Addison Advisors LLC Sells in Q3 2025

Addison Advisors LLC

  • $376 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-9
- 0.34%
$24.38 - $30.89 $219 - $278
2.64K $80K
DGRO
Ishares Core Dividend Growth E

ETFs
-198
- 3.59%
$64.12 - $68.08 $12.7K - $13.5K
5.33K $362K
QCOM
Qualcomm Inc

Technology
-30
- 1.48%
$145.84 - $173.55 $4.38K - $5.21K
1.99K $331K
IWN
Ishares Russell2000 Val ETF

ETFs
-45
- 4.86%
$157.1 - $178.94 $7.07K - $8.05K
880 $155K
XLI
Industrial Sector Spdr

ETFs
-158
- 2.96%
$147.94 - $154.99 $23.4K - $24.5K
5.18K $798K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-125
- 2.75%
$24.02 - $27.91 $3K - $3.49K
4.43K $123K
GLD
Spdr Gold Trust

ETFs
-4
- 1.4%
$300.96 - $355.47 $1.2K - $1.42K
281 $99K
QDF
Flexshares Quality Dividend In

ETFs
-568
- 5.96%
$73.48 - $79.4 $41.7K - $45.1K
8.96K $711K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 1.73%
$291.67 - $316.99 $10.2K - $11.1K
1.99K $605K
MDT
Medtronic PLC

Healthcare
-57
- 2.28%
$87.67 - $95.74 $5K - $5.46K
2.44K $232K
WEC
Wec Energy Group, Inc.

Utilities
-48
- 2.41%
$103.66 - $114.59 $4.98K - $5.5K
1.94K $222K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-22
- 2.97%
$284.45 - $324.95 $6.26K - $7.15K
719 $230K
BNS
Bank Of Nova Scotia

Financial Services
-152
- 4.64%
$54.5 - $64.93 $8.28K - $9.87K
3.12K $201K
XYL
Xylem Inc.

Industrials
-79
- 4.51%
$129.67 - $147.5 $10.2K - $11.7K
1.67K $246K
TD
Toronto Dominion Bank

Financial Services
-120
- 2.55%
$72.55 - $79.95 $8.71K - $9.59K
4.58K $366K
EEMA
Ishares Msci Emerging Markets

ETFs
-20
- 0.78%
$81.98 - $92.25 $1.64K - $1.85K
2.53K $232K
LNT
Alliant Energy Corp

Utilities
-13
- 0.35%
$60.76 - $67.41 $790 - $876
3.71K $249K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-120
- 2.95%
$115.96 - $125.95 $13.9K - $15.1K
3.95K $497K
WMT
Walmart Inc.

Consumer Defensive
-134
- 1.81%
$94.4 - $104.27 $12.6K - $14K
7.25K $747K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-515
- 7.2%
$30.06 - $36.69 $15.5K - $18.9K
6.64K $243K
PEP
Pepsico Inc

Consumer Defensive
-126
- 2.11%
$133.81 - $152.16 $16.9K - $19.2K
5.84K $819K
FNDC
Schwab Fundamental Intl Small

ETFs
-10
- 0.07%
$41.81 - $45.21 $418 - $452
13.8K $612K
NSC
Norfolk Southern Corp

Industrials
-16
- 1.75%
$259.49 - $300.41 $4.15K - $4.81K
897 $269K
CVS
Cvs Health Corp

Healthcare
-21
- 0.34%
$58.75 - $76.5 $1.23K - $1.61K
6.25K $470K
AMAT
Applied Materials Inc

Technology
-7
- 0.36%
$156.25 - $204.95 $1.09K - $1.43K
1.94K $396K
INTC
Intel Corp

Technology
-12
- 0.32%
$19.31 - $35.5 $232 - $426
3.71K $124K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-87
- 0.46%
$35.99 - $38.74 $3.13K - $3.37K
19K $735K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-365
- 2.08%
$74.73 - $80.82 $27.3K - $29.5K
17.2K $1.37M
XOM
Exxon Mobil Corp

Energy
-514
- 2.35%
$105.83 - $117.22 $54.4K - $60.3K
21.3K $2.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.14%
$567.77 - $614.76 $1.14K - $1.23K
1.45K $885K
VO
Vanguard Mid Cap ETF

ETFs
-30
- 0.54%
$279.83 - $293.74 $8.39K - $8.81K
5.5K $1.61M
IDXX
Idexx Laboratories Inc

Healthcare
-19
- 2.41%
$514.61 - $682.78 $9.78K - $13K
771 $492K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.38K
- 3.39%
$41.34 - $45.65 $57K - $62.9K
39.3K $1.77M
FNDX
Schwab Fundamental U S Large C

ETFs
-10
- 0.02%
$24.38 - $26.34 $244 - $263
55.6K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-31
- 3.16%
$293.94 - $444.72 $9.11K - $13.8K
951 $422K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-581
- 1.76%
$80.54 - $89.67 $46.8K - $52.1K
32.4K $2.85M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-400
- 2.35%
$126.31 - $139.52 $50.5K - $55.8K
16.6K $2.31M
VOT
Vanguard Mid Cap Growth Index

ETFs
-474
- 1.28%
$282.75 - $294.19 $134K - $139K
36.6K $10.8M
GE
General Electric CO

Industrials
-52
- 0.88%
$244.75 - $305.63 $12.7K - $15.9K
5.83K $1.75M
JPM
Jpmorgan Chase & CO

Financial Services
-69
- 0.67%
$282.78 - $316.06 $19.5K - $21.8K
10.2K $3.23M
MSFT
Microsoft Corp

Technology
-190
- 1.13%
$491.09 - $535.64 $93.3K - $102K
16.6K $8.58M
JNJ
Johnson & Johnson

Healthcare
-32
- 0.33%
$155.17 - $185.42 $4.97K - $5.93K
9.76K $1.81M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-7.97K
- 2.86%
$41.91 - $44.87 $334K - $357K
271K $12.1M
LRGF
Ishares Tr

ETFs
-68
- 0.1%
$64.13 - $69.24 $4.36K - $4.71K
68.3K $4.72M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-492
- 0.65%
$68.27 - $75.58 $33.6K - $37.2K
75.5K $5.62M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.75K
- 2.33%
$111.55 - $125.05 $307K - $344K
115K $14.4M
VUG
Vanguard Growth ETF

ETFs
-178
- 0.5%
$433.97 - $484.08 $77.2K - $86.2K
35.3K $16.9M
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
Track This Portfolio

Track Addison Advisors LLC Portfolio

Follow Addison Advisors 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 Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email