Avant Financial Advisors LLC Portfolio Holdings by Sector

Avant Financial Advisors LLC

$109 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA DFSV DFUS MUB AVEM DISV DFEM AVDV 46 stocks	$83.4 Million 78.25% of portfolio	46	-	46	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$11.2 Million 10.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.5 Million 4.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NET 2 stocks	$1.89 Million 1.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$1.5 Million 1.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology FIS 1 stocks	$601,656 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$577,889 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$535,855 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$518,935 0.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$496,552 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare PFE 1 stocks	$331,785 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AVA 1 stocks	$296,667 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate LOAN 1 stocks	$290,280 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$237,684 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BMO 1 stocks	$201,864 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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