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Nelson, Van Denburg & Campbell Wealth Management

Latest statistics and disclosures from Avior Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, DGRO, VOE, VOT, IVV, and represent 18.00% of Avior Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XMVM (+$9.2M), BSJQ (+$7.4M), BSCR (+$6.8M), BSCT (+$6.3M), BSCP (+$5.6M), VB (+$5.2M), JAVA, Blackrock, AVGO, MGV.
Started 196 new stock positions in PMM, HDB, HOOD, IE, SRVR, AI, BSY, YEXT, ALX, CRGY.
Reduced shares in these 10 stocks: BSJO (-$7.2M), XMHQ (-$6.4M), VBR (-$5.6M), SCHG, , JGRO, VEA, IWD, ACWX, ESGE.
Sold out of its positions in FAX, PALL, BIRD, AMWL, AIRC, AFT, AIF, APLE, ARMK, ARKO.
Avior Wealth Management was a net buyer of stock by $46M.
Avior Wealth Management has $2.5B in assets under management (AUM), dropping by 7.96%.
Central Index Key (CIK): 0001599868

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Positions held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avior Wealth Management

Avior Wealth Management holds 2311 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Avior Wealth Management has 2311 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avior Wealth Management Sept. 30, 2024 positions
Download the Avior Wealth Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	4.9	$124M	+2%	323k	383.81	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	4.2	$106M	+2%	1.7M	62.69	View chart
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)	3.3	$83M		497k	167.64	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	3.0	$74M	+3%	305k	243.39	View chart
Ishares S&p 500 Index Etf (IVV)	2.6	$65M		112k	576.82	View chart
Jpmorgan Active Value Etf Etf (JAVA)	2.5	$62M	+8%	966k	64.06	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.3	$57M		123k	460.26	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	2.0	$50M	-6%	652k	76.86	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	1.6	$40M	+4%	548k	72.95	View chart
Apple Stock (AAPL)	1.6	$40M		170k	233.00	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	1.5	$37M	+20%	2.0M	18.81	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	1.4	$36M	+22%	1.8M	19.72	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	1.4	$36M	+18%	1.7M	20.65	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$34M		65k	527.67	View chart
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)	1.3	$32M	+4%	369k	86.80	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.3	$32M	+2%	599k	52.86	View chart
Vanguard Intermediate-term Bond Etf (BIV)	1.2	$30M	+3%	377k	78.37	View chart
Vanguard Small Cap Etf Etf (VB)	1.2	$29M	+21%	122k	237.02	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.2	$29M	-9%	550k	52.64	View chart
Invesco S&p Midcap Value With Momentum Etf Etf (XMVM)	1.1	$28M	+49%	498k	55.43	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	1.1	$27M	+4%	101k	267.11	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	1.0	$26M		404k	63.00	View chart
Microsoft Stock (MSFT)	1.0	$25M		58k	430.30	View chart
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)	1.0	$24M	-2%	75k	321.95	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.9	$24M	+3%	298k	78.72	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.9	$23M		347k	66.52	View chart
Nvidia Corp Stock (NVDA)	0.9	$23M	-2%	190k	121.44	View chart
Vanguard Value Etf Etf (VTV)	0.9	$23M	-5%	130k	174.57	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.8	$21M	+3%	467k	45.51	View chart
Spdr S&p 500 Etf Etf (SPY)	0.8	$21M		36k	573.77	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.8	$20M		183k	108.57	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.8	$20M	+4%	392k	50.28	View chart
Schwab Us Tips Etf Etf (SCHP)	0.8	$20M	+3%	366k	53.63	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.8	$20M		204k	95.75	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.8	$19M	+4%	392k	48.98	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.7	$16M	-28%	160k	102.48	View chart
Vanguard World Fd Mega Cap 300 Value Index Etf Etf (MGV)	0.6	$16M	+30%	126k	128.28	View chart
Spdr Ser Tr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.6	$16M	+2%	202k	79.46	View chart
Amazon.com Stock (AMZN)	0.6	$16M	+14%	85k	186.33	View chart
Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT)	0.6	$15M	+4%	182k	83.75	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.6	$15M	-27%	74k	200.78	View chart
Zacks Small/mid Cap Etf Etf (SMIZ)	0.5	$14M	+12%	411k	33.08	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$14M		24k	572.44	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.5	$12M	-5%	221k	52.66	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.4	$11M	-3%	235k	47.85	View chart
Abbvie Stock (ABBV)	0.4	$11M	+23%	57k	197.48	View chart
Oracle Corporation Stock (ORCL)	0.4	$11M	-2%	65k	170.40	View chart
Alphabet Stock (GOOGL)	0.4	$11M		66k	165.85	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$11M		125k	84.46	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$11M		89k	117.22	View chart
Union Pac Corp Stock (UNP)	0.4	$10M	-3%	42k	246.48	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.4	$10M	+7%	188k	54.68	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$10M		49k	210.86	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.4	$9.9M	+9%	268k	36.92	View chart
Boeing Stock (BA)	0.4	$9.6M		63k	152.04	View chart
Vanguard Mid Cap Etf (VO)	0.4	$9.4M	+3%	38k	249.84	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.4	$9.2M		110k	83.09	View chart
Swan Hedged Equity Us Large Cap Etf Etf (HEGD)	0.4	$9.1M	+48%	408k	22.26	View chart
Vanguard High Dividend Yield Etf (VYM)	0.3	$8.7M	-4%	68k	128.20	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.3	$8.6M		169k	51.04	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.3	$8.5M	-16%	72k	116.96	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.3	$8.3M	+2%	124k	66.37	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$8.0M	+13%	123k	64.74	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$7.7M	+61%	187k	41.28	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.3	$7.5M		91k	82.94	View chart
Home Depot Stock (HD)	0.3	$7.4M		18k	405.21	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ)	0.3	$7.4M	NEW	314k	23.45	View chart
Powershares Qqq Tr Etf (QQQ)	0.3	$7.3M		15k	488.10	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.3	$6.8M	-11%	110k	62.32	View chart
Unitedhealth Group Stock (UNH)	0.3	$6.6M		11k	584.68	View chart
Sch Us Reit Etf Etf (SCHH)	0.3	$6.5M	+4%	282k	23.17	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.3	$6.4M		171k	37.56	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.3	$6.4M	-8%	66k	97.27	View chart
Johnson & Johnson Stock (JNJ)	0.3	$6.3M		39k	162.06	View chart
Tesla Stock (TSLA)	0.2	$6.3M	+3%	24k	261.63	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$6.3M	+16%	132k	47.52	View chart
Costco Wholesale Corp Stock (COST)	0.2	$6.2M	+5%	6.9k	886.58	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$6.1M	+8%	22k	283.16	View chart
Vanguard Large Cap Etf (VV)	0.2	$6.1M	-4%	23k	263.30	View chart
Mastercard Stock (MA)	0.2	$5.9M	-4%	12k	493.80	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.2	$5.9M		113k	52.13	View chart
Goldman Sachs Group Stock (GS)	0.2	$5.9M	+4%	12k	495.11	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$5.7M	-4%	18k	312.67	View chart
Procter And Gamble Stock (PG)	0.2	$5.4M		31k	173.20	View chart
Fiserv Stock (FI)	0.2	$5.4M		30k	179.65	View chart
Salesforce Stock (CRM)	0.2	$5.3M		20k	273.71	View chart
Bank America Corp Stock (BAC)	0.2	$5.2M	+20%	131k	39.68	View chart
Disney Walt Stock (DIS)	0.2	$5.1M	+6%	53k	96.19	View chart
Mcdonalds Corp Stock (MCD)	0.2	$5.0M		17k	304.52	View chart
Abbott Labs Stock (ABT)	0.2	$4.9M	+38%	43k	114.01	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$4.8M	-2%	14k	353.48	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$4.6M	-2%	176k	26.14	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.2	$4.6M	-5%	21k	220.05	View chart
American Express Stock (AXP)	0.2	$4.6M	-2%	17k	271.20	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.2	$4.6M	-2%	50k	90.80	View chart
Broadcom Stock (AVGO)	0.2	$4.5M	+893%	26k	172.50	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$4.4M	-3%	20k	225.77	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$4.4M	+5%	12k	375.40	View chart
Danaher Corporation Stock (DHR)	0.2	$4.4M	+17%	16k	278.02	View chart
Visa Stock (V)	0.2	$4.3M	+2%	16k	274.95	View chart
Eli Lilly & Co Stock (LLY)	0.2	$4.3M		4.8k	885.94	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$4.2M	+2%	56k	75.11	View chart
Blackrock Stock	0.2	$4.2M	NEW	4.4k	949.51	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$4.2M	+5%	25k	167.19	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.2	$4.1M	-47%	39k	104.18	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.2	$4.1M	+16%	68k	59.51	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.2	$4.1M	+3%	87k	46.91	View chart
Stryker Corp Stock (SYK)	0.2	$4.0M		11k	361.28	View chart
Automatic Data Processing Stock (ADP)	0.2	$4.0M	-2%	15k	276.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$4.0M	-12%	51k	78.05	View chart
Chevron Corp Stock (CVX)	0.2	$4.0M	-4%	27k	147.27	View chart
Kroger Stock (KR)	0.2	$3.9M		68k	57.30	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.2	$3.8M		128k	29.41	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.1	$3.7M	+4%	126k	29.75	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$3.7M		85k	43.42	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.1	$3.7M		122k	30.28	View chart
Cisco Sys Stock (CSCO)	0.1	$3.6M	-4%	68k	53.22	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$3.6M	+14%	63k	57.41	View chart
Wells Fargo Stock (WFC)	0.1	$3.5M	+8%	63k	56.49	View chart
Oneok Stock (OKE)	0.1	$3.4M	+2%	38k	91.13	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$3.4M	+2%	90k	38.08	View chart
Honeywell Intl Stock (HON)	0.1	$3.4M	-9%	16k	206.71	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$3.3M		67k	49.92	View chart
Netflix Stock (NFLX)	0.1	$3.3M		4.6k	709.27	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$3.3M		47k	70.06	View chart
Conocophillips Stock (COP)	0.1	$3.2M	-4%	31k	105.28	View chart
Micron Technology Stock (MU)	0.1	$3.2M	-5%	31k	103.71	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$3.2M	-45%	17k	189.81	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$3.2M	-23%	25k	125.62	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$3.1M	-8%	77k	41.12	View chart
Pepsico Stock (PEP)	0.1	$3.1M	+3%	18k	170.05	View chart
Occidental Pete Corp Stock (OXY)	0.1	$3.1M		60k	51.54	View chart
Walmart Stock (WMT)	0.1	$3.0M		38k	80.75	View chart
Nike Inc Class B Stock (NKE)	0.1	$3.0M	+18%	34k	88.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$3.0M	-5%	44k	67.85	View chart
Citigroup Stock (C)	0.1	$3.0M		48k	62.60	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.9M		35k	83.63	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$2.9M	-22%	25k	116.83	View chart
Ecolab Stock (ECL)	0.1	$2.9M	-3%	11k	255.33	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$2.8M	-5%	14k	197.18	View chart
Intercontinentalexchintl Stock (ICE)	0.1	$2.8M	-2%	17k	160.64	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$2.8M		4.00	691180.00	View chart
Spdr Gold Etf Etf (GLD)	0.1	$2.7M	+12%	11k	243.06	View chart
Kinder Morgan Stock (KMI)	0.1	$2.6M	+3%	116k	22.09	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$2.5M	+17%	25k	100.87	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.1	$2.5M	-30%	37k	67.52	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.4M		4.0k	618.57	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$2.4M		49k	49.70	View chart
Nextera Energy Stock (NEE)	0.1	$2.3M	-3%	28k	84.53	View chart
Badger Meter Stock (BMI)	0.1	$2.3M	+20%	11k	218.41	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$2.3M	-34%	78k	29.18	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.3M	+8%	80k	28.15	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$2.2M	+2%	23k	96.52	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$2.2M	+10%	21k	107.66	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.1	$2.2M	+490%	72k	30.81	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$2.2M	-15%	75k	29.41	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.1	$2.2M	+274%	69k	31.78	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.2M	+4%	18k	119.07	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	0.1	$2.1M	-2%	17k	123.62	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.1	$2.1M	-40%	26k	83.15	View chart
Invesco Bulletshares 2027 Municipal Bond Etf Etf (BSMR)	0.1	$2.1M	+51%	89k	23.70	View chart
Qualcomm Stock (QCOM)	0.1	$2.0M		12k	170.05	View chart
Republic Services Stock (RSG)	0.1	$2.0M	+3%	10k	200.85	View chart
Dow Stock (DOW)	0.1	$2.0M		37k	54.63	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$2.0M		43k	45.32	View chart
Ge Aerospace Stock (GE)	0.1	$2.0M	+4%	10k	188.58	View chart
Deere & Co Stock (DE)	0.1	$2.0M	-5%	4.7k	417.33	View chart
Xtrackers S&p 500 Esg Etf Etf (SNPE)	0.1	$1.9M	-31%	37k	52.58	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.9M	-47%	14k	135.45	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$1.9M	+13%	30k	64.81	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.1	$1.9M	-5%	17k	112.98	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.1	$1.9M		12k	158.02	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.9M	+7%	7.9k	241.10	View chart
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)	0.1	$1.9M	-10%	21k	91.31	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.9M	-2%	8.2k	230.61	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$1.9M	-17%	78k	24.05	View chart
Health Care Select Sector Spdr Etf (XLV)	0.1	$1.9M	+13%	12k	154.02	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.8M	-3%	24k	78.03	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.8M	+33%	33k	55.53	View chart
Church & Dwight Stock (CHD)	0.1	$1.8M		18k	104.72	View chart
Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT)	0.1	$1.8M	+74%	77k	23.27	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.8M		29k	61.50	View chart
Intl Business Machines Stock (IBM)	0.1	$1.7M		8.1k	215.84	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$1.7M		9.0k	190.73	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$1.7M	+3%	8.5k	200.38	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.1	$1.7M	+5%	63k	26.83	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$1.7M	-9%	59k	28.41	View chart
Corteva Stock (CTVA)	0.1	$1.7M		29k	58.79	View chart
Verizon Communications Stock (VZ)	0.1	$1.7M	+20%	37k	45.59	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.1	$1.7M		18k	95.73	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.1	$1.7M		36k	46.16	View chart
Tjx Cos Stock (TJX)	0.1	$1.7M	+172%	14k	117.54	View chart
Invesco Bulletshares 2025 Municipal Bond Etf Etf (BSMP)	0.1	$1.7M	+72%	68k	24.49	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.7M	-12%	8.2k	202.77	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$1.7M		30k	55.63	View chart
Ishares Cohen & Steers Rlty Etf (ICF)	0.1	$1.7M	-7%	25k	65.91	View chart
Watsco Stock (WSO)	0.1	$1.6M		3.3k	491.88	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$1.6M	+140%	29k	54.93	View chart
WD 40 Stock (WDFC)	0.1	$1.6M		6.2k	257.88	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$1.6M	+4%	55k	29.06	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$1.6M	-2%	9.2k	174.50	View chart
At&t Stock (T)	0.1	$1.6M	-5%	73k	22.00	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$1.6M	-2%	14k	109.33	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.6M	-10%	7.9k	198.06	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.6M		115k	13.61	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M		5.7k	270.85	View chart
Gildan Activewear Stock (GIL)	0.1	$1.5M		33k	47.11	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$1.5M	-7%	32k	47.39	View chart
Eog Resources Stock (EOG)	0.1	$1.5M	+2%	12k	122.94	View chart
Sherwin Williams Stock (SHW)	0.1	$1.5M		4.0k	381.67	View chart
Pfizer Stock (PFE)	0.1	$1.5M		52k	28.94	View chart
Nuveen Quality Muncp Income stock (NAD)	0.1	$1.5M		122k	12.38	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.1	$1.5M	-10%	11k	140.45	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$1.5M	-12%	28k	53.15	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.5M		8.6k	173.68	View chart
Coca Cola Stock (KO)	0.1	$1.5M		21k	71.86	View chart
MicroStrategy Inc Class A Stock (MSTR)	0.1	$1.5M	+832%	8.8k	168.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.4M	-3%	6.6k	217.59	View chart
Construction Partners Inc Com Cl A Stock (ROAD)	0.1	$1.4M		21k	69.80	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.4M	-17%	24k	59.21	View chart
Spdr Ser Tr Dj Wilshire Mid Cap Growth Etf Etf (MDYG)	0.1	$1.4M		16k	87.74	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.1	$1.4M		23k	62.07	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.1	$1.4M	-9%	27k	51.50	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.4M	-6%	8.4k	164.08	View chart
Merck & Co Stock (MRK)	0.1	$1.4M	+3%	12k	113.56	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.4M	-4%	15k	90.40	View chart
Cencora Stock (COR)	0.1	$1.4M	+66%	6.0k	225.08	View chart
3M Stock (MMM)	0.1	$1.3M	-2%	9.8k	136.70	View chart
Open Text Corp Stock (OTEX)	0.1	$1.3M	-10%	40k	33.27	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$1.3M		16k	80.78	View chart
First Trust Buywrite Income Etf Etf (FTHI)	0.1	$1.3M	+11%	58k	23.02	View chart
Autodesk Stock (ADSK)	0.1	$1.3M		4.8k	275.48	View chart
Primerica Stock (PRI)	0.1	$1.3M		4.9k	265.15	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.3M	-6%	13k	97.49	View chart
Crown Castle Intl Corp Reit (CCI)	0.1	$1.3M		11k	118.98	View chart
Novartis Adr (NVS)	0.1	$1.3M		11k	115.02	View chart
Omnicom Group Stock (OMC)	0.1	$1.3M		12k	103.39	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.1	$1.3M	+12%	65k	19.56	View chart
Rbc Bearings Stock (RBC)	0.1	$1.3M		4.2k	299.38	View chart
General Motors Corp Stock (GM)	0.1	$1.3M	-2%	28k	44.84	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$1.3M	+11%	12k	103.91	View chart
Ishares Tr S&p Allocation Fd Growth Allocation Etf (AOR)	0.0	$1.3M		21k	59.24	View chart
Chubb Stock (CB)	0.0	$1.2M		4.3k	288.44	View chart
Monster Beverage Corp Stock (MNST)	0.0	$1.2M	+6%	24k	52.17	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$1.2M	-10%	5.1k	245.45	View chart
Armstrong World Inds Stock (AWI)	0.0	$1.2M		9.4k	131.43	View chart
Medtronic Stock (MDT)	0.0	$1.2M	-3%	14k	90.06	View chart
Ascendis Pharma A/s Adr (ASND)	0.0	$1.2M	+3%	8.2k	149.31	View chart
Thor Inds Stock (THO)	0.0	$1.2M		11k	109.89	View chart
Ishares Msci World Etf Etf (URTH)	0.0	$1.2M	-10%	7.7k	156.92	View chart

Past Filings by Avior Wealth Management

SEC 13F filings are viewable for Avior Wealth Management going back to 2013

Avior Wealth Management 2024 Q3 filed Nov. 8, 2024
Avior Wealth Management 2024 Q2 filed Aug. 13, 2024
Avior Wealth Management 2024 Q1 filed April 30, 2024
Avior Wealth Management 2023 Q4 filed Jan. 30, 2024
Avior Wealth Management 2023 Q3 filed Oct. 17, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q2 filed July 19, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q1 filed May 10, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q4 filed Feb. 14, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q3 filed Oct. 26, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q2 filed Aug. 10, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q1 filed May 13, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q4 filed Feb. 14, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q3 filed Nov. 2, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q2 filed July 27, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q1 filed May 11, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2020 Q4 filed Feb. 9, 2021

View all past filings

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