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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $307M AUM 258 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 71 Added 77 Reduced 12 Exited
Page 9 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 3,797.0 $466K 0.15% +824.0 +27.7% $122.74 +6.3%
162 AEP AMERICAN ELEC PWR CO INC Utilities 4,033.0 $465K 0.15% -30.0 -0.7% $115.31 +12.4%
163 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 747.0 $451K 0.15% $603.28 +10.3%
164 APTIV PLC 5,896.0 $449K 0.15% -30.0 -0.5% $76.09
165 GS GOLDMAN SACHS GROUP INC Financial Services 491.0 $432K 0.14% $879.00 +12.4%
166 IJR ISHARES TR 3,591.0 $432K 0.14% -813.0 -18.5% $120.18 +13.4%
167 GXO GXO LOGISTICS INCORPORATED Industrials 8,112.0 $427K 0.14% -125.0 -1.5% $52.64 -11.2%
168 KMI KINDER MORGAN INC DEL Energy 15,440.0 $424K 0.14% +4K +40.4% $27.49 +21.9%
169 WHR WHIRLPOOL CORP Consumer Cyclical 5,864.0 $423K 0.14% -883.0 -13.1% $72.14 -42.5%
170 C CITIGROUP INC Financial Services 3,584.0 $418K 0.14% +1K +71.8% $116.69 +7.3%
171 AMGN AMGEN INC Healthcare 1,277.0 $418K 0.14% $327.31 +3.1%
172 IWR ISHARES TR 4,335.0 $417K 0.14% $96.27 +9.1%
173 TRGP TARGA RES CORP Energy 2,248.0 $415K 0.14% $184.50 +46.7%
174 MILLROSE PPTYS INC 13,788.0 $412K 0.13% -2K -14.8% $29.87
175 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,393.0 $409K 0.13% $293.57 +4.3%
176 CANADIAN PACIFIC KANSAS CITY 5,549.0 $409K 0.13% $73.63
177 CTVA CORTEVA INC Basic Materials 6,094.0 $408K 0.13% $67.03 +17.9%
178 DOCU DOCUSIGN INC Technology 5,961.0 $408K 0.13% -562.0 -8.6% $68.40 -28.4%
179 DVN DEVON ENERGY CORP NEW Energy 11,067.0 $405K 0.13% -1K -11.9% $36.63 +28.6%
180 DE DEERE & CO Industrials 868.0 $404K 0.13% +6.0 +0.7% $465.57 +14.1%
Page 9 of 13  ·  257 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 24.6%
Technology 21.7%
Healthcare 12.8%
Industrials 9.4%
Consumer Cyclical 7.3%
Communication Services 6.6%
Energy 4.8%
Consumer Defensive 4.8%
Real Estate 3.0%
Utilities 2.6%