Avantra Family Wealth, Inc. Sells in Q4 2025

Avantra Family Wealth, Inc.

  • $138 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-6.8K
- 32.72%
$48.11 - $49.01 $327K - $333K
14K $673M
HPQ
Hp Inc

Technology
-6.63K
- 29.58%
$24.53 - $28.61 $163K - $190K
15.8K $352M
ORCL
Oracle Corp

Technology
-91
- 3.51%
$217.57 - $313.0 $19.8K - $28.5K
2.5K $487M
SPOT
Spotify Technology S.A.

Communication Services
-221
- 38.37%
$616.91 - $707.3 $136K - $156K
355 $206M
KHC
Kraft Heinz CO

Consumer Defensive
-4.98K
- 26.28%
$23.72 - $26.28 $118K - $131K
14K $338M
CMCSA
Comcast Corp

Communication Services
-3.9K
- 17.4%
$26.98 - $31.09 $105K - $121K
18.5K $553M
CPB
Campbell Soup CO

Consumer Defensive
-2.94K
- 27.74%
$29.79 - $31.99 $87.5K - $94K
7.65K $213M
KKR
Kkr & Co. Inc.

Financial Services
-839
- 33.06%
$117.52 - $127.65 $98.6K - $107K
1.7K $217M
SONY
Sony Group Corp

Technology
-1K
- 3.72%
$27.71 - $30.26 $27.7K - $30.3K
25.9K $663M
HD
Home Depot, Inc.

Consumer Cyclical
-72
- 5.27%
$358.03 - $397.02 $25.8K - $28.6K
1.29K $445M
NVDA
Nvidia Corp

Technology
-543
- 1.69%
$179.83 - $207.04 $97.6K - $112K
31.5K $5.88B
STM
St Microelectronics N.V.

Technology
-2.21K
- 16.01%
$23.34 - $30.54 $51.6K - $67.6K
11.6K $301M
HON
Honeywell International Inc

Industrials
-257
- 10.39%
$194.07 - $220.67 $49.9K - $56.7K
2.22K $432M
VZ
Verizon Communications Inc

Communication Services
-701
- 4.29%
$38.4 - $43.83 $26.9K - $30.7K
15.6K $637M
Labcorp Holdings Inc
-116
- 8.61%
N/A
1.23K $309M
CNHI
Cnh Industrial N.V.

Industrials
-4.74K
- 26.12%
N/A
13.4K $124M
DIS
Walt Disney CO

Communication Services
-557
- 21.33%
$105.69 - $116.65 $58.9K - $65K
2.05K $234M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-2.17K
- 17.93%
$25.3 - $29.23 $54.9K - $63.4K
9.93K $278M
EA
Electronic Arts Inc.

Communication Services
-181
- 4.64%
$199.89 - $202.0 $36.2K - $36.6K
3.72K $761M
HSY
Hershey CO

Consumer Defensive
-69
- 4.47%
$162.31 - $195.56 $11.2K - $13.5K
1.47K $268M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-85
- 1.31%
$39.36 - $44.26 $3.35K - $3.76K
6.42K $248M
COF
Capital One Financial Corp

Financial Services
-196
- 19.1%
$201.01 - $225.01 $39.4K - $44.1K
830 $201M
HPE
Hewlett Packard Enterprise CO

Technology
-141
- 0.61%
$22.5 - $26.25 $3.17K - $3.7K
22.9K $550M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-181
- 1.15%
$46.57 - $47.16 $8.43K - $8.54K
15.6K $724M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5
- 0.08%
$102.37 - $105.36 $512 - $527
6.39K $650M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-96
- 3.14%
$128.1 - $134.67 $12.3K - $12.9K
2.96K $398M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-45
- 0.37%
$87.0 - $90.6 $3.92K - $4.08K
12K $1.08B
BDX
Becton Dickinson & CO

Healthcare
-142
- 3.06%
$176.39 - $193.93 $25K - $27.5K
4.5K $873M
CSX
Csx Corp

Industrials
-31
- 0.24%
$34.88 - $36.67 $1.08K - $1.14K
12.9K $467M
KO
Coca Cola CO

Consumer Defensive
-46
- 1.22%
$66.1 - $71.61 $3.04K - $3.29K
3.71K $259M
SNY
Sanofi

Healthcare
-83
- 0.62%
$48.09 - $52.34 $3.99K - $4.34K
13.3K $644M
CVNA
Carvana Co.

Consumer Cyclical
-18
- 3.0%
$290.14 - $395.41 $5.22K - $7.12K
583 $246M
JPM
Jpmorgan Chase & CO

Financial Services
-9
- 0.23%
$294.11 - $320.41 $2.65K - $2.88K
3.95K $1.27B
IVE
Ishares S&P 500 Value ETF

ETFs
-26
- 0.36%
$202.52 - $212.07 $5.27K - $5.51K
7.11K $1.51B
CTSH
Cognizant Technology Solutions Corp

Technology
-737
- 11.9%
$65.47 - $74.66 $48.3K - $55K
5.46K $453M
IAU
Ishares Gold Trust

ETFs
-18
- 0.28%
$72.65 - $82.5 $1.31K - $1.49K
6.3K $511M
OEF
Ishares S&P 100 ETF

ETFs
-1
- 0.02%
N/A
5.26K $1.8B
BMY
Bristol Myers Squibb CO

Healthcare
-66
- 1.02%
$42.6 - $49.08 $2.81K - $3.24K
6.38K $344M
CVS
Cvs Health Corp

Healthcare
-91
- 0.51%
$76.69 - $83.04 $6.98K - $7.56K
17.8K $1.41B
FCNCA
First Citizens Bancshares Inc

Financial Services
-4
- 0.74%
$1638.68 - $1845.3 $6.55K - $7.38K
537 $1.15B
GOOG
Alphabet Inc.

Communication Services
-141
- 3.33%
$237.49 - $291.74 $33.5K - $41.1K
4.09K $1.28B
LLY
Eli Lilly & CO

Healthcare
-16
- 1.56%
$799.57 - $1025.28 $12.8K - $16.4K
1.01K $1.08B
C
Citigroup Inc

Financial Services
-124
- 0.56%
$93.93 - $102.87 $11.6K - $12.8K
21.9K $2.56B
MU
Micron Technology Inc

Technology
-30
- 0.89%
$181.6 - $253.3 $5.45K - $7.6K
3.32K $948M
Activity Summary
Buys All Purchases 96 New Holdings 4 Increased Positions 92 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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