Avondale Wealth Management Sells in Q3 2025

Avondale Wealth Management

  • $170 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DKNG
Draft Kings Inc.

Consumer Cyclical
-9.49K
- 14.75%
$37.4 - $48.23 $355K - $458K
54.9K $2.05M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.87K
- 29.65%
$97.75 - $100.75 $476K - $491K
11.6K $1.16M
UAL
United Airlines Holdings, Inc.

Industrials
-7.25K
- 40.96%
$80.05 - $109.36 $580K - $793K
10.5K $1.01M
DFAT
Dimensional ETF Tr U S Target

ETFs
-16.2K
- 11.9%
$53.36 - $59.69 $863K - $966K
120K $6.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-655
- 43.81%
$459.11 - $506.91 $301K - $332K
840 $422K
BX
Blackstone Inc.

Financial Services
-1.2K
- 33.8%
$152.77 - $188.68 $183K - $226K
2.35K $401K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.95K
- 30.8%
$39.37 - $44.24 $156K - $175K
8.88K $388K
VDC
Vanguard Consumer Staples ETF

ETFs
-450
- 22.17%
$212.64 - $225.25 $95.7K - $101K
1.58K $337K
PG
Procter & Gamble CO

Consumer Defensive
-500
- 20.41%
$150.47 - $161.22 $75.2K - $80.6K
1.95K $299K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-183
- 25.24%
$420.11 - $472.68 $76.9K - $86.5K
542 $253K
WMT
Walmart Inc.

Consumer Defensive
-750
- 6.3%
$94.4 - $104.27 $70.8K - $78.2K
11.2K $1.15M
AMD
Advanced Micro Devices Inc

Technology
-1.55K
- 12.7%
$134.8 - $184.42 $209K - $286K
10.7K $1.72M
PLTR
Palantir Technologies Inc.

Technology
-3.2K
- 25.6%
$130.68 - $186.97 $418K - $598K
9.3K $1.7M
GLD
Spdr Gold Trust

ETFs
-6
- 0.36%
$300.96 - $355.47 $1.81K - $2.13K
1.64K $583K
XLE
Energy Sector Spdr

ETFs
-392
- 1.46%
$84.25 - $91.99 $33K - $36.1K
26.4K $2.36M
NVDA
Nvidia Corp

Technology
-1.09K
- 4.62%
$153.3 - $186.58 $167K - $203K
22.5K $4.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.78K
- 1.7%
$62.09 - $66.51 $297K - $318K
276K $18M
AAPL
Apple Inc.

Technology
-180
- 1.28%
$202.38 - $256.87 $36.4K - $46.2K
13.8K $3.53M
SOXX
Ishares Semiconductor ETF

ETFs
-1.54K
- 3.43%
$236.93 - $271.12 $364K - $416K
43.3K $11.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-345
- 1.02%
$546.99 - $602.2 $189K - $208K
33.3K $20M
IVV
Ishares Core S&P 500 ETF

ETFs
-25
- 0.04%
$620.67 - $670.08 $15.5K - $16.8K
58.3K $39M
Activity Summary
Buys All Purchases 17 New Holdings 0 Increased Positions 17 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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