Inc.

Energy
342
+ 7.04%
$56.51 - $64.48 $19.3K - $22.1K
5.2K $313M
NKE
Nike, Inc.

Consumer Cyclical
392
+ 10.75%
$60.8 - $74.57 $23.8K - $29.2K
4.04K $257M
Brookfield Corp
2.9K
+ 50.0%
N/A
8.69K $399M
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 0.84%
$74.98 - $79.86 $2.32K - $2.48K
3.72K $294M
CSL
Carlisle Companies Inc

Industrials
6
+ 0.5%
$306.54 - $340.49 $1.84K - $2.04K
1.2K $385M
CVX
Chevron Corp

Energy
31
+ 0.64%
$148.9 - $157.72 $4.62K - $4.89K
4.89K $746M
CARR
Carrier Global Corp

Industrials
271
+ 6.25%
$54.1 - $60.75 $14.7K - $16.5K
4.61K $243M
BX
Blackstone Inc.

Financial Services
801
+ 9.05%
$138.42 - $168.45 $111K - $135K
9.65K $1.49B
T
At&T Inc.

Communication Services
9
+ 0.11%
$24.44 - $27.55 $220 - $248
8.08K $201M
PG
Procter & Gamble CO

Consumer Defensive
595
+ 5.22%
$145.5 - $153.18 $86.6K - $91.1K
12K $1.72B
TRIP
Trip Advisor, Inc.

Consumer Cyclical
199
+ 0.79%
$14.78 - $16.72 $2.94K - $3.33K
25.4K $369M
NOC
Northrop Grumman Corp

Industrials
27
+ 1.82%
$558.0 - $637.95 $15.1K - $17.2K
1.51K $861M
URI
United Rentals, Inc.

Industrials
15
+ 3.94%
$806.61 - $1020.0 $12.1K - $15.3K
396 $321M
VST
Vistra Corp.

Utilities
26
+ 1.65%
$171.56 - $210.85 $4.46K - $5.48K
1.6K $258M
UBER
Uber Technologies, Inc

Technology
848
+ 11.04%
$91.62 - $100.1 $77.7K - $84.9K
8.53K $697M
WSO
Watsco Inc

Industrials
5
+ 0.43%
$343.12 - $414.9 $1.72K - $2.07K
1.17K $396M
HON
Honeywell International Inc

Industrials
36
+ 0.54%
$194.07 - $220.67 $6.99K - $7.94K
6.74K $1.31B
HD
Home Depot, Inc.

Consumer Cyclical
251
+ 7.11%
$358.03 - $397.02 $89.9K - $99.7K
3.78K $1.3B
RSG
Republic Services, Inc.

Industrials
2
+ 0.02%
$204.12 - $227.29 $408 - $455
8.29K $1.76B
AJG
Arthur J. Gallagher & Co.

Financial Services
33
+ 1.03%
$242.98 - $310.48 $8.02K - $10.2K
3.24K $838M
ABT
Abbott Laboratories

Healthcare
344
+ 1.41%
$123.62 - $134.59 $42.5K - $46.3K
24.8K $3.1B
META
Meta Platforms, Inc.

Communication Services
160
+ 4.33%
$609.01 - $751.67 $97.4K - $120K
3.86K $2.55B
NFLX
Netflix Inc

Communication Services
10.7K
+ 732.12%
$110.29 - $1241.35 $1.18M - $13.3M
12.1K $1.14B
GOOGL
Alphabet Inc.

Communication Services
564
+ 4.21%
$236.57 - $291.31 $133K - $164K
13.9K $2.4B
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
Track This Portfolio

Track Tred Avon Family Wealth, LLC Portfolio

Follow Tred Avon Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tred Avon Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tred Avon Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email