Addison Advisors LLC Sells in Q3 2025

Addison Advisors LLC

  • $376 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
-15
- 1.56%
$207.7 - $240.4 $3.12K - $3.61K
946 $199K
CSCO
Cisco Systems, Inc.

Technology
-91
- 0.53%
$66.2 - $71.79 $6.02K - $6.53K
17K $1.16M
CNI
Canadian National Railway CO

Industrials
-200
- 73.8%
$92.01 - $106.6 $18.4K - $21.3K
71 $6K
CB
Chubb LTD

Financial Services
-70
- 32.56%
$265.99 - $289.59 $18.6K - $20.3K
145 $40K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-11
- 3.21%
$366.54 - $479.53 $4.03K - $5.27K
332 $130K
HLN
Haleon PLC

Healthcare
-1.43K
- 24.14%
$8.72 - $10.35 $12.5K - $14.8K
4.5K $40K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-165
- 39.76%
$136.48 - $142.97 $22.5K - $23.6K
250 $35K
IRM
Iron Mountain Inc

Real Estate
-187
- 15.94%
$89.46 - $104.46 $16.7K - $19.5K
986 $100K
DEO
Diageo PLC

Consumer Defensive
-167
- 61.85%
$93.64 - $115.33 $15.6K - $19.3K
103 $9K
MKC
Mccormick & CO Inc

Consumer Defensive
-115
- 10.45%
$64.3 - $77.17 $7.39K - $8.87K
986 $65K
GPC
Genuine Parts CO

Consumer Cyclical
-204
- 32.03%
$122.23 - $142.77 $24.9K - $29.1K
433 $60K
DUK
Duke Energy Corp

Utilities
-204
- 13.77%
$116.31 - $125.93 $23.7K - $25.7K
1.28K $158K
PSO
Pearson PLC

Communication Services
-651
- 8.6%
$13.86 - $15.1 $9.02K - $9.83K
6.92K $97K
VTV
Vanguard Value ETF

ETFs
-114
- 19.16%
$175.51 - $186.57 $20K - $21.3K
481 $89K
ISRG
Intuitive Surgical Inc

Healthcare
-17
- 22.37%
$433.66 - $544.47 $7.37K - $9.26K
59 $26K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-1.16K
- 4.93%
$20.52 - $21.16 $23.7K - $24.4K
22.3K $468K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-2K
- 97.37%
$6.18 - $9.0 $12.3K - $18K
54 $0
SPGI
S&P Global Inc.

Financial Services
-2
- 0.63%
$484.94 - $564.15 $970 - $1.13K
316 $153K
ENPH
Enphase Energy, Inc.

Technology
-346
- 85.22%
$30.11 - $42.97 $10.4K - $14.9K
60 $2K
ALK
Alaska Air Group, Inc.

Industrials
-256
- 87.97%
$49.73 - $63.86 $12.7K - $16.3K
35 $1K
TXN
Texas Instruments Inc

Technology
-68
- 16.43%
N/A
346 $67K
UTL
Unitil Corp

Utilities
-215
- 33.33%
$44.83 - $52.76 $9.64K - $11.3K
430 $20K
EFG
Msci Eafe Growth ETF

ETFs
-130
- 9.61%
$106.99 - $114.46 $13.9K - $14.9K
1.22K $139K
AVIV
American Centy ETF Tr Avantis
-320
- 17.44%
$61.83 - $67.44 $19.8K - $21.6K
1.52K $102K
MAR
Marriott International Inc

Consumer Cyclical
-42
- 33.87%
$255.35 - $282.87 $10.7K - $11.9K
82 $21K
EW
Edwards Lifesciences Corp

Healthcare
-41
- 0.23%
$73.75 - $81.83 $3.02K - $3.36K
18K $1.4M
CTSH
Cognizant Technology Solutions Corp

Technology
-99
- 29.55%
$66.67 - $80.98 $6.6K - $8.02K
236 $15K
IT
Gartner Inc

Technology
-7
- 10.61%
$225.98 - $406.7 $1.58K - $2.85K
59 $15K
UDR
Udr, Inc.

Real Estate
-71
- 3.29%
$36.71 - $41.37 $2.61K - $2.94K
2.09K $77K
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.93%
$288.69 - $310.94 $1.44K - $1.55K
531 $155K
SNY
Sanofi

Healthcare
-190
- 14.83%
$45.07 - $51.35 $8.56K - $9.76K
1.09K $51K
FIS
Fidelity National Information Services, Inc.

Technology
-85
- 31.48%
$63.37 - $82.35 $5.39K - $7K
185 $12K
EIX
Edison International

Utilities
-252
- 20.67%
$50.42 - $56.35 $12.7K - $14.2K
967 $53K
VOE
Vanguard Mid Cap Value Index F

ETFs
-66
- 31.13%
$164.63 - $174.58 $10.9K - $11.5K
146 $25K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-365
- 8.1%
N/A
4.14K $98K
SBUX
Starbucks Corp

Consumer Cyclical
-75
- 30.24%
$81.9 - $96.86 $6.14K - $7.26K
173 $14K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-325
- 3.83%
$25.09 - $25.19 $8.15K - $8.19K
8.17K $205K
UNM
Unum Group

Financial Services
-22
- 1.32%
$68.55 - $82.12 $1.51K - $1.81K
1.64K $127K
TFC
Truist Financial Corp

Financial Services
-164
- 66.94%
$42.83 - $47.07 $7.02K - $7.72K
81 $3K
AEE
Ameren Corp

Utilities
-92
- 29.21%
$95.0 - $104.38 $8.74K - $9.6K
223 $23K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-147
- 70.0%
$42.13 - $44.1 $6.19K - $6.48K
63 $2K
PEAK
Healthpeak Properties, Inc.

Real Estate
-388
- 10.67%
N/A
3.25K $61K
IWP
Ishares Russell Mid Cap Growth

ETFs
-63
- 10.7%
$137.51 - $145.26 $8.66K - $9.15K
526 $74K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-260
- 6.36%
$30.71 - $30.86 $7.98K - $8.02K
3.83K $118K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-265
- 0.62%
$50.85 - $51.35 $13.5K - $13.6K
42.5K $2.18M
NKE
Nike, Inc.

Consumer Cyclical
-35
- 1.28%
$69.24 - $79.24 $2.42K - $2.77K
2.7K $188K
KMI
Kinder Morgan, Inc.

Energy
-152
- 9.18%
$26.23 - $28.5 $3.99K - $4.33K
1.5K $42K
KMB
Kimberly Clark Corp

Consumer Defensive
-30
- 5.55%
$121.72 - $136.77 $3.65K - $4.1K
511 $63K
RRX
Regal Rexnord Corp

Industrials
-35
- 4.34%
$137.95 - $159.91 $4.83K - $5.6K
772 $110K
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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