Addison Advisors LLC Purchases in Q3 2025

Addison Advisors LLC

  • $376 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
455
+ 16.96%
$28.15 - $30.13 $12.8K - $13.7K
3.14K $92K
TM
Toyota Motor Corp

Consumer Cyclical
43
+ 10.02%
$167.86 - $202.79 $7.22K - $8.72K
472 $90K
COP
Conocophillips

Energy
34
+ 1.16%
$91.0 - $98.99 $3.09K - $3.37K
2.97K $280K
OXY
Occidental Petroleum Corp

Energy
50
+ 1.83%
$42.54 - $48.1 $2.13K - $2.41K
2.78K $131K
IEMG
Ishares Inc

ETFs
291
+ 95.72%
N/A
595 $31K
EVRG
Evergy, Inc.

Utilities
42
+ 2.74%
$67.73 - $76.02 $2.84K - $3.19K
1.57K $119K
EVR
Evercore Inc.

Financial Services
16
+ 12.9%
$276.5 - $362.79 $4.42K - $5.8K
140 $47K
AMD
Advanced Micro Devices Inc

Technology
45
+ 12.68%
$134.8 - $184.42 $6.07K - $8.3K
400 $64K
JHG
Janus Henderson Group PLC

Financial Services
243
+ 42.26%
$39.46 - $45.37 $9.59K - $11K
818 $36K
CAG
Conagra Brands Inc.

Consumer Defensive
734
New
$18.04 - $21.14 $13.2K - $15.5K
734 $13K
MU
Micron Technology Inc

Technology
33
+ 20.63%
$104.88 - $168.89 $3.46K - $5.57K
193 $32K
DE
Deere & CO

Industrials
95
+ 16.07%
$457.26 - $524.37 $43.4K - $49.8K
686 $313K
SPTL
Spdr Portfolio Long Term Treas

ETFs
448
New
$25.67 - $27.21 $11.5K - $12.2K
448 $12K
TROW
Price T Rowe Group Inc

Financial Services
92
+ 26.14%
$98.67 - $111.52 $9.08K - $10.3K
444 $45K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
583
+ 0.79%
$86.07 - $90.74 $50.2K - $52.9K
74.1K $6.64M
ITW
Illinois Tool Works Inc

Industrials
3
+ 0.36%
$252.31 - $269.41 $757 - $808
841 $219K
TU
Telus Corp

Communication Services
762
New
$15.6 - $16.63 $11.9K - $12.7K
762 $12K
IX
Orix Corp

Financial Services
250
+ 16.27%
$22.28 - $27.06 $5.57K - $6.77K
1.79K $46K
SYF
Synchrony Financial

Financial Services
114
+ 15.9%
$67.53 - $76.86 $7.7K - $8.76K
831 $59K
BP
Bp PLC

Energy
13
+ 0.53%
$30.25 - $35.69 $393 - $464
2.47K $85K
META
Meta Platforms, Inc.

Communication Services
20
+ 2.15%
$695.21 - $791.73 $13.9K - $15.8K
951 $698K
UBS
Ubs Group Ag

Financial Services
167
+ 23.49%
$33.77 - $42.38 $5.64K - $7.08K
878 $35K
LYG
Lloyds Banking Group PLC

Financial Services
170
+ 0.48%
$4.03 - $4.63 $685 - $787
35.5K $161K
GNTX
Gentex Corp

Consumer Cyclical
162
+ 14.15%
$22.66 - $29.06 $3.67K - $4.71K
1.31K $36K
BWA
Borgwarner Inc

Consumer Cyclical
43
+ 5.35%
$34.53 - $44.44 $1.48K - $1.91K
847 $37K
BHP
Bhp Group LTD

Basic Materials
147
+ 34.75%
$48.67 - $56.22 $7.15K - $8.26K
570 $31K
EMN
Eastman Chemical CO

Basic Materials
195
+ 221.59%
$58.79 - $81.56 $11.5K - $15.9K
283 $17K
EBAY
Ebay Inc

Consumer Cyclical
24
+ 4.23%
$75.33 - $100.77 $1.81K - $2.42K
591 $53K
AXP
American Express CO

Financial Services
9
+ 1.61%
$294.27 - $342.31 $2.65K - $3.08K
569 $188K
PLD
Prologis, Inc.

Real Estate
67
+ 29.39%
$104.08 - $115.35 $6.97K - $7.73K
295 $33K
BMO
Bank Of Montreal

Financial Services
48
+ 36.36%
$110.44 - $130.66 $5.3K - $6.27K
180 $23K
AOS
Smith A O Corp

Industrials
2
+ 0.18%
$67.24 - $74.3 $134 - $149
1.1K $80K
APP
App Lovin Corp

Technology
5
+ 33.33%
$335.1 - $718.54 $1.68K - $3.59K
20 $14K
TTE
Total Energies Se

Energy
141
+ 18.6%
N/A
899 $61K
BIIB
Biogen Inc.

Healthcare
41
+ 32.54%
$122.68 - $148.84 $5.03K - $6.1K
167 $23K
BA
Boeing CO

Industrials
1
+ 0.08%
$209.79 - $237.38 $210 - $237
1.24K $266K
PHM
Pultegroup Inc

Consumer Cyclical
29
+ 22.31%
$108.0 - $141.42 $3.13K - $4.1K
159 $21K
ROK
Rockwell Automation, Inc

Industrials
21
+ 175.0%
$328.67 - $358.52 $6.9K - $7.53K
33 $11K
CMI
Cummins Inc

Industrials
7
+ 14.0%
$327.85 - $426.39 $2.29K - $2.98K
57 $24K
GIS
General Mills Inc

Consumer Defensive
150
New
$48.44 - $53.83 $7.27K - $8.07K
150 $7K
FOXA
Fox Corp

Communication Services
54
+ 13.3%
$53.87 - $63.06 $2.91K - $3.41K
460 $29K
APH
Amphenol Corp

Technology
41
+ 59.42%
$97.39 - $125.4 $3.99K - $5.14K
110 $13K
NNN
National Retail Properties, Inc.

Real Estate
157
+ 230.88%
$40.68 - $44.1 $6.39K - $6.92K
225 $9K
ADI
Analog Devices Inc

Technology
6
+ 0.9%
$220.68 - $255.63 $1.32K - $1.53K
676 $166K
ACM
Aecom

Industrials
2
+ 0.5%
$111.08 - $132.99 $222 - $266
403 $52K
QS
Quantum Scape Corp

Consumer Cyclical
560
+ 5600.0%
$6.36 - $14.64 $3.56K - $8.2K
570 $7K
EOG
Eog Resources Inc

Energy
52
+ 226.09%
$112.12 - $126.1 $5.83K - $6.56K
75 $8K
STT
State Street Corp

Financial Services
42
+ 31.34%
$102.01 - $117.25 $4.28K - $4.92K
176 $20K
COF
Capital One Financial Corp

Financial Services
26
+ 3.93%
$207.29 - $229.74 $5.39K - $5.97K
687 $146K
Activity Summary
Buys All Purchases 292 New Holdings 40 Increased Positions 252 Sells All Sells 248 Reductions 248 Sold out 0 Options Calls 0 Puts 0
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