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Portfolio (Quarterly) Guide ↗

TRED AVON FAMILY WEALTH, LLC

· CIK 0002094435
13F Portfolio $327M AUM 262 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 33 New 81 Added 104 Reduced 28 Exited
Page 13 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VO VANGUARD INDEX FDS 3,264.0 $263K 0.08% +908.0 +38.5% $80.57 +0.9%
242 MO ALTRIA GROUP INC Consumer Defensive 3,651.0 $263K 0.08% NEW $71.95 -3.3%
243 INGERSOLL RAND INC 3,196.0 $262K 0.08% $81.99
244 FANG DIAMONDBACK ENERGY INC Energy 1,444.0 $254K 0.08% $175.78 +15.6%
245 EVEREST GROUP LTD 703.0 $251K 0.08% +86.0 +13.9% $357.25
246 DUPONT DE NEMOURS INC 1,833.0 $249K 0.08% NEW $135.64
247 VEA VANGUARD TAX-MANAGED FDS 3,465.0 $247K 0.08% NEW $71.24 +1.2%
248 CAG CONAGRA BRANDS INC Consumer Defensive 18,041.0 $243K 0.07% -14K -43.2% $13.46 +19.7%
249 MDLZ MONDELEZ INTL INC Consumer Defensive 4,173.0 $241K 0.07% NEW $57.84 +6.5%
250 MLM MARTIN MARIETTA MATLS INC Basic Materials 418.0 $241K 0.07% -3.0 -0.7% $576.70 -12.4%
251 CAT CATERPILLAR INC Industrials 225.0 $240K 0.07% NEW $1066.26 -26.9%
252 VST VISTRA CORP Utilities 1,500.0 $238K 0.07% -100.0 -6.2% $158.63 -13.0%
253 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 807.0 $237K 0.07% -24.0 -2.9% $293.18 +4.1%
254 VYM VANGUARD WHITEHALL FDS 1,428.0 $226K 0.07% $158.06 +3.3%
255 WTRG ESSENTIAL UTILS INC Utilities 5,803.0 $222K 0.07% $38.31 +7.3%
256 BSX BOSTON SCIENTIFIC CORP Healthcare 5,183.0 $221K 0.07% -3K -39.1% $42.68 +12.7%
257 PWR QUANTA SVCS INC Industrials 297.0 $214K 0.07% NEW $720.04 -15.1%
258 DVY ISHARES TR 1,333.0 $208K 0.06% -4K -76.1% $156.27 +4.2%
259 GEV GE VERNOVA INC Utilities 176.0 $207K 0.06% NEW $1174.86 -23.5%
260 HDV ISHARES TR 7,469.0 $205K 0.06% NEW $27.41 +8.0%
Page 13 of 14  ·  262 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
Technology 23.7%
Financial Services 22.0%
Healthcare 12.2%
Industrials 9.8%
Consumer Cyclical 7.4%
Consumer Defensive 5.6%
Energy 5.2%
Communication Services 4.7%
Real Estate 3.8%
Utilities 3.3%