Avantra Family Wealth, Inc. Portfolio Holdings

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 2025

Avantra Family Wealth, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Exchng Traded Fd Vi with a value of $5.91B, Apple Inc. with a value of $5.86B, Microsoft Corp with a value of $5.2B, Nvidia Corp with a value of $5.09B, and First Tr Exchng Traded Fd Vi with a value of $5B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $104B to 121B.

Avantra Family Wealth, Inc. is based out at Mechanicsburg, PA

Below you can find more details about Avantra Family Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
Technology: $27.8 Billion
ETFs: $16.3 Billion
Financial Services: $12.7 Billion
Healthcare: $9.59 Billion
Communication Services: $7.22 Billion
Industrials: $6.38 Billion
Consumer Cyclical: $4.69 Billion
Consumer Defensive: $4.23 Billion
Other: $4.69 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $121 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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