Aire Advisors, LLC Reduced Holdings in Q1 2025

Aire Advisors, LLC

  • $443 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.37K
- 3.48%
$209.68 - $247.1 $1.33M - $1.57M
177K $39.2M
VUG
Vanguard Growth ETF

ETFs
-1.94K
- 2.5%
$369.1 - $427.61 $715K - $828K
75.6K $28M
PSTP
Innovator Etfs Tr Pwr Buffer S

ETFs
-45.3K
- 33.76%
$31.14 - $32.81 $1.41M - $1.49M
88.9K $2.79M
MSFT
Microsoft Corp

Technology
-2.16K
- 16.47%
$375.39 - $447.2 $810K - $965K
10.9K $4.11M
AMZN
Amazon Com Inc

Consumer Cyclical
-703
- 2.35%
$190.26 - $242.06 $134K - $170K
29.2K $5.55M
VOT
Vanguard Mid Cap Growth Index

ETFs
-95
- 0.11%
$237.72 - $276.98 $22.6K - $26.3K
87.2K $21.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.44K
- 1.92%
$77.33 - $90.16 $112K - $130K
73.9K $5.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.09K
- 24.87%
$468.34 - $539.52 $510K - $587K
3.29K $1.54M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.94K
- 6.05%
$24.91 - $29.02 $173K - $201K
108K $2.7M
QLD
Proshares Ultra Qqq

ETFs
-3.84K
- 56.15%
$88.88 - $119.12 $342K - $458K
3K $266K
GOOG
Alphabet Inc.

Communication Services
-184
- 1.49%
$156.06 - $207.71 $28.7K - $38.2K
12.1K $1.89M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-3.45K
- 49.63%
$108.02 - $120.45 $372K - $415K
3.5K $385K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-10.5K
- 26.45%
$38.22 - $41.19 $403K - $434K
29.3K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-540
- 16.9%
$551.42 - $612.93 $298K - $331K
2.66K $1.49M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.63K
- 26.32%
$183.02 - $207.75 $298K - $339K
4.56K $849K
CAT
Caterpillar Inc

Industrials
-200
- 2.17%
$326.75 - $407.63 $65.4K - $81.5K
9.02K $2.97M
USB
Us Bancorp \De\

Financial Services
-4.69K
- 16.89%
$40.92 - $50.9 $192K - $239K
23.1K $974K
CMCSA
Comcast Corp

Communication Services
-879
- 0.18%
$33.19 - $38.23 $29.2K - $33.6K
494K $18.2M
DIS
Walt Disney CO

Communication Services
-1.97K
- 28.76%
$96.87 - $114.0 $191K - $224K
4.88K $481K
BAC
Bank Of America Corp

Financial Services
-3.97K
- 7.81%
$39.61 - $47.74 $157K - $189K
46.9K $1.96M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-3.62K
- 41.99%
$62.28 - $71.92 $225K - $260K
5K $317K
VBK
Vanguard Small Cap Growth ETF

ETFs
-35
- 0.39%
$247.97 - $296.33 $8.68K - $10.4K
8.97K $2.26M
ORCL
Oracle Corp

Technology
-925
- 18.79%
$139.81 - $186.47 $129K - $172K
4K $559K
UNH
Unitedhealth Group Inc

Healthcare
-541
- 31.94%
$461.52 - $548.18 $250K - $297K
1.15K $603K
AVSC
American Centy ETF Tr Avantis
-1.28K
- 4.33%
$48.08 - $56.12 $61.7K - $72.1K
28.4K $1.37M
NFLX
Netflix Inc

Communication Services
-240
- 24.14%
$828.4 - $1058.6 $199K - $254K
754 $703K
JNJ
Johnson & Johnson

Healthcare
-2.74K
- 21.31%
$142.06 - $167.7 $389K - $459K
10.1K $1.68M
HD
Home Depot, Inc.

Consumer Cyclical
-252
- 8.27%
$347.25 - $424.87 $87.5K - $107K
2.8K $1.02M
REET
Ishares Global Reit ETF

ETFs
-6.84K
- 35.29%
$23.24 - $25.16 $159K - $172K
12.5K $304K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-530
- 1.86%
$69.69 - $79.99 $36.9K - $42.4K
28K $2M
VHT
Vanguard Health Care ETF

ETFs
-640
- 27.91%
$254.06 - $273.83 $163K - $175K
1.65K $437K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.44K
- 18.62%
$25.77 - $27.6 $140K - $150K
23.8K $631K
MRK
Merck & Co., Inc.

Healthcare
-1.04K
- 28.12%
$83.01 - $101.02 $86.2K - $105K
2.66K $238K
VTV
Vanguard Value ETF

ETFs
-2.05K
- 3.08%
$167.73 - $179.21 $344K - $367K
64.4K $11.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.72K
- 8.93%
$42.5 - $46.71 $158K - $174K
38K $1.72M
CSCO
Cisco Systems, Inc.

Technology
-2.11K
- 32.0%
$58.74 - $64.87 $124K - $137K
4.47K $276K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-838
- 24.37%
$128.74 - $138.67 $108K - $116K
2.6K $352K
ABBV
Abb Vie Inc.

Healthcare
-829
- 32.83%
$169.2 - $216.66 $140K - $180K
1.7K $355K
IRM
Iron Mountain Inc

Real Estate
-192
- 5.19%
$82.79 - $111.31 $15.9K - $21.4K
3.5K $301K
AXP
American Express CO

Financial Services
-127
- 7.9%
$255.39 - $325.87 $32.4K - $41.4K
1.48K $398K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.46K
- 8.48%
$59.28 - $66.1 $146K - $162K
26.5K $1.68M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-680
- 17.32%
$110.75 - $119.78 $75.3K - $81.5K
3.25K $375K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.5K
- 5.5%
$30.73 - $32.26 $46.1K - $48.4K
25.8K $791K
WMT
Walmart Inc.

Consumer Defensive
-584
- 13.17%
$84.5 - $105.05 $49.3K - $61.3K
3.85K $337K
XOM
Exxon Mobil Corp

Energy
-1.49K
- 14.52%
$105.44 - $118.93 $158K - $178K
8.79K $1.05M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.25K
- 17.55%
$36.63 - $37.45 $45.9K - $46.9K
5.88K $216K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-48
- 10.37%
$507.05 - $563.67 $24.3K - $27.1K
415 $213K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.21K
- 10.98%
$28.27 - $29.28 $34.2K - $35.4K
9.81K $284K
EPD
Enterprise Products Partners L.P.

Energy
-1.61K
- 17.89%
$31.75 - $34.14 $51K - $54.8K
7.37K $251K
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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