Avalon Trust
Latest statistics and disclosures from Avalon Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOG, AVGO, AAPL, MSFT, and represent 38.44% of Avalon Trust's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$13M), MEG (+$6.5M), ETR (+$6.2M), AON (+$6.1M), NVDA, LIN, JMTG, TYL, V, LOW.
- Started 25 new stock positions in ETR, OPENL, SOLS, FVR, Q, UEC, SHOP, ESGV, USAR, UL.
- Reduced shares in these 10 stocks: IBB (-$17M), GTLS (-$16M), OWL (-$10M), ADBE, GOOG, BRK.B, AVGO, VXF, PPH, SCHW.
- Sold out of its positions in AFL, AES, ARE, ALGN, LNT, AIG, HACK, ELV, APA, APO.
- Avalon Trust was a net seller of stock by $-18M.
- Avalon Trust has $1.5B in assets under management (AUM), dropping by 0.39%.
- Central Index Key (CIK): 0001798150
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Portfolio Holdings for Avalon Trust
Avalon Trust holds 433 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $137M | 735k | 186.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 7.7 | $119M | 380k | 313.80 |
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| Broadcom (AVGO) | 7.4 | $115M | 332k | 346.10 |
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| Apple (AAPL) | 7.2 | $112M | 411k | 271.86 |
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| Microsoft Corporation (MSFT) | 7.2 | $112M | 231k | 483.62 |
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| Amazon (AMZN) | 5.5 | $85M | 366k | 230.82 |
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| J P Morgan Exchange Traded F Mortgage Backed (JMTG) | 4.4 | $68M | +2% | 1.3M | 51.06 |
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| Visa Com Cl A (V) | 3.9 | $61M | +2% | 173k | 350.71 |
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| Quanta Services (PWR) | 2.6 | $40M | 94k | 422.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $35M | -3% | 70k | 502.65 |
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| First Solar (FSLR) | 2.2 | $34M | 131k | 261.23 |
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| Bloom Energy Corp Com Cl A (BE) | 2.0 | $31M | 355k | 86.89 |
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| Lowe's Companies (LOW) | 2.0 | $31M | +3% | 127k | 241.16 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 1.8 | $28M | -2% | 268k | 103.17 |
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| Progressive Corporation (PGR) | 1.8 | $27M | 119k | 227.72 |
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| PNC Financial Services (PNC) | 1.7 | $26M | 124k | 208.73 |
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| ResMed (RMD) | 1.4 | $22M | 93k | 240.87 |
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| CMS Energy Corporation (CMS) | 1.3 | $20M | 292k | 69.93 |
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| AutoZone (AZO) | 1.3 | $20M | 6.0k | 3391.50 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $20M | 35k | 579.45 |
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| Aon Shs Cl A (AON) | 1.3 | $20M | +43% | 57k | 352.88 |
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| American Water Works (AWK) | 1.3 | $20M | +3% | 153k | 130.50 |
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| Linde SHS (LIN) | 1.2 | $19M | +13% | 45k | 426.39 |
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| Danaher Corporation (DHR) | 1.2 | $18M | 79k | 228.92 |
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| Servicenow (NOW) | 1.1 | $17M | +390% | 110k | 153.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $17M | 54k | 313.00 |
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| Equinix (EQIX) | 1.1 | $16M | 21k | 766.16 |
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| Valmont Industries (VMI) | 1.0 | $16M | 40k | 402.32 |
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| TJX Companies (TJX) | 1.0 | $16M | 101k | 153.61 |
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| Veralto Corp Com Shs (VLTO) | 0.9 | $14M | +2% | 140k | 99.78 |
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| Palo Alto Networks (PANW) | 0.8 | $13M | +4% | 71k | 184.20 |
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| Arista Networks Com Shs (ANET) | 0.8 | $12M | 92k | 131.03 |
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| Mondelez Intl Cl A (MDLZ) | 0.8 | $12M | +3% | 219k | 53.83 |
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| Us Foods Hldg Corp call (USFD) | 0.7 | $11M | 143k | 75.32 |
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| Montrose Environmental Group (MEG) | 0.7 | $11M | +157% | 428k | 24.83 |
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| Analog Devices (ADI) | 0.7 | $11M | 39k | 271.20 |
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| Tyler Technologies (TYL) | 0.7 | $11M | +18% | 23k | 453.95 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.6 | $8.7M | 192k | 45.40 |
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| Nvent Electric SHS (NVT) | 0.6 | $8.6M | 85k | 101.97 |
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| Johnson & Johnson (JNJ) | 0.5 | $8.4M | 41k | 206.95 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.4 | $6.5M | 187k | 34.74 |
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| Entergy Corporation (ETR) | 0.4 | $6.2M | NEW | 67k | 92.43 |
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| Hannon Armstrong (HASI) | 0.4 | $5.8M | 183k | 31.43 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $4.7M | -29% | 13k | 350.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.6M | -7% | 6.7k | 681.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $4.5M | 11k | 396.31 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $4.2M | -5% | 7.4k | 570.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $3.3M | -11% | 10k | 335.27 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.3M | 5.8k | 570.88 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $2.7M | -86% | 16k | 168.77 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $2.6M | 17k | 154.80 |
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| Travelers Companies (TRV) | 0.2 | $2.5M | +2% | 8.7k | 290.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.5M | -19% | 33k | 75.44 |
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| Trane Technologies SHS (TT) | 0.2 | $2.3M | -5% | 6.0k | 389.20 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.3M | 2.7k | 862.34 |
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| Applied Materials (AMAT) | 0.1 | $1.9M | 7.4k | 256.99 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.7M | 2.8k | 605.01 |
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| Amalgamated Financial Corp (AMAL) | 0.1 | $1.6M | 49k | 32.03 |
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| Kkr & Co (KKR) | 0.1 | $1.6M | +3% | 12k | 127.48 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | 4.6k | 322.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.4M | 8.1k | 177.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | -3% | 2.0k | 684.94 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | 6.8k | 194.91 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -31% | 13k | 105.26 |
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| Goldman Sachs (GS) | 0.1 | $1.3M | 1.5k | 879.00 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | -3% | 2.8k | 449.75 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.0M | +100% | 7.2k | 143.98 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.0M | 2.5k | 412.77 |
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| Canadian Natl Ry (CNI) | 0.1 | $1.0M | 10k | 98.85 |
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| AvalonBay Communities (AVB) | 0.1 | $965k | -11% | 5.3k | 181.31 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $964k | +31% | 21k | 45.89 |
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| Eli Lilly & Co. (LLY) | 0.1 | $958k | -7% | 891.00 | 1074.68 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $942k | 10k | 94.20 |
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| Markel Corporation (MKL) | 0.1 | $914k | 425.00 | 2149.65 |
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| Procter & Gamble Company (PG) | 0.1 | $839k | -21% | 5.9k | 143.31 |
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| Abbvie (ABBV) | 0.0 | $749k | -5% | 3.3k | 228.49 |
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| Abbott Laboratories (ABT) | 0.0 | $719k | -23% | 5.7k | 125.29 |
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| salesforce (CRM) | 0.0 | $687k | -3% | 2.6k | 264.91 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $603k | 1.0k | 603.28 |
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| Verisk Analytics (VRSK) | 0.0 | $580k | 2.6k | 223.69 |
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| Nextera Energy (NEE) | 0.0 | $577k | -18% | 7.2k | 80.28 |
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| Bank of America Corporation (BAC) | 0.0 | $558k | 10k | 55.00 |
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| D.R. Horton (DHI) | 0.0 | $540k | -44% | 3.8k | 144.03 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $527k | 1.8k | 301.15 |
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| Wal-Mart Stores (WMT) | 0.0 | $515k | 4.6k | 111.41 |
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| 3M Company (MMM) | 0.0 | $512k | 3.2k | 160.10 |
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| Home Depot (HD) | 0.0 | $504k | 1.5k | 344.10 |
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| American Tower Reit (AMT) | 0.0 | $503k | 2.9k | 175.57 |
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| Automatic Data Processing (ADP) | 0.0 | $499k | 1.9k | 257.23 |
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| Waters Corporation (WAT) | 0.0 | $494k | -10% | 1.3k | 379.83 |
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| Acadia Rlty Tr Com Sh Ben Int (AKR) | 0.0 | $493k | 24k | 20.54 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $491k | -9% | 2.0k | 241.24 |
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| CF Industries Holdings (CF) | 0.0 | $464k | 6.0k | 77.34 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $458k | 809.00 | 566.36 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $457k | 3.2k | 141.16 |
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| Owens Corning (OC) | 0.0 | $448k | 4.0k | 111.91 |
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| S&p Global (SPGI) | 0.0 | $442k | -3% | 846.00 | 522.59 |
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| Union Pacific Corporation (UNP) | 0.0 | $433k | 1.9k | 231.32 |
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| Truist Financial Corp equities (TFC) | 0.0 | $432k | 8.8k | 49.21 |
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| Prologis (PLD) | 0.0 | $431k | 3.4k | 127.66 |
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| Marsh & McLennan Companies | 0.0 | $430k | -21% | 2.3k | 185.52 |
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| Helios Technologies (HLIO) | 0.0 | $423k | -3% | 7.9k | 53.49 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $416k | -18% | 2.7k | 154.14 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $411k | -17% | 2.1k | 199.68 |
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| Cisco Systems (CSCO) | 0.0 | $406k | -35% | 5.3k | 77.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $394k | -19% | 642.00 | 614.31 |
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| Axon Enterprise (AXON) | 0.0 | $389k | +37% | 685.00 | 567.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $375k | +58% | 800.00 | 468.76 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $375k | 1.8k | 211.24 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $374k | 1.2k | 303.89 |
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| Huntington Ingalls Inds (HII) | 0.0 | $373k | 1.1k | 340.07 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $367k | +2% | 5.6k | 66.00 |
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| United Rentals (URI) | 0.0 | $363k | -12% | 449.00 | 809.32 |
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| Pepsi (PEP) | 0.0 | $343k | -25% | 2.4k | 143.52 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $341k | 3.9k | 88.49 |
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| Lennar Corp Cl A (LEN) | 0.0 | $339k | -50% | 3.3k | 102.80 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $322k | -31% | 1.5k | 214.73 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $304k | 3.8k | 81.17 |
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| Zscaler Incorporated (ZS) | 0.0 | $301k | +11% | 1.3k | 224.92 |
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| Smucker J M Com New (SJM) | 0.0 | $293k | 3.0k | 97.81 |
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| International Business Machines (IBM) | 0.0 | $289k | 974.00 | 296.21 |
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| Kornit Digital SHS (KRNT) | 0.0 | $285k | -25% | 20k | 14.38 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $284k | 1.1k | 257.95 |
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| General Mills (GIS) | 0.0 | $282k | -23% | 6.1k | 46.50 |
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| Enterprise Products Partners (EPD) | 0.0 | $282k | -10% | 8.8k | 32.06 |
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| Wells Fargo & Company (WFC) | 0.0 | $280k | 3.0k | 93.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $272k | +142% | 2.8k | 96.04 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $270k | 1.5k | 185.04 |
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| Meta Platforms Cl A (META) | 0.0 | $268k | -19% | 406.00 | 660.09 |
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| Hubspot (HUBS) | 0.0 | $257k | +6% | 640.00 | 401.30 |
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| Ecolab (ECL) | 0.0 | $256k | 974.00 | 262.52 |
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| Blue Owl Capital Com Cl A (OWL) | 0.0 | $256k | -97% | 17k | 14.94 |
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| Cooper Cos (COO) | 0.0 | $255k | -37% | 3.1k | 81.96 |
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| Nucor Corporation (NUE) | 0.0 | $245k | 1.5k | 163.11 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $240k | -59% | 2.6k | 94.16 |
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| Valero Energy Corporation (VLO) | 0.0 | $236k | 1.5k | 162.83 |
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| Advanced Micro Devices (AMD) | 0.0 | $232k | 1.1k | 214.16 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $228k | +45% | 3.2k | 71.46 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $227k | -24% | 630.00 | 360.13 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $226k | 3.3k | 68.36 |
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| AmerisourceBergen (COR) | 0.0 | $216k | 640.00 | 337.75 |
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| McDonald's Corporation (MCD) | 0.0 | $216k | -13% | 707.00 | 305.63 |
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| Caterpillar (CAT) | 0.0 | $215k | 375.00 | 572.87 |
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| Regency Centers Corporation (REG) | 0.0 | $212k | +2% | 3.1k | 69.03 |
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| Intercontinental Exchange (ICE) | 0.0 | $207k | 1.3k | 161.96 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $205k | +9% | 3.2k | 64.42 |
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| Mettler-Toledo International (MTD) | 0.0 | $201k | 144.00 | 1394.19 |
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| CVS Caremark Corporation (CVS) | 0.0 | $198k | -9% | 2.5k | 79.36 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $197k | 800.00 | 246.16 |
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| Norfolk Southern (NSC) | 0.0 | $190k | 656.00 | 288.84 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $189k | -14% | 1.4k | 137.87 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $188k | +37% | 176.00 | 1069.86 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $182k | -25% | 1.5k | 120.34 |
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| Trimble Navigation (TRMB) | 0.0 | $182k | 2.3k | 78.35 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $178k | -36% | 1.6k | 109.89 |
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| Ge Aerospace Com New (GE) | 0.0 | $177k | -14% | 574.00 | 308.03 |
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| O'reilly Automotive (ORLY) | 0.0 | $175k | 1.9k | 91.21 |
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| Emerson Electric (EMR) | 0.0 | $173k | 1.3k | 132.72 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $172k | -17% | 3.4k | 50.58 |
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| Netflix (NFLX) | 0.0 | $169k | +862% | 1.8k | 93.76 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $168k | -28% | 1.9k | 89.46 |
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| NiSource (NI) | 0.0 | $167k | 4.0k | 41.76 |
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| American Electric Power Company (AEP) | 0.0 | $165k | -17% | 1.4k | 115.31 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $165k | 1.6k | 100.35 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $161k | NEW | 1.0k | 160.97 |
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| Zoetis Cl A (ZTS) | 0.0 | $153k | -20% | 1.2k | 125.82 |
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| LKQ Corporation (LKQ) | 0.0 | $151k | -23% | 5.0k | 30.20 |
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| Workday Cl A (WDAY) | 0.0 | $150k | -33% | 700.00 | 214.78 |
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| Iren Ordinary Shares (IREN) | 0.0 | $149k | +61% | 4.0k | 37.77 |
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| Jpmorgan Chase Finl Cal Lkd 44 (AMJB) | 0.0 | $148k | 4.9k | 29.91 |
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| Keysight Technologies (KEYS) | 0.0 | $142k | 700.00 | 203.19 |
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| Gilead Sciences (GILD) | 0.0 | $142k | -7% | 1.2k | 122.74 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $142k | +74% | 1.2k | 119.41 |
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| Ventas (VTR) | 0.0 | $139k | 1.8k | 77.38 |
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| Kinsale Cap Group (KNSL) | 0.0 | $137k | +75% | 350.00 | 391.12 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $136k | -64% | 2.5k | 54.77 |
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| MetLife (MET) | 0.0 | $135k | -14% | 1.7k | 78.94 |
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| Chubb (CB) | 0.0 | $135k | 432.00 | 312.12 |
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| CSX Corporation (CSX) | 0.0 | $130k | -13% | 3.6k | 36.25 |
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| Hologic (HOLX) | 0.0 | $128k | 1.7k | 74.49 |
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| Piper Jaffray Companies (PIPR) | 0.0 | $127k | 375.00 | 339.71 |
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| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $127k | 2.9k | 44.16 |
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| Coca-Cola Company (KO) | 0.0 | $125k | -3% | 1.8k | 69.89 |
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| Digital Realty Trust (DLR) | 0.0 | $124k | -9% | 800.00 | 154.71 |
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| Intuit (INTU) | 0.0 | $121k | 183.00 | 662.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $118k | 440.00 | 268.30 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $118k | -26% | 156.00 | 753.78 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $117k | 558.00 | 210.44 |
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| Metropolitan Bank Holding Corp (MCB) | 0.0 | $115k | 1.5k | 76.36 |
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| Starbucks Corporation (SBUX) | 0.0 | $115k | 1.4k | 84.21 |
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| Monolithic Power Systems (MPWR) | 0.0 | $113k | 125.00 | 906.36 |
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| Xcel Energy (XEL) | 0.0 | $112k | -16% | 1.5k | 73.86 |
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| Waste Management (WM) | 0.0 | $110k | 500.00 | 219.71 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $110k | 1.5k | 71.61 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $106k | 285.00 | 373.44 |
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| Nuvectis Pharma (NVCT) | 0.0 | $106k | +40% | 14k | 7.55 |
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| Stryker Corporation (SYK) | 0.0 | $105k | -2% | 300.00 | 351.47 |
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| Wec Energy Group (WEC) | 0.0 | $105k | 991.00 | 105.46 |
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| Cummins (CMI) | 0.0 | $102k | 200.00 | 510.45 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $102k | -15% | 2.0k | 50.88 |
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| IDEXX Laboratories (IDXX) | 0.0 | $102k | 150.00 | 676.53 |
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| Iron Mountain (IRM) | 0.0 | $100k | 1.2k | 82.95 |
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| Jabil Circuit (JBL) | 0.0 | $99k | -25% | 436.00 | 228.02 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $98k | -5% | 1.6k | 62.15 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $97k | -50% | 531.00 | 183.40 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $96k | 1.0k | 96.27 |
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| Paccar (PCAR) | 0.0 | $96k | -43% | 875.00 | 109.51 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $96k | -40% | 1.2k | 79.84 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $96k | 500.00 | 191.56 |
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| Dominion Resources (D) | 0.0 | $96k | -11% | 1.6k | 58.58 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $95k | 807.00 | 117.72 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $95k | -37% | 2.5k | 37.96 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $91k | +5% | 1.8k | 50.79 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $91k | 870.00 | 105.00 |
|
|
| Northern Lts Fd Tr Iv Fm Focus Equity (FMCX) | 0.0 | $90k | 2.6k | 34.44 |
|
|
| American Express Company (AXP) | 0.0 | $88k | -5% | 239.00 | 369.95 |
|
| Verizon Communications (VZ) | 0.0 | $88k | -67% | 2.2k | 40.73 |
|
| Ge Vernova (GEV) | 0.0 | $86k | 132.00 | 653.58 |
|
|
| Rbc Cad (RY) | 0.0 | $85k | 500.00 | 170.49 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $85k | 600.00 | 141.05 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $83k | 426.00 | 194.39 |
|
|
| Preformed Line Products Company (PLPC) | 0.0 | $83k | 400.00 | 206.71 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $82k | 2.0k | 41.12 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $82k | -20% | 530.00 | 155.12 |
|
| Air Products & Chemicals (APD) | 0.0 | $82k | -15% | 331.00 | 247.02 |
|
| Camden Ppty Tr Sh Ben Int (CPT) | 0.0 | $81k | -10% | 738.00 | 110.08 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $81k | -15% | 499.00 | 161.63 |
|
| Target Corporation (TGT) | 0.0 | $81k | -2% | 825.00 | 97.75 |
|
| Eaton Corp SHS (ETN) | 0.0 | $81k | -3% | 253.00 | 318.51 |
|
| MercadoLibre (MELI) | 0.0 | $81k | +700% | 40.00 | 2014.28 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $80k | 1.7k | 47.79 |
|
|
| Fortinet (FTNT) | 0.0 | $78k | 985.00 | 79.41 |
|
|
| Service Corporation International (SCI) | 0.0 | $78k | 1.0k | 77.97 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $77k | 1.4k | 55.22 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $77k | 412.00 | 185.61 |
|
|
| Republic Services (RSG) | 0.0 | $74k | 350.00 | 211.93 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $74k | 1.4k | 53.37 |
|
|
| Chevron Corporation (CVX) | 0.0 | $74k | -59% | 485.00 | 152.41 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $73k | 936.00 | 77.68 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $68k | 800.00 | 85.25 |
|
|
| Amgen (AMGN) | 0.0 | $68k | -3% | 208.00 | 327.31 |
|
| Church & Dwight (CHD) | 0.0 | $67k | 800.00 | 83.85 |
|
|
| Oscar Health Cl A (OSCR) | 0.0 | $67k | 4.6k | 14.37 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $65k | 170.00 | 383.32 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.0 | $64k | 1.5k | 44.37 |
|
|
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $64k | 1.6k | 38.72 |
|
|
| Ida (IDA) | 0.0 | $63k | 500.00 | 126.56 |
|
|
| Sun Communities (SUI) | 0.0 | $63k | 507.00 | 123.91 |
|
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $62k | +46% | 2.2k | 28.21 |
|
| Packaging Corporation of America (PKG) | 0.0 | $62k | 300.00 | 206.23 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $62k | 3.7k | 16.95 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $62k | 250.00 | 246.30 |
|
|
| Ameren Corporation (AEE) | 0.0 | $61k | 614.00 | 99.86 |
|
|
| Cdw (CDW) | 0.0 | $61k | 450.00 | 136.20 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $59k | 750.00 | 79.24 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $59k | 1.5k | 39.45 |
|
|
| Brixmor Prty (BRX) | 0.0 | $59k | 2.3k | 26.22 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $59k | 235.00 | 251.00 |
|
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $59k | 850.00 | 69.31 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $58k | -63% | 335.00 | 173.49 |
|
| UnitedHealth (UNH) | 0.0 | $58k | -36% | 176.00 | 329.97 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $58k | 985.00 | 58.73 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $58k | -68% | 92.00 | 627.13 |
|
| Aptiv Com Shs (APTV) | 0.0 | $57k | 750.00 | 76.09 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $57k | 295.00 | 193.43 |
|
|
| Western Union Company (WU) | 0.0 | $56k | -30% | 6.0k | 9.31 |
|
| Marvell Technology (MRVL) | 0.0 | $55k | 650.00 | 84.98 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $55k | -83% | 250.00 | 219.91 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $55k | -2% | 1.0k | 53.36 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $54k | 238.00 | 227.40 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $54k | NEW | 2.0k | 26.97 |
|
| Chart Industries (GTLS) | 0.0 | $54k | -99% | 260.00 | 206.23 |
|
| American Homes 4 Rent Cl A (AMH) | 0.0 | $53k | 1.7k | 32.10 |
|
|
| Cigna Corp (CI) | 0.0 | $53k | -63% | 192.00 | 275.23 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $52k | 1.6k | 32.62 |
|
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $52k | 1.1k | 47.16 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $52k | NEW | 300.00 | 172.84 |
|
| Public Storage (PSA) | 0.0 | $52k | 199.00 | 259.50 |
|
|
| Nurix Therapeutics (NRIX) | 0.0 | $50k | 2.7k | 18.97 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $50k | 994.00 | 50.29 |
|
|
| Clearway Energy CL C (CWEN) | 0.0 | $50k | 1.5k | 33.26 |
|
|
| Invitation Homes (INVH) | 0.0 | $50k | 1.8k | 27.79 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $50k | 1.0k | 49.84 |
|
|
| Steel Dynamics (STLD) | 0.0 | $49k | -21% | 290.00 | 169.45 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $48k | 613.00 | 79.02 |
|
|
| MGE Energy (MGEE) | 0.0 | $47k | 600.00 | 78.42 |
|
|
| Citigroup Com New (C) | 0.0 | $47k | -2% | 400.00 | 116.69 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $47k | -42% | 989.00 | 47.06 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $46k | 800.00 | 57.24 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $46k | NEW | 500.00 | 91.49 |
|
| Whitestone REIT (WSR) | 0.0 | $44k | +52% | 3.2k | 13.89 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $44k | 556.00 | 79.67 |
|
|
| Altria (MO) | 0.0 | $43k | -3% | 750.00 | 57.66 |
|
| Roper Industries (ROP) | 0.0 | $43k | -59% | 97.00 | 445.13 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $43k | -46% | 1.0k | 42.69 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $41k | -17% | 185.00 | 222.63 |
|
| Wayside Technology (CLMB) | 0.0 | $41k | -50% | 400.00 | 102.79 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $41k | 1.8k | 23.31 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $41k | 400.00 | 102.39 |
|
|
| Xylem (XYL) | 0.0 | $41k | 300.00 | 136.18 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $40k | 580.00 | 69.43 |
|
|
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $39k | 270.00 | 144.83 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $38k | -50% | 577.00 | 65.91 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $38k | NEW | 578.00 | 65.51 |
|
| Americold Rlty Tr (COLD) | 0.0 | $38k | +12% | 2.9k | 12.86 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $37k | 300.00 | 121.61 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $36k | 12k | 3.04 |
|
|
| Toast Cl A (TOST) | 0.0 | $36k | 1.0k | 35.51 |
|
|
| Uber Technologies (UBER) | 0.0 | $35k | +1333% | 430.00 | 81.71 |
|
| Frontview Reit (FVR) | 0.0 | $35k | NEW | 2.4k | 14.76 |
|
| Bio-techne Corporation (TECH) | 0.0 | $35k | 596.00 | 58.81 |
|
|
| Dbx Etf Tr Xtrackers Russel (DEUS) | 0.0 | $35k | 600.00 | 58.31 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $35k | NEW | 533.00 | 65.40 |
|
| Centerspace (CSR) | 0.0 | $35k | NEW | 520.00 | 66.72 |
|
| Qualcomm (QCOM) | 0.0 | $34k | -59% | 201.00 | 171.05 |
|
| At&t (T) | 0.0 | $34k | -18% | 1.4k | 24.84 |
|
| Boston Properties (BXP) | 0.0 | $34k | +3% | 508.00 | 67.48 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.0 | $34k | +4% | 1.1k | 30.94 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $34k | -26% | 334.00 | 100.89 |
|
| Fifth Third Ban (FITB) | 0.0 | $33k | -29% | 710.00 | 46.81 |
|
| National Retail Properties (NNN) | 0.0 | $32k | 818.00 | 39.63 |
|
|
| Astrazeneca Sponsored Adr | 0.0 | $32k | 350.00 | 92.06 |
|
|
| Blackrock (BLK) | 0.0 | $32k | -3% | 30.00 | 1070.37 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.0 | $32k | 225.00 | 142.13 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $32k | -23% | 102.00 | 312.59 |
|
| Highwoods Properties (HIW) | 0.0 | $30k | 1.2k | 25.82 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $30k | NEW | 250.00 | 120.96 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $30k | +56% | 390.00 | 76.23 |
|
| Fidelity Ethereum SHS (FETH) | 0.0 | $29k | 985.00 | 29.61 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $29k | 1.3k | 22.43 |
|
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $28k | 300.00 | 94.82 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $28k | -7% | 295.00 | 95.35 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $28k | -72% | 521.00 | 53.94 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $27k | -50% | 290.00 | 93.00 |
|
| Autodesk (ADSK) | 0.0 | $27k | 91.00 | 296.01 |
|
|
| Kroger (KR) | 0.0 | $26k | -2% | 420.00 | 62.48 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $26k | 500.00 | 52.41 |
|
|
| Ramaco Res Com Cl A (METC) | 0.0 | $26k | 1.4k | 18.00 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $26k | 191.00 | 135.14 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $26k | NEW | 600.00 | 42.73 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $25k | NEW | 125.00 | 197.15 |
|
| Optimizerx Corp Com New (OPRX) | 0.0 | $25k | 2.0k | 12.26 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.0 | $24k | NEW | 400.00 | 60.37 |
|
| Pfizer (PFE) | 0.0 | $24k | -7% | 967.00 | 24.90 |
|
| Paypal Holdings (PYPL) | 0.0 | $23k | -73% | 400.00 | 58.38 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $23k | NEW | 285.00 | 81.65 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $23k | 49.00 | 473.31 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $23k | 400.00 | 56.69 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $22k | -29% | 106.00 | 207.81 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $22k | 200.00 | 109.31 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $22k | -28% | 480.00 | 44.71 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $21k | 352.00 | 59.93 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $20k | 255.00 | 77.35 |
|
|
| Ftai Aviation SHS (FTAI) | 0.0 | $20k | -33% | 100.00 | 196.85 |
|
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.0 | $19k | -50% | 345.00 | 56.30 |
|
| Medtronic SHS (MDT) | 0.0 | $19k | -9% | 200.00 | 96.06 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $19k | -73% | 110.00 | 171.18 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $19k | 375.00 | 49.65 |
|
|
| Prudential Financial (PRU) | 0.0 | $19k | -4% | 164.00 | 112.88 |
|
| Williams Companies (WMB) | 0.0 | $17k | -5% | 283.00 | 60.11 |
|
| McKesson Corporation (MCK) | 0.0 | $16k | -9% | 19.00 | 820.32 |
|
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $16k | 400.00 | 38.73 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $15k | 108.00 | 141.17 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $15k | NEW | 300.00 | 50.52 |
|
| Comfort Systems USA (FIX) | 0.0 | $15k | 16.00 | 933.31 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $14k | -13% | 100.00 | 141.44 |
|
| Opendoor Technologies (OPEN) | 0.0 | $13k | 2.3k | 5.83 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $13k | 134.00 | 98.82 |
|
|
| Strategy Cl A New (MSTR) | 0.0 | $13k | 85.00 | 151.95 |
|
|
| Moody's Corporation (MCO) | 0.0 | $13k | -19% | 25.00 | 510.88 |
|
| Quantumscape Corp Com Cl A (QS) | 0.0 | $13k | NEW | 1.2k | 10.42 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $12k | 21.00 | 580.71 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $12k | 300.00 | 38.34 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $11k | -3% | 50.00 | 226.14 |
|
| Kraft Heinz (KHC) | 0.0 | $11k | 450.00 | 24.25 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $10k | 37.00 | 279.16 |
|
|
| Lionsgate Studios Corp (LION) | 0.0 | $10k | 1.1k | 9.13 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $10k | -60% | 75.00 | 135.72 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $9.6k | -53% | 334.00 | 28.82 |
|
| Nike CL B (NKE) | 0.0 | $9.6k | -63% | 150.00 | 63.71 |
|
| Transmedics Group (TMDX) | 0.0 | $9.1k | NEW | 75.00 | 121.65 |
|
| Churchill Downs (CHDN) | 0.0 | $9.1k | 80.00 | 113.79 |
|
|
| 374water (SCWO) | 0.0 | $8.8k | NEW | 4.3k | 2.04 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $8.8k | 89.00 | 98.52 |
|
|
| Uranium Energy (UEC) | 0.0 | $8.8k | NEW | 750.00 | 11.68 |
|
| Cornerstone Strategic Value (CLM) | 0.0 | $8.4k | 1.0k | 8.36 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $7.8k | -94% | 65.00 | 120.18 |
|
| Micron Technology (MU) | 0.0 | $7.1k | 25.00 | 285.44 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $7.1k | -72% | 25.00 | 285.24 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $6.7k | 74.00 | 90.04 |
|
|
| Boeing Company (BA) | 0.0 | $6.5k | -40% | 30.00 | 217.13 |
|
| Allstate Corporation (ALL) | 0.0 | $6.2k | -6% | 30.00 | 208.17 |
|
| Riskified Shs Cl A (RSKD) | 0.0 | $6.0k | 1.2k | 4.97 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $5.9k | 33.00 | 177.76 |
|
|
| Performance Food (PFGC) | 0.0 | $5.8k | 65.00 | 89.92 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $5.8k | -27% | 73.00 | 78.82 |
|
| Honeywell International (HON) | 0.0 | $5.1k | -10% | 26.00 | 195.12 |
|
| Alpha Tau Medical *w Exp 99/99/999 (DRTSW) | 0.0 | $4.9k | 15k | 0.34 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $4.9k | 4.00 | 1215.25 |
|
|
| USA Rare Earth Inc A (USAR) | 0.0 | $4.8k | NEW | 400.00 | 11.90 |
|
| Ramaco Res Com Cl B (METCB) | 0.0 | $4.3k | 368.00 | 11.74 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $3.5k | 43.00 | 82.02 |
|
|
| Intel Corporation (INTC) | 0.0 | $3.3k | 90.00 | 36.90 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $3.3k | 125.00 | 26.56 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $3.3k | 12.00 | 275.42 |
|
|
| Illumina (ILMN) | 0.0 | $3.3k | 25.00 | 131.16 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $3.2k | 11.00 | 290.27 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $3.2k | 160.00 | 19.71 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.6k | -57% | 3.00 | 879.00 |
|
| Raymond James Financial (RJF) | 0.0 | $2.6k | 16.00 | 160.62 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $2.4k | -18% | 18.00 | 136.11 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $2.4k | 75.00 | 32.05 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $1.9k | NEW | 120.00 | 15.85 |
|
| Microchip Technology (MCHP) | 0.0 | $1.7k | -61% | 27.00 | 63.74 |
|
| Cybin Com New (HELP) | 0.0 | $1.6k | 197.00 | 8.18 |
|
|
| Perrigo SHS (PRGO) | 0.0 | $1.4k | 100.00 | 13.92 |
|
|
| Solaredge Technologies (SEDG) | 0.0 | $1.3k | 45.00 | 28.87 |
|
|
| Starz Entmt Corp (STRZ) | 0.0 | $865.999800 | 74.00 | 11.70 |
|
|
| Clean Energy Fuels (CLNE) | 0.0 | $756.000000 | 360.00 | 2.10 |
|
|
| Brown & Brown (BRO) | 0.0 | $718.000200 | 9.00 | 79.78 |
|
|
| Grail (GRAL) | 0.0 | $343.000000 | 4.00 | 85.75 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $243.000000 | NEW | 5.00 | 48.60 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $129.000000 | -99% | 1.00 | 129.00 |
|
| Universal Display Corporation (OLED) | 0.0 | $117.000000 | 1.00 | 117.00 |
|
|
| Complete Solaria (SPWR) | 0.0 | $81.998800 | 52.00 | 1.58 |
|
|
| Opendoor Technologies *w Exp 11/20/202 (OPENW) | 0.0 | $69.000400 | NEW | 76.00 | 0.91 |
|
| Opendoor Technologies *w Exp 11/20/202 (OPENL) | 0.0 | $39.998800 | NEW | 76.00 | 0.53 |
|
| Opendoor Technologies *w Exp 11/20/202 (OPENZ) | 0.0 | $31.000400 | NEW | 76.00 | 0.41 |
|
| Westport Fuel Systems (WPRT) | 0.0 | $21.000200 | 13.00 | 1.62 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $0 | 0 | 0.00 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $0 | 0 | 0.00 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $0 | 0 | 0.00 |
|
|
| Olb Group (OLB) | 0.0 | $0 | -50% | 36k | 0.00 |
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Past Filings by Avalon Trust
SEC 13F filings are viewable for Avalon Trust going back to 2023
- Avalon Trust 2025 Q4 filed Feb. 9, 2026
- Avalon Trust 2025 Q3 filed Nov. 10, 2025
- Avalon Trust 2025 Q2 filed Aug. 8, 2025
- Avalon Trust 2025 Q1 filed May 9, 2025
- Avalon Trust 2024 Q4 filed Feb. 10, 2025
- Avalon Trust 2024 Q3 filed Nov. 13, 2024
- Avalon Trust 2024 Q2 filed Aug. 12, 2024
- Avalon Trust 2024 Q1 filed May 7, 2024
- Avalon Trust 2023 Q4 filed Feb. 6, 2024
- Avalon Trust 2023 Q3 filed Nov. 13, 2023
- Avalon Trust 2023 Q2 filed Aug. 9, 2023
- Avalon Trust 2023 Q1 filed May 11, 2023