Avalon Advisory Group Portfolio Holdings by Sector
Avalon Advisory Group
- $212 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$104,222
49.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
IEF VEU ITOT SCHF SCHB VXUS VOO SPY 8 stocks |
$103,749
48.88% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
BOKF FITB WSBC 3 stocks |
$2,555
1.2% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$637
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$582
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$518
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|