Avondale Wealth Management Purchases and Sells in Q2 2025

Avondale Wealth Management

$164 Million
Q2 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	132K + 1593.88%	$75.17 - $91.21 $9.9M - $12M	140K $12.7M
SOXX	37.7K + 528.72%	$154.86 - $239.07 $5.83M - $9.01M	44.8K $10.7M
QQQ	1.89K + 5.94%	$416.06 - $551.64 $786K - $1.04M	33.7K $18.6M
IJH	9.64K + 3.56%	$51.16 - $62.02 $493K - $598K	281K $17.4M
NVDA	3.68K + 18.44%	$94.31 - $157.99 $347K - $581K	23.6K $3.73M
AMD	1.65K + 15.64%	$78.21 - $143.81 $129K - $237K	12.2K $1.73M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNO	13.6K New	$25.49 - $33.12 $346K - $449K	13.6K $396K
AAL	19.3K New	N/A	19.3K $212K
DELL	1.36K New	$71.63 - $125.98 $97.4K - $171K	1.36K $166K
WPC	1.5K New	$56.12 - $64.53 $84.2K - $96.8K	1.5K $93K
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	244K New	N/A	244K $0
AVANTIS U.S. MID CAP EQUITY ETF	2.03K New	N/A	2.03K $0

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-215K - 94.37%	$32.0 - $39.87 $6.88M - $8.58M	12.8K $510K
FSTA	-133K - 100.0%	$47.94 - $52.5 $6.38M - $6.99M	1 $0
AGG	-67.3K - 80.38%	$96.84 - $99.46 $6.52M - $6.69M	16.4K $1.63M
BRK-A	-1 - 16.67%	$725400.0 - $809350.0 $725K - $809K	5 $3.64M
DFAT	-25.8K - 15.94%	$44.8 - $53.97 $1.15M - $1.39M	136K $7.34M
DUHP	-28.5K - 74.19%	$29.36 - $35.56 $837K - $1.01M	9.92K $352K

Activity Summary All Purchases 39 New Holdings 9 Increased Positions 30 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avondale Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Avondale Wealth Management with notifications on news.