Avantra Family Wealth, Inc. New Holdings in Q4 2024

Avantra Family Wealth, Inc.

  • $107 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
27.8K
New
$221.69 - $259.02 $6.16M - $7.2M
27.8K $6.96B
MSFT
Microsoft Corp

Technology
10.3K
New
$406.35 - $454.46 $4.2M - $4.7M
10.3K $4.35B
NVDA
Nvidia Corp

Technology
30.8K
New
$117.0 - $148.88 $3.6M - $4.58M
30.8K $4.13B
AMZN
Amazon Com Inc

Consumer Cyclical
12.3K
New
$180.88 - $232.93 $2.23M - $2.87M
12.3K $2.7B
WFC
Wells Fargo & Company

Financial Services
30.4K
New
$54.98 - $77.35 $1.67M - $2.35M
30.4K $2.13B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
46.4K
New
$45.07 - $47.1 $2.09M - $2.19M
46.4K $2.1B
AVGO
Broadcom Inc.

Technology
6.87K
New
$159.67 - $250.0 $1.1M - $1.72M
6.87K $1.59B
GOOGL
Alphabet Inc.

Communication Services
8.36K
New
$161.86 - $196.66 $1.35M - $1.64M
8.36K $1.58B
First Tr Exchng Traded Fd Vi
41.2K
New
N/A
41.2K $1.51B
V
Visa Inc.

Financial Services
4.75K
New
$273.87 - $320.91 $1.3M - $1.52M
4.75K $1.5B
C
Citigroup Inc

Financial Services
20.3K
New
$61.31 - $72.5 $1.24M - $1.47M
20.3K $1.43B
IVW
Ishares S&P 500 Growth ETF

ETFs
13.2K
New
$94.43 - $105.47 $1.24M - $1.39M
13.2K $1.34B
FCNCA
First Citizens Bancshares Inc

Financial Services
597
New
$1818.92 - $2353.08 $1.09M - $1.4M
597 $1.26B
AIG
American International Group, Inc.

Financial Services
16.5K
New
$70.0 - $79.22 $1.16M - $1.31M
16.5K $1.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.71K
New
$176.42 - $186.91 $1.18M - $1.25M
6.71K $1.19B
MPC
Marathon Petroleum Corp

Energy
8.52K
New
$131.65 - $174.84 $1.12M - $1.49M
8.52K $1.19B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.59K
New
$442.29 - $483.08 $1.15M - $1.25M
2.59K $1.17B
META
Meta Platforms, Inc.

Communication Services
1.95K
New
$554.08 - $632.68 $1.08M - $1.23M
1.95K $1.14B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
20K
New
$56.06 - $61.35 $1.12M - $1.23M
20K $1.13B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
20.8K
New
$49.03 - $53.35 $1.02M - $1.11M
20.8K $1.07B
EFG
Msci Eafe Growth ETF

ETFs
11K
New
$96.83 - $106.88 $1.06M - $1.17M
11K $1.06B
EFV
Msci Eafe Value ETF

ETFs
20.1K
New
$51.78 - $57.15 $1.04M - $1.15M
20.1K $1.05B
First Tr Exchng Traded Fd Vi
30K
New
N/A
30K $1.05B
GM
General Motors CO

Consumer Cyclical
19.6K
New
$44.82 - $60.2 $878K - $1.18M
19.6K $1.04B
DGRO
Ishares Core Dividend Growth E

ETFs
16.3K
New
$60.73 - $64.94 $993K - $1.06M
16.3K $1B
LLY
Eli Lilly & CO

Healthcare
1.28K
New
$727.2 - $932.06 $931K - $1.19M
1.28K $988M
First Tr Exchng Traded Fd Vi
27.1K
New
N/A
27.1K $974M
SSNC
Ss&C Technologies Holdings Inc

Technology
12.8K
New
$69.93 - $77.36 $897K - $992K
12.8K $972M
NFLX
Netflix Inc

Communication Services
1.08K
New
$687.65 - $936.56 $741K - $1.01M
1.08K $960M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11.8K
New
$80.93 - $85.66 $951K - $1.01M
11.8K $951M
JPM
Jpmorgan Chase & CO

Financial Services
3.92K
New
$205.18 - $250.29 $804K - $981K
3.92K $939M
LHX
L3 Harris Technologies, Inc.

Industrials
4.44K
New
$208.94 - $264.22 $927K - $1.17M
4.44K $933M
LDOS
Leidos Holdings, Inc.

Technology
6.24K
New
$143.17 - $201.39 $894K - $1.26M
6.24K $899M
CAH
Cardinal Health Inc

Healthcare
7.45K
New
$107.89 - $125.33 $804K - $934K
7.45K $881M
RTX
Raytheon Technologies Corp

Industrials
7.43K
New
$114.45 - $127.21 $850K - $945K
7.43K $860M
CSCO
Cisco Systems, Inc.

Technology
14.2K
New
$52.45 - $60.02 $747K - $854K
14.2K $843M
FIS
Fidelity National Information Services, Inc.

Technology
10.3K
New
$80.14 - $90.95 $827K - $938K
10.3K $833M
MDT
Medtronic PLC

Healthcare
10.2K
New
$79.61 - $92.24 $812K - $941K
10.2K $815M
SHEL
Shell PLC

Energy
13K
New
$60.63 - $70.23 $788K - $913K
13K $814M
COST
Costco Wholesale Corp

Consumer Defensive
865
New
$873.59 - $994.69 $756K - $860K
865 $793M
QJUN
First Tr ETF
27.9K
New
$26.78 - $28.75 $748K - $803K
27.9K $783M
CTSH
Cognizant Technology Solutions Corp

Technology
9.89K
New
$74.37 - $82.32 $736K - $814K
9.89K $761M
Labcorp Holdings Inc
3.29K
New
N/A
3.29K $754M
INTU
Intuit Inc

Technology
1.18K
New
$602.01 - $706.25 $712K - $835K
1.18K $744M
BP
Bp PLC

Energy
24.6K
New
$28.16 - $33.14 $693K - $816K
24.6K $728M
MCK
Mckesson Corp

Healthcare
1.25K
New
$482.27 - $628.5 $603K - $786K
1.25K $713M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.71K
New
$148.29 - $166.93 $698K - $786K
4.71K $702M
VTV
Vanguard Value ETF

ETFs
4.12K
New
$168.32 - $181.87 $693K - $748K
4.12K $697M
BTI
British American Tobacco P.L.C.

Consumer Defensive
18.9K
New
$34.25 - $37.94 $647K - $716K
18.9K $686M
Activity Summary
Buys All Purchases 152 New Holdings 152 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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