Avondale Wealth Management Portfolio Holdings
Avondale Wealth Management
- $144 Million
- Q2 2024
Avondale Wealth Management has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $144 Million distributed in 120 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 $31.3M, Ishares Core S&P Mid Cap ETF with a value of $14.9M, Invesco Qqq Trust, Series 1 with a value of $14.5M, Pacer Fds Tr Pacer Us Small Ca with a value of $10.2M, and Dimensional ETF Tr with a value of $9.68M.
Examining the 13F form we can see an increase of $2.16M in the current position value, from $142M to 144M.
Below you can find more details about Avondale Wealth Management portfolio as well as his latest detailed transactions.