Avalon Advisory Group Portfolio Holdings by Sector
Avalon Advisory Group
- $233 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$116,401
50.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF VEU ITOT SCHF SCHB VXUS VOO SPY 8 stocks |
$111,482
47.89% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BOKF FITB WSBC 3 stocks |
$2,536
1.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$929
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$675
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$539
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$226
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|