Aire Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $471 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.8M, Vanguard Growth ETF with a value of $31.8M, Vanguard Mid Cap Growth Index with a value of $22.1M, Spdr S&P 600 Small Cap Growth with a value of $20M, and Vanguard Mid Cap Value Index F with a value of $19.7M.
Examining the 13F form we can see an increase of $27.7M in the current position value, from $443M to 471M.
Aire Advisors, LLC is based out at Beverly Hills, CA
Below you can find more details about Aire Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$471 Million
ETFs: $272 Million
Technology: $66.4 Million
Communication Services: $36.5 Million
Consumer Cyclical: $24.6 Million
Financial Services: $24.3 Million
Healthcare: $8.66 Million
Consumer Defensive: $6.15 Million
Industrials: $5.27 Million
Other: $7.88 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
