Avondale Wealth Management Sells in Q2 2025

Avondale Wealth Management

  • $164 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-215K
- 94.37%
$32.0 - $39.87 $6.88M - $8.58M
12.8K $510K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-133K
- 100.0%
$47.94 - $52.5 $6.38M - $6.99M
1 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-67.3K
- 80.38%
$96.84 - $99.46 $6.52M - $6.69M
16.4K $1.63M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 16.67%
$725400.0 - $809350.0 $725K - $809K
5 $3.64M
DFAT
Dimensional ETF Tr U S Target

ETFs
-25.8K
- 15.94%
$44.8 - $53.97 $1.15M - $1.39M
136K $7.34M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-28.5K
- 74.19%
$29.36 - $35.56 $837K - $1.01M
9.92K $352K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.94K
- 64.21%
$90.56 - $109.49 $809K - $978K
4.98K $544K
DFAE
Dimensional ETF Tr

ETFs
-74.3K
- 17.01%
$22.87 - $28.95 $1.7M - $2.15M
363K $10.5M
XLE
Energy Sector Spdr

ETFs
-3.29K
- 10.93%
$76.44 - $94.13 $251K - $310K
26.8K $2.27M
S
Sentinel One, Inc.

Technology
-22.5K
- 39.65%
$16.17 - $20.34 $364K - $458K
34.3K $626K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.15K
- 36.16%
$204.89 - $224.73 $236K - $258K
2.03K $444K
KRE
Spdr S&P Regional Banking ETF

ETFs
-4.25K
- 30.8%
$48.81 - $59.48 $207K - $253K
9.55K $567K
PBT
Permian Basin Royalty Trust

Energy
-21.5K
- 74.14%
$8.81 - $12.46 $189K - $268K
7.5K $93K
XOM
Exxon Mobil Corp

Energy
-1.1K
- 17.61%
$99.93 - $119.04 $110K - $131K
5.15K $554K
COST
Costco Wholesale Corp

Consumer Defensive
-105
- 29.66%
$908.13 - $1056.85 $95.4K - $111K
249 $246K
TTD
Trade Desk, Inc.

Technology
-1K
- 66.67%
$45.27 - $79.4 $45.3K - $79.4K
500 $35K
IAU
Ishares Gold Trust

ETFs
-259
- 16.11%
$56.1 - $64.74 $14.5K - $16.8K
1.35K $84K
SLV
I Shares Silver Trust

ETFs
-272
- 10.35%
$27.08 - $33.74 $7.37K - $9.18K
2.36K $77K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-233
- 12.04%
$41.45 - $54.46 $9.66K - $12.7K
1.7K $88K
GLD
Spdr Gold Trust

ETFs
-80
- 4.63%
$273.71 - $316.29 $21.9K - $25.3K
1.65K $502K
ITA
Ishares Tr

ETFs
-500
- 7.81%
$135.31 - $188.64 $67.7K - $94.3K
5.9K $1.11M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.85K
- 4.24%
$31.67 - $42.89 $90.3K - $122K
64.3K $2.76M
PLTR
Palantir Technologies Inc.

Technology
-2.84K
- 18.51%
$74.01 - $144.25 $210K - $410K
12.5K $1.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-95
- 0.16%
$498.8 - $620.9 $47.4K - $59K
58.3K $36.2M
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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