Addison Advisors LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $336 Million distributed in 1045 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $18.5M, Vanguard Dividend Appreciation with a value of $17.1M, Vanguard Growth ETF with a value of $14.3M, Vanguard Sht Trm Inflt Prot Fd with a value of $12.4M, and Ishares Msci Usa Value Factor with a value of $12.2M.
Examining the 13F form we can see an decrease of $3.79M in the current position value, from $340M to 336M.
Below you can find more details about Addison Advisors LLC portfolio as well as his latest detailed transactions.
