Avondale Wealth Management has filed its 13F form on April 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $142 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.8M, Ishares Core S&P Mid Cap ETF with a value of $15.6M, Invesco Qqq Trust, Series 1 with a value of $13.4M, Pacer Fds Tr Pacer Us Small Ca with a value of $11.4M, and Dimensional ETF Tr with a value of $9.54M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $124M to 142M.

Below you can find more details about Avondale Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $142 Million
ETFs: $119 Million
Technology: $7.82 Million
Financial Services: $6.07 Million
Consumer Cyclical: $4.78 Million
Industrials: $1.49 Million
Consumer Defensive: $1.3 Million
Energy: $1.06 Million
Healthcare: $555,000
Other: $456,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $142 Million
  • Prior Value $124 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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