Avant Financial Advisors LLC Portfolio Holdings by Sector
Avant Financial Advisors LLC
- $139 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VEA DFSV AVEM MUNI AVDV DFUS DISV DFEM 49 stocks |
$111 Million
81.22% of portfolio
|
  28  
|
  9  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$14 Million
10.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.14 Million
2.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT NET 2 stocks |
$2.26 Million
1.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$1.68 Million
1.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FIS 1 stocks |
$880,529
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$730,059
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$628,325
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BMO 1 stocks |
$539,927
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$467,440
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$394,405
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AVA 1 stocks |
$312,136
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$311,400
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$215,407
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|