Avalon Advisory Group Portfolio Holdings

Avalon Advisory Group

  • $210 Million
  • Q2 2024

Avalon Advisory Group has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $210 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 $107M, Ishares Barclays with a value of $70.6M, Vanguard Ftse All World Ex Us with a value of $10.9M, Ishares Core S&P Total U.S. St with a value of $6.07M, and Schwab Strategic Tr Intl Eqty with a value of $3.71M.

Examining the 13F form we can see an increase of $3.43M in the current position value, from $207M to 210M.

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 $210 Million
ETFs: $205 Million
Financial Services: $3.42 Million
Technology: $1.88 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.77B
$231,000 0.11% of portfolio
8,278
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $210 Million
  • Prior Value $207 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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