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Home > Institutional Investor > Addison Advisors Llc > Profile

Instuitional Investor - Addison Advisors Llc

Fund Profile
Filing Period:
Fund Name: Addison Advisors Llc
Portfolio Value $211,807,074
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 56,605 $13,393,921 6.32%
2.
Vanguard Malvern Fds
 210,304 $10,563,570 4.99%
3.
Ishares Trust
 HYG 46,219 $9,235,019 4.36%
4.
Vanguard Index Fds - GROWTH ETF
 106,154 $9,144,126 4.32%
5.
Vanguard Scottsdale Funds
 VCIT 144,585 $8,527,624 4.03%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.