Avalon Advisory Group Portfolio Holdings

Avalon Advisory Group

  • $221 Million
  • Q3 2024

Avalon Advisory Group has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $221 Million distributed in 15 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 $111M, Ishares Barclays with a value of $75.5M, Vanguard Ftse All World Ex Us with a value of $11.6M, Ishares Core S&P Total U.S. St with a value of $6.32M, and Schwab Strategic Tr Intl Eqty with a value of $3.97M.

Examining the 13F form we can see an increase of $10.7M in the current position value, from $210M to 221M.

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 $221 Million
ETFs: $216 Million
Financial Services: $3.03 Million
Technology: $1.92 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98B
$331,000 0.15% of portfolio
11,131
Q3 2024 Added 34.46%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $221 Million
  • Prior Value $210 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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