Aire Advisors, LLC Portfolio Holdings

Aire Advisors, LLC

  • $443 Million
  • Q1 2025

Aire Advisors, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $443 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.2M, Vanguard Growth ETF with a value of $28M, Vanguard Mid Cap Growth Index with a value of $21.3M, Vanguard Mid Cap Value Index F with a value of $20M, and Spdr S&P 600 Small Cap Growth with a value of $18.6M.

Examining the 13F form we can see an decrease of $27.4M in the current position value, from $471M 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: $260 Million
Technology: $55.4 Million
Communication Services: $35.9 Million
Financial Services: $25.2 Million
Consumer Cyclical: $20.5 Million
Healthcare: $8.69 Million
Consumer Defensive: $6.09 Million
Energy: $4.82 Million
Other: $7.5 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 155
  • Current Value $443 Million
  • Prior Value $471 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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