TRED AVON FAMILY WEALTH, LLC
Top Portfolio Positions
210 positions ·
$232,233,728 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAC |
Bank Of America Corp /De/
Financial Services
|
286,761 | $13,979,598 | 6.02% | |
| AAPL |
Apple Inc.
Technology
|
39,939 | $10,136,118 | 4.36% | |
| MSFT |
Microsoft Corp
Technology
|
25,178 | $9,320,140 | 4.01% | |
| JNJ |
Johnson & Johnson
Healthcare
|
29,549 | $7,222,957 | 3.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
32,175 | $6,701,087 | 2.89% | |
| NVDA |
Nvidia Corp
Technology
|
30,028 | $5,236,883 | 2.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,110 | $4,444,757 | 1.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,012 | $4,073,875 | 1.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,393 | $3,851,291 | 1.66% | |
| AVGO |
Broadcom Inc.
Technology
|
12,287 | $3,802,949 | 1.64% |
Portfolio Trend
Holdings in ETD
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $742,682 | 33,364 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $342,600 | 15,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $501,851 | 17,035 | Shares | Sole | 2025-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||