Avantra Family Wealth, Inc. Portfolio Holdings
Avantra Family Wealth, Inc.
- $107 Billion
- Q4 2024
Avantra Family Wealth, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $107 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.96B, Microsoft Corp with a value of $4.35B, Nvidia Corp with a value of $4.13B, Amazon Com Inc with a value of $2.7B, and Wells Fargo & Company with a value of $2.13B.
Examining the 13F form we can see an increase of $107B in the current position value.
Avantra Family Wealth, Inc. is based out at Mechanicsburg, PA
Below you can find more details about Avantra Family Wealth, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$107 Billion
Technology: $26.1 Billion
ETFs: $20.8 Billion
Financial Services: $13.5 Billion
Healthcare: $9.41 Billion
Communication Services: $6.37 Billion
Consumer Cyclical: $6 Billion
Industrials: $5.22 Billion
Energy: $4.26 Billion
Other: $7.18 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 152
- Current Value $107 Billion
- Filing
- Period Q4 2024
- Filing Date January 24, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 152 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks