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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 3 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 15,397.0 $1.6M 0.55% NEW $103.06 +27.0%
42 IBIT ISHARES BITCOIN TRUST ETF Financial Services 24,042.0 $1.6M 0.54% NEW $65.00 -32.3%
43 PEP PEPSICO INC Consumer Defensive 11,101.0 $1.6M 0.54% NEW $140.44 +6.0%
44 IJH ISHARES TR 23,711.0 $1.5M 0.53% NEW $65.26 +11.7%
45 TT TRANE TECHNOLOGIES PLC Industrials 3,625.0 $1.5M 0.53% NEW $421.96 +7.0%
46 BX BLACKSTONE INC Financial Services 8,846.0 $1.5M 0.52% NEW $170.85 -30.6%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 33,330.0 $1.5M 0.50% NEW $43.95 +8.8%
48 HD HOME DEPOT INC Consumer Cyclical 3,529.0 $1.4M 0.49% NEW $405.19 -22.6%
49 PFE PFIZER INC Healthcare 55,734.0 $1.4M 0.49% NEW $25.48 +1.8%
50 HON HONEYWELL INTL INC Industrials 6,702.0 $1.4M 0.48% NEW $210.50 +6.3%
51 CSCO CISCO SYS INC Technology 20,602.0 $1.4M 0.48% NEW $68.42 +72.8%
52 PM PHILIP MORRIS INTL INC Consumer Defensive 8,475.0 $1.4M 0.47% NEW $162.20 +16.3%
53 AXP AMERICAN EXPRESS CO Financial Services 4,132.0 $1.4M 0.47% NEW $332.13 -6.8%
54 MA MASTERCARD INCORPORATED Financial Services 2,356.0 $1.3M 0.46% NEW $568.81 -12.2%
55 UNH UNITEDHEALTH GROUP INC Healthcare 3,684.0 $1.3M 0.44% NEW $345.30 +11.0%
56 TJX TJX COS INC NEW Consumer Cyclical 8,790.0 $1.3M 0.44% NEW $144.54 +10.1%
57 IEI ISHARES TR 10,403.0 $1.2M 0.43% NEW $119.51 -2.0%
58 CRM SALESFORCE INC Technology 5,232.0 $1.2M 0.43% NEW $237.00 -25.6%
59 KKR KKR & CO INC Financial Services 9,374.0 $1.2M 0.42% NEW $129.95 -27.1%
60 ARKB ARK 21SHARES BITCOIN ETF Financial Services 31,276.0 $1.2M 0.41% NEW $38.02 -32.3%
Page 3 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%