Avory & Company, LLC Portfolio Holdings by Sector
Avory & Company, LLC
- $160 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
FVRR Z META GOOGL 4 stocks |
$52,239
32.62% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
ZM PAYC YOU GWRE CRM 5 stocks |
$39,144
24.44% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SQ 1 stocks |
$20,436
12.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
VOO IAU PGF HYG PUTW 5 stocks |
$18,605
11.62% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
OMCL 1 stocks |
$7,169
4.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
FWRG 1 stocks |
$5,651
3.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
MCW 1 stocks |
$4,870
3.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
CPRI 1 stocks |
$4,229
2.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
LZ 1 stocks |
$3,339
2.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
IHD BOE QQQX ETV EXG BX ETW 7 stocks |
$3,175
1.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$612
0.38% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$238
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$224
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$218
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|