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
VZ
Verizon Communications Inc

Communication Services
16.9K
New
$39.6 - $45.21 $671K - $766K
16.9K $678M
SNY
Sanofi

Healthcare
14K
New
$45.89 - $57.31 $640K - $800K
14K $673M
CMCSA
Comcast Corp

Communication Services
17.7K
New
$37.39 - $45.14 $663K - $801K
17.7K $666M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.1K
New
$26.93 - $84.95 $650K - $2.05M
24.1K $659M
Blackrock ETF Trust Ii
12.5K
New
N/A
12.5K $650M
IVE
Ishares S&P 500 Value ETF

ETFs
3.23K
New
$189.5 - $206.17 $612K - $665K
3.23K $616M
AZN
Astrazeneca PLC

Healthcare
9.1K
New
$63.2 - $79.58 $575K - $724K
9.1K $596M
WMB
Williams Companies, Inc.

Energy
10.5K
New
$46.37 - $59.74 $487K - $627K
10.5K $568M
GE
General Electric CO

Industrials
3.37K
New
$159.95 - $194.23 $539K - $655K
3.37K $562M
ELV
Elevance Health, Inc.

Healthcare
1.51K
New
$365.96 - $514.62 $554K - $779K
1.51K $559M
UNH
Unitedhealth Group Inc

Healthcare
1.06K
New
$485.52 - $625.25 $514K - $662K
1.06K $535M
UL
Unilever PLC

Consumer Defensive
9.33K
New
$56.7 - $64.64 $529K - $603K
9.33K $529M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.2K
New
$51.33 - $53.74 $526K - $551K
10.2K $528M
FOXA
Fox Corp

Communication Services
10.8K
New
$41.35 - $49.99 $448K - $541K
10.8K $526M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
12.1K
New
$41.96 - $43.69 $509K - $530K
12.1K $525M
MU
Micron Technology Inc

Technology
6.22K
New
$84.16 - $113.41 $524K - $706K
6.22K $524M
First Tr Exchng Traded Fd Vi
13.9K
New
N/A
13.9K $520M
First Tr Exchng Traded Fd Vi
13.9K
New
N/A
13.9K $520M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
New
$385.02 - $431.37 $514K - $576K
1.34K $519M
NEE
Nextera Energy Inc

Utilities
7.18K
New
$69.77 - $85.43 $501K - $613K
7.18K $514M
ADP
Automatic Data Processing Inc

Industrials
1.74K
New
$280.08 - $307.97 $487K - $535K
1.74K $509M
JCI
Johnson Controls International PLC

Industrials
6.44K
New
$74.23 - $86.6 $478K - $558K
6.44K $508M
CVS
Cvs Health Corp

Healthcare
11.3K
New
$43.78 - $67.46 $494K - $761K
11.3K $506M
IYW
Ishares Dj Us Tech ETF

ETFs
3.17K
New
$148.14 - $166.23 $469K - $526K
3.17K $505M
SRE
Sempra Energy

Utilities
5.72K
New
$80.81 - $94.77 $462K - $542K
5.72K $502M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.37K
New
$201.32 - $217.44 $477K - $515K
2.37K $490M
OEF
Ishares S&P 100 ETF

ETFs
1.69K
New
N/A
1.69K $487M
ILCG
Ishares Morningstar Growth ETF
5.4K
New
N/A
5.4K $484M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.45K
New
$172.07 - $207.36 $421K - $507K
2.45K $483M
PHG
Koninklijke Philips Nv

Healthcare
19.1K
New
$24.71 - $32.66 $471K - $623K
19.1K $483M
MBB
Ishares Tr

ETFs
5.2K
New
$91.26 - $95.82 $474K - $498K
5.2K $476M
SONY
Sony Group Corp

Technology
22.5K
New
$17.53 - $96.8 $394K - $2.18M
22.5K $476M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.4K
New
$55.45 - $61.08 $466K - $513K
8.4K $466M
EA
Electronic Arts Inc.

Communication Services
3.14K
New
$140.69 - $167.97 $441K - $527K
3.14K $459M
FNF
Fidelity National Financial, Inc.

Financial Services
8.16K
New
$55.19 - $63.83 $450K - $521K
8.16K $458M
AEP
American Electric Power CO Inc

Utilities
4.96K
New
$90.91 - $102.21 $451K - $507K
4.96K $458M
SEE
Sealed Air Corp

Consumer Cyclical
13.5K
New
$33.59 - $37.3 $453K - $503K
13.5K $456M
MA
Mastercard Inc

Financial Services
861
New
$491.3 - $536.15 $423K - $462K
861 $453M
TPR
Tapestry, Inc.

Consumer Cyclical
6.9K
New
$43.54 - $66.18 $301K - $457K
6.9K $451M
GS
Goldman Sachs Group Inc

Financial Services
781
New
$486.1 - $608.57 $380K - $475K
781 $447M
WTW
Willis Towers Watson PLC

Financial Services
1.41K
New
$287.99 - $332.53 $406K - $469K
1.41K $442M
ASML
Asml Holding Nv

Technology
637
New
$658.43 - $872.27 $419K - $556K
637 $441M
XLK
Technology Sector Spdr

ETFs
1.89K
New
$220.26 - $241.44 $416K - $456K
1.89K $440M
HPQ
Hp Inc

Technology
13K
New
$32.46 - $39.3 $421K - $510K
13K $423M
CI
Cigna Corp

Healthcare
1.51K
New
$265.59 - $358.58 $401K - $541K
1.51K $416M
HAS
Hasbro, Inc.

Consumer Cyclical
7.36K
New
$55.71 - $72.94 $410K - $537K
7.36K $412M
PCG
Pg&E Corp

Utilities
20.4K
New
$19.2 - $21.63 $391K - $441K
20.4K $411M
ORCL
Oracle Corp

Technology
2.47K
New
$165.41 - $192.43 $408K - $475K
2.47K $411M
First Tr Exchng Traded Fd Vi
20.3K
New
N/A
20.3K $410M
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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