Tred Avon Family Wealth, LLC Purchases and Sells in Q4 2025

Tred Avon Family Wealth, LLC

$307 Billion
Q4 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	4.04K + 23.9%	$237.49 - $291.74 $960K - $1.18M	21K $6.58B
AAPL	3.08K + 8.08%	$245.27 - $275.25 $756K - $849K	41.3K $11.2B
AMZN	3.54K + 12.22%	$213.04 - $254.0 $755K - $900K	32.5K $7.51B
JNJ	2.34K + 8.44%	$185.98 - $199.58 $435K - $467K	30K $6.22B
TMO	738 + 16.73%	$524.58 - $588.02 $387K - $434K	5.15K $2.98B
IVV	841 + 5.14%	$656.2 - $690.71 $552K - $581K	17.2K $11.8B

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADVISORS INNER CIRCLE FD III	79.5K New	N/A	79.5K $2.17B
ADVISORS INNER CIRCLE FD III	65.7K New	N/A	65.7K $1.7B
IXUS	12.8K New	$81.21 - $85.27 $1.04M - $1.09M	12.8K $1.08B
UNILEVER PLC	13.6K New	N/A	13.6K $888M
DVY	5.58K New	$138.1 - $143.11 $771K - $799K	5.58K $788M
TOTB.DE	11.8K New	N/A	11.8K $774M

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSTR	-862 - 8.82%	$199.75 - $359.69 $172K - $310K	8.91K $1.35B
FIDELITY WISE ORIGIN BITCOIN	-10 - 0.02%	N/A	40.1K $3.06B
ORCL	-7 - 0.1%	$217.57 - $313.0 $1.52K - $2.19K	6.78K $1.32B
VTI	-1.97K - 13.36%	$321.8 - $337.95 $635K - $667K	12.8K $4.29B
NEE	-8.07K - 20.54%	$78.18 - $86.03 $631K - $695K	31.2K $2.51B
VOO	-761 - 16.86%	$600.51 - $631.95 $457K - $481K	3.75K $2.35B

Activity Summary All Purchases 114 New Holdings 32 Increased Positions 82 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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