Avalon Advisory Group Portfolio Holdings

Avalon Advisory Group

  • $219 Million
  • Q4 2024

Avalon Advisory Group has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $113M, Ishares Barclays with a value of $73.6M, Vanguard Ftse All World Ex Us with a value of $11M, Ishares Core S&P Total U.S. St with a value of $5.95M, and Schwab Strategic Tr Us Broad M with a value of $3.78M.

Examining the 13F form we can see an decrease of $1.61M in the current position value, from $221M to 219M.

Avalon Advisory Group is based out at Wexford, PA

Below you can find more details about Avalon Advisory Group portfolio as well as his latest detailed transactions.

Portfolio value $219 Million
ETFs: $214 Million
Financial Services: $2.77 Million
Technology: $2.03 Million
Consumer Cyclical: $217,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.89B
$362,000 0.17% of portfolio
11,131
Q3 2024 Added 34.46%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $219 Million
  • Prior Value $221 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Avalon Advisory Group Portfolio

Follow Avalon Advisory Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Advisory Group, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Advisory Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email