Avory & Company, LLC Portfolio Holdings by Sector
Avory & Company, LLC
- $179 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
FVRR Z META 3 stocks |
$64,652
36.22% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SQ WIX NTNX 3 stocks |
$38,984
21.84% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
ZM PAYC CRM GWRE 4 stocks |
$33,141
18.57% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
VOO IAU HYG PGF PUTW 5 stocks |
$18,140
10.16% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Health Information Services | Healthcare
OMCL 1 stocks |
$10,731
6.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$4,666
2.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
CPRI 1 stocks |
$3,797
2.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BOE IHD QQQX ETV ETW EXG 7 stocks |
$3,237
1.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$631
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$229
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
MCW 1 stocks |
$169
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
FLWS 1 stocks |
$133
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|