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Tred Avon Family Wealth, LLC

All holdings · as of Dec 31, 2025

257 positions

CompanyClassValueShares% of portfolio
Ethan Allen Interiors Inc—$342.6K15,0000.1%
INVESCO EXCHANGE TRADED FD T—$342.2K7,3310.1%
Waste Connections Inc—$333.2K1,9000.1%
Morgan Stanley—$332.7K1,8740.1%
INVESCO EXCHANGE TRADED FD T—$331.5K1,7300.1%
Liberty Media Corp-Liberty Formula One—$324.9K3,2980.1%
NORFOLK SOUTHERN CORP—$321.1K1,1120.1%
United Rentals Inc—$320.8K3960.1%
ANALOG DEVICES INC—$317.3K1,1700.1%
PPG INDUSTRIES INC—$314.6K3,0700.1%
Williams Cos Inc/The—$312.5K5,1990.1%
Vertiv Holdings Co—$307.5K1,8980.1%
HEICO CORP—$304.8K9420.1%
EMERSON ELECTRIC CO—$304.1K2,2910.1%
VANGUARD BD INDEX FDS—$299.0K4,0370.1%
COLGATE PALMOLIVE CO—$294.0K3,7210.1%
VANGUARD SPECIALIZED FUNDS—$287.9K1,3100.1%
WELLS FARGO & COMPANY/MN—$284.2K3,0500.1%
ConocoPhillips—$284.1K3,0350.1%
ENBRIDGE INC—$279.9K5,8520.1%
Advisors' Inner Circle Fund III—$273.5K9,8490.1%
ISHARES TR—$272.6K5760.1%
ISHARES TR—$271.7K1,9250.1%
T-Mobile US, Inc.TMUSCommon Stock$264.2K1,3010.1%
AMETEK Inc—$262.2K1,2770.1%
MARTIN MARIETTA MATERIALS INC—$262.1K4210.1%
ISHARES TR—$261.3K7620.1%
Vistra Corp.—$258.1K1,6000.1%
NIKE, Inc.—$257.4K4,0400.1%
AMERIPRISE FINANCIAL INC—$256.0K5220.1%
INGERSOLL-RAND INC—$252.9K3,1920.1%
STERIS plc—$247.2K9750.1%
CARRIER GLOBAL Corp—$243.5K4,6080.1%
STARBUCKS CORP—$241.3K2,8660.1%
Nextpower Inc.—$237.5K2,7270.1%
Duke Energy Corp—$233.2K1,9900.1%
FLEX LTD.—$230.8K3,8200.1%
ROPER TECHNOLOGIES INC—$230.1K5170.1%
LOWES COMPANIES INC—$227.4K9430.1%
DIMENSIONAL ETF TRUST—$223.7K3,2100.1%
Qnity Electronics, Inc.—$223.6K2,7390.1%
MICRON TECHNOLOGY INC—$223.2K7820.1%
Essential Utilities, Inc.—$222.6K5,8030.1%
SLB LIMITED/NV—$221.2K5,7630.1%
DuPont de Nemours, Inc.—$221.1K5,4990.1%
Diamondback Energy, Inc.—$216.8K1,4420.1%
Genpact Ltd—$213.2K4,5580.1%
SOUTHWEST AIRLINES CO—$212.6K5,1450.1%
EVEREST GROUP, LTD.—$209.3K6170.1%
Zimmer Biomet Holdings Inc—$207.5K2,3080.1%
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