Avondale Wealth Management Purchases in Q2 2025

Avondale Wealth Management

  • $164 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
132K
+ 1593.88%
$75.17 - $91.21 $9.9M - $12M
140K $12.7M
SOXX
Ishares Semiconductor ETF

ETFs
37.7K
+ 528.72%
$154.86 - $239.07 $5.83M - $9.01M
44.8K $10.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.89K
+ 5.94%
$416.06 - $551.64 $786K - $1.04M
33.7K $18.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.64K
+ 3.56%
$51.16 - $62.02 $493K - $598K
281K $17.4M
NVDA
Nvidia Corp

Technology
3.68K
+ 18.44%
$94.31 - $157.99 $347K - $581K
23.6K $3.73M
AMD
Advanced Micro Devices Inc

Technology
1.65K
+ 15.64%
$78.21 - $143.81 $129K - $237K
12.2K $1.73M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.2K
+ 16032.54%
$24.21 - $29.47 $489K - $595K
20.3K $598K
AMZN
Amazon Com Inc

Consumer Cyclical
1.57K
+ 18.89%
$167.32 - $223.3 $263K - $351K
9.9K $2.17M
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
+ 27.85%
$221.86 - $362.89 $244K - $399K
5.05K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
349
+ 5.44%
$456.74 - $568.03 $159K - $198K
6.76K $3.84M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.66K
+ 186.49%
$53.65 - $67.02 $304K - $379K
8.7K $582K
BNO
United States Brent Oil Fund, LP

ETFs
13.6K
New
$25.49 - $33.12 $346K - $449K
13.6K $396K
BOND
Pimco Active Bond Exchange Tra

ETFs
3.9K
+ 111.43%
$89.87 - $92.93 $350K - $362K
7.4K $682K
GOOG
Alphabet Inc.

Communication Services
1.41K
+ 201.43%
$146.58 - $180.01 $207K - $254K
2.11K $374K
UAL
United Airlines Holdings, Inc.

Industrials
1K
+ 5.99%
$56.15 - $84.23 $56.2K - $84.2K
17.7K $1.41M
BX
Blackstone Inc.

Financial Services
1.45K
+ 69.05%
$120.07 - $151.11 $174K - $219K
3.55K $531K
AAL
American Airlines Group Inc.

Industrials
19.3K
New
N/A
19.3K $212K
WMT
Walmart Inc.

Consumer Defensive
750
+ 6.73%
$81.79 - $99.98 $61.3K - $75K
11.9K $1.16M
DELL
Dell Technologies Inc.

Technology
1.36K
New
$71.63 - $125.98 $97.4K - $171K
1.36K $166K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.72K
+ 11.06%
$22.54 - $23.17 $151K - $156K
67.5K $1.55M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
123
+ 1.0%
$60.22 - $80.1 $7.41K - $9.85K
12.4K $996K
WES
Western Midstream Partners, LP

Energy
4K
+ 200.0%
$34.99 - $41.61 $140K - $166K
6K $232K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
390
+ 35.29%
$483.48 - $539.8 $189K - $211K
1.5K $726K
WPC
W. P. Carey Inc.

Real Estate
1.5K
New
$56.12 - $64.53 $84.2K - $96.8K
1.5K $93K
FDX
Fedex Corp

Industrials
400
+ 200.0%
$198.07 - $245.17 $79.2K - $98.1K
600 $136K
BROS
Dutch Bros Inc.

Consumer Cyclical
1K
+ 80.0%
$51.37 - $73.72 $51.4K - $73.7K
2.25K $153K
HD
Home Depot, Inc.

Consumer Cyclical
200
+ 19.05%
$335.24 - $380.78 $67K - $76.2K
1.25K $458K
MSFT
Microsoft Corp

Technology
115
+ 104.55%
$354.56 - $497.45 $40.8K - $57.2K
225 $111K
META
Meta Platforms, Inc.

Communication Services
7
+ 10.0%
$484.66 - $738.09 $3.39K - $5.17K
77 $56K
Ge Healthcare Technologies Inc Common Stock
650
+ 50.0%
N/A
1.95K $0
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1
New
$60.61 - $87.72 $60.6 - $87.7
1 $0
Alpha Architect 1 3 Month Box ETF
16.7K
+ 40.81%
N/A
57.6K $0
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
Landbridge Company LLC Cl A
1.2K
New
N/A
1.2K $0
Ark 21 Shares Bitcoin ETF Ben Of Int
6.08K
+ 199.97%
N/A
9.12K $0
Fidelity Wise Origin Bitcoin Fund
261
+ 120.28%
N/A
478 $0
Ark 21 Shares Active Ethereum Futures Strategy ETF
190
New
N/A
190 $0
Activity Summary
Buys All Purchases 39 New Holdings 9 Increased Positions 30 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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