Avondale Wealth Management Purchases and Sells in Q1 2025

Avondale Wealth Management

$153 Million
Q1 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSTA	28.4K + 27.07%	$48.3 - $52.85 $1.37M - $1.5M	133K $6.71M
IJR	11.5K + 470.05%	$102.49 - $119.96 $1.18M - $1.38M	13.9K $1.45M
DFAE	19.8K + 4.75%	$24.64 - $26.86 $489K - $533K	437K $11.3M
SOXX	4.3K + 152.21%	$188.17 - $235.81 $809K - $1.01M	7.13K $1.34M
AGG	4.72K + 5.97%	$95.85 - $99.25 $452K - $468K	83.7K $8.27M
XLE	2.19K + 7.85%	$85.7 - $93.96 $188K - $206K	30.1K $2.78M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	8.26K New	$84.95 - $100.62 $702K - $831K	8.26K $718K
DFUS	3.04K New	$59.61 - $66.71 $181K - $202K	3.04K $182K
FHLC	1.83K New	$65.44 - $70.64 $120K - $129K	1.83K $124K
FMAT	2.5K New	$47.6 - $51.91 $119K - $130K	2.5K $119K
FDIS	1.25K New	$82.77 - $101.84 $103K - $127K	1.25K $105K
T	0 New	$21.56 - $28.28 $0 - $0	0 $0

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-25.5K - 10.06%	$36.64 - $45.76 $934K - $1.17M	228K $8.53M
NVDA	-450 - 2.21%	$106.98 - $149.43 $48.1K - $67.2K	19.9K $2.16M
UAL	-300 - 1.76%	$69.05 - $110.52 $20.7K - $33.2K	16.7K $1.15M
ONEQ	-1.65K - 11.79%	$68.07 - $78.99 $112K - $130K	12.3K $839K
PG	-750 - 23.44%	$158.56 - $176.26 $119K - $132K	2.45K $417K
DUHP	-1.67K - 4.17%	$32.57 - $35.82 $54.5K - $59.9K	38.4K $1.26M

Activity Summary All Purchases 36 New Holdings 7 Increased Positions 29 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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