Addison Advisors LLC Incresed Positions in Q3 2025

Addison Advisors LLC

  • $376 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
8
+ 72.73%
$92.44 - $132.7 $740 - $1.06K
19 $1K
Vanguard Malvern Fds
152K
+ 17133.6%
N/A
153K $0
Blackrock Inc
1
+ 2.33%
N/A
44 $0
Ishares Tr
160
+ 0.52%
N/A
31K $0
Ishares Tr
2.2K
+ 218.91%
N/A
3.21K $0
Ishares Tr
2.11K
+ 195.81%
N/A
3.18K $0
GPS
Gap Inc

Consumer Cyclical
2
+ 0.08%
N/A
2.44K $49K
Invesco Exch Trd Slf Idx Fd
1.21K
+ 6.1%
N/A
20.9K $0
Invesco Exch Trd Slf Idx Fd
25.4K
+ 12.28%
N/A
232K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
25.3K
+ 10.78%
N/A
260K $0
Invesco Exch Trd Slf Idx Fd
3.63K
+ 20.9%
N/A
21K $0
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
115
+ 1.37%
$23.38 - $24.24 $2.69K - $2.79K
8.5K $202K
Ge Healthcare Technologies I
112
+ 6.04%
N/A
1.97K $0
DFSU
Dimensional ETF Tr Dimen Us Su
6.92K
+ 8.22%
N/A
91.1K $0
DFSI
Dimensional ETF Tr Dimen Intl
10.7K
+ 12.7%
N/A
95.1K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.53K
+ 11.8%
N/A
24K $0
Cooper Cos Inc
27
+ 21.09%
N/A
155 $0
Canadian Pacific Kansas City
73
+ 48.99%
N/A
222 $0
Ishares Tr
160
+ 2.17%
N/A
7.55K $0
Ishares Tr
27.1K
+ 2196.6%
N/A
28.4K $0
Ishares Tr
6.41K
+ 7.02%
N/A
97.6K $0
Reddit Inc
2
+ 2.0%
N/A
102 $0
Rb Global Inc
12
+ 0.78%
N/A
1.56K $0
PRU
Prudential Financial Inc

Financial Services
27
+ 3.17%
$100.68 - $109.89 $2.72K - $2.97K
878 $91K
SEIC
Sei Investments CO

Financial Services
28
+ 6.13%
$84.85 - $93.8 $2.38K - $2.63K
485 $41K
Matthews Intl Fds
125
+ 32.47%
N/A
510 $0
Natwest Group PLC
95
+ 1.34%
N/A
7.2K $0
Ishares Tr
6.93K
+ 7.57%
N/A
98.4K $0
Ishares Tr
7.14K
+ 7.79%
N/A
98.8K $0
Lam Research Corp
77
+ 2.77%
N/A
2.86K $0
MTDR
Matador Resources CO

Energy
16
+ 5.33%
$44.93 - $52.55 $719 - $841
316 $14K
DOX
Amdocs LTD

Technology
6
+ 2.39%
$81.2 - $92.62 $487 - $556
257 $21K
STLA
Stellantis N.V.

Consumer Cyclical
429
+ 6.58%
$8.74 - $10.37 $3.75K - $4.45K
6.95K $64K
MSTR
Microstrategy Inc

Technology
4
+ 20.0%
$300.7 - $455.9 $1.2K - $1.82K
24 $7K
NGG
National Grid PLC

Utilities
7
+ 0.76%
$67.98 - $74.38 $476 - $521
928 $67K
EMR
Emerson Electric CO

Industrials
24
+ 1.33%
$128.6 - $149.63 $3.09K - $3.59K
1.83K $239K
STN
Stantec Inc

Industrials
7
+ 0.2%
$105.75 - $112.26 $740 - $786
3.51K $378K
CTAS
Cintas Corp

Industrials
6
+ 3.57%
$199.29 - $226.27 $1.2K - $1.36K
174 $35K
VRSN
Verisign Inc

Technology
17
+ 2.14%
$263.02 - $305.98 $4.47K - $5.2K
813 $227K
ABT
Abbott Laboratories

Healthcare
40
+ 0.88%
$120.51 - $136.62 $4.82K - $5.46K
4.59K $614K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
6
+ 0.68%
$57.1 - $70.52 $343 - $423
890 $53K
FCX
Freeport Mcmoran Inc

Basic Materials
87
+ 3.65%
$35.34 - $47.21 $3.07K - $4.11K
2.47K $96K
TT
Trane Technologies PLC

Industrials
9
+ 1.06%
$398.96 - $472.54 $3.59K - $4.25K
855 $360K
UL
Unilever PLC

Consumer Defensive
16
+ 0.28%
$58.43 - $65.01 $935 - $1.04K
5.82K $344K
ZTS
Zoetis Inc.

Healthcare
4
+ 0.33%
$141.13 - $159.19 $565 - $637
1.21K $177K
INTU
Intuit Inc

Technology
6
+ 4.11%
$646.03 - $807.39 $3.88K - $4.84K
152 $103K
RELX
Relx PLC

Communication Services
204
+ 4.68%
$45.13 - $54.19 $9.21K - $11.1K
4.56K $217K
NOW
Service Now, Inc.

Technology
1
+ 0.56%
$850.86 - $1044.69 $851 - $1.04K
180 $165K
CARR
Carrier Global Corp

Industrials
100
+ 3.06%
$58.75 - $80.73 $5.88K - $8.07K
3.37K $200K
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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