Avant Capital LLC Portfolio Holdings

Avant Capital LLC

  • $87.4 Million
  • Q3 2023

Avant Capital LLC has filed its 13F form on November 07, 2023 for Q3 2023 where it was disclosed a total value porftolio of $87.4 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $6.79M, Ishares Msci Usa Min Vol Facto with a value of $5.76M, Vanguard Value ETF with a value of $4.34M, Ishares Msci Usa Quality Facto with a value of $4.11M, and Wisdomtree Tr Us Quality Divid with a value of $3.87M.

Examining the 13F form we can see an decrease of $3.13M in the current position value, from $90.5M to 87.4M.

Avant Capital LLC is based out at Lafayette, LA

Below you can find more details about Avant Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $87.4 Million
ETFs: $83.2 Million
Energy: $1.58 Million
Technology: $1.37 Million
Consumer Cyclical: $1.19 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.7B
$330,000 0.38% of portfolio
364
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $87.4 Million
  • Prior Value $90.5 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 07, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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