Avondale Wealth Management Portfolio Holdings
Avondale Wealth Management
- $150 Million
- Q4 2024
Avondale Wealth Management has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $150 Million distributed in 112 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 $32.7M, Ishares Core S&P Mid Cap ETF with a value of $15.9M, Invesco Qqq Trust, Series 1 with a value of $15.5M, Pacer Fds Tr Pacer Us Small Ca with a value of $11.2M, and Dimensional ETF Tr with a value of $10.6M.
Examining the 13F form we can see an decrease of $1.21M in the current position value, from $152M to 150M.
Below you can find more details about Avondale Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$150 Million
ETFs: $123 Million
Technology: $9.6 Million
Consumer Cyclical: $6.08 Million
Financial Services: $5.84 Million
Industrials: $2.15 Million
Consumer Defensive: $1.85 Million
Energy: $1.22 Million
Communication Services: $221,000
Other: $199,000