Avalon Advisory Group Portfolio Holdings by Sector
Avalon Advisory Group
- $221 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$111,423
50.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF VEU ITOT SCHF SCHB VXUS VOO SPY 8 stocks |
$104,236
47.25% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BOKF FITB WSBC 3 stocks |
$3,030
1.37% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$714
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$610
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$594
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|