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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $291M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 237 New
Page 12 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 OEF ISHARES TR 762.0 $254K 0.09% NEW $332.84 +11.3%
222 VTIP VANGUARD MALVERN FDS 5,003.0 $253K 0.09% NEW $50.63 -0.7%
223 DUK DUKE ENERGY CORP NEW Utilities 1,990.0 $246K 0.09% NEW $123.74 +0.7%
224 STE STERIS PLC Healthcare 984.0 $243K 0.08% NEW $247.44 -12.7%
225 AME AMETEK INC Industrials 1,283.0 $241K 0.08% NEW $188.00 +18.7%
226 WTRG ESSENTIAL UTILS INC Utilities 5,803.0 $232K 0.08% NEW $39.90 -8.4%
227 T AT&T INC Communication Services 8,067.0 $228K 0.08% NEW $28.24 -11.7%
228 APD AIR PRODS & CHEMS INC Basic Materials 831.0 $227K 0.08% NEW $272.72 +6.4%
229 MDLZ MONDELEZ INTL INC Consumer Defensive 3,595.0 $225K 0.08% NEW $62.47 -1.6%
230 MO ALTRIA GROUP INC Consumer Defensive 3,339.0 $221K 0.08% NEW $66.06 +11.6%
231 EVEREST GROUP LTD 628.0 $220K 0.08% NEW $350.05
232 DFAS DIMENSIONAL ETF TRUST 3,210.0 $220K 0.07% NEW $68.46 +12.3%
233 C CITIGROUP INC Financial Services 2,086.0 $212K 0.07% NEW $101.50 +23.3%
234 MRK MERCK & CO INC Healthcare 2,461.0 $207K 0.07% NEW $83.93 +38.1%
235 FANG DIAMONDBACK ENERGY INC Energy 1,440.0 $206K 0.07% NEW $143.10 +40.4%
236 PAGP PLAINS GP HLDGS L P Energy 10,005.0 $182K 0.06% NEW $18.24 +39.9%
237 JBLU JETBLUE AWYS CORP Industrials 24,548.0 $121K 0.04% NEW $4.92 +1.8%
Page 12 of 12  ·  237 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.0%
Technology 21.7%
Healthcare 11.0%
Industrials 9.5%
Consumer Cyclical 6.9%
Communication Services 6.5%
Consumer Defensive 5.4%
Energy 5.4%
Real Estate 3.4%
Utilities 2.8%