TRED AVON FAMILY WEALTH, LLC | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 50 of 257 positions

BAC

BANK OF AMERICA CORP /DE/

322,268 shares

$17.7M

5.77%

MSFT

MICROSOFT CORP

25,256 shares

$12.2M

3.98%

IVV

iShares Core S&P 500 ETF

17,209 shares

$11.8M

3.84%

AAPL

Apple Inc.

41,264 shares

$11.2M

3.65%

BRK.B

Berkshire Hathaway Inc. Class B

17,191 shares

$8.6M

2.81%

AMZN

AMAZON COM INC

32,548 shares

$7.5M

2.45%

GOOG

Alphabet Inc.

20,956 shares

$6.6M

2.14%

JNJ

JOHNSON & JOHNSON

30,043 shares

$6.2M

2.02%

NVDA

NVIDIA CORP

32,470 shares

$6.1M

1.97%

JPM

JPMORGAN CHASE & CO

15,230 shares

$4.9M

1.60%

VTI

Vanguard Total Stock Market ETF

12,798 shares

$4.3M

1.40%

AVGO

Broadcom Inc.

12,348 shares

$4.3M

1.39%

LLY

ELI LILLY & Co

3,337 shares

$3.6M

1.17%

VWO

Vanguard FTSE Emerging Markets Stock Index Fund ETF

66,428 shares

$3.6M

1.16%

GBDC

GOLUB CAPITAL BDC, Inc.

243,454 shares

$3.3M

1.08%

ABT

ABBOTT LABORATORIES

24,776 shares

$3.1M

1.01%

FBTC

Fidelity Wise Origin Bitcoin Fund

40,104 shares

$3.1M

1.00%

VISA INC.

8,684 shares

$3.0M

0.99%

TMO

THERMO FISHER SCIENTIFIC INC.

5,148 shares

$3.0M

0.97%

XOM

EXXON MOBIL CORP

24,508 shares

$2.9M

0.96%

ETN

Eaton Corp plc

8,143 shares

$2.6M

0.84%

Most Active Tickers

BAC

BANK OF AMERICA CORP /DE/

2 signals

IVV

iShares Core S&P 500 ETF

2 signals

MSFT

MICROSOFT CORP

2 signals

AAPL

Apple Inc.

2 signals

AMZN

AMAZON COM INC

2 signals

BRK.B

Berkshire Hathaway Inc. Class B

2 signals

JNJ

JOHNSON & JOHNSON

2 signals

GOOG

Alphabet Inc.

2 signals

NVDA

NVIDIA CORP

2 signals

Activity (Last 7 Days)

Apr 22, 2026

+261-0

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