Avondale Wealth Management Portfolio Holdings
Avondale Wealth Management
- $153 Million
- Q1 2025
Avondale Wealth Management has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.6M, Ishares Core S&P Mid Cap ETF with a value of $15.8M, Invesco Qqq Trust, Series 1 with a value of $14.9M, Dimensional ETF Tr with a value of $11.3M, and Pacer Fds Tr Pacer Us Small Ca with a value of $8.53M.
Examining the 13F form we can see an increase of $2.39M in the current position value, from $150M to 153M.
Below you can find more details about Avondale Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$153 Million
ETFs: $126 Million
Technology: $9.27 Million
Financial Services: $6.7 Million
Consumer Cyclical: $5.83 Million
Industrials: $1.95 Million
Consumer Defensive: $1.73 Million
Energy: $1.39 Million
Communication Services: $195,000
Other: $163,000