Aire Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.7M, Vanguard Growth ETF with a value of $29.8M, Vanguard Mid Cap Growth Index with a value of $21.1M, Spdr S&P 600 Small Cap Growth with a value of $20.2M, and Vanguard Mid Cap Value Index F with a value of $20.1M.

Examining the 13F form we can see an increase of $12M in the current position value, from $431M to 443M.

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 $443 Million
ETFs: $268 Million
Technology: $58.5 Million
Communication Services: $27.6 Million
Financial Services: $23.1 Million
Consumer Cyclical: $21.4 Million
Healthcare: $9.34 Million
Industrials: $5.69 Million
Consumer Defensive: $4.89 Million
Other: $6.94 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $443 Million
  • Prior Value $431 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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