Aire Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $480 Million distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.2M, Vanguard Growth ETF with a value of $32.7M, Vanguard Mid Cap Growth Index with a value of $24.5M, Vanguard Mid Cap Value Index F with a value of $20.5M, and Spdr S&P 600 Small Cap Growth with a value of $19.7M.

Examining the 13F form we can see an increase of $36.8M in the current position value, from $443M to 480M.

Aire Advisors, LLC is based out at Beverly Hills, CA

Below you can find more details about Aire Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $480 Million
ETFs: $285 Million
Technology: $59.5 Million
Communication Services: $38.4 Million
Financial Services: $25 Million
Consumer Cyclical: $22.7 Million
Healthcare: $7.87 Million
Consumer Defensive: $6.43 Million
Industrials: $5.88 Million
Other: $8.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $480 Million
  • Prior Value $443 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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