Avalon Advisory Group Portfolio Holdings by Sector
Avalon Advisory Group
- $210 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$106,974
50.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF VEU ITOT SCHF SCHB VXUS VOO SPY 8 stocks |
$97,662
46.52% of portfolio
|
  5  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FITB BOKF WSBC 3 stocks |
$3,421
1.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$711
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$617
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$552
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|