Avantra Family Wealth, Inc. Incresed Positions in Q2 2025

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
130K
+ 487.44%
N/A
157K $5.91B
NVDA
Nvidia Corp

Technology
649
+ 2.06%
$94.31 - $157.99 $61.2K - $103K
32.2K $5.09B
AVGO
Broadcom Inc.

Technology
314
+ 4.39%
$146.29 - $275.65 $45.9K - $86.6K
7.46K $2.06B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
+ 44.11%
$141.37 - $228.57 $206K - $333K
4.77K $1.08B
OEF
Ishares S&P 100 ETF

ETFs
1.4K
+ 73.99%
N/A
3.29K $1B
NFLX
Netflix Inc

Communication Services
29
+ 2.7%
$855.86 - $1339.13 $24.8K - $38.8K
1.1K $1.48B
AMZN
Amazon Com Inc

Consumer Cyclical
475
+ 3.8%
$167.32 - $223.3 $79.5K - $106K
13K $2.85B
META
Meta Platforms, Inc.

Communication Services
168
+ 7.96%
$484.66 - $738.09 $81.4K - $124K
2.28K $1.68B
C
Citigroup Inc

Financial Services
1.53K
+ 7.55%
$58.13 - $85.12 $88.9K - $130K
21.8K $1.85B
WFC
Wells Fargo & Company

Financial Services
1.44K
+ 4.7%
$60.98 - $80.12 $87.7K - $115K
32.1K $2.57B
LHX
L3 Harris Technologies, Inc.

Industrials
117
+ 2.53%
$200.21 - $256.99 $23.4K - $30.1K
4.74K $1.19B
MPC
Marathon Petroleum Corp

Energy
141
+ 1.61%
$118.55 - $170.08 $16.7K - $24K
8.89K $1.48B
ORCL
Oracle Corp

Technology
1
+ 0.04%
$122.82 - $218.63 $123 - $219
2.47K $540M
JPM
Jpmorgan Chase & CO

Financial Services
63
+ 1.62%
$210.28 - $289.91 $13.2K - $18.3K
3.96K $1.15B
GE
General Electric CO

Industrials
57
+ 2.03%
$166.81 - $257.39 $9.51K - $14.7K
2.87K $739M
First Tr Exchng Traded Fd Vi
1.29K
+ 3.14%
N/A
42.2K $1.63B
INTU
Intuit Inc

Technology
18
+ 2.37%
$544.07 - $787.63 $9.79K - $14.2K
779 $614M
QJUN
First Tr ETF
1.7K
+ 5.97%
$24.35 - $29.57 $41.4K - $50.3K
30.2K $894M
CVS
Cvs Health Corp

Healthcare
1.56K
+ 9.73%
$60.04 - $70.18 $93.4K - $109K
17.5K $1.21B
Labcorp Holdings Inc
17
+ 0.52%
N/A
3.27K $859M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.97K
+ 44.53%
$50.56 - $59.57 $99.6K - $117K
6.39K $331M
FIS
Fidelity National Information Services, Inc.

Technology
228
+ 2.24%
$68.14 - $82.13 $15.5K - $18.7K
10.4K $846M
TDG
Trans Digm Group Inc

Industrials
32
+ 15.09%
$1231.75 - $1520.64 $39.4K - $48.7K
244 $371M
WMT
Walmart Inc.

Consumer Defensive
320
+ 7.14%
$81.79 - $99.98 $26.2K - $32K
4.8K $469M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
45
+ 0.37%
$71.28 - $83.74 $3.21K - $3.77K
12.1K $1.02B
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
351
+ 2.9%
$38.96 - $44.84 $13.7K - $15.7K
12.4K $558M
IGRO
Ishares Tr International Divid

ETFs
94
+ 1.67%
$66.32 - $80.17 $6.23K - $7.54K
5.71K $451M
First Tr Exchng Traded Fd Vi
205
+ 1.47%
N/A
14.1K $550M
PCG
Pg&E Corp

Utilities
7.86K
+ 33.27%
$13.55 - $17.87 $106K - $140K
31.5K $439M
SSNC
Ss&C Technologies Holdings Inc

Technology
503
+ 3.38%
$71.96 - $83.42 $36.2K - $42K
15.4K $1.27B
First Tr Exchng Traded Fd Vi
112
+ 0.81%
N/A
14K $543M
SPGI
S&P Global Inc.

Financial Services
29
+ 5.59%
$438.31 - $527.29 $12.7K - $15.3K
548 $289M
IAU
Ishares Gold Trust

ETFs
83
+ 1.98%
$56.1 - $64.74 $4.66K - $5.37K
4.28K $267M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 1.35%
$335.24 - $380.78 $6.03K - $6.85K
1.35K $496M
FOXA
Fox Corp

Communication Services
85
+ 1.04%
$47.21 - $57.04 $4.01K - $4.85K
8.24K $462M
SHEL
Shell PLC

Energy
514
+ 3.86%
$59.75 - $73.05 $30.7K - $37.5K
13.8K $974M
KO
Coca Cola CO

Consumer Defensive
2
+ 0.06%
$68.37 - $73.9 $137 - $148
3.36K $238M
AZN
Astrazeneca PLC

Healthcare
278
+ 4.36%
$64.87 - $75.0 $18K - $20.9K
6.65K $465M
CPRT
Copart Inc

Consumer Cyclical
438
+ 11.62%
$47.72 - $63.84 $20.9K - $28K
4.21K $206M
HSY
Hershey CO

Consumer Defensive
1
+ 0.06%
$151.29 - $173.13 $151 - $173
1.54K $256M
PG
Procter & Gamble CO

Consumer Defensive
60
+ 3.22%
$157.66 - $172.39 $9.46K - $10.3K
1.92K $306M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.11%
$146.36 - $159.82 $293 - $320
1.8K $275M
EXC
Exelon Corp

Utilities
7
+ 0.07%
$42.2 - $47.37 $295 - $332
10.1K $440M
WTW
Willis Towers Watson PLC

Financial Services
28
+ 2.01%
$295.96 - $337.43 $8.29K - $9.45K
1.42K $436M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.04%
$128.02 - $151.37 $128 - $151
2.49K $328M
FNF
Fidelity National Financial, Inc.

Financial Services
168
+ 2.11%
$53.62 - $66.59 $9.01K - $11.2K
8.13K $456M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 3.4%
$483.48 - $539.8 $40.6K - $45.3K
2.55K $1.24B
SNY
Sanofi

Healthcare
124
+ 0.94%
$47.62 - $55.44 $5.9K - $6.87K
13.2K $640M
AAPL
Apple Inc.

Technology
1.19K
+ 4.35%
$172.42 - $223.89 $205K - $267K
28.6K $5.86B
Activity Summary
Buys All Purchases 68 New Holdings 18 Increased Positions 50 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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